Shared Vision Wealth Group LLC
SEC Form 13F institutional filer · CIK 0002008178
13F-HR · 28 reported holdings · 2026-03-31
Reported long-US-equity value
$0.16B
Top-10 concentration
93.9%
Shared Vision Wealth Group LLC — $161M AUM allocation strategy
Shared Vision Wealth Group LLC files SEC Form 13F and reports $161M of long US equity value across 28 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 30.6%, followed by Financials 17.7% and Consumer Staples 0.7%.
The top 10 holdings account for 94% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Shared Vision Wealth Group LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$161M
total across 28 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
94% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +178K sh · +$71.5K+$SCHW +71.2K sh · +$1.81M+$SPY +4.28K sh · +$2.21M
Biggest trims (shares)
−$BLK −16.9K sh · −$1.72M−$IYY −2.42K sh · −$1.01M−$AVGO −533 sh · −$374K
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals27.5%—
- Asset Management & Custody Banks8.5%—
- Financial Exchanges & Data4.6%—
- Investment Banking & Brokerage4.1%—
- Semiconductors2.9%—
- Consumer Staples Merchandise Retail0.7%—
- Multi-Sector Holdings0.5%—
- Pharmaceuticals0.4%—
- Other holdings50.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
5 of 5 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 174K | $44.2M | -68 | 27.4% |
| $BLK | BlackRock Inc | 174K | $12.8M | -16.9K | 8.0% |
| $SPGI | S&P Global Inc | 35.5K | $7.49M | +1.09K | 4.6% |
| $SCHW | Charles Schwab Corporation | 261K | $6.61M | +71.2K | 4.1% |
| $AVGO | Broadcom Inc | 13.1K | $4.05M | -533 | 2.5% |
…and 23 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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