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Soundview Advisors Inc.
SoundView Advisors, Inc. is a registered investment advisor headquartered in Olympia, Washington, serving clients primarily in the Pacific Northwest since 2007. The firm is co-founded by Bruce Stoltenberg and led by Kevin L. Slater, CFP®, CEO. With fewer than 25 employees, SoundView Advisors offers comprehensive, fee-only wealth management and financial planning, including investment, retirement, tax, education, estate, and insurance consulting. The firm is known for its fiduciary standard and personalized, client-centered approach, catering to professionals and families seeking strategic financial guidance without commission-based conflicts of interest.
Investment Strategy
SoundView Advisors utilizes a personalized and strategic investment approach tailored to each client’s goals, values, and priorities. They emphasize fee-only fiduciary advice, ongoing asset allocation reviews, and long-term stability and growth. Their process includes in-depth consultations, clear documentation of objectives, and regular reporting. The firm integrates tax efficiency, risk management, and flexibility, allowing for client-imposed restrictions on specific securities or asset classes. Non-commissioned, transparent, and always acting in the client’s best interests, SoundView prioritizes informed decisions that foster long-term, sustainable wealth.
Latest 13F Filing Activity
Soundview Advisors Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 23 equity positions with a total 13F market value of $292M. The fund increased holdings in SPDR Series Trust, Ishares TR, Bondbloxx Etf Trust among other positions. Soundview Advisors Inc. reduced exposure to SPDR Series Trust, SPDR Series Trust, Bondbloxx Etf Trust among others.
Top Holdings
Equity Positions (23)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 24.73% | $72.2M | 127,462 | $551.61 | $612.38 | +$11.9M |
X XNTK | SPDR SERIES TRUST | 20.35% | $59.4M | 1,313,983 | $272.23 | $272.23 | +$59.4M |
O OEF | ISHARES TR | 17.18% | $50.1M | 547,227 | $332.84 | $332.84 | +$50.1M |
V VEA | VANGUARD TAX-MANAGED FDS | 13.64% | $39.8M | 664,135 | $48.79 | $59.92 | +$2.6M |
X XHYC | BONDBLOXX ETF TRUST | 9.23% | $26.9M | 534,300 | $37.66 | $37.66 | +$26.9M |
Industry Allocation
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