Institutional Fund
Shared Vision Wealth Group LLC
Carlsbad, United StatesCIK 20081785 filings on record
Portfolio Value
$245.16M
Q1 2026
Holdings
95
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-0.7%
from $246.99M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc18.0%
- Ishares Tr9.2%
- Ishares Tr7.5%
- Spdr S&P 500 ETF Tr4.7%
- Ishares Tr3.2%
- Ishares Tr3.1%
- Other54.3%
Portfolio Holdings
95 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 174.3K | $44.23M | 18.0% | −68 | Reduced |
| 2 | Ishares Tr | 34.5K | $22.55M | 9.2% | −1.7K | Reduced |
| 3 | Ishares Tr | 396.2K | $18.30M | 7.5% | +1.1K | Added |
| 4 | Spdr S&P 500 ETF Tr | 17.9K | $11.62M | 4.7% | +4.3K | Added |
| 5 | Ishares Tr | 344.5K | $7.89M | 3.2% | +185.9K | Added |
| 6 | Ishares Tr | 35.5K | $7.49M | 3.1% | +1.1K | Added |
| 7 | Blackrock ETF Trust | 123.0K | $7.16M | 2.9% | −12.2K | Reduced |
| 8 | Ishares Tr | 58.9K | $6.66M | 2.7% | +2.5K | Added |
| 9 | Ishares Tr | 88.8K | $6.60M | 2.7% | −4.1K | Reduced |
| 10 | Ishares Tr | 68.0K | $6.46M | 2.6% | −2.8K | Reduced |
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