Shared Vision Wealth Group LLC

RIA/Wealth

Shared Vision Wealth Group LLC is a RIA/Wealth led by Bradley Aaron Sayre, reporting $258.2M in AUM as of Q3 2025 with 74% ETF concentration, 59% concentrated in top 10 holdings, and 20% allocation to AAPL.

OwnerBradley Aaron Sayre

Portfolio Value: $233.7M
Positions: 96
Top Holding: AAPL at 19.57%
Last Reported: Q3 2025

Address

Top Holdings

Largest long holdings in Shared Vision Wealth Group LLC's portfolio (59% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$45.7M	19.57%	-$241.9K Sold	0.00% 176.9K shares	Q4 2023 Held for 1y 11m
2 iShares Core S&P 500 ETF IVV	ETF ETF	$25.3M	10.83%	-$433.6K Sold	— 37.7K shares	Q4 2023 Held for 1y 11m
3 iShares Core Total USD Bond Market IUSB	ETF ETF	$18.8M	8.04%	-$1.5M Sold	— 398.8K shares	Q4 2023 Held for 1y 11m
4 BlackRock U.S. Equity Factor Rotation DYNF	ETF ETF	$8.0M	3.43%	+$825.5K Bought	— 135.7K shares	Q1 2024 Held for 1y 8m
5 iShares MSCI USA Quality Factor QUAL	ETF ETF	$7.0M	2.99%	-$630.7K Sold	— 35.8K shares	Q4 2023 Held for 1y 11m
6 iShares S&P 500 Growth ETF IVW	ETF ETF	$6.8M	2.92%	-$140.0K Sold	— 56.6K shares	Q4 2023 Held for 1y 11m
7 EFV iShares MSCI EAFE Value EFV	ETF ETF	$6.8M	2.91%	-$309.6K Sold	— 99.8K shares	Q4 2023 Held for 1y 11m
8 iShares MBS MBB	ETF ETF	$6.7M	2.87%	+$209.2K Bought	— 69.7K shares	Q4 2023 Held for 1y 11m
9 iShares S&P 100 OEF	ETF ETF	$6.5M	2.77%	+$2.4M Bought	— 19.3K shares	Q4 2023 Held for 1y 11m
10 SPDR S&P 500 ETF Trust SPY	ETF ETF	$6.4M	2.72%	+$3.0M Bought	— 9.5K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Shared Vision Wealth Group LLC's latest filing

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Market Value

$233.7M

Prior: $199.4M

Q/Q Change

+17.17%

+$34.2M

Net Flows % of MV

+6.83%

Turnover Ratio

7.38%

New Purchases

14 stocks

$7.8M

Added To

32 stocks

+$17.2M

Sold Out Of

1 stocks

$227.5K

Reduced Holdings

29 stocks

-$8.8M

Increased Positions

Position	Shares Δ	Change
1 VTEC Vanguard California Tax-Exempt Bond VTEC	New	0 → 25.2K +$2.5M
2 iShares U.S. Aerospace & Defense ITA	New	0 → 4.1K +$861.0K
3 SCMB Schwab Municipal Bond SCMB	New	0 → 32.0K +$828.8K
4 ONEQ Fidelity Nasdaq Composite Index ETF ONEQ	New	0 → 6.3K +$563.3K
5 Vanguard Financials VFH	New	0 → 3.3K +$425.6K

Decreased Positions

Position	Shares Δ	Change
1 HYDB iShares High Yield Systematic Bond HYDB	Sold	4.8K → 0 −$227.5K
2 iShares MSCI EAFE Growth EFG	-60.27%	32.4K → 12.9K −$2.3M
3 iShares U.S. Technology IYW	-57.15%	16.7K → 7.2K −$1.9M
4 iShares MSCI Emerging Markets ex China EMXC	-49.34%	16.1K → 8.2K −$562.8K
5 iShares Treasury Floating Rate Bond TFLO	-26.88%	5.7K → 4.2K −$77.3K