What does Shared Vision Wealth Group LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Shared Vision Wealth Group LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

APPLE INC

$44M174K18.0%

ISHARES TR

$23M35K9.2%

ISHARES TR

$18M396K7.5%

STATE STR SPDR S&P 500 ETF T

$12M18K4.7%

ISHARES TR

$8M345K3.2%

ISHARES TR

$7M35K3.1%

BLACKROCK ETF TRUST

$7M123K2.9%

ISHARES TR

$7M59K2.7%

ISHARES TR

$7M89K2.7%

ISHARES TR

$6M68K2.6%

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