Shared Vision Wealth Group LLC: summary

Shared Vision Wealth Group LLC reported 115 positions with a reported value of $286.34M in its 13F for Q3 2026. Compared with Q2 2026: 10 new positions, 9 exited.

Top positions

• APPLE INC COM
• ISHARES CORE S&P 500 ETF
• ISHARES CORE TOTAL USD BOND MARKET ETF
• STATE STREET SPDR S&P 500 ETF
• ISHARES U.S. TREASURY BOND ETF
• BLACKROCK ETF TRUST
• ISHARES S&P 500 GROWTH ETF
• SCHWAB INTERNATIONAL EQUITY ETF
• INVESCO EXCH TRADED FD TR II
• iShares Trust S&P 500 VAL ETF