Shared Vision Wealth Group LLC
Shared Vision Wealth Group LLC reported 114 positions worth $290.9M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: AAPL (17.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $50.4M | 17.34% | 174,298 | — | — | |
| ▸ 2 | IVV | SH | $32.5M | 11.18% | 43,407 | — | — | |
| ▸ 3 | IUSB | SH | $21.0M | 7.23% | 455,884 | — | — | |
| ▸ 4 | SPY | SH | $17.6M | 6.05% | 23,565 | — | — | |
| ▸ 5 | DYNF | SH | $8.2M | 2.83% | 121,023 | — | — | |
| ▸ 6 | GOVT | SH | $7.9M | 2.72% | 346,706 | — | — | |
| ▸ 7 | IVW | SH | $7.8M | 2.68% | 56,659 | — | — | |
| ▸ 8 | PWZ | SH | $7.6M | 2.62% | 310,889 | — | — | |
| ▸ 9 | SCHF | SH | $7.0M | 2.39% | 251,098 | — | — | |
| ▸ 10 | MBB | SH | $6.7M | 2.32% | 71,299 | — | — |
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Frequently Asked Questions
What stocks does Shared Vision Wealth Group LLC hold as of Q2 2026?
Shared Vision Wealth Group LLC reported 114 positions worth $290.9M in its Q2 2026 13F filing. Largest positions: AAPL (17.3%), IVV (11.2%), IUSB (7.2%), SPY (6.0%) and DYNF (2.8%).
What did Shared Vision Wealth Group LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Shared Vision Wealth Group LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.