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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, DYNF, and represent 44.63% of Shared Vision Wealth Group's stock portfolio.
Added to shares of these 10 stocks: PWZ (+$6.8M), IVV (+$6.7M), SPY, IALT, IUSB, GGOV, CORO, VO, SCHF, SCMB.
Started 23 new stock positions in SPAB, CAT, VEA, ITA, ESGE, IEF, IALT, HYBL, BND, ITOT. EAGG, GGOV, SBUX, PWB, BBAG, STIP, SOXX, CORO, SPYM, IDEV, JAVA, USMV, XNTK.
Reduced shares in these 10 stocks: VTEC (-$5.7M), QUAL, IAGG, EFV, IEMG, IVE, BINC, THRO, BAI, MTUM.
Sold out of its positions in XOM, JBND, VTEC, BNDX.
Shared Vision Wealth Group was a net buyer of stock by $21M.
Shared Vision Wealth Group has $291M in assets under management (AUM), dropping by 18.65%.
Central Index Key (CIK): 0002008178

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Portfolio Holdings for Shared Vision Wealth Group

Shared Vision Wealth Group holds 114 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	17.3	$50M		174k	289.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	11.2	$33M	+25%	43k	748.89	View chart
Ishares Tr Core Univrsl Usd (IUSB)	7.2	$21M	+15%	456k	46.15	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	6.0	$18M	+31%	24k	746.77	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.8	$8.2M		121k	68.01	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.7	$7.9M		347k	22.78	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.7	$7.8M	-3%	57k	137.53	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	2.6	$7.6M	+780%	311k	24.51	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.4	$7.0M	+32%	251k	27.70	View chart
Ishares Tr Mbs Etf (MBB)	2.3	$6.7M	+4%	71k	94.52	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.2	$6.3M	-21%	28k	227.06	View chart
Broadcom (AVGO)	1.7	$4.8M		13k	377.74	View chart
Ishares Core Msci Emkt (IEMG)	1.6	$4.7M	-31%	57k	82.84	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.6	$4.6M	-16%	46k	100.35	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.5	$4.3M	+2%	35k	124.42	View chart
Ishares Tr Eafe Value Etf (EFV)	1.4	$4.0M	-41%	52k	76.55	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	1.3	$3.8M	-27%	74k	52.34	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	1.2	$3.5M	-23%	66k	52.72	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$3.4M	+5%	67k	50.58	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	1.1	$3.2M	NEW	112k	28.05	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	1.1	$3.1M	+106%	118k	25.82	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$3.1M	+11%	13k	242.98	View chart
Ishares Tr S&p 100 Etf (OEF)	1.0	$2.9M	+5%	7.9k	365.88	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.0	$2.8M	-25%	8.3k	342.82	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.9	$2.7M	NEW	53k	50.29	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.9	$2.6M	+7%	52k	50.37	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.8	$2.3M	-32%	52k	43.11	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.7	$2.1M	NEW	58k	36.60	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.7	$2.1M	-3%	46k	45.11	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$2.0M	+894%	25k	80.57	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.7	$2.0M	+4%	62k	31.78	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$1.9M	-60%	8.6k	219.42	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.6	$1.8M		36k	51.51	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.6	$1.8M	+48%	17k	103.22	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$1.8M	+2%	19k	95.44	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.6	$1.6M		9.8k	163.67	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.5	$1.6M	NEW	18k	87.88	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$1.6M	+24%	67k	23.13	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.5	$1.5M	+200%	2.9k	522.47	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.5	$1.4M	+5%	16k	88.71	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$1.4M	-4%	5.6k	252.24	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$1.4M		18k	75.51	View chart
Ishares Tr Long Term Muni (LMUB)	0.4	$1.3M	+81%	24k	51.22	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.4	$1.1M		25k	41.82	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.1M	+523%	12k	86.14	View chart
Blackrock Etf Trust Ii Isha Sh Term Etf (CALI)	0.4	$1.0M		21k	50.53	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.0M	-19%	9.4k	107.62	View chart
Costco Wholesale Corporation (COST)	0.3	$1.0M		1.1k	935.04	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$993k		2.7k	370.00	View chart
Ishares Tr Morningstar Valu (ILCV)	0.3	$929k		9.2k	101.24	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.3	$922k	+31%	23k	39.68	View chart
