Shared Vision Wealth Group

Shared Vision Wealth Group as of Dec. 31, 2025

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