SoundView Advisors Inc. - Portfolio overview

SoundView Advisors Inc. has 41 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 24.04%
2. VEA - VANGUARD TAX-MANAGED FDS, 15.84%
3. VCRB - VANGUARD MALVERN FDS, 10.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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