SoundView Advisors Inc.

OLYMPIA, WA · CIK 2054083 · 13F filing filed 2026-08-03

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyOlympia, WA

$306.9m reported value +9.2% vs Q1 2026

32positions

89.4%in top 10

3 new 17 added 9 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	115,498	$79.3m25.85%	25.85%	Added +2.5k	+2,453 2.2%
2	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	717,468	$51.1m16.66%	16.66%	Added +22.9k	+22,917 3.3%
3	VANGUARD MALVERN FDS CORE BD ETF VCRB	VCRB	384,228	$29.7m9.67%	9.67%	Added +3.8k	+3,766 1.0%
4	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	926,495	$27.8m9.06%	9.06%	Reduced -9.6k	-9,634 -1.0%
5	SPDR SER TR BLOOMBERG 3-12 M BILS	BILS	245,844	$24.4m7.96%	7.96%	Reduced -11.4k	-11,439 -4.5%
6	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	209,701	$21.4m6.98%	6.98%	Reduced -8.7k	-8,738 -4.0%
7	ISHARES TR CORE S&P MCP ETF IJH	IJH	176,569	$13.6m4.44%	4.44%	Reduced -876	-876 -0.5%
8	ISHARES TR CORE S&P SCP ETF IJR	IJR	89,671	$13.3m4.33%	4.33%	Added +586	+586 0.7%
9	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	22,491	$7.6m2.48%	2.48%	Added +45	+45 0.2%
10	ISHARES TR CORE MSCI EAFE IEFA	IEFA	62,679	$6.1m1.97%	1.97%	Added +97	+97 0.1%
11	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	6,340	$4.7m1.52%	1.52%	Added +201	+201 3.3%
12	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	12,994	$4.5m1.46%	1.46%	Added +20	+20 0.1%
13	NVIDIA CORPORATION COM NVDA	NVDA	21,927	$4.4m1.43%	1.43%	Added +869	+869 4.1%
14	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	26,536	$3.2m1.05%	1.05%	Added +43	+43 0.2%
15	COLUMBIA ETF TR II EM CORE EX ETF XCEM	XCEM	58,049	$3.1m1.00%	1.00%	Added +1.1k	+1,066 1.9%
16	VANGUARD ADMIRAL FDS INC MIDCP 400 IDX IVOO	IVOO	14,921	$1.9m0.63%	0.63%	Added +27	+27 0.2%
17	VANGUARD INDEX FDS MID CAP ETF VO	VO	23,152	$1.9m0.61%	0.61%	Reduced -496	-496 -2.1%
18	APPLE INC COM AAPL	AAPL	5,729	$1.7m0.54%	0.54%	Added +150	+150 2.7%
19	COSTCO WHSL CORP NEW COM COST	COST	1,576	$1.5m0.48%	0.48%	Unchanged
20	ALPHABET INC CAP STK CL C GOOG	GOOG	3,730	$1.3m0.43%	0.43%	Added +181	+181 5.1%
21	ISHARES TR CORE S&P500 ETF IVV	IVV	1,171	$876.0k0.29%	0.29%	Added +556	+556 90.4%
22	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,276	$552.0k0.18%	0.18%	Added +1	+1 0.1%
23	MICROSOFT CORP COM MSFT	MSFT	1,220	$455.0k0.15%	0.15%	Added +100	+100 8.9%
24	CHEVRON CORP NEW COM CVX	CVX	2,481	$411.0k0.13%	0.13%	Reduced -150	-150 -5.7%
25	DAVITA INC COM DVA	DVA	1,765	$392.0k0.13%	0.13%	Unchanged
26	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	665	$347.0k0.11%	0.11%	Reduced -66	-66 -9.0%
27	ISHARES TR RUS MID CAP ETF IWR	IWR	2,642	$291.0k0.09%	0.09%	Unchanged
28	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	502	$251.0k0.08%	0.08%	Reduced -6	-6 -1.2%
29	ALPHABET INC CAP STK CL A GOOGL	GOOGL	677	$241.0k0.08%	0.08%	New
30	FORTINET INC COM FTNT	FTNT	1,543	$237.0k0.08%	0.08%	New
31	SPDR INDEX SHS FDS EURO STOXX 50 FEZ	FEZ	2,949	$202.0k0.07%	0.07%	Reduced -479	-479 -14.0%
32	SNOWFLAKE INC CL A SNOW	SNOW	794	$202.0k0.07%	0.07%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR SGOV	SGOV	8,192	$824.0k8.2k shares
VANGUARD MUN BD FDS VTEB	VTEB	10,881	$542.0k10.9k shares