Ishares Tr Europe Etf (IEV)	0.3	$898k	-3%	12k	72.85	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.3	$874k	NEW	34k	25.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$774k	-3%	1.5k	500.48	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$753k		2.5k	300.45	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$700k	NEW	7.4k	94.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$694k	+31%	4.7k	148.30	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$689k	+3%	6.2k	110.36	View chart
Johnson & Johnson (JNJ)	0.2	$677k		2.7k	253.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$633k		860.00	736.42	View chart
Ishares Tr Esg Advan Etf (EUSB)	0.2	$620k	+32%	14k	43.45	View chart
NVIDIA Corporation (NVDA)	0.2	$618k	-8%	3.1k	200.08	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.2	$617k		8.1k	76.16	View chart
Amazon (AMZN)	0.2	$605k	-6%	2.5k	238.38	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$595k		4.5k	132.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$589k		5.7k	103.88	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$585k		2.9k	199.81	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$545k		2.9k	190.51	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.2	$544k		6.6k	81.94	View chart
Microsoft Corporation (MSFT)	0.2	$538k		1.4k	373.12	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$524k	+17%	10k	50.23	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$509k	-6%	7.4k	68.41	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$496k	-85%	9.8k	50.60	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$493k	-15%	5.7k	86.42	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$493k		1.2k	409.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$483k		1.4k	353.33	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$481k		5.0k	96.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$476k		693.00	686.81	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$452k	-3%	4.4k	102.30	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$403k		3.2k	127.51	View chart
Ishares Tr Larg Cap Dec Etf (DMAX)	0.1	$390k		14k	27.34	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$388k	NEW	606.00	640.82	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$383k		2.8k	134.73	View chart
Ssga Active Tr St Str Black Etf (HYBL)	0.1	$379k	NEW	14k	27.95	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$375k	-32%	3.1k	121.75	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$358k		2.4k	152.19	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$353k	+2%	1.2k	303.24	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$347k		5.8k	60.29	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$338k	+36%	7.6k	44.23	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$320k	NEW	3.1k	102.17	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$306k	NEW	3.4k	89.02	View chart
Spdr Series Trust St Str Nyse Tech (XNTK)	0.1	$305k	NEW	781.00	390.52	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$302k	NEW	4.1k	73.41	View chart
Eli Lilly & Co. (LLY)	0.1	$299k		249.00	1201.31	View chart
Fidelity Covington Trust Enha High Yi Etf (FDHY)	0.1	$288k		5.9k	49.03	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$286k	-2%	2.6k	110.31	View chart
Union Pacific Corporation (UNP)	0.1	$270k		993.00	271.92	View chart
Caterpillar (CAT)	0.1	$256k	NEW	241.00	1063.33	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.1	$256k	NEW	1.5k	168.50	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$255k	NEW	1.1k	242.38	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$241k	+8%	3.0k	79.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$238k	NEW	3.3k	71.26	View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF)	0.1	$231k		9.7k	23.77	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$227k	NEW	1.4k	164.31	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$227k		5.0k	45.34	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$224k	+399%	8.2k	27.41	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.1	$218k		2.1k	103.83	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$217k	NEW	4.7k	45.95	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$215k	NEW	4.5k	47.41	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$208k	NEW	2.6k	79.41	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$206k	NEW	2.1k	96.46	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.1	$205k		4.0k	50.66	View chart
Starbucks Corporation (SBUX)	0.1	$204k	NEW	2.0k	102.17	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$203k	NEW	3.7k	54.69	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 Q2 filed July 31, 2026
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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