SoundView Advisors Inc.

RIA/Wealth

SoundView Advisors Inc. is a RIA/Wealth based in Olympia, WA led by Kevin Lee Slater, managing $1.1B across 22 long positions as of Q3 2025 with 63% ETF concentration, 98% concentrated in top 10 holdings, and 35% allocation to BRK.A.

PresidentKevin Lee Slater

Portfolio Value: $1.1B
Positions: 22
Top Holding: BRK.A at 34.84%
Last Reported: Q3 2025

Address1441 West Bay Drive, Suite 201, Olympia, WA, 98502, United States

Top Holdings

Largest long holdings in SoundView Advisors Inc.'s portfolio (98.4% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.A	Insurance - Diversified Financial Services	$383.1M	34.84%	+$383.1M New	0.04% 508.0 shares	Q3 2025 Held for 2 months
2 SPDR NYSE Technology XNTK	ETF ETF	$357.7M	32.53%	+$357.7M New	— 1.3M shares	Q3 2025 Held for 2 months
3 iShares S&P 100 OEF	ETF ETF	$182.1M	16.56%	+$182.1M New	— 547.2K shares	Q3 2025 Held for 2 months
4 Vanguard S&P 500 ETF VOO	ETF ETF	$78.1M	7.10%	+$13.1M Bought	— 127.5K shares	Q4 2024 Held for 11 months
5 Vanguard FTSE Developed Markets VEA	ETF ETF	$39.8M	3.62%	+$727.7K Bought	— 664.1K shares	Q4 2024 Held for 11 months
6 BondBloxx USD High Yield Bond Consumer Cyclicals Sector XHYC	ETF ETF	$20.1M	1.83%	+$20.1M New	— 534.3K shares	Q3 2025 Held for 2 months
7 VOOG Vanguard S&P 500 Growth VOOG	ETF ETF	$6.5M	0.59%	+$6.5M New	— 15.0K shares	Q3 2025 Held for 2 months
8 Microsoft MSFT	Software - Infrastructure Technology	$5.9M	0.53%	-$209.3K Sold	0.00% 11.3K shares	Q4 2024 Held for 11 months
9 Nvidia NVDA	Semiconductors Technology	$4.5M	0.41%	-$459.0K Sold	0.00% 24.1K shares	Q4 2024 Held for 11 months
10 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$4.3M	0.39%	-$141.3K Sold	0.00% 17.5K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in SoundView Advisors Inc.'s latest filing

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Market Value

$1.1B

Prior: $269.8M

Q/Q Change

+307.57%

+$829.8M

Net Flows % of MV

+74.57%

Turnover Ratio

50.71%

New Purchases

6 stocks

$952.7M

Added To

4 stocks

+$14.9M

Sold Out Of

18 stocks

$146.3M

Reduced Holdings

8 stocks

-$1.4M

Increased Positions

Position	Shares Δ	Change
1 Berkshire Hathaway BRK.A	New	0 → 508.0 +$383.1M
2 SPDR NYSE Technology XNTK	New	0 → 1.3M +$357.7M
3 iShares S&P 100 OEF	New	0 → 547.2K +$182.1M
4 BondBloxx USD High Yield Bond Consumer Cyclicals Sector XHYC	New	0 → 534.3K +$20.1M
5 VOOG Vanguard S&P 500 Growth VOOG	New	0 → 15.0K +$6.5M

Decreased Positions

Position	Shares Δ	Change
1 SPDR Portfolio Short Term Corporate Bond SPSB	Sold	980.9K → 0 −$29.6M
2 SPDR Bloomberg 3-12 Month T-Bill BILS	Sold	274.3K → 0 −$27.3M
3 BondBloxx Bloomberg Six Month Target Duration US Treasury XHLF	Sold	511.0K → 0 −$25.7M
4 iShares 0-5 Year TIPS Bond STIP	Sold	188.2K → 0 −$19.4M
5 iShares Core S&P Mid-Cap ETF IJH	Sold	174.4K → 0 −$10.8M