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Jan Bos

Soundwatch Capital Llc

Assets Managed
$793.229M
Holdings
47
Last Quarter
2026 - Q1
Filed Date
6d ago
Growth Rate
23.03%(2Q avg: 13.22%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Soundwatch Capital Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Soundwatch Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 793.229M in assets, with a quarterly growth rate of 23.03% and a 2-quarter average growth rate of 13.22%. The portfolio is managed by Jan Bos, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 87.3%
44.79%
$355.239M
543,836 shares@ $653.21 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 1.44%
44.61%
$353.831M
544,071 shares@ $650.34 avg price
AAPL
Apple Inc
Recent Activity
1.94%
$15.333M
60,417 shares@ $253.79 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.69%
1.7%
$13.461M
22,527 shares@ $597.56 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 0.63%
0.95%
$7.524M
25,175 shares@ $298.86 avg price
AAUS
Alpha Architect Us Eqy Etf
Recent Activity
Decreased -0.8%
0.66%
$5.232M
99,887 shares@ $52.39 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.14%
0.57%
$4.482M
7,766 shares@ $577.16 avg price
ESGV
Vanguard Esg Us Stock Etf
Recent Activity
Increased 1.27%
0.56%
$4.39M
39,098 shares@ $112.27 avg price
SHDG
Soundwatch Hedged Equity Etf
Recent Activity
Increased 116.74%
0.52%
$4.067M
132,428 shares@ $30.72 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 644.54%
0.51%
$4.043M
23,103 shares@ $174.99 avg price

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