Shared Vision Wealth Group LLC 13F Holdings · Q2 2026
Shared Vision Wealth Group LLC reported 114 securities worth $290.87M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (17.34%), IVV (11.18%), IUSB (7.23%). Among its top 25 positions this quarter: 2 new, 13 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $50.4M | 17.34% | 174,298 | Added |
| 2 | IVV | ISHARES TR | $32.5M | 11.18% | 43,407 | Added |
| 3 | IUSB | ISHARES TR | $21.0M | 7.23% | 455,884 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $17.6M | 6.05% | 23,565 | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $8.2M | 2.83% | 121,023 | Trimmed |
| 6 | GOVT | ISHARES TR | $7.9M | 2.72% | 346,706 | Added |
| 7 | IVW | ISHARES TR | $7.8M | 2.68% | 56,659 | Trimmed |
| 8 | PWZ | INVESCO EXCH TRADED FD TR II | $7.6M | 2.62% | 310,889 | Added |
| 9 | SCHF | SCHWAB STRATEGIC TR | $7.0M | 2.39% | 251,098 | Added |
| 10 | MBB | ISHARES TR | $6.7M | 2.32% | 71,299 | Added |
| 11 | IVE | ISHARES TR | $6.3M | 2.16% | 27,711 | Trimmed |
| 12 | AVGO | BROADCOM INC | $4.8M | 1.67% | 12,829 | Trimmed |
| 13 | IEMG | ISHARES INC | $4.7M | 1.61% | 56,564 | Trimmed |
| 14 | TLH | ISHARES TR | $4.6M | 1.59% | 46,226 | Trimmed |
| 15 | EFG | ISHARES TR | $4.3M | 1.47% | 34,468 | Added |
| 16 | EFV | ISHARES TR | $4.0M | 1.37% | 52,233 | Trimmed |
| 17 | BINC | BLACKROCK ETF TRUST II | $3.8M | 1.32% | 73,521 | Trimmed |
| 18 | BAI | BLACKROCK ETF TRUST | $3.5M | 1.19% | 65,784 | Trimmed |
| 19 | VTEB | VANGUARD MUN BD FDS | $3.4M | 1.16% | 66,942 | Added |
| 20 | IALT | BLACKROCK ETF TRUST | $3.2M | 1.08% | 112,361 | New |
| 21 | SCMB | SCHWAB STRATEGIC TR | $3.1M | 1.05% | 118,406 | Added |
| 22 | VBR | VANGUARD INDEX FDS | $3.1M | 1.05% | 12,564 | Added |
| 23 | OEF | ISHARES TR | $2.9M | 0.99% | 7,864 | Added |
| 24 | MTUM | ISHARES TR | $2.8M | 0.98% | 8,281 | Trimmed |
| 25 | GGOV | BLACKROCK ETF TRUST II | $2.7M | 0.92% | 53,284 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR