13F-HR filed by Shared Vision Wealth Group LLC
Shared Vision Wealth Group LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-06, with 95 holding rows worth $245,155,573.
- Accession
- 0002008178-26-000002
- Filer
- CIK 2008178
- Filed
- 2026-05-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 95 entries on the cover page, a total value of $245,155,573 stated on the cover page (in dollars after the unit check, H1), rows summing to $245,155,573 with VALUE read as dollars as filed, 13F file number 028-23633. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 174,276 | $44,229,496 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 34,527 | $22,553,501 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 396,227 | $18,301,731 | dollars as filed | |
| SPY | 78462F103 | SHS | 17,870 | $11,621,601 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 344,517 | $7,892,891 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 35,491 | $7,493,901 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 123,021 | $7,157,389 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 58,882 | $6,660,136 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 88,812 | $6,603,172 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 68,009 | $6,457,486 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 82,962 | $5,786,633 | dollars as filed | |
| VANGUARD CALIF TAX FREE FDS | 922021605 | TAX EXEMPT BD FD | 57,477 | $5,694,821 | dollars as filed | |
| ISHARES TR | 464288653 | 10-20 YR TRS ETF | 55,502 | $5,590,155 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 102,023 | $5,298,035 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 189,107 | $4,680,397 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 21,911 | $4,202,713 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 13,077 | $4,047,390 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 33,781 | $3,762,211 | dollars as filed | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 66,483 | $3,326,831 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 63,402 | $3,163,141 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C806 | ISHA US THEM ETF | 78,093 | $2,828,533 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C780 | ISHA I IN TE ETF | 85,488 | $2,816,833 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 11,090 | $2,661,406 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 11,254 | $2,444,836 | dollars as filed | |
| ISHARES TR | 464287101 | S&P 100 ETF | 7,470 | $2,375,887 | dollars as filed | |
| ISHARES TR | 46435G219 | INVESTMENT GRADE | 47,666 | $2,147,852 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C855 | ISHA LA CORE ETF | 48,631 | $1,996,775 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C699 | ISHARES DEFENSE | 59,372 | $1,942,652 | dollars as filed | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 35,823 | $1,796,165 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 18,089 | $1,594,711 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 18,131 | $1,570,885 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524649 | MUN BD ETF | 57,291 | $1,459,775 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 9,784 | $1,383,720 | dollars as filed | |
| ISHARES SYSTEMATIC BOND ETF | 46435U796 | COM | 15,000 | $1,334,996 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 53,811 | $1,249,501 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 11,594 | $1,230,748 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,077 | $1,072,787 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 5,839 | $1,059,324 | dollars as filed | |
| ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF | 092528884 | ETF | 20,687 | $1,043,245 | dollars as filed | |
| IVLU | 46435G409 | COM | 25,729 | $1,020,946 | dollars as filed | |
| FIDELITY COMWLTH TR | 315912808 | COM | 11,666 | $990,560 | dollars as filed | |
| ISHARES TR | 464287861 | EUROPE ETF | 12,737 | $865,377 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 1,978 | $864,133 | dollars as filed | |
| VTI | 922908769 | COM | 2,683 | $860,650 | dollars as filed | |
| ISHARES TR | 464288109 | MORNINGSTAR VALU | 9,103 | $847,855 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E206 | CALIF AMT MUN | 35,309 | $842,826 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,598 | $765,892 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 2,488 | $714,504 | dollars as filed | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 17,731 | $678,388 | dollars as filed | |
| ISHARES TR | 46438G448 | LONG TERM MUNI | 13,473 | $672,707 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 6,006 | $663,030 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,665 | $651,491 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 2,507 | $621,736 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 3,388 | $590,813 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 6,753 | $585,375 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,714 | $565,332 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 5,659 | $549,641 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,422 | $526,349 | dollars as filed | |
| ISHARES TR | 46435U218 | ESG MSCI LEADR | 4,479 | $508,806 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 860 | $496,388 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 6,633 | $470,346 | dollars as filed | |
| ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF | 46436E619 | COM | 10,809 | $470,210 | dollars as filed | |
| ISHARES TR | 46435G102 | CONV BD ETF | 4,534 | $461,504 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 971 | $449,954 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 7,922 | $449,890 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 4,932 | $446,533 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 8,885 | $443,806 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 3,568 | $443,588 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 1,182 | $421,463 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 693 | $414,102 | dollars as filed | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 2,897 | $411,866 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,373 | $393,859 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 2,863 | $380,467 | dollars as filed | |
| ISHARES TR | 46438G471 | LARG CAP DEC ETF | 14,254 | $378,740 | dollars as filed | |
| iShares Future AI & Tech ETF | 46435U556 | SHS | 8,104 | $377,079 | dollars as filed | |
| iShares U.S. Financials ETF | 464287788 | SHS | 3,159 | $371,688 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 4,600 | $361,830 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 2,351 | $343,122 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q399 | BETABUILDRS US | 2,897 | $339,446 | dollars as filed | |
| Fidelity High Dividend ETF | 316092840 | SHS | 5,752 | $317,740 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,141 | $298,952 | dollars as filed | |
| FIDELITY HIGH YIELD FACTOR ETF | 316092618 | HIGH YILD ETF | 5,869 | $284,881 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 1,547 | $262,547 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 2,648 | $257,418 | dollars as filed | |
| ISHARES TR | 46429B333 | GNMA BOND ETF | 5,606 | $248,522 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 986 | $239,196 | dollars as filed | |
| FLEXSHARES IBOXX 5 YR TARGET D | 33939L605 | IBOXX 5YR TRGT | 9,711 | $234,132 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 5,000 | $229,450 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 248 | $228,148 | dollars as filed | |
| JPMORGAN ACTIVE BOND ETF | 46654Q716 | COM | 4,200 | $225,827 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 2,802 | $222,137 | dollars as filed | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 1,637 | $222,129 | dollars as filed | |
| ISHARES TR | 464288596 | GOV/CRED BD ETF | 2,096 | $218,340 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 4,451 | $213,871 | dollars as filed | |
| ISHARES U S ETF TR | 46431W507 | SHOR DURA BD ETF | 4,047 | $205,729 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002008178-26-000002 | this filing | 2026-05-06 | acceptance time not in the bulk data set |