SoundView Advisors Inc.

CIK 0002054083 · Q1 2026

13F Equity AUM

$281K

-99.9% QoQ

Positions

+1 QoQ

AUM Rank

#12,184

Top 98%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 69.5%Top 10: 90.1%Top 20: 98.5%

VOO24.0%

VEA15.8%

VCRB10.5%

SPSB10.0%

BILS9.1%

STIP8.0%

IJH4.3%

IJR3.9%

VONE2.4%

IEFA2.0%

Others (21)9.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services96.6%

Technology2.0%

Other1.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

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Portfolio Overlap

Shared: 31Unique: 0vs 20 funds

0.4%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

0.7%

0.6%

0.6%

0.9%

0.6%

0.5%

VANGUARD CAPITAL MANAGEMENT LLC

0.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.3%

GEODE CAPITAL MANAGEMENT, LLC

0.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New3Increased5Decreased18Exited2

New Positions

VCRB10.5%

+380K

SGOV0.3%

+8K

VTEB0.2%

+11K

Increased

STIP8.0%

+8K(+4%)

IJH4.3%

+467(+0%)

DON0.1%

+42(+6%)

VO0.6%

+18(+0%)

FEZ0.1%

+17(+1%)

Decreased

SPSB10.0%

-83,979(-8%)

BILS9.1%

-18,852(-7%)

VEA15.8%

-8,372(-1%)

VOO24.0%

-3,903(-3%)

IJR3.9%

-1,632(-2%)

IEFA2.0%

-1,495(-2%)

TRL0.1%

-1,148(-39%)

VTWO0.9%

-1,009(-4%)

NVDA1.3%

-943(-4%)

LRCX0.1%

-662(-34%)

Exited

XHLF

-519,214

GOOGL

-677

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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