13F Filings History of Shared Vision Wealth Group LLC
- Latest 13F filing
- Q2 2026 - 31 Jul 2026
- Latest reported 13F value
- $290,874,134
- Largest 13F holdings
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AAPL IVV IUSB SPY DYNF GOVT IVW PWZ SCHF MBB IVE AVGO
+8 more
IEMG TLH EFG EFV BINC BAI VTEB IALT - Form 13F summary
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- Shared Vision Wealth Group LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Shared Vision Wealth Group LLC reported 114 equity holdings with a total reported market value of $290,874,134 for Q2 2026. Top reported holdings included AAPL, IVV, IUSB, SPY, and DYNF.
- Manager signature
- Brad Sayre - Chief Compliance Officer
- Manager location
- Carlsbad, United States
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$290,874,134
Quarter delta
+$45,718,561
Accepted
31 Jul 2026, 10:44
Rows shown
1-11 of 11
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 114 | $290,874,134 | +$46,910,066 | -$25,886,221 | +$21,023,845 | AAPL, IVV, IUSB, SPY, DYNF | 13F-HR | 31 Jul 2026, 10:44 |
| Q1 2026 | 95 | $245,155,573 | +$24,454,285 | -$18,219,486 | +$6,234,799 | AAPL, IVV, IUSB, SPY, GOVT | 13F-HR | 06 May 2026, 10:09 |
| Q4 2025 | 99 | $246,994,545 | +$18,052,527 | -$11,665,023 | +$6,387,504 | AAPL, IVV, IUSB, SPY, DYNF | 13F-HR | 10 Feb 2026, 19:32 |
| Q3 2025 | 98 | $236,216,167 | +$27,147,181 | -$9,047,205 | +$18,099,976 | AAPL, IVV, IUSB, DYNF, QUAL | 13F-HR | 29 Oct 2025, 21:07 |
| Q2 2025 | 83 | $200,217,441 | +$16,564,353 | -$9,435,955 | +$7,128,398 | AAPL, IVV, IUSB, QUAL, DYNF | 13F-HR | 07 Aug 2025, 16:11 |
| Q1 2025 | 78 | $183,115,818 | +$9,492,641 | -$8,906,746 | +$585,895 | AAPL, IVV, IUSB, QUAL, DYNF | 13F-HR | 02 May 2025, 13:04 |
| Q4 2024 | 75 | $189,996,546 | +$6,633,571 | -$5,051,897 | +$1,581,674 | AAPL, IVV, IUSB, QUAL, IVW | 13F-HR | 06 Feb 2025, 09:31 |
| Q3 2024 | 72 | $187,162,802 | +$12,911,820 | -$5,300,823 | +$7,610,997 | AAPL, IVV, IUSB, QUAL, MBB | 13F-HR | 12 Nov 2024, 10:02 |
| Q2 2024 | 74 | $171,839,686 | +$14,956,822 | -$12,202,114 | +$2,754,708 | AAPL, IVV, IUSB, IVW, QUAL | 13F-HR | 23 Jul 2024, 21:54 |
| Q1 2024 | 75 | $160,165,163 | +$25,601,218 | -$17,814,471 | +$7,786,747 | AAPL, IVV, IUSB, MBB, QUAL | 13F-HR | 06 May 2024, 21:53 |
| Q4 2023 | 77 | $149,705,537 | $0 | $0 | $0 | AAPL, IVV, IUSB, MBB, EFV | 13F-HR | 07 Feb 2024, 17:42 |