StockDriftsStockDriftsTop 50 Shared Vision Wealth Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 17.34% | 174.3K | $50.4M | +0.01%(+22) | $182.40(+68.13%) | 2026-06-30 | |
| IVV | ISHARES TR | 11.18% | 43.4K | $32.5M | +25.72%(+8.88K) | $502.30(+54.76%) | 2026-06-30 | |
| IUSB | ISHARES TR | 7.23% | 455.9K | $21.0M | +15.06%(+59.66K) | $45.44(+0.02%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.05% | 23.6K | $17.6M | +31.87%(+5.70K) | $622.87(+24.19%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.83% | 121.0K | $8.2M | -1.62%(-2.00K) | $44.28(+58.13%) | 2026-06-30 | |
| GOVT | ISHARES TR | 2.72% | 346.7K | $7.9M | +0.64%(+2.19K) | $22.84(-1.72%) | 2026-06-30 | |
| IVW | ISHARES TR | 2.68% | 56.7K | $7.8M | -3.78%(-2.22K) | $82.66(+71.49%) | 2026-06-30 | |
| PWZ | INVESCO EXCH TRADED FD TR II | 2.62% | 310.9K | $7.6M | +780.48%(+275.58K) | $24.10(+0.20%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 2.39% | 251.1K | $7.0M | +32.78%(+61.99K) | $23.97(+17.96%) | 2026-06-30 | |
| MBB | ISHARES TR | 2.32% | 71.3K | $6.7M | +4.84%(+3.29K) | $92.22(+0.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +39.68% |
| Top 20 Holdings Unweighted | — | — | — | — | +41.79% |
Shared Vision Wealth Group LLC reports $290.87M in US-listed equity holdings across 114 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (17.3%), IVV (11.2%) and IUSB (7.2%). The top 20 holdings account for 71.98% of reported assets. Its disclosed equity book has returned +39.68% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Shared Vision Wealth Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2008178). View Shared Vision Wealth Group LLC’s 13F filings on SEC