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Brad Sayre

Shared Vision Wealth Group Llc

Assets Managed
$245.156M
Holdings
95
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-0.74%(2Q avg: 1.91%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Shared Vision Wealth Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 95 positions.

Assets under management

The assets under management (AUM) of Shared Vision Wealth Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 245.156M in assets, with a quarterly growth rate of -0.74% and a 2-quarter average growth rate of 1.91%. The portfolio is managed by Brad Sayre, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.03%
18.05%
$44.229M
174,276 shares@ $253.79 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -4.59%
9.2%
$22.554M
34,527 shares@ $653.22 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 0.28%
7.47%
$18.302M
396,227 shares@ $46.2 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 31.54%
4.75%
$11.622M
17,870 shares@ $650.35 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 117.19%
3.22%
$7.893M
344,517 shares@ $22.92 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 3.19%
3.06%
$7.494M
35,491 shares@ $211.15 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -8.99%
2.92%
$7.157M
123,021 shares@ $58.19 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 4.39%
2.72%
$6.66M
58,882 shares@ $113.11 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Decreased -4.44%
2.7%
$6.603M
88,812 shares@ $74.35 avg price
MBB
Ishares Mbs Etf
Recent Activity
Decreased -3.98%
2.64%
$6.457M
68,009 shares@ $94.96 avg price

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