SoundView Advisors Inc. reported 12 positions worth $12.33M for the quarter ended Sep 30, 2026, up 6.5% on the prior quarter. It opened 0 new positions, added to 4, trimmed 3 and exited 0. Its largest holding is Nvidia Corp at 40.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 21.9K | $5.01M | 40.63% | +6 | +0.0% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 5,930 | $1.97M | 16.01% | +201 | +3.5% | Added | 0% |
| 3 | COST Costco Wholesale Corp | Consumer Staples | 1,586 | $1.44M | 11.71% | +10 | +0.6% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 2,161 | $1.11M | 8.99% | +941 | +77.1% | Added | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 1,586 | $540.00K | 4.38% | -2,144 | -57.5% | Reduced | 0% |
| 6 | CVX Chevron Corp | Energy | 2,481 | $506.00K | 4.1% | 0 | 0.0% | Unchanged | 0% |
| 7 | LRCX Lam Research Corp | Technology | 1,269 | $416.00K | 3.37% | -7 | -0.5% | Reduced | 0% |
| 8 | DVA Davita Inc. | Healthcare | 1,765 | $308.00K | 2.5% | 0 | 0.0% | Unchanged | 0% |
| 9 | FTNT Fortinet, Inc. | Technology | 1,522 | $272.00K | 2.21% | -21 | -1.4% | Reduced | 0% |
| 10 | SNOW Snowflake Inc. | Technology | 794 | $269.00K | 2.18% | 0 | 0.0% | Unchanged | 0% |
| 11 | BRK-B Berkshire Hathaway Inc | Financial Services | 502 | $249.00K | 2.02% | 0 | 0.0% | Unchanged | 0% |
| 12 | GOOGL Alphabet Inc. | Technology | 677 | $233.00K | 1.89% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at SoundView Advisors.
As of its Q3 2026 13F filing, SoundView Advisors Inc.’s five largest positions were Nvidia Corp (NVDA) at 40.6%, Apple Inc. (AAPL) at 16.0%, Costco Wholesale Corp (COST) at 11.7%, Microsoft Corp (MSFT) at 9.0%, Alphabet Inc. (GOOG) at 4.4% of the reported portfolio.
SoundView Advisors Inc. reported a 13F portfolio worth $12.33M across 12 positions for Q3 2026. That is up 6.5% from the previous quarter.
Its largest purchases by value were Microsoft Corp ($482.47K), Apple Inc. ($66.91K), Costco Wholesale Corp ($9.10K). It opened 0 new positions.
Its largest sales by value were Alphabet Inc. ($729.99K), Fortinet, Inc. ($3.75K), Lam Research Corp ($2.29K). It exited 0 positions entirely.
From the Form 13F-HR reports SoundView Advisors Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.