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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, DYNF, QUAL, and represent 44.38% of Shared Vision Wealth Group's stock portfolio.
Added to shares of these 10 stocks: SPY, VTEC, OEF, SCHF, BAI, TLH, IEMG, VBR, HYD, IAGG.
Started 16 new stock positions in FNDE, VO, CALI, XLU, ARTY, ONEQ, DIA, EFA, IEF, VTEC. XNTK, SCMB, VFH, JAVA, ITA, LLY.
Reduced shares in these 10 stocks: EFG, IYW, IUSB, QUAL, EMXC, IVV, EFV, AAPL, HYDB, TLT.
Sold out of its position in HYDB.
Shared Vision Wealth Group was a net buyer of stock by $18M.
Shared Vision Wealth Group has $236M in assets under management (AUM), dropping by 17.98%.
Central Index Key (CIK): 0002008178

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Portfolio Holdings for Shared Vision Wealth Group

Shared Vision Wealth Group holds 98 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	19.4	$46M		177k	258.45	View chart
Ishares Tr Core S&p500 Etf (IVV)	10.7	$25M		38k	671.16	View chart
Ishares Tr Core Total Usd (IUSB)	8.0	$19M	-7%	399k	47.11	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.4	$8.0M	+11%	136k	59.06	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.0	$7.0M	-8%	36k	194.85	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.9	$6.8M	-2%	57k	120.48	View chart
Ishares Tr Eafe Value Etf (EFV)	2.9	$6.8M	-4%	100k	68.14	View chart
Ishares Tr Mbs Etf (MBB)	2.8	$6.7M	+3%	70k	96.05	View chart
Ishares Tr S&p 100 Etf (OEF)	2.7	$6.5M	+59%	19k	334.63	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.7	$6.4M	+87%	9.5k	667.77	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	2.6	$6.1M	+26%	58k	105.36	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	2.3	$5.5M	+14%	103k	53.37	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.3	$5.4M	+9%	26k	208.00	View chart
Broadcom (AVGO)	2.1	$4.9M		14k	340.29	View chart
Ishares Core Msci Emkt (IEMG)	2.1	$4.9M	+27%	73k	67.06	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.6	$3.7M		159k	23.36	View chart
Ishares Tr Core Msci Total (IXUS)	1.4	$3.3M		40k	83.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.4	$3.3M		65k	50.59	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$2.9M	+44%	37k	77.28	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.2	$2.8M	+49%	53k	51.80	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.1	$2.6M	+35%	68k	37.74	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	1.1	$2.5M	NEW	25k	100.52	View chart
Ishares Tr Investment Grade (IGEB)	1.0	$2.4M	-2%	53k	46.36	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.0	$2.3M	+278%	68k	34.23	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$2.0M	+598%	85k	23.66	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.7	$1.7M	+7%	17k	96.08	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$1.6M	+4%	6.5k	250.91	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.6	$1.5M	-60%	13k	116.04	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.6	$1.4M	+36%	14k	103.60	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$1.4M	-57%	7.2k	197.67	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.6	$1.4M		9.6k	146.05	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.6	$1.3M	-3%	56k	23.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$1.2M	+362%	5.7k	207.62	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.2M	-10%	11k	107.60	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.5	$1.1M	+437%	22k	51.20	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.4	$1.1M	+16%	24k	44.33	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$952k		2.0k	481.06	View chart
Amazon (AMZN)	0.4	$950k	-7%	4.4k	217.97	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.4	$927k		26k	35.62	View chart
Costco Wholesale Corporation (COST)	0.4	$887k		939.00	944.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$882k		2.7k	328.87	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$861k	NEW	4.1k	210.52	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.4	$858k	+92%	35k	24.30	View chart
Microsoft Corporation (MSFT)	0.4	$850k		1.6k	520.63	View chart
Ishares Tr Europe Etf (IEV)	0.4	$840k	-7%	13k	66.21	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.4	$829k	NEW	32k	25.90	View chart
Ishares Tr Morningstar Valu (ILCV)	0.3	$820k		9.1k	90.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$786k		1.6k	491.89	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$720k	+9%	7.2k	100.40	View chart
NVIDIA Corporation (NVDA)	0.3	$719k	+2%	4.0k	180.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$710k		2.9k	243.34	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$700k	-17%	7.6k	92.07	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$578k	-49%	8.2k	70.74	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$563k	NEW	6.3k	89.42	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$529k		7.3k	72.60	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$527k		4.5k	117.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$524k	-3%	4.4k	118.92	View chart
Johnson & Johnson (JNJ)	0.2	$515k		2.7k	192.96	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$479k		1.3k	366.31	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$446k		8.9k	50.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$436k		4.9k	88.12	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$430k		7.9k	54.26	View chart
Vanguard World Financials Etf (VFH)	0.2	$426k	NEW	3.3k	127.73	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$426k		693.00	613.97	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$409k		1.4k	285.45	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.2	$400k	-5%	3.3k	120.98	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.2	$388k	NEW	8.1k	47.86	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$378k	-9%	3.4k	112.67	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.2	$371k		2.7k	139.82	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$350k	NEW	1.2k	291.46	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.1	$349k	NEW	6.9k	50.61	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$331k		2.6k	127.41	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$318k		5.7k	55.82	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$316k	NEW	3.3k	94.44	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.1	$312k	-8%	2.9k	106.42	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$301k	+16%	2.7k	110.93	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$290k		1.1k	254.18	View chart
Fidelity Covington Trust Enhanced High Yi (FDHY)	0.1	$289k		5.9k	49.24	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$282k		5.5k	51.33	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$276k	+4%	2.9k	95.98	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$267k		5.1k	52.61	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$267k		6.0k	44.85	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$254k	NEW	545.00	466.14	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$254k	-2%	4.4k	57.60	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$247k	NEW	6.8k	36.33	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$243k	NEW	2.5k	97.71	View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF)	0.1	$237k		9.7k	24.39	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$236k	-2%	4.8k	49.33	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$232k		1.6k	141.62	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$226k	NEW	2.5k	90.40	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$223k	-5%	2.4k	94.66	View chart
Union Pacific Corporation (UNP)	0.1	$220k		975.00	225.21	View chart
Spdr Series Trust Nyse Tech Etf (XNTK)	0.1	$216k	NEW	781.00	276.41	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$216k	-8%	1.9k	112.21	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$211k		1.7k	122.53	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$210k	-26%	4.2k	50.55	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$205k	NEW	3.0k	69.05	View chart
Eli Lilly & Co. (LLY)	0.1	$201k	NEW	247.00	813.45	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 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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