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Shared Vision Wealth Group

Latest statistics and disclosures from Shared Vision Wealth Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, IVV, IUSB, SPY, DYNF, and represent 42.86% of Shared Vision Wealth Group's stock portfolio.
Added to shares of these 10 stocks: SPY, VTEC, IVE, SCHF, IEMG, BINC, SYSB, MTUM, VBR, QQQ.
Started 11 new stock positions in VCSH, QQQ, SOXX, XLF, SYSB, DMAX, PWB, BNDX, GOOG, XLY. XOM.
Reduced shares in these 10 stocks: QUAL, STIP, IVV, AAPL, IXUS, EUSB, EFV, , AMZN, EFG.
Sold out of its positions in HIMU, TIP, IEF, IWP, AGZ, CMF, USIG, NEAR, TFLO, VFH.
Shared Vision Wealth Group was a net buyer of stock by $6.4M.
Shared Vision Wealth Group has $247M in assets under management (AUM), dropping by 4.56%.
Central Index Key (CIK): 0002008178

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Portfolio Holdings for Shared Vision Wealth Group

Shared Vision Wealth Group holds 99 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	18.0	$45M		174k	255.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	10.2	$25M	-4%	36k	695.89	View chart
Ishares Tr Core Univrsl Usd (IUSB)	7.5	$19M		395k	46.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.8	$9.4M	+42%	14k	692.75	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.4	$8.3M		135k	61.25	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.0	$7.5M	+31%	34k	217.14	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.8	$7.0M		56k	124.31	View chart
Ishares Tr Eafe Value Etf (EFV)	2.8	$6.9M	-6%	93k	74.27	View chart
Ishares Tr Mbs Etf (MBB)	2.7	$6.8M		71k	95.75	View chart
Ishares Tr S&p 100 Etf (OEF)	2.7	$6.7M		20k	343.65	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	2.6	$6.4M	+17%	121k	53.06	View chart
Ishares Core Msci Emkt (IEMG)	2.5	$6.3M	+18%	86k	72.60	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	2.3	$5.8M	-2%	56k	102.45	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.1	$5.1M	-30%	25k	203.73	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	1.8	$4.5M	+76%	45k	100.75	View chart
Broadcom (AVGO)	1.8	$4.4M	-5%	14k	324.86	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.5	$3.7M		159k	23.07	View chart
Ishares Gold Tr Ishares New (IAU)	1.4	$3.5M		37k	95.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.3	$3.3M	+51%	128k	25.43	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$3.2M	-2%	64k	50.54	View chart
Ishares Tr Core Msci Total (IXUS)	1.2	$2.9M	-18%	33k	89.59	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.1	$2.8M	+5%	72k	39.14	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.1	$2.8M	+2%	55k	50.23	View chart
Ishares Tr Investment Grade (IGEB)	1.1	$2.7M	+11%	59k	45.84	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.1	$2.6M	+11%	76k	34.56	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.0	$2.5M	+49%	9.8k	256.94	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.8	$1.9M	+48%	8.5k	224.38	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.7	$1.7M	+2%	18k	96.82	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.6	$1.5M	+3%	9.9k	151.14	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.6	$1.5M	+31%	29k	51.21	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$1.4M	-3%	6.9k	201.24	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.4M	+14%	13k	107.66	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$1.3M	-2%	54k	23.46	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$1.2M	-23%	9.9k	120.13	View chart
Costco Wholesale Corporation (COST)	0.4	$1.1M	+14%	1.1k	977.52	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$1.0M	+9%	4.5k	233.36	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.4	$1.0M		26k	40.07	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$963k		2.0k	486.87	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$918k		2.7k	342.00	View chart
Ishares Tr Europe Etf (IEV)	0.4	$911k		13k	71.69	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.4	$899k	+53%	9.7k	92.84	View chart
Ishares Tr Morningstar Valu (ILCV)	0.4	$874k		9.1k	96.36	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.3	$854k	NEW	9.5k	90.12	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.3	$853k		35k	24.15	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$841k	+25%	9.5k	88.35	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.3	$829k		32k	25.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$773k		1.6k	483.55	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$746k		7.2k	103.63	View chart
Microsoft Corporation (MSFT)	0.3	$717k	-6%	1.5k	470.13	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.3	$698k	+99%	14k	50.59	View chart
NVIDIA Corporation (NVDA)	0.3	$668k	-10%	3.6k	186.45	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$662k	-14%	2.5k	263.98	View chart
Amazon (AMZN)	0.3	$647k	-37%	2.7k	238.46	View chart
Johnson & Johnson (JNJ)	0.2	$590k		2.7k	221.47	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$555k		4.5k	123.81	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$544k	-3%	4.2k	128.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$538k	NEW	860.00	625.48	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.2	$532k	-49%	12k	44.01	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$522k	-19%	6.6k	79.65	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$501k	-9%	6.6k	75.53	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$501k		1.3k	379.77	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$494k	NEW	9.2k	53.41	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$469k		7.9k	59.17	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$463k		4.9k	93.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$458k	NEW	1.4k	333.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$442k		693.00	637.09	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$440k		8.9k	49.53	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.2	$424k		8.1k	52.31	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$418k	+99%	2.9k	146.07	View chart
Ishares Tr Large Cap Max Bu (DMAX)	0.2	$381k	NEW	14k	26.73	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$376k		2.6k	144.75	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$364k	-11%	2.9k	125.14	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$360k		1.2k	299.75	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$345k	-11%	2.4k	146.73	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$337k		3.3k	100.46	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$333k	-76%	3.2k	102.56	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$328k		5.7k	57.61	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$313k		1.1k	274.08	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$296k	NEW	6.1k	48.53	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$294k		2.9k	100.47	View chart
Fidelity Covington Trust Enhanced High Yi (FDHY)	0.1	$291k		5.9k	49.58	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.1	$284k	-8%	2.7k	105.17	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$270k		545.00	494.44	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$266k	-28%	2.4k	110.94	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$265k		6.8k	38.97	View chart
Eli Lilly & Co. (LLY)	0.1	$263k		248.00	1061.27	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$262k		5.9k	44.80	View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF)	0.1	$233k		9.7k	24.02	View chart
Union Pacific Corporation (UNP)	0.1	$226k		980.00	230.99	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$224k	NEW	2.8k	79.89	View chart
Spdr Series Trust State Street Spd (XNTK)	0.1	$223k		781.00	285.44	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$223k		1.7k	129.22	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$214k	+100%	5.0k	42.87	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$213k	-5%	2.2k	95.53	View chart
Exxon Mobil Corporation (XOM)	0.1	$209k	NEW	1.5k	134.82	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$208k	NEW	606.00	343.10	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$204k	NEW	1.5k	134.43	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$202k	NEW	1.6k	122.32	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$201k	-9%	2.7k	74.98	View chart

Past Filings by Shared Vision Wealth Group

SEC 13F filings are viewable for Shared Vision Wealth Group going back to 2023

Shared Vision Wealth Group 2025 Q4 filed Feb. 11, 2026
Shared Vision Wealth Group 2025 Q3 filed Oct. 30, 2025
Shared Vision Wealth Group 2025 Q2 filed Aug. 7, 2025
Shared Vision Wealth Group 2025 Q1 filed May 2, 2025
Shared Vision Wealth Group 2024 Q4 filed Feb. 6, 2025
Shared Vision Wealth Group 2024 Q3 filed Nov. 12, 2024
Shared Vision Wealth Group 2024 Q2 filed July 24, 2024
Shared Vision Wealth Group 2024 Q1 filed May 7, 2024
Shared Vision Wealth Group 2023 Q4 filed Feb. 8, 2024

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