Sponsored
The Analysis of Shared Vision Wealth Group LLC's Holdings & P&L
Currently, Shared Vision Wealth Group LLC holds 114 types of securities in its portfolio with a total value $290.9M. In the most recent quarter, they have increased their positions in PWZ (+275.6K shares, valued at $6.8M), N/A (+8.9K shares, valued at $6.7M), N/A (+5.7K shares, valued at $4.3M); decreased their positions in QUAL (-13.3K shares, valued at $2.9M), IAGG (-56.7K shares, valued at $2.9M), EFV (-36.6K shares, valued at $2.8M); initiated new positions in N/A (+112.4K shares, valued at $3.2M), N/A (+53.3K shares, valued at $2.7M), CORO (+57.6K shares, valued at $2.1M).
1M P&L
+1.4M+0.60%
3M P&L
+5.5M+2.44%
HY P&L
+9.4M+4.25%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A170.7M
75.6%
2Consumer Electronics50.4M
22.3%
3Drug Manufacturers - General976.1K
0.4%
Top Industries by Stock Count
1N/A93 stocks
89.4%
2Drug Manufacturers - General2 stocks
1.9%
3Internet Content & Information1 stocks
1.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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Sponsored
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Sponsored
Sponsored
Sponsored
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AAPL
0.01%APPLE INC
Shares174.3K
Event2026-06-30
Filed2026-07-31
ISHARES TR
25.72%ISHARES TR
Shares43.4K
Event2026-06-30
Filed2026-07-31
IUSB
15.06%ISHARES TR
Shares455.9K
Event2026-06-30
Filed2026-07-31
STATE STR SPDR S&P 500 ETF T
31.87%STATE STR SPDR S&P 500 ETF T
Shares23.6K
Event2026-06-30
Filed2026-07-31
DYNF
-1.62%BLACKROCK ETF TRUST
Shares121.0K
Event2026-06-30
Filed2026-07-31
GOVT
0.64%ISHARES TR
Shares346.7K
Event2026-06-30
Filed2026-07-31
IVW
-3.78%ISHARES TR
Shares56.7K
Event2026-06-30
Filed2026-07-31
PWZ
780.48%INVESCO EXCH TRADED FD TR II
Shares310.9K
Event2026-06-30
Filed2026-07-31
SCHF
32.78%SCHWAB STRATEGIC TR
Shares251.1K
Event2026-06-30
Filed2026-07-31
MBB
4.84%ISHARES TR
Shares71.3K
Event2026-06-30
Filed2026-07-31
IVE
-21.92%ISHARES TR
Shares27.7K
Event2026-06-30
Filed2026-07-31
BROADCOM INC
-1.90%BROADCOM INC
Shares12.8K
Event2026-06-30
Filed2026-07-31
IEMG
-31.82%ISHARES INC
Shares56.6K
Event2026-06-30
Filed2026-07-31
TLH
-16.71%ISHARES TR
Shares46.2K
Event2026-06-30
Filed2026-07-31
EFG
2.03%ISHARES TR
Shares34.5K
Event2026-06-30
Filed2026-07-31
EFV
-41.19%ISHARES TR
Shares52.2K
Event2026-06-30
Filed2026-07-31
BINC
-27.94%BLACKROCK ETF TRUST II
Shares73.5K
Event2026-06-30
Filed2026-07-31
BAI
-23.05%BLACKROCK ETF TRUST
Shares65.8K
Event2026-06-30
Filed2026-07-31
VTEB
5.58%VANGUARD MUN BD FDS
Shares66.9K
Event2026-06-30
Filed2026-07-31
BLACKROCK ETF TRUST
NewBLACKROCK ETF TRUST
Shares112.4K
Event2026-06-30
Filed2026-07-31
SCMB
106.67%SCHWAB STRATEGIC TR
Shares118.4K
Event2026-06-30
Filed2026-07-31
VBR
11.64%VANGUARD INDEX FDS
Shares12.6K
Event2026-06-30
Filed2026-07-31
OEF
5.27%ISHARES TR
Shares7.9K
Event2026-06-30
Filed2026-07-31
MTUM
-25.33%ISHARES TR
Shares8.3K
Event2026-06-30
Filed2026-07-31
BLACKROCK ETF TRUST II
NewBLACKROCK ETF TRUST II
Shares53.3K
Event2026-06-30
Filed2026-07-31
BLCR
7.83%BLACKROCK ETF TRUST
