13F holdings · Q2 2026

Shared Vision Wealth Group

Carlsbad, X1 · files as Shared Vision Wealth Group LLC

Holdings as of Jun 30, 2026Filed Jul 31, 2026Next filing due Nov 16, 2026CIK 2008178

Shared Vision Wealth Group reported 114 stocks worth $291M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are AAPL (17.3%), IVV (11.2%) and IUSB (7.2%). Compared with Q1 2026, the fund opened new positions in IALT, GGOV and CORO, added to IVV, IUSB and SPY, trimmed DYNF, IVW and IVE and sold out of VTEC, XOM and JBND.

Reported value$291M+18.6% vs last quarter

Stocks held11423 new · 4 sold out

Top 5 weight44.6%fairly concentrated

Turnover25%of the portfolio changed

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Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	AAPL Apple Inc	$50.4M	17.3%	174K	No change		8 of 8
2	IVV Ishares TR	$32.5M	11.2%	43K	+8,880 (+26%)		8 of 8
3	IUSB Ishares Core	$21M	7.2%	456K	+60K (+15%)		8 of 8
4	SPY Spdr S&P 500 ETF TR	$17.6M	6.0%	24K	+5,695 (+32%)		8 of 8
5	DYNF Blackrock ETF Trust	$8.2M	2.8%	121K	−1,998 (−2%)		8 of 8
6	GOVT Ishares US Treasury Bond	$7.9M	2.7%	347K	+2,189 (+1%)		8 of 8
7	IVW Ishares TR	$7.8M	2.7%	57K	−2,223 (−4%)		8 of 8
8	PWZ Invesco Exch Traded FD TR II	$7.6M	2.6%	311K	+276K (+780%)		5 of 8
9	SCHF Schwab International	$7M	2.4%	251K	+62K (+33%)		5 of 8
10	MBB Ishares TR	$6.7M	2.3%	71K	+3,290 (+5%)		8 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 104 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026

Stock	Value last quarter	Shares sold
VTEC Vanguard Calif Tax Free Fds	$5.7M	57K
XOM Exxon Mobil Corp	$263K	1,547
JBND J P Morgan Exchange Traded F	$226K	4,200
BNDX Vanguard Total	$214K	4,451

Reported value

last 8 quarters

$187MQ3 '24

$190MQ4 '24

$183MQ1 '25

$200MQ2 '25

$236MQ3 '25

$247MQ4 '25

$245MQ1 '26

$291MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC

Filed	Form	Quarter
Jul 31, 2026	13F-HR	Q2 2026	SEC filing ↗

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Shared Vision Wealth Group 13F FAQ

What does Shared Vision Wealth Group own?

Shared Vision Wealth Group reported 114 stocks worth $291M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are AAPL (17.3%), IVV (11.2%) and IUSB (7.2%). The table above lists every position in the filing (the top 10 without an account).

What did Shared Vision Wealth Group buy and sell in Q2 2026?

Compared with Q1 2026: 23 new positions, 41 added to, 28 trimmed and 4 sold out. New positions include IALT, GGOV and CORO. It sold all of VTEC, XOM and JBND.

When will Shared Vision Wealth Group file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Shared Vision Wealth Group's portfolio worth?

The Q2 2026 filing reports $291M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.