Holders — by stockHoldings — by fund
Shared Vision Wealth Group LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002008178
$290.9M
disclosed book value
114
positions
17.3%
largest position share
Positions, as of 2026-06-30
top 100 of 114 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 174,298 | $50.4M | 17.3% |
| 2 | IVVISHARES TR | 43,407 | $32.5M | 11.2% |
| 3 | IUSBISHARES TR | 455,884 | $21.0M | 7.2% |
| 4 | SPYSTATE STR SPDR S&P 500 ETF T | 23,565 | $17.6M | 6% |
| 5 | DYNFBLACKROCK ETF TRUST | 121,023 | $8.2M | 2.8% |
| 6 | GOVTISHARES TR | 346,706 | $7.9M | 2.7% |
| 7 | IVWISHARES TR | 56,659 | $7.8M | 2.7% |
| 8 | PWZINVESCO EXCH TRADED FD TR II | 310,889 | $7.6M | 2.6% |
| 9 | SCHFSCHWAB STRATEGIC TR | 251,098 | $7.0M | 2.4% |
| 10 | MBBISHARES TR | 71,299 | $6.7M | 2.3% |
| 11 | IVEISHARES TR | 27,711 | $6.3M | 2.2% |
| 12 | AVGOBROADCOM INC | 12,829 | $4.8M | 1.7% |
| 13 | IEMGISHARES INC | 56,564 | $4.7M | 1.6% |
| 14 | TLHISHARES TR | 46,226 | $4.6M | 1.6% |
| 15 | EFGISHARES TR | 34,468 | $4.3M | 1.5% |
| 16 | EFVISHARES TR | 52,233 | $4.0M | 1.4% |
| 17 | BINCBLACKROCK ETF TRUST II | 73,521 | $3.8M | 1.3% |
| 18 | BAIBLACKROCK ETF TRUST | 65,784 | $3.5M | 1.2% |
| 19 | VTEBVANGUARD MUN BD FDS | 66,942 | $3.4M | 1.2% |
| 20 | IALTBLACKROCK ETF TRUST | 112,361 | $3.2M | 1.1% |
| 21 | SCMBSCHWAB STRATEGIC TR | 118,406 | $3.1M | 1.1% |
| 22 | VBRVANGUARD INDEX FDS | 12,564 | $3.1M | 1% |
| 23 | OEFISHARES TR | 7,864 | $2.9M | 1% |
| 24 | MTUMISHARES TR | 8,281 | $2.8M | 1% |
| 25 | GGOVBLACKROCK ETF TRUST II | 53,284 | $2.7M | 0.9% |
| 26 | BLCRBLACKROCK ETF TRUST | 52,440 | $2.6M | 0.9% |
| 27 | THROBLACKROCK ETF TRUST | 52,416 | $2.3M | 0.8% |
| 28 | COROBLACKROCK ETF TRUST | 57,588 | $2.1M | 0.7% |
| 29 | IGEBISHARES TR | 46,216 | $2.1M | 0.7% |
| 30 | VOVANGUARD INDEX FDS | 24,744 | $2.0M | 0.7% |
| 31 | IDEFBLACKROCK ETF TRUST | 62,259 | $2.0M | 0.7% |
| 32 | QUALISHARES TR | 8,583 | $1.9M | 0.6% |
| 33 | HYDVANECK ETF TRUST | 35,823 | $1.8M | 0.6% |
| 34 | ONEQFIDELITY COMWLTH TR | 17,334 | $1.8M | 0.6% |
| 35 | IXUSISHARES TR | 18,527 | $1.8M | 0.6% |
| 36 | ESGUISHARES TR | 9,789 | $1.6M | 0.6% |
| 37 | SPYMSPDR SERIES TRUST | 17,862 | $1.6M | 0.5% |
| 38 | SCHZSCHWAB STRATEGIC TR | 67,085 | $1.6M | 0.5% |
| 39 | DIASTATE STR SPDR DOW JONES IND | 2,921 | $1.5M | 0.5% |
| 40 | SYSBISHARES TR | 15,856 | $1.4M | 0.5% |
| 41 | IYWISHARES TR | 5,574 | $1.4M | 0.5% |
| 42 | IAUISHARES GOLD TR | 18,217 | $1.4M | 0.5% |
| 43 | LMUBISHARES TR | 24,444 | $1.3M | 0.4% |
| 44 | IVLUISHARES TR | 25,433 | $1.1M | 0.4% |
| 45 | VUGVANGUARD INDEX FDS | 12,331 | $1.1M | 0.4% |
| 46 | CALIBLACKROCK ETF TRUST II | 20,687 | $1.0M | 0.4% |
| 47 | MUBISHARES TR | 9,384 | $1.0M | 0.3% |
| 48 | COSTCOSTCO WHOLESALE CORPORATION | 1,079 | $1.0M | 0.3% |
