Shared Vision Wealth Group Llc Investment Activity in Q2 2026
This report details the observable investment activities of Shared Vision Wealth Group Llc during the second quarter of 2026, highlighting significant purchases and sales based on available data.
Shared Vision Wealth Group Llc has recently adjusted its portfolio holdings for the period ending June 30th, 2026. The firm's investment strategy appears focused on specific Exchange-Traded Funds (ETFs) within certain sectors.
Prominent Purchases This Quarter
Shared Vision Wealth Group Llc demonstrated significant buying activity in several ETFs during Q2 2026:
- PWZ, INVESCO EXCH TRADED FD TR II, saw a massive increase of 780.48% in its portfolio allocation percentage and gained over 275,580 shares.
- SCHF, SCHWAB STRATEGIC TR, increased by 32.78%, adding approximately 61,991 shares to the portfolio.
- SCMB, SCHWAB STRATEGIC TR (likely referring to a specific fund), increased by 106.67%, adding about 61,115 shares.
- IUSB, ISHARES TR US Bonds ETF, gained 15.06% allocation and increased share count by over 59,000.
- SPLG, SPDR SERIES TRUST (likely referring to a specific ETF), saw its portfolio percentage jump by 100% and share count increase significantly.
- VO, VANGUARD INDEX FDS, increased allocation by over 523%, adding a substantial number of shares (22,256).
These purchases suggest confidence in fixed income and specific sector-tracking ETFs during this period.
Notable Reductions or Exits
In contrast to the buying activity, Shared Vision Wealth Group Llc also reduced its positions significantly:
- QUAL, saw a sharp decline of -60.83% in allocation percentage and lost over 13,000 shares.
- IAGG experienced an even more drastic reduction with an allocation change of -85.27%, resulting in a loss of nearly all its position (shares decreased by over 56,000).
- ITA was completely exited from the portfolio as indicated by an allocation change percentage of -100%.
The reduction in QUAL and IAGG, along with the exit of ITA, points towards a strategic shift away from these specific ETFs or trusts this quarter.
Overall Portfolio Changes
The portfolio's total value stood at $269.9 million as of June 30th, 2026. The changes observed in individual holdings reflect the dynamic nature of their investment approach during Q2.