Shared Vision Wealth Group LLC

Est. AUM

$245.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$44.2M	174276	18.04%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$22.6M	34527	9.20%	SOLE
3	ISHARES TR	CORE UNIVRSL USD	$18.3M	396227	7.47%	SOLE
4	STATE STR SPDR S&P 500 ETF T	TR UNIT	$11.6M	17870	4.74%	SOLE
5	ISHARES TR	US TREAS BD ETF	$7.9M	344517	3.22%	SOLE
6	ISHARES TR	S&P 500 VAL ETF	$7.5M	35491	3.06%	SOLE
7	BLACKROCK ETF TRUST	ISHARES US EQUIT	$7.2M	123021	2.92%	SOLE
8	ISHARES TR	S&P 500 GRWT ETF	$6.7M	58882	2.72%	SOLE
9	ISHARES TR	EAFE VALUE ETF	$6.6M	88812	2.69%	SOLE
10	ISHARES TR	MBS ETF	$6.5M	68009	2.63%	SOLE
11	ISHARES INC	CORE MSCI EMKT	$5.8M	82962	2.36%	SOLE
12	VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$5.7M	57477	2.32%	SOLE
13	ISHARES TR	10-20 YR TRS ETF	$5.6M	55502	2.28%	SOLE
14	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$5.3M	102023	2.16%	SOLE
15	SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.7M	189107	1.91%	SOLE
16	ISHARES TR	MSCI USA QLT FCT	$4.2M	21911	1.71%	SOLE
17	BROADCOM INC	COM	$4.0M	13077	1.65%	SOLE
18	ISHARES TR	EAFE GRWTH ETF	$3.8M	33781	1.53%	SOLE
19	ISHARES TR	CORE INTL AGGR	$3.3M	66483	1.36%	SOLE
20	VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.2M	63402	1.29%	SOLE
21	BLACKROCK ETF TRUST	ISHARES US THEMA	$2.8M	78093	1.15%	SOLE
22	BLACKROCK ETF TRUST	ISHARES A I INNO	$2.8M	85488	1.15%	SOLE
23	ISHARES TR	MSCI USA MMENTM	$2.7M	11090	1.09%	SOLE
24	VANGUARD INDEX FDS	SM CP VAL ETF	$2.4M	11254	1.00%	SOLE
25	ISHARES TR	S&P 100 ETF	$2.4M	7470	0.97%	SOLE
26	ISHARES TR	INVESTMENT GRADE	$2.1M	47666	0.88%	SOLE
27	BLACKROCK ETF TRUST	ISHARES LARGE CA	$2.0M	48631	0.81%	SOLE
28	BLACKROCK ETF TRUST	ISHARES DEFENSE	$1.9M	59372	0.79%	SOLE
29	VANECK ETF TRUST	HIGH YLD MUNIETF	$1.8M	35823	0.73%	SOLE
30	ISHARES GOLD TR	ISHARES NEW	$1.6M	18089	0.65%	SOLE
31	ISHARES TR	CORE MSCI TOTAL	$1.6M	18131	0.64%	SOLE
32	SCHWAB STRATEGIC TR	MUN BD ETF	$1.5M	57291	0.60%	SOLE
33	ISHARES TR	ESG AWR MSCI USA	$1.4M	9784	0.56%	SOLE
34	ISHARES TR	SYSTEMATIC BD ET	$1.3M	15000	0.54%	SOLE
35	SCHWAB STRATEGIC TR	US AGGREGATE B	$1.3M	53811	0.51%	SOLE
36	ISHARES TR	NATIONAL MUN ETF	$1.2M	11594	0.50%	SOLE
37	COSTCO WHOLESALE CORPORATION	COM	$1.1M	1077	0.44%	SOLE
38	ISHARES TR	U.S. TECH ETF	$1.1M	5839	0.43%	SOLE
39	BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$1.0M	20687	0.43%	SOLE
40	ISHARES TR	MSCI INTL VLU FT	$1.0M	25729	0.42%	SOLE
41	FIDELITY COMWLTH TR	NASDAQ COMPSIT	$991K	11666	0.40%	SOLE
42	ISHARES TR	EUROPE ETF	$865K	12737	0.35%	SOLE
43	VANGUARD INDEX FDS	GROWTH ETF	$864K	1978	0.35%	SOLE
44	VANGUARD INDEX FDS	TOTAL STK MKT	$861K	2683	0.35%	SOLE
45	ISHARES TR	MORNINGSTAR VALU	$848K	9103	0.35%	SOLE
46	INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	$843K	35309	0.34%	SOLE
47	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$766K	1598	0.31%	SOLE
48	VANGUARD INDEX FDS	MID CAP ETF	$715K	2488	0.29%	SOLE
49	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$678K	17731	0.28%	SOLE
50	ISHARES TR	LONG TERM MUNI	$673K	13473	0.27%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.