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Shared Vision Wealth Group

Latest statistics and disclosures from Shared Vision Wealth Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, IVV, IUSB, SPY, GOVT, and represent 42.67% of Shared Vision Wealth Group's stock portfolio.
Added to shares of these 10 stocks: GOVT, SPY, EFG, BLCR, IDEF, SCHF, VTEC, LMUB, SHV, SCMB.
Started 7 new stock positions in LMUB, IYF, NEAR, JBND, SHV, BLCR, IDEF.
Reduced shares in these 10 stocks: OEF, EMB, IAU, IXUS, IVV, ITA, BINC, DYNF, QUAL, IGEB.
Sold out of its positions in PWB, LQD, SOXX, EMB, ITA, USMV, STIP, JAVA, XNTK, XLY. XLF.
Shared Vision Wealth Group was a net buyer of stock by $6.2M.
Shared Vision Wealth Group has $245M in assets under management (AUM), dropping by -0.74%.
Central Index Key (CIK): 0002008178

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Portfolio Holdings for Shared Vision Wealth Group

Shared Vision Wealth Group holds 95 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	18.0	$44M		174k	253.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.2	$23M	-4%	35k	653.21	View chart
Ishares Tr Core Univrsl Usd (IUSB)	7.5	$18M		396k	46.19	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	4.7	$12M	+31%	18k	650.34	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	3.2	$7.9M	+117%	345k	22.91	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.1	$7.5M	+3%	36k	211.15	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.9	$7.2M	-8%	123k	58.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.7	$6.7M	+4%	59k	113.11	View chart
Ishares Tr Eafe Value Etf (EFV)	2.7	$6.6M	-4%	89k	74.35	View chart
Ishares Tr Mbs Etf (MBB)	2.6	$6.5M	-3%	68k	94.95	View chart
Ishares Core Msci Emkt (IEMG)	2.4	$5.8M	-3%	83k	69.75	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	2.3	$5.7M	+29%	58k	99.08	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	2.3	$5.6M		56k	100.72	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	2.2	$5.3M	-15%	102k	51.93	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.9	$4.7M	+47%	189k	24.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.7	$4.2M	-12%	22k	191.81	View chart
Broadcom (AVGO)	1.7	$4.0M	-3%	13k	309.50	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.5	$3.8M	+242%	34k	111.37	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.4	$3.3M	+21%	67k	50.04	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$3.2M		63k	49.89	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.2	$2.8M	+9%	78k	36.22	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.1	$2.8M	+13%	86k	32.95	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.1	$2.7M	+13%	11k	239.98	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$2.4M	+31%	11k	217.24	View chart
Ishares Tr S&p 100 Etf (OEF)	1.0	$2.4M	-61%	7.5k	318.06	View chart
Ishares Tr Investment Grade (IGEB)	0.9	$2.1M	-19%	48k	45.06	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.8	$2.0M	NEW	49k	41.06	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.8	$1.9M	NEW	59k	32.72	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.7	$1.8M	+23%	36k	50.14	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$1.6M	-51%	18k	88.16	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$1.6M	-44%	18k	86.64	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.6	$1.5M	+79%	57k	25.48	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.6	$1.4M		9.8k	141.43	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.5	$1.3M	+58%	15k	89.00	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$1.2M		54k	23.22	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.2M	-7%	12k	106.15	View chart
Costco Wholesale Corporation (COST)	0.4	$1.1M		1.1k	996.09	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$1.1M	-15%	5.8k	181.42	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.4	$1.0M	+49%	21k	50.43	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.4	$1.0M		26k	39.68	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.4	$991k	+20%	12k	84.91	View chart
Ishares Tr Europe Etf (IEV)	0.4	$865k		13k	67.94	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$864k		2.0k	436.87	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$861k		2.7k	320.78	View chart
Ishares Tr Morningstar Valu (ILCV)	0.3	$848k		9.1k	93.14	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.3	$843k		35k	23.87	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$766k		1.6k	479.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$715k	+107%	2.5k	287.18	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$678k	+160%	18k	38.26	View chart
Ishares Tr Long Term Muni (LMUB)	0.3	$673k	NEW	14k	49.93	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.3	$663k	NEW	6.0k	110.39	View chart
Johnson & Johnson (JNJ)	0.3	$652k		2.7k	244.46	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$622k		2.5k	248.00	View chart
NVIDIA Corporation (NVDA)	0.2	$591k	-5%	3.4k	174.38	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$585k	-29%	6.8k	86.68	View chart
Amazon (AMZN)	0.2	$565k		2.7k	208.30	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$550k	+68%	5.7k	97.13	View chart
Microsoft Corporation (MSFT)	0.2	$526k	-6%	1.4k	370.15	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$509k		4.5k	113.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$496k		860.00	577.20	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$470k		6.6k	70.91	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.2	$470k	-10%	11k	43.50	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$462k	-36%	4.5k	101.79	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$450k	+78%	971.00	463.39	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$450k		7.9k	56.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$447k		4.9k	90.54	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$444k		8.9k	49.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$444k	-15%	3.6k	124.32	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$422k	-10%	1.2k	356.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$414k		693.00	597.55	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$412k	+11%	2.9k	142.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$394k		1.4k	286.86	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$381k		2.9k	132.89	View chart
Ishares Tr Large Cap Max Bu (DMAX)	0.2	$379k		14k	26.57	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.2	$377k		8.1k	46.53	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$372k	NEW	3.2k	117.66	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$362k	-29%	4.6k	78.66	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$343k		2.4k	145.95	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$339k		2.9k	117.17	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$318k		5.8k	55.24	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$299k		1.1k	262.01	View chart
Fidelity Covington Trust Enhanced High Yi (FDHY)	0.1	$285k		5.9k	48.54	View chart
Exxon Mobil Corporation (XOM)	0.1	$263k		1.5k	169.71	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$257k	-9%	2.6k	97.21	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$249k	-4%	5.6k	44.33	View chart
Union Pacific Corporation (UNP)	0.1	$239k		986.00	242.59	View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF)	0.1	$234k		9.7k	24.11	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$230k		5.0k	45.89	View chart
Eli Lilly & Co. (LLY)	0.1	$228k		248.00	919.95	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$226k	NEW	4.2k	53.77	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$222k		2.8k	79.28	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$222k	-4%	1.6k	135.69	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.1	$218k	-22%	2.1k	104.17	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$214k	-27%	4.5k	48.05	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$206k	NEW	4.0k	50.83	View chart

Past Filings by Shared Vision Wealth Group

SEC 13F filings are viewable for Shared Vision Wealth Group going back to 2023

Shared Vision Wealth Group 2026 Q1 filed May 6, 2026
Shared Vision Wealth Group 2025 Q4 filed Feb. 11, 2026
Shared Vision Wealth Group 2025 Q3 filed Oct. 30, 2025
Shared Vision Wealth Group 2025 Q2 filed Aug. 7, 2025
Shared Vision Wealth Group 2025 Q1 filed May 2, 2025
Shared Vision Wealth Group 2024 Q4 filed Feb. 6, 2025
Shared Vision Wealth Group 2024 Q3 filed Nov. 12, 2024
Shared Vision Wealth Group 2024 Q2 filed July 24, 2024
Shared Vision Wealth Group 2024 Q1 filed May 7, 2024
Shared Vision Wealth Group 2023 Q4 filed Feb. 8, 2024

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