Shared Vision Wealth Group LLC
CIK: 0002008178SEC EDGAR →
Portfolio Value
$247.0M
Holdings
99
As of
Q4 2025
New Positions
98
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 174,344 | $44.5M | 18.03% |
| 2 | ISHARES TR | 36,190 | $25.2M | 10.20% |
| 3 | ISHARES TR | 395,131 | $18.5M | 7.48% |
| 4 | SPDR S&P 500 ETF TR | 13,586 | $9.4M | 3.81% |
| 5 | BLACKROCK ETF TRUST | 135,178 | $8.3M | 3.35% |
| 6 | ISHARES TR | 34,396 | $7.5M | 3.02% |
| 7 | ISHARES TR | 56,410 | $7.0M | 2.84% |
| 8 | ISHARES TR | 92,942 | $6.9M | 2.79% |
| 9 | ISHARES TR | 70,831 | $6.8M | 2.75% |
| 10 | ISHARES TR | 19,506 | $6.7M | 2.71% |
Quarterly Changes
New Positions (99)
$44.5M · 174K shares
$25.2M · 36K shares
$18.5M · 395K shares
$9.4M · 14K shares
$8.3M · 135K shares
$7.5M · 34K shares
$7.0M · 56K shares
$6.9M · 93K shares
$6.8M · 71K shares
$6.7M · 20K shares
$6.4M · 121K shares
$6.3M · 86K shares
$5.8M · 56K shares
$5.1M · 25K shares
$4.5M · 45K shares
$4.4M · 14K shares
$3.7M · 159K shares
$3.5M · 37K shares
$3.3M · 128K shares
$3.2M · 64K shares
$2.9M · 32K shares
$2.8M · 72K shares
$2.8M · 55K shares
$2.7M · 59K shares
$2.6M · 75K shares
$2.5M · 10K shares
$1.9M · 9K shares
$1.7M · 18K shares
$1.5M · 10K shares
$1.5M · 29K shares
$1.4M · 7K shares
$1.4M · 13K shares
$1.3M · 54K shares
$1.2M · 10K shares
$1.1M · 1K shares
$1.0M · 4K shares
$1.0M · 26K shares
$963K · 2K shares
$917K · 3K shares
$911K · 13K shares
$898K · 10K shares
$873K · 9K shares
$853K · 9K shares
$852K · 35K shares
$840K · 10K shares
$828K · 32K shares
$772K · 2K shares
$745K · 7K shares
$716K · 2K shares
$697K · 14K shares
$667K · 4K shares
$661K · 3K shares
$647K · 3K shares
$590K · 3K shares
$554K · 4K shares
$543K · 4K shares
$537K · 860 shares
$531K · 12K shares
$521K · 7K shares
$500K · 1K shares
$500K · 7K shares
$493K · 9K shares
$468K · 8K shares
$462K · 5K shares
$458K · 1K shares
$441K · 693 shares
$440K · 9K shares
$423K · 8K shares
$418K · 3K shares
$381K · 14K shares
$376K · 3K shares
$364K · 3K shares
$359K · 1K shares
$344K · 2K shares
$336K · 3K shares
$332K · 3K shares
$328K · 6K shares
$312K · 1K shares
$296K · 6K shares
$294K · 3K shares
$290K · 6K shares
$283K · 3K shares
$269K · 545 shares
$266K · 2K shares
$264K · 7K shares
$263K · 248 shares
$262K · 6K shares
$233K · 10K shares
$226K · 980 shares
$223K · 3K shares
$222K · 2K shares
$222K · 781 shares
$214K · 5K shares
$212K · 2K shares
$208K · 2K shares
$207K · 606 shares
$204K · 2K shares
$201K · 3K shares
$201K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 80 | $178.3M | 72.2% |
| Technology | 4 | $50.3M | 20.4% |
| Unknown | 8 | $14.9M | 6.0% |
| Consumer Defensive | 1 | $1.1M | 0.4% |
| Healthcare | 2 | $853K | 0.3% |
| Consumer Cyclical | 1 | $647K | 0.3% |
| Communication Services | 1 | $458K | 0.2% |
| Industrials | 1 | $226K | 0.1% |
| Energy | 1 | $208K | 0.1% |