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SVWG

Shared Vision Wealth Group Portfolio holdings

AUM $291M
1-Year Est. Return 22.01%
This Fund
S&P 500
This Quarter Est. Return
+11.53%
1 Year Est. Return
+22.01%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$291M
AUM Growth
+$45.7M
Cap. Flow
+$19M
Cap. Flow %
6.53%
Top 10 Hldgs %
57.35%
Holding
118
New
23
Increased
43
Reduced
29
Closed
4

Top Buys

Rank Stock Value
1
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$6.68M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.47M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.13M
4
IALT
iShares Systematic Alternatives Active ETF
IALT
+$3.15M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.75M

Top Sells

Rank Stock Value
1
VTEC icon
Vanguard California Tax-Exempt Bond ETF
VTEC
+$5.69M
2
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$2.84M
3
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.83M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.1M

Sector Composition

Rank Sector Weight
1 Miscellaneous 79.02%
2 Technology 19.4%
3 Consumer Staples 0.35%
4 Healthcare 0.34%
5 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FNDE icon
51
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$10.5B
$922K 0.32%
23,245
+5,514
+31% +$223K
IEV icon
52
iShares Europe ETF
IEV
$1.65B
$898K 0.31%
12,327
-410
-3% -$29.5K
SPAB icon
53
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.1B
$874K 0.3%
+34,260
New +$874K
BRK.B icon
54
Berkshire Hathaway Class B
BRK.B
$1.09T
$774K 0.27%
1,546
-52
-3% -$25K
IWM icon
55
iShares Russell 2000 ETF
IWM
$78.5B
$753K 0.26%
2,507
– –
IEF icon
56
iShares 7-10 Year Treasury Bond ETF
IEF
$41.5B
$700K 0.24%
+7,399
New +$700K
IJR icon
57
iShares Core S&P Small-Cap ETF
IJR
$107B
$694K 0.24%
4,681
+1,113
+31% +$153K
SHV icon
58
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
$689K 0.24%
6,239
+233
+4% +$25.7K
JNJ icon
59
Johnson & Johnson
JNJ
$640B
$677K 0.23%
2,666
+1
+0% +$233
QQQ icon
60
Invesco QQQ Trust
QQQ
$488B
$633K 0.22%
860
– –
EUSB icon
61
iShares ESG Advanced Universal USD Bond ETF
EUSB
$701M
$620K 0.21%
14,274
+3,465
+32% +$150K
NVDA icon
62
NVIDIA
NVDA
$5.27T
$618K 0.21%
3,090
-298
-9% -$61.3K
ARTY
63
iShares Future AI & Tech ETF
ARTY
$4.02B
$617K 0.21%
8,104
– –
AMZN icon
64
Amazon
AMZN
$2.77T
$605K 0.21%
2,536
-178
-7% -$44.7K
SUSL icon
65
iShares ESG MSCI USA Leaders ETF
SUSL
$1.2B
$595K 0.2%
4,479
– –
EFA icon
66
iShares MSCI EAFE ETF
EFA
$78.9B
$588K 0.2%
5,665
+6
+0.1% +$617
VLUE icon
67
iShares MSCI USA Value Factor ETF
VLUE
$9.71B
$585K 0.2%
2,930
+33
+1% +$5.91K
XLK icon
68
State Street Technology Select Sector SPDR ETF
XLK
$122B
$545K 0.19%
2,863
– –
DFUS
69
Dimensional US Equity ETF
DFUS
$21.5B
$544K 0.19%
6,633
– –
MSFT icon
70
Microsoft
MSFT
$3.68T
$538K 0.19%
1,443
+21
+1% +$8.5K
VTIP icon
71
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20.5B
$524K 0.18%
10,426
+1,541
+17% +$77.5K
EEM icon
72
iShares MSCI Emerging Markets ETF
EEM
$31.5B
$508K 0.17%
7,433
-489
-6% -$31.9K
IAGG icon
73
iShares Core International Aggregate Bond Fund
IAGG
$11.8B
$496K 0.17%
9,796
-56,687
-85% -$2.84M
TLT icon
74
iShares 20+ Year Treasury Bond ETF
TLT
$46.4B
$493K 0.17%
5,707
-1,046
-15% -$89.8K
IWB icon
75
iShares Russell 1000 ETF
IWB
$48.9B
$493K 0.17%
1,203
+21
+2% +$8.32K
1 2
3
4 5

Similar funds

AC
AMS Capital Sao Paulo, Brazil $291M AUM 1.37% 1-Year Est. Return
PWM
Power Wealth Management Alpharetta, Georgia $291M AUM 11.57% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return
TP
Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return
MPPHD
Maloon Powers Pitre Higgins & Dennehy San Ramon, California $291M AUM
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
HMP
HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return
NTIC
Napean Trading & Investment Company Singapore $291M AUM 61.93% 1-Year Est. Return

Shared Vision Wealth Group's Q2 2026 Portfolio in Review

As of Q2 2026, Shared Vision Wealth Group held 118 positions worth $291M, up 19% from $245M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Shared Vision Wealth Group deployed $19M of net new capital in Q2 2026, opening 23 new positions and adding to 43 existing holdings. Its largest new stake was iShares Systematic Alternatives Active ETF: 112,361 shares worth $3.15M.

By sector, the portfolio is most concentrated in Miscellaneous at 79% of assets, up from 78% a quarter earlier, followed by Technology and Consumer Staples.

On the sell side, the largest reduction was iShares Core International Aggregate Bond Fund, an estimated $2.84M trimmed.

  • Shared Vision Wealth Group's largest Q2 2026 buy was iShares Systematic Alternatives Active ETF: 112,361 shares worth $3.15M.
  • Shared Vision Wealth Group added most to Invesco California AMT-Free Municipal Bond ETF in Q2 2026, an estimated $6.68M increase.
  • Shared Vision Wealth Group's biggest Q2 2026 reduction was iShares Core International Aggregate Bond Fund, cutting an estimated $2.84M.
  • Shared Vision Wealth Group fully exited Vanguard California Tax-Exempt Bond ETF in Q2 2026, selling an estimated $5.69M.
  • Shared Vision Wealth Group's ten largest holdings make up 57% of its $291M portfolio in Q2 2026.
  • Shared Vision Wealth Group opened 23 new positions and closed 4 in Q2 2026.
  • Shared Vision Wealth Group's portfolio value rose 19% quarter-over-quarter to $291M.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.