Shared Vision Wealth Group LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Shared Vision Wealth Group LLC held in its portfolio 98 assets valued at $246,994,545 (i.e. $247.00M).
The most valuable assets in the portfolio included: APPLE INC ($44.53M), ISHARES TR ($25.18M), and ISHARES TR ($18.46M).
The chart below shows the top 10 valuable assets, and the table below shows the top 98 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Shared Vision Wealth Group LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 174344 | 44529186 | COM |
| ISHARES TR | 36190 | 25184421 | CORE S&P500 ETF |
| ISHARES TR | 395131 | 18464463 | CORE UNIVRSL USD |
| SPDR S&P 500 ETF TR | 13586 | 9411763 | TR UNIT |
| BLACKROCK ETF TRUST | 135178 | 8279673 | ISHARES US EQUIT |
| ISHARES TR | 34396 | 7468737 | S&P 500 VAL ETF |
| ISHARES TR | 56410 | 7012271 | S&P 500 GRWT ETF |
| ISHARES TR | 92942 | 6902802 | EAFE VALUE ETF |
| ISHARES TR | 70831 | 6782089 | MBS ETF |
| ISHARES TR | 19506 | 6703322 | S&P 100 ETF |
| BLACKROCK ETF TRUST II | 120808 | 6410066 | ISHARES FLEXIBLE |
| ISHARES INC | 86253 | 6262003 | CORE MSCI EMKT |
| ISHARES TR | 56265 | 5764392 | 10-20 YR TRS ETF |
| ISHARES TR | 24903 | 5073547 | MSCI USA QLT FCT |
| VANGUARD CALIF TAX FREE FDS | 44510 | 4484383 | TAX EXEMPT BD FD |
| BROADCOM INC | 13610 | 4421371 | COM |
| ISHARES TR | 158627 | 3658730 | US TREAS BD ETF |
| ISHARES GOLD TR | 37119 | 3532970 | ISHARES NEW |
| SCHWAB STRATEGIC TR | 128350 | 3263939 | INTL EQTY ETF |
| VANGUARD MUN BD FDS | 63535 | 3211035 | TAX EXEMPT BD |
| ISHARES TR | 32456 | 2907709 | CORE MSCI TOTAL |
| BLACKROCK ETF TRUST | 71571 | 2801284 | ISHARES US THEMA |
| ISHARES TR | 54812 | 2753215 | CORE INTL AGGR |
| ISHARES TR | 59052 | 2706653 | INVESTMENT GRADE |
| BLACKROCK ETF TRUST | 75468 | 2608178 | ISHARES A I INNO |
| ISHARES TR | 9786 | 2514399 | MSCI USA MMENTM |
| VANGUARD INDEX FDS | 8527 | 1913275 | SM CP VAL ETF |
| ISHARES TR | 17647 | 1708578 | JPMORGAN USD EMG |
| ISHARES TR | 9912 | 1498058 | ESG AWR MSCI USA |
| VANECK ETF TRUST | 28971 | 1483605 | HIGH YLD MUNIETF |
| ISHARES TR | 6917 | 1391944 | U.S. TECH ETF |
| ISHARES TR | 12559 | 1352139 | NATIONAL MUN ETF |
| SCHWAB STRATEGIC TR | 54312 | 1274154 | US AGGREGATE B |
| ISHARES TR | 9874 | 1186187 | EAFE GRWTH ETF |
| COSTCO WHSL CORP NEW | 1076 | 1051809 | COM |
| ISHARES TR | 4497 | 1049408 | US AER DEF ETF |
| ISHARES TR | 25643 | 1027534 | MSCI INTL VLU FT |
| VANGUARD INDEX FDS | 1978 | 963031 | GROWTH ETF |
| VANGUARD INDEX FDS | 2683 | 917577 | TOTAL STK MKT |
| ISHARES TR | 12712 | 911350 | EUROPE ETF |
| FIDELITY COMWLTH TR | 9678 | 898506 | NASDAQ COMPSIT |
| ISHARES TR | 9065 | 873503 | MORNINGSTAR VALU |
| ISHARES TR | 9472 | 853630 | SYSTEMATIC BD ET |
| INVESCO EXCH TRADED FD TR II | 35309 | 852712 | CALIF AMT MUN |
| ISHARES TR | 9518 | 840952 | 20 YR TR BD ETF |