Shares52.4K
Event2026-06-30
Filed2026-07-31
THRO
-32.88%BLACKROCK ETF TRUST
Shares52.4K
Event2026-06-30
Filed2026-07-31
CORO
NewBLACKROCK ETF TRUST
Shares57.6K
Event2026-06-30
Filed2026-07-31
IGEB
-3.04%ISHARES TR
Shares46.2K
Event2026-06-30
Filed2026-07-31
VO
894.53%VANGUARD INDEX FDS
Shares24.7K
Event2026-06-30
Filed2026-07-31
IDEF
4.86%BLACKROCK ETF TRUST
Shares62.3K
Event2026-06-30
Filed2026-07-31
QUAL
-60.83%ISHARES TR
Shares8.6K
Event2026-06-30
Filed2026-07-31
HYD
0.00%VANECK ETF TRUST
Shares35.8K
Event2026-06-30
Filed2026-07-31
ONEQ
48.59%FIDELITY COMWLTH TR
Shares17.3K
Event2026-06-30
Filed2026-07-31
IXUS
2.18%ISHARES TR
Shares18.5K
Event2026-06-30
Filed2026-07-31
ESGU
0.05%ISHARES TR
Shares9.8K
Event2026-06-30
Filed2026-07-31
SPDR SERIES TRUST
NewSPDR SERIES TRUST
Shares17.9K
Event2026-06-30
Filed2026-07-31
SCHZ
24.67%SCHWAB STRATEGIC TR
Shares67.1K
Event2026-06-30
Filed2026-07-31
DIA
200.82%STATE STR SPDR DOW JONES IND
Shares2.9K
Event2026-06-30
Filed2026-07-31
SYSB
5.71%ISHARES TR
Shares15.9K
Event2026-06-30
Filed2026-07-31
IYW
-4.54%ISHARES TR
Shares5.6K
Event2026-06-30
Filed2026-07-31
IAU
0.71%ISHARES GOLD TR
Shares18.2K
Event2026-06-30
Filed2026-07-31
LMUB
81.43%ISHARES TR
Shares24.4K
Event2026-06-30
Filed2026-07-31
IVLU
-1.15%ISHARES TR
Shares25.4K
Event2026-06-30
Filed2026-07-31
VUG
523.41%VANGUARD INDEX FDS
Shares12.3K
Event2026-06-30
Filed2026-07-31
CALI
0.00%BLACKROCK ETF TRUST II
Shares20.7K
Event2026-06-30
Filed2026-07-31
MUB
-19.06%ISHARES TR
Shares9.4K
Event2026-06-30
Filed2026-07-31
COSTCO WHOLESALE CORPORATION
0.19%COSTCO WHOLESALE CORPORATION
Shares1.1K
Event2026-06-30
Filed2026-07-31
VANGUARD INDEX FDS
0.00%VANGUARD INDEX FDS
Shares2.7K
Event2026-06-30
Filed2026-07-31
ILCV
0.75%ISHARES TR
Shares9.2K
Event2026-06-30
Filed2026-07-31
FNDE
31.10%SCHWAB STRATEGIC TR
Shares23.2K
Event2026-06-30
Filed2026-07-31
IEV
-3.22%ISHARES TR
Shares12.3K
Event2026-06-30
Filed2026-07-31
SPAB
NewSPDR SERIES TRUST
Shares34.3K
Event2026-06-30
Filed2026-07-31
BRK.B
-3.25%BERKSHIRE HATHAWAY INC DEL
Shares1.5K
Event2026-06-30
Filed2026-07-31
IWM
0.00%ISHARES TR
Shares2.5K
Event2026-06-30
Filed2026-07-31
IEF
NewISHARES TR
Shares7.4K
Event2026-06-30
Filed2026-07-31
IJR
31.19%ISHARES TR
Shares4.7K
Event2026-06-30
Filed2026-07-31
SHV
3.88%ISHARES TR
Shares6.2K
Event2026-06-30
Filed2026-07-31
JNJ
0.04%JOHNSON & JOHNSON
Shares2.7K
Event2026-06-30
Filed2026-07-31
QQQ
0.00%INVESCO QQQ TR
Shares860
Event2026-06-30
Filed2026-07-31
EUSB
32.06%ISHARES TR
Shares14.3K
Event2026-06-30
Filed2026-07-31
NVDA
-8.80%NVIDIA CORPORATION
Shares3.1K
Event2026-06-30
Filed2026-07-31
ARTY
0.00%ISHARES TR
Shares8.1K
Event2026-06-30
Filed2026-07-31
AMZN
-6.56%AMAZON COM INC
Shares2.5K
Event2026-06-30
Filed2026-07-31
SUSL
0.00%ISHARES TR
Shares4.5K
Event2026-06-30
Filed2026-07-31
EFA
0.11%ISHARES TR
Shares5.7K
Event2026-06-30
Filed2026-07-31
VLUE
1.14%ISHARES TR
Shares2.9K
Event2026-06-30
Filed2026-07-31
XLK
0.00%SELECT SECTOR SPDR TR
Shares2.9K
Event2026-06-30
Filed2026-07-31
DFUS
0.00%DIMENSIONAL ETF TRUST
Shares6.6K
Event2026-06-30
Filed2026-07-31
MSFT
1.48%MICROSOFT CORP
Shares1.4K