| 49 | VTIVANGUARD INDEX FDS | 2,683 | $992,721 | 0.3% |
| 50 | ILCVISHARES TR | 9,171 | $928,476 | 0.3% |
| 51 | FNDESCHWAB STRATEGIC TR | 23,245 | $922,362 | 0.3% |
| 52 | IEVISHARES TR | 12,327 | $898,054 | 0.3% |
| 53 | SPABSPDR SERIES TRUST | 34,260 | $874,321 | 0.3% |
| 54 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,546 | $773,740 | 0.3% |
| 55 | IWMISHARES TR | 2,507 | $753,228 | 0.3% |
| 56 | IEFISHARES TR | 7,399 | $699,753 | 0.2% |
| 57 | IJRISHARES TR | 4,681 | $694,214 | 0.2% |
| 58 | SHVISHARES TR | 6,239 | $688,510 | 0.2% |
| 59 | JNJJOHNSON & JOHNSON | 2,666 | $677,013 | 0.2% |
| 60 | QQQINVESCO QQQ TR | 860 | $633,321 | 0.2% |
| 61 | EUSBISHARES TR | 14,274 | $620,224 | 0.2% |
| 62 | NVDANVIDIA CORPORATION | 3,090 | $618,249 | 0.2% |
| 63 | ARTYISHARES TR | 8,104 | $617,201 | 0.2% |
| 64 | AMZNAMAZON COM INC | 2,536 | $604,530 | 0.2% |
| 65 | SUSLISHARES TR | 4,479 | $594,609 | 0.2% |
| 66 | EFAISHARES TR | 5,665 | $588,465 | 0.2% |
| 67 | VLUEISHARES TR | 2,930 | $585,447 | 0.2% |
| 68 | XLKSELECT SECTOR SPDR TR | 2,863 | $545,422 | 0.2% |
| 69 | DFUSDIMENSIONAL ETF TRUST | 6,633 | $543,508 | 0.2% |
| 70 | MSFTMICROSOFT CORP | 1,443 | $538,414 | 0.2% |
| 71 | VTIPVANGUARD MALVERN FDS | 10,426 | $523,719 | 0.2% |
| 72 | EEMISHARES TR | 7,433 | $508,492 | 0.2% |
| 73 | IAGGISHARES TR | 9,796 | $495,683 | 0.2% |
| 74 | TLTISHARES TR | 5,707 | $493,185 | 0.2% |
| 75 | IWBISHARES TR | 1,203 | $492,629 | 0.2% |
| 76 | GOOGALPHABET INC | 1,366 | $482,649 | 0.2% |
| 77 | IEFAISHARES TR | 4,975 | $480,527 | 0.2% |
| 78 | VOOVANGUARD INDEX FDS | 693 | $475,959 | 0.2% |
| 79 | EMXCISHARES INC | 4,417 | $451,845 | 0.2% |
| 80 | IYFISHARES TR | 3,159 | $402,804 | 0.1% |
| 81 | DMAXISHARES TR | 14,254 | $389,702 | 0.1% |
| 82 | SOXXISHARES TR | 606 | $388,336 | 0.1% |
| 83 | BBUSJ P MORGAN EXCHANGE TRADED F | 2,845 | $383,295 | 0.1% |
| 84 | HYBLSSGA ACTIVE TR | 13,575 | $379,421 | 0.1% |
| 85 | ICVTISHARES TR | 3,076 | $374,496 | 0.1% |
| 86 | SDYSPDR SERIES TRUST | 2,351 | $357,793 | 0.1% |
| 87 | VBVANGUARD INDEX FDS | 1,165 | $353,274 | 0.1% |
| 88 | FDVVFIDELITY COVINGTON TRUST | 5,752 | $346,788 | 0.1% |
| 89 | GNMAISHARES TR | 7,633 | $337,626 | 0.1% |
| 90 | STIPISHARES TR | 3,133 | $320,092 | 0.1% |
| 91 | IDEVISHARES TR | 3,442 | $306,416 | 0.1% |
| 92 | XNTKSPDR SERIES TRUST | 781 | $305,000 | 0.1% |
| 93 | BNDVANGUARD BD INDEX FDS | 4,119 | $302,382 | 0.1% |
| 94 | LLYELI LILLY & CO | 249 | $299,127 | 0.1% |
| 95 | FDHYFIDELITY COVINGTON TRUST | 5,869 | $287,757 | 0.1% |
| 96 | IWRISHARES TR | 2,592 | $285,920 | 0.1% |
| 97 | UNPUNION PAC CORP | 993 | $270,017 | 0.1% |
| 98 | CATCATERPILLAR INC | 241 | $256,263 | 0.1% |
| 99 | PWBINVESCO EXCHANGE TRADED FD T | 1,519 | $255,954 | 0.1% |
| 100 | ITAISHARES TR | 1,052 | $254,980 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.