Shared Vision Wealth Group

Shared Vision Wealth Group as of June 30, 2026

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