Event2026-06-30
Filed2026-07-31
VTIP
17.34%VANGUARD MALVERN FDS
Shares10.4K
Event2026-06-30
Filed2026-07-31
EEM
-6.17%ISHARES TR
Shares7.4K
Event2026-06-30
Filed2026-07-31
IAGG
-85.27%ISHARES TR
Shares9.8K
Event2026-06-30
Filed2026-07-31
TLT
-15.49%ISHARES TR
Shares5.7K
Event2026-06-30
Filed2026-07-31
IWB
1.78%ISHARES TR
Shares1.2K
Event2026-06-30
Filed2026-07-31
GOOG
-0.51%ALPHABET INC
Shares1.4K
Event2026-06-30
Filed2026-07-31
ISHARES TR
0.87%ISHARES TR
Shares5.0K
Event2026-06-30
Filed2026-07-31
VOO
0.00%VANGUARD INDEX FDS
Shares693
Event2026-06-30
Filed2026-07-31
EMXC
-3.98%ISHARES INC
Shares4.4K
Event2026-06-30
Filed2026-07-31
IYF
0.00%ISHARES TR
Shares3.2K
Event2026-06-30
Filed2026-07-31
DMAX
0.00%ISHARES TR
Shares14.3K
Event2026-06-30
Filed2026-07-31
SOXX
NewISHARES TR
Shares606
Event2026-06-30
Filed2026-07-31
BBUS
-1.79%J P MORGAN EXCHANGE TRADED F
Shares2.8K
Event2026-06-30
Filed2026-07-31
HYBL
NewSSGA ACTIVE TR
Shares13.6K
Event2026-06-30
Filed2026-07-31
ICVT
-32.16%ISHARES TR
Shares3.1K
Event2026-06-30
Filed2026-07-31
SDY
0.00%SPDR SERIES TRUST
Shares2.4K
Event2026-06-30
Filed2026-07-31
VB
2.10%VANGUARD INDEX FDS
Shares1.2K
Event2026-06-30
Filed2026-07-31
FDVV
0.00%FIDELITY COVINGTON TRUST
Shares5.8K
Event2026-06-30
Filed2026-07-31
GNMA
36.16%ISHARES TR
Shares7.6K
Event2026-06-30
Filed2026-07-31
STIP
NewISHARES TR
Shares3.1K
Event2026-06-30
Filed2026-07-31
IDEV
NewISHARES TR
Shares3.4K
Event2026-06-30
Filed2026-07-31
XNTK
NewSPDR SERIES TRUST
Shares781
Event2026-06-30
Filed2026-07-31
BND
NewVANGUARD BD INDEX FDS
Shares4.1K
Event2026-06-30
Filed2026-07-31
LLY
0.40%ELI LILLY & CO
Shares249
Event2026-06-30
Filed2026-07-31
FDHY
0.00%FIDELITY COVINGTON TRUST
Shares5.9K
Event2026-06-30
Filed2026-07-31
IWR
-2.11%ISHARES TR
Shares2.6K
Event2026-06-30
Filed2026-07-31
UNP
0.71%UNION PAC CORP
Shares993
Event2026-06-30
Filed2026-07-31
CAT
NewCATERPILLAR INC
Shares241
Event2026-06-30
Filed2026-07-31
PWB
NewINVESCO EXCHANGE TRADED FD T
Shares1.5K
Event2026-06-30
Filed2026-07-31
ITA
NewISHARES TR
Shares1.1K
Event2026-06-30
Filed2026-07-31
VCSH
8.82%VANGUARD SCOTTSDALE FDS
Shares3.0K
Event2026-06-30
Filed2026-07-31
VEA
NewVANGUARD TAX-MANAGED FDS
Shares3.3K
Event2026-06-30
Filed2026-07-31
TDTF
0.00%FLEXSHARES TR
Shares9.7K
Event2026-06-30
Filed2026-07-31
ITOT
NewISHARES TR
Shares1.4K
Event2026-06-30
Filed2026-07-31
SELECT SECTOR SPDR TR
0.00%SELECT SECTOR SPDR TR
Shares5.0K
Event2026-06-30
Filed2026-07-31
HDV
399.94%ISHARES TR
Shares8.2K
Event2026-06-30
Filed2026-07-31
GBF
0.00%ISHARES TR
Shares2.1K
Event2026-06-30
Filed2026-07-31
BBAG
NewJ P MORGAN EXCHANGE TRADED F
Shares4.7K
Event2026-06-30
Filed2026-07-31
EAGG
NewISHARES TR
Shares4.5K
Event2026-06-30
Filed2026-07-31
JAVA
NewJ P MORGAN EXCHANGE TRADED F
Shares2.6K
Event2026-06-30
Filed2026-07-31
USMV
NewISHARES TR
Shares2.1K
Event2026-06-30
Filed2026-07-31
NEAR
0.00%ISHARES U S ETF TR
Shares4.0K
Event2026-06-30
Filed2026-07-31
SBUX
NewSTARBUCKS CORP
Shares2.0K
Event2026-06-30
Filed2026-07-31
ESGE
NewISHARES INC
Shares3.7K
Event2026-06-30
Filed2026-07-31
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available