Institutions / Shared Vision Wealth Group LLC
Shared Vision Wealth Group LLC
CIK 2008178 · Institution · as of Dec 31, 2025
Portfolio value
$246.99M
Positions
99
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 99 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $44.53M | 18.0% |
| iShares Tr | $25.18M | 10.2% |
| iShares Tr | $18.46M | 7.5% |
| SPDR S&P 500 ETF Tr | $9.41M | 3.8% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $8.28M | 3.4% |
| iShares Tr | $7.47M | 3.0% |
| iShares Tr | $7.01M | 2.8% |
| iShares Tr | $6.90M | 2.8% |
| iShares Tr | $6.78M | 2.7% |
| iShares Tr | $6.70M | 2.7% |
| BlackRock ETF Trust II | $6.41M | 2.6% |
| iShares Inc | $6.26M | 2.5% |
| iShares Tr | $5.76M | 2.3% |
| iShares MSCI UAE ETF | $5.07M | 2.1% |
| Vanguard Calif Tax Free Fds | $4.48M | 1.8% |
| Broadcom Inc. | $4.42M | 1.8% |
| iShares MSCI UAE ETF | $3.66M | 1.5% |
| iShares Gold Tr | $3.53M | 1.4% |
| Schwab Strategic Tr | $3.26M | 1.3% |
| Vanguard Mun Bd Fds | $3.21M | 1.3% |
| iShares MSCI UAE ETF | $2.91M | 1.2% |
| BlackRock ETF Trust | $2.80M | 1.1% |
| iShares Tr | $2.75M | 1.1% |
| iShares Tr | $2.71M | 1.1% |
| BlackRock ETF Trust | $2.61M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.