| SCHWAB STRATEGIC TR | 32000 | 828480 | MUN BD ETF |
| BERKSHIRE HATHAWAY INC DEL | 1598 | 772717 | CL B NEW |
| ISHARES TR | 7194 | 745537 | CONV BD ETF |
| MICROSOFT CORP | 1525 | 716943 | COM |
| BLACKROCK ETF TRUST II | 13793 | 697857 | ISHARES SHORT-TE |
| NVIDIA CORPORATION | 3581 | 667663 | COM |
| ISHARES TR | 2507 | 661798 | RUSSELL 2000 ETF |
| AMAZON COM INC | 2714 | 647172 | COM |
| JOHNSON & JOHNSON | 2665 | 590224 | COM |
| SPDR SERIES TRUST | 3132 | 567884 | STATE STREET SPD |
| ISHARES TR | 4479 | 554551 | ESG MSCI LEADR |
| ISHARES TR | 4242 | 543586 | CORE S&P SCP ETF |
| INVESCO QQQ TR | 860 | 537910 | UNIT SER 1 |
| ISHARES TR | 12088 | 531948 | ESG ADVANCED UNI |
| ISHARES INC | 6553 | 521969 | MSCI EMRG CHN |
| DIMENSIONAL ETF TRUST | 6633 | 500990 | US EQUITY MARKET |
| ISHARES TR | 1319 | 500917 | RUS 1000 ETF |
| SELECT SECTOR SPDR TR | 9246 | 493829 | STATE STREET FIN |
| ISHARES TR | 7922 | 468745 | MSCI EMG MKT ETF |
| ISHARES TR | 4931 | 462815 | CORE MSCI EAFE |
| ALPHABET INC | 1373 | 458019 | CAP STK CL C |
| VANGUARD INDEX FDS | 693 | 441503 | S&P 500 ETF SHS |
| VANGUARD MALVERN FDS | 8885 | 440074 | STRM INFPROIDX |
| ISHARES TR | 8104 | 423920 | FUTURE AI & TECH |
| SELECT SECTOR SPDR TR | 2863 | 418199 | STATE STREET TEC |
| ISHARES TR | 14254 | 381009 | LARGE CAP MAX BU |
| ISHARES TR | 2600 | 376345 | MSCI USA VALUE |
| J P MORGAN EXCHANGE TRADED F | 2910 | 364159 | BETABUILDRS US |
| VANGUARD INDEX FDS | 1200 | 359700 | MID CAP ETF |
| ISHARES TR | 3349 | 336456 | MSCI EAFE ETF |
| ISHARES TR | 3246 | 332913 | 0-5 YR TIPS ETF |
| FIDELITY COVINGTON TRUST | 5700 | 328377 | HIGH DIVID ETF |
| VANGUARD INDEX FDS | 1141 | 312729 | SMALL CP ETF |
| VANGUARD CHARLOTTE FDS | 6102 | 296130 | TOTAL INT BD ETF |
| ISHARES TR | 2928 | 294182 | RUS MID CAP ETF |
| FIDELITY COVINGTON TRUST | 5869 | 290991 | ENHANCED HIGH YI |
| ISHARES TR | 2696 | 283538 | GOV/CRED BD ETF |
| SPDR DOW JONES INDL AVERAGE | 545 | 269472 | UT SER 1 |
| ISHARES TR | 2400 | 266265 | IBOXX INV CP ETF |
| SCHWAB STRATEGIC TR | 6794 | 264762 | FUNDAMENTAL EMER |
| ELI LILLY & CO | 248 | 263196 | COM |
| ISHARES TR | 5854 | 262251 | GNMA BOND ETF |
| FLEXSHARES TR | 9711 | 233258 | IBOXX 5YR TRGT |
| UNION PAC CORP | 980 | 226373 | COM |
| VANGUARD SCOTTSDALE FDS | 2802 | 223846 | SHRT TRM CORP BD |
| ISHARES TR | 1722 | 222519 | CORE HIGH DV ETF |
| SELECT SECTOR SPDR TR | 5000 | 214350 | STATE STREET UTI |
| ISHARES TR | 2227 | 212752 | MSCI USA MIN VOL |
| EXXON MOBIL CORP | 1547 | 208572 | COM |
| ISHARES TR | 606 | 207919 | ISHARES SEMICDTR |
| INVESCO EXCHANGE TRADED FD T | 1519 | 204204 | LARGE CAP GROWTH |
| SELECT SECTOR SPDR TR | 1647 | 201454 | STATE STREET CON |
| J P MORGAN EXCHANGE TRADED F | 2681 | 201020 | ACTIVE VALUE ETF |
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