Shared Vision Wealth Group LLC: 13F holdings
CIK 20081782026Q2
| Positions | 114 |
|---|
| Reported value | $290.9m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 114 (+19 vs prior quarter) |
|---|
| Reported value | $290.9m (+18.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 174,298 | $50.4m | 17.3% |
| IVV ISHARES TR | 43,407 | $32.5m | 11.2% |
| IUSB ISHARES TR | 455,884 | $21.0m | 7.2% |
| SPY STATE STR SPDR S&P 500 ETF T | 23,565 | $17.6m | 6.0% |
| DYNF BLACKROCK ETF TRUST | 121,023 | $8.2m | 2.8% |
| GOVT ISHARES TR | 346,706 | $7.9m | 2.7% |
| IWF ISHARES TR | 56,659 | $7.8m | 2.7% |
| PWZ INVESCO EXCH TRADED FD TR II | 310,889 | $7.6m | 2.6% |
| SCHF SCHWAB STRATEGIC TR | 251,098 | $7.0m | 2.4% |
| MBB ISHARES TR | 71,299 | $6.7m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2008178")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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