§ 13F · FUND PROFILE
Shared Vision Wealth Group LLC.
AUM · $291M (13F)Positions · 114Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 174K | $50M | 17.3% | ±0% |
| 2 | IVV | ISHARES TR | 43K | $33M | 11.2% | +26% |
| 3 | IUSB | ISHARES TR | 456K | $21M | 7.2% | +15% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 24K | $18M | 6.0% | +32% |
| 5 | DYNF | BLACKROCK ETF TRUST | 121K | $8M | 2.8% | −2% |
| 6 | GOVT | ISHARES TR | 347K | $8M | 2.7% | +1% |
| 7 | IVW | ISHARES TR | 57K | $8M | 2.7% | −4% |
| 8 | PWZ | INVESCO EXCH TRADED FD TR II | 311K | $8M | 2.6% | +780% |
| 9 | SCHF | SCHWAB STRATEGIC TR | 251K | $7M | 2.4% | +33% |
| 10 | MBB | ISHARES TR | 71K | $7M | 2.3% | +5% |
§ 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 $291 million in assets. The fund runs a portfolio of 114 positions.
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