Shared Vision Wealth Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco California AMT-Free Municipal Bond ETF
PWZ
|
+$6.68M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$6.47M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$4.13M |
| 4 |
IALT
iShares Systematic Alternatives Active ETF
IALT
|
+$3.15M |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$2.75M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard California Tax-Exempt Bond ETF
VTEC
|
+$5.69M |
| 2 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$2.84M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
+$2.83M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$2.8M |
| 5 |
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% |
Similar funds
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.