Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Shared Vision Wealth Group LLC (CIK 2008178) reported $245.2M across 95 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($44.2M, 18.04%), IVV ($22.6M, 9.20%), IUSB ($18.3M, 7.47%), SPY ($11.6M, 4.74%), GOVT ($7.9M, 3.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $44.2M | 18.04% | 174,276 | Trimmed |
| 2 | IVV | ISHARES TR | $22.6M | 9.20% | 34,527 | Trimmed |
| 3 | IUSB | ISHARES TR | $18.3M | 7.47% | 396,227 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $11.6M | 4.74% | 17,870 | Added |
| 5 | GOVT | ISHARES TR | $7.9M | 3.22% | 344,517 | Added |
| 6 | IVE | ISHARES TR | $7.5M | 3.06% | 35,491 | Added |
| 7 | DYNF | BLACKROCK ETF TRUST | $7.2M | 2.92% | 123,021 | Trimmed |
| 8 | IVW | ISHARES TR | $6.7M | 2.72% | 58,882 | Added |
| 9 | EFV | ISHARES TR | $6.6M | 2.69% | 88,812 | Trimmed |
| 10 | MBB | ISHARES TR | $6.5M | 2.63% | 68,009 | Trimmed |
| 11 | IEMG | ISHARES INC | $5.8M | 2.36% | 82,962 | Trimmed |
| 12 | VTEC | VANGUARD CALIF TAX FREE FDS | $5.7M | 2.32% | 57,477 | Added |
| 13 | TLH | ISHARES TR | $5.6M | 2.28% | 55,502 | Trimmed |
| 14 | BINC | BLACKROCK ETF TRUST II | $5.3M | 2.16% | 102,023 | Trimmed |
| 15 | SCHF | SCHWAB STRATEGIC TR | $4.7M | 1.91% | 189,107 | Added |
| 16 | QUAL | ISHARES TR | $4.2M | 1.71% | 21,911 | Trimmed |
| 17 | AVGO | BROADCOM INC | $4.0M | 1.65% | 13,077 | Trimmed |
| 18 | EFG | ISHARES TR | $3.8M | 1.53% | 33,781 | Added |
| 19 | IAGG | ISHARES TR | $3.3M | 1.36% | 66,483 | Added |
| 20 | VTEB | VANGUARD MUN BD FDS | $3.2M | 1.29% | 63,402 | Trimmed |
| 21 | THRO | BLACKROCK ETF TRUST | $2.8M | 1.15% | 78,093 | Added |
| 22 | BAI | BLACKROCK ETF TRUST | $2.8M | 1.15% | 85,488 | Added |
| 23 | MTUM | ISHARES TR | $2.7M | 1.09% | 11,090 | Added |
| 24 | VBR | VANGUARD INDEX FDS | $2.4M | 1.00% | 11,254 | Added |
| 25 | OEF | ISHARES TR | $2.4M | 0.97% | 7,470 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31