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CIK: 0002008178
Total reported value
$290.9M
$290.9M
95 檔
36.0%
According to the latest 13F quarterly dataset, Shared Vision Wealth Group LLC managed an equity portfolio of $290.9M at the end of Q1 2026, spanning 95 distinct U.S. exchange-listed positions.
Shared Vision Wealth Group LLC executed strategic sector rebalancing during Q1 2026, establishing 7 new positions while fully exiting 11 holdings and trimming 33 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 18.04% | -0.70% | -0.04% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.20% | +1.98% | -4.60% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 7.47% | -0.24% | +0.28% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.74% | +1.31% | +31.53% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.22% | -0.50% | +117.19% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.06% | -0.90% | +3.18% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.92% | -0.09% | -8.99% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.72% | -0.04% | +4.38% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.69% | -1.32% | -4.44% | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 2.63% | -0.31% | -3.98% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.36% | -0.75% | -3.82% | |
| 12 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 2.32% | -2.32% | EXIT | |
| 13 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.28% | -0.69% | -1.36% | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.16% | -0.84% | -15.55% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.91% | +0.48% | +47.34% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.71% | -1.06% | -12.01% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.65% | +0.02% | -3.92% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.53% | -0.06% | +242.12% | |
| 19 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.36% | -1.19% | +21.29% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.29% | -0.13% | -0.21% | |
| 21 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.15% | -0.37% | +9.11% | |
| 22 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.15% | +0.04% | +13.28% | |
| 23 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.09% | -0.11% | +13.33% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.00% | +0.05% | +31.98% | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.97% | +0.02% | -61.70% | |
| 26 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.88% | -0.16% | -19.28% | |
| 27 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 0.81% | +0.10% | — | |
| 28 | IDEF | Ishares Def Industrials Act | ETF-Other | 0.79% | -0.11% | — | |
| 29 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.73% | -0.10% | +23.65% | |
| 30 | IAU | Ishares Gold Trust | ETF-Commodities | 0.65% | -0.18% | -51.27% | |
| 31 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.64% | -0.03% | -44.14% | |
| 32 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.60% | +0.45% | +79.03% | |
| 33 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.56% | -0.01% | -1.29% | |
| 34 | SYSB | Ishares Systematic Bond ETF | ETF-Other | 0.54% | -0.06% | +58.36% | |
| 35 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.51% | +0.02% | -0.92% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | -0.15% | -7.68% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.09% | +0.09% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.43% | +0.05% | -15.58% | |
| 39 | CALI | Ishrs Sh-trm Ca Muni Act ETF | ETF-Other | 0.43% | -0.07% | +49.98% | |
| 40 | IVLU | Ishares Msci International V | ETF-Other | 0.42% | -0.05% | +0.34% | |
| 41 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.40% | +0.22% | +20.54% | |
| 42 | IEV | Ishares Europe ETF | ETF-Other | 0.35% | -0.04% | +0.20% | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.35% | +0.02% | — | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.35% | -0.01% | — | |
| 45 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.35% | -0.03% | +0.42% | |
| 46 | PWZ | Invesco California Amt-free | ETF-Other | 0.34% | +2.28% | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.04% | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.29% | +0.40% | +107.33% | |
| 49 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.28% | +0.04% | +160.98% | |
| 50 | LMUB | Ishares Lt National Muni Bd | ETF-Other | 0.27% | +0.16% | — |
According to official SEC Form 13F filings, Shared Vision Wealth Group LLC reported a total U.S. public equity portfolio value of $290.9M across 95 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, IUSB) accounted for 36.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
BLCR
市值: $2.0M
Top Position Liquidated / Trimmed
EMB
前期市值: $1.7M
During Q1 2026, Shared Vision Wealth Group LLC's top holdings by market value included AAPL (18.0%)、IVV (9.2%)、IUSB (7.5%). The largest single position, AAPL, represented 18.0% of total portfolio value.
In Q1 2026, Shared Vision Wealth Group LLC made 81 total portfolio adjustments, initiating 7 new buys, adding to 30 positions, trimming 33 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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