Shared Vision Wealth Group Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$245.2M
Q ending 2026-03-31
Prior quarter
$247.0M
Q ending 2025-12-31
Change
-0.7% QoQ · +33.9% YoY
Positions
95
reported holdings
Largest positions
All 95 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $44.2M | 174K |
| Ishares Tr | IVV | Shares | $22.6M | 35K |
| Ishares Tr | IUSB | Shares | $18.3M | 396K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $11.6M | 18K |
| Ishares Tr | GOVT | Shares | $7.9M | 345K |
| Ishares Tr | IVE | Shares | $7.5M | 35K |
| Blackrock Etf Trust | DYNF | Shares | $7.2M | 123K |
| Ishares Tr | IVW | Shares | $6.7M | 59K |
| Ishares Tr | EFV | Shares | $6.6M | 89K |
| Ishares Tr | MBB | Shares | $6.5M | 68K |
| Ishares Inc | IEMG | Shares | $5.8M | 83K |
| Vanguard Calif Tax Free Fds | VTEC | Shares | $5.7M | 57K |
| Ishares Tr | TLH | Shares | $5.6M | 56K |
| Blackrock Etf Trust Ii | BINC | Shares | $5.3M | 102K |
| Schwab Strategic Tr | SCHF | Shares | $4.7M | 189K |
| Ishares Tr | QUAL | Shares | $4.2M | 22K |
| Broadcom Inc | AVGO | Shares | $4.0M | 13K |
| Ishares Tr | EFG | Shares | $3.8M | 34K |
| Ishares Tr | IAGG | Shares | $3.3M | 66K |
| Vanguard Mun Bd Fds | VTEB | Shares | $3.2M | 63K |
| Blackrock Etf Trust | THRO | Shares | $2.8M | 78K |
| Blackrock Etf Trust | BAI | Shares | $2.8M | 85K |
| Ishares Tr | MTUM | Shares | $2.7M | 11K |
| Vanguard Index Fds | VBR | Shares | $2.4M | 11K |
| Ishares Tr | OEF | Shares | $2.4M | 7K |
| Ishares Tr | IGEB | Shares | $2.1M | 48K |
| Blackrock Etf Trust | BLCR | Shares | $2.0M | 49K |
| Blackrock Etf Trust | IDEF | Shares | $1.9M | 59K |
| Vaneck Etf Trust | HYD | Shares | $1.8M | 36K |
| Ishares Gold Tr | IAU | Shares | $1.6M | 18K |
| Ishares Tr | IXUS | Shares | $1.6M | 18K |
| Schwab Strategic Tr | SCMB | Shares | $1.5M | 57K |
| Ishares Tr | ESGU | Shares | $1.4M | 10K |
| Ishares Tr | SYSB | Shares | $1.3M | 15K |
| Schwab Strategic Tr | SCHZ | Shares | $1.2M | 54K |
| Ishares Tr | MUB | Shares | $1.2M | 12K |
| Costco Wholesale Corporation | COST | Shares | $1.1M | 1K |
| Ishares Tr | IYW | Shares | $1.1M | 6K |
| Blackrock Etf Trust Ii | CALI | Shares | $1.0M | 21K |
| Ishares Tr | IVLU | Shares | $1.0M | 26K |
| Fidelity Comwlth Tr | ONEQ | Shares | $991K | 12K |
| Ishares Tr | IEV | Shares | $865K | 13K |
| Vanguard Index Fds | VUG | Shares | $864K | 2K |
| Vanguard Index Fds | VTI | Shares | $861K | 3K |
| Ishares Tr | ILCV | Shares | $848K | 9K |
| Invesco Exch Traded Fd Tr Ii | PWZ | Shares | $843K | 35K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $766K | 2K |
| Vanguard Index Fds | VO | Shares | $715K | 2K |
| Schwab Strategic Tr | FNDE | Shares | $678K | 18K |
| Ishares Tr | LMUB | Shares | $673K | 13K |
| Ishares Tr | SHV | Shares | $663K | 6K |
| Johnson & Johnson | JNJ | Shares | $651K | 3K |
| Ishares Tr | IWM | Shares | $622K | 3K |
| Nvidia Corporation | NVDA | Shares | $591K | 3K |
| Ishares Tr | TLT | Shares | $585K | 7K |
| Amazon Com Inc | AMZN | Shares | $565K | 3K |
| Ishares Tr | EFA | Shares | $550K | 6K |
| Microsoft Corp | MSFT | Shares | $526K | 1K |
| Ishares Tr | SUSL | Shares | $509K | 4K |
| Invesco Qqq Tr | QQQ | Shares | $496K | 860 |
| Dimensional Etf Trust | DFUS | Shares | $470K | 7K |
| Ishares Tr | EUSB | Shares | $470K | 11K |
| Ishares Tr | ICVT | Shares | $462K | 5K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $450K | 971 |
| Ishares Tr | EEM | Shares | $450K | 8K |
| Ishares Tr | IEFA | Shares | $447K | 5K |
| Vanguard Malvern Fds | VTIP | Shares | $444K | 9K |
| Ishares Tr | IJR | Shares | $444K | 4K |
| Ishares Tr | IWB | Shares | $421K | 1K |
| Vanguard Index Fds | VOO | Shares | $414K | 693 |
| Ishares Tr | VLUE | Shares | $412K | 3K |
| Alphabet Inc | GOOG | Shares | $394K | 1K |
| Select Sector Spdr Tr | XLK | Shares | $380K | 3K |
| Ishares Tr | DMAX | Shares | $379K | 14K |
| Ishares Tr | ARTY | Shares | $377K | 8K |
| Ishares Tr | IYF | Shares | $372K | 3K |
| Ishares Inc | EMXC | Shares | $362K | 5K |
| Spdr Series Trust | SDY | Shares | $343K | 2K |
| J P Morgan Exchange Traded F | BBUS | Shares | $339K | 3K |
| Fidelity Covington Trust | FDVV | Shares | $318K | 6K |
| Vanguard Index Fds | VB | Shares | $299K | 1K |
| Fidelity Covington Trust | FDHY | Shares | $285K | 6K |
| Exxon Mobil Corp | XOM | Shares | $263K | 2K |
| Ishares Tr | IWR | Shares | $257K | 3K |
| Ishares Tr | GNMA | Shares | $249K | 6K |
| Union Pac Corp | UNP | Shares | $239K | 986 |
| Flexshares Tr | TDTF | Shares | $234K | 10K |
| Select Sector Spdr Tr | XLU | Shares | $229K | 5K |
| Eli Lilly & Co | LLY | Shares | $228K | 248 |
| J P Morgan Exchange Traded F | JBND | Shares | $226K | 4K |
| Vanguard Scottsdale Fds | VCSH | Shares | $222K | 3K |
| Ishares Tr | HDV | Shares | $222K | 2K |
| Ishares Tr | GBF | Shares | $218K | 2K |
| Vanguard Charlotte Fds | BNDX | Shares | $214K | 4K |
| Ishares U S Etf Tr | NEAR | Shares | $206K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.