13F Filings History of Soundwatch Capital LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$644,755,941
Signature - Title
Jan Bos - Chief Investment Strategist
Location
Rowayton, CT
Summary
This page shows a list of all the recent 13F filings made by Soundwatch Capital LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Soundwatch Capital LLC reported 48 stock holdings with total value $644,755,941 as of Q4 2025. Top holdings included SPY, IVV, AAPL, VOO, and VV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 48 $644,755,941 +$18,373,369 -$12,433,116 +$5,940,253 SPY, IVV, AAPL, VOO, VV 13F-HR 10 Feb 2026, 09:20
Q3 2025 39 $623,573,515 +$16,331,195 -$112,270,530 -$95,939,335 SPY, IVV, AAPL, VOO, VV 13F-HR 05 Nov 2025, 13:20
Q2 2025 147 $51,874,229 $0 $0 $0 VV, DE, SHDG, MSFT, MCO 13F-HR 12 Aug 2025, 13:04
Q1 2025 29 $219,590,258 +$417,175 -$682,699,231 -$682,282,056 IVV, SPY, AAPL, VOO, VV 13F-HR 06 May 2025, 10:29
Q4 2024 36 $945,728,833 +$300,306,272 -$1,814,953 +$298,491,319 IVV, SPY, AAPL, VOO, VV 13F-HR 13 Feb 2025, 09:30
Q3 2024 34 $634,166,187 +$614,819,495 $0 +$614,819,495 SPY, IVV, AAPL, VOO, VV 13F-HR 08 Nov 2024, 10:09
Q2 2024 14 $18,177,930 +$4,830,496 -$520,804,902 -$515,974,406 IVV, ESGV, AAPL, VOO, RSP 13F-HR 12 Aug 2024, 11:57
Q1 2024 13 $513,005,030 +$301,814,526 -$19,942,368 +$281,872,158 SPY, IVV, VOO, VV, ESGV 13F-HR 08 May 2024, 11:12
Q4 2023 32 $205,111,114 +$5,134,352 -$285,349,885 -$280,215,533 IVV, SPY, AAPL, VOO, VV 13F-HR 07 Feb 2024, 15:40
Q3 2023 29 $464,348,147 +$12,317,377 -$29,478 +$12,287,899 SPY, IVV, SHDG, AAPL, VOO 13F-HR 13 Nov 2023, 06:23
Q2 2023 33 $36,479,741 $0 $0 $0 AAPL, VOO, SHDG, IWB, UNH 13F-HR 14 Aug 2023, 16:20
Q1 2023 24 $435,430,352 +$113,176,364 $0 +$113,176,364 SPY, IVV, AAPL, VOO, SHDG 13F-HR 15 May 2023, 16:43
Q4 2022 17 $89,128,951 $0 $0 $0 IVV, VV, OEF, DIA, QQQ 13F-HR 14 Feb 2023, 14:37
Q3 2022 11 $102,714,000 +$20,071,521 -$3,472,889 +$16,598,632 IVV, AAPL, ESGU, VV, SPY 13F-HR 10 Nov 2022, 06:16
Q2 2022 11 $90,932,000 +$1,432,262 -$3,393,748 -$1,961,486 IVV, ESGV, AAPL, VV, SPY 13F-HR 17 Aug 2022, 11:34
Q1 2022 12 $110,992,000 +$5,924 -$329,212,318 -$329,206,394 IVV, ESGV, VV, AAPL, ITOT 13F-HR 16 May 2022, 17:09
Q4 2021 34 $462,416,000 +$162,627,985 -$98,768,995 +$63,858,990 SPY, IVV, AAPL, ESGV, QQQ 13F-HR 11 Feb 2022, 08:19
Q3 2021 31 $367,587,000 +$321,685,738 -$54,766,694 +$266,919,044 SPY, IVV, IVV, AAPL, VV 13F-HR 15 Nov 2021, 17:23
Q2 2021 8 $100,462,000 +$784 -$181,814,912 -$181,814,128 IVV, QUAL, DIA, GD, IWB 13F-HR 12 Nov 2021, 06:29
Q1 2021 25 $274,482,000 +$125,836,730 -$875,390 +$124,961,340 SPY, IVV, AAPL, VV, SPX CORP 13F-HR 17 May 2021, 16:42
Q4 2020 23 $142,039,000 +$10,667,594 -$257,496 +$10,410,098 SPY, AAPL, VV, QQQ, IVV 13F-HR 29 Jan 2021, 12:13
Q3 2020 19 $117,648,000 +$37,086,678 -$102,710,095 -$65,623,417 SPY, AAPL, VV, QQQ, IVV 13F-HR 16 Nov 2020, 09:21
Q2 2020 21 $147,947,000 +$23,143,886 $0 +$23,143,886 IVV, SPY, AAPL, VV, QQQ 13F-HR 09 Sep 2020, 09:49
Q1 2020 5 $123,391,000 +$4,229,559 -$7,652,335 -$3,422,776 IVV, SPY, VV, IWB, VOO 13F-HR 15 May 2020, 17:21
Q4 2019 11 $157,632,000 $0 $0 $0 IVV, SPY, AAPL, NVDA, IVE 13F-HR 14 Feb 2020, 17:17