account_balance
Investment manager · 13F filer · SEC CIK 2008178
Shared Vision Wealth Group LLC
Reported value$286Mas of Sep 30, 2026
Positions115 10 new, 9 sold out
Top 10 weight58.1%AAPL alone is 16%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
15.5%Trimmed −23%
IVViShares Tr
11.6%
IUSBiShares Tr
8.7%Added +23%
SPYSPDR S&P 500 ETF Trust
6.7%Added +7%
GOVTiShares Tr
2.8%Added +6%
DYNFBlackRock ETF Trust
2.8%Trimmed −5%
IVWiShares Tr
2.8%
SCHFSchwab Strategic Tr
2.6%Added +7%
PWZInvesco Exch Traded Fd Tr II
2.5%+4%
IVEiShares Tr
2.2%
AVGOBroadcom Inc.
1.5%
COROBlackRock ETF Trust
1.5%
AAPLApple Inc.
15.5%Trimmed −23%
IVViShares Tr
11.6%
IUSBiShares Tr
8.7%Added +23%
SPYSPDR S&P 500 ETF Trust
6.7%Added +7%
GOVT2.8%
DYNF2.8%
IVW2.8%
SCHF2.6%
PWZ2.5%
IVE2.2%
CORO
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 15.5% Trimmed −23%
IVV iShares Tr 11.6% Held
IUSB iShares Tr 8.7% Added +23%
SPY SPDR S&P 500 ETF Trust 6.7% Added +7%GOVT iShares Tr 2.8% Added +6%
DYNF BlackRock ETF Trust 2.8% Trimmed −5%
IVW iShares Tr 2.8% Held
SCHF Schwab Strategic Tr 2.6% Added +7%
PWZ Invesco Exch Traded Fd Tr II 2.5% Added +4%
IVE iShares Tr 2.2% Trimmed −2%
AVGO Broadcom Inc. 1.5% Trimmed −4%CORO BlackRock ETF Trust 1.5% Added +103%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.