Shared Vision Wealth Group LLC ETF holdings
Carlsbad
Reported $229.9M in 101 ETFs in its Form 13F for June 30, 2026.
ETF value
$229.9M
ETFs held
101
Change from prior quarter
+20.0%
With price moves
ETFs as a share of its 13F
79.0%
of $290.9M
Top 10 of 101 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $32.5M | 43,407 | +8,880 shares |
| IUSB | iShares Core Universal USD Bond ETF | $21.0M | 455,884 | +59,657 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $17.6M | 23,565 | +5,695 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $8.2M | 121,023 | −1,998 shares |
| GOVT | iShares U.S. Treasury Bond ETF | $7.9M | 346,706 | +2,189 shares |
| IVW | iShares S&P 500 Growth ETF | $7.8M | 56,659 | −2,223 shares |
| PWZ | Invesco California AMT-Free Municipal Bond ETF | $7.6M | 310,889 | +275,580 shares |
| SCHF | Schwab International Equity ETF | $7.0M | 251,098 | +61,991 shares |
| MBB | iShares MBS ETF | $6.7M | 71,299 | +3,290 shares |
| IVE | iShares S&P 500 Value ETF | $6.3M | 27,711 | −7,780 shares |
91 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002008178. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Shared Vision Wealth Group LLC own?
Shared Vision Wealth Group LLC reported 101 ETF positions worth $229.9M in its Form 13F for June 30, 2026. The largest was IVV, at $32.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.