§ 13F · FUND PROFILE
Shared Vision Wealth Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $236M (13F)Positions · 98Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 174K | $44M | 18.0% | ±0% |
| 2 | IVV | ISHARES TR | 35K | $23M | 9.2% | −5% |
| 3 | IUSB | ISHARES TR | 396K | $18M | 7.5% | ±0% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 18K | $12M | 4.7% | +32% |
| 5 | GOVT | ISHARES TR | 345K | $8M | 3.2% | +117% |
| 6 | IVE | ISHARES TR | 35K | $7M | 3.1% | +3% |
| 7 | DYNF | BLACKROCK ETF TRUST | 123K | $7M | 2.9% | −9% |
| 8 | IVW | ISHARES TR | 59K | $7M | 2.7% | +4% |
| 9 | EFV | ISHARES TR | 89K | $7M | 2.7% | −4% |
| 10 | MBB | ISHARES TR | 68K | $6M | 2.6% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHARED SIGNAL
AC read
Shared Vision Wealth Group LLC is a Other fund managing $236 million in assets. The fund runs a portfolio of 98 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed