13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002008178
Total reported value
$290.9M
$290.9M
78 檔
33.2%
In Q1 2025, Shared Vision Wealth Group LLC's U.S. equity holdings reached a combined market value of $290.9M, distributed across 78 disclosed stock positions.
During Q1 2025, Shared Vision Wealth Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 21.51% | -0.70% | -0.06% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.58% | +1.98% | -7.39% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 11.83% | -0.24% | -0.65% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.56% | -1.06% | +6.68% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.21% | -0.09% | +1.57% | |
| 6 | MBB | Ishares Mbs ETF | ETF-Other | 3.21% | -0.31% | -7.83% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.07% | -0.04% | -2.50% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.89% | -1.32% | -11.76% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.28% | -0.90% | +32.54% | |
| 10 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.00% | -0.84% | +4.88% | |
| 11 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.96% | -0.69% | +295.23% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.85% | -0.06% | -36.64% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.73% | -0.13% | +0.47% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.56% | +1.31% | -0.06% | |
| 15 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.53% | +0.02% | +71.37% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.47% | -0.50% | +1.17% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.32% | +0.05% | -5.33% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.30% | +0.02% | -10.26% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.08% | -0.75% | +51.43% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.07% | +0.01% | -23.56% | |
| 21 | IAU | Ishares Gold Trust | ETF-Commodities | 0.98% | -0.18% | +103.19% | |
| 22 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.87% | -0.16% | +6.74% | |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.78% | — | +23.75% | |
| 24 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.76% | -0.01% | -7.53% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.75% | -0.03% | -7.92% | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.73% | +0.02% | +1.60% | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.67% | -0.11% | -0.26% | |
| 28 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.66% | +0.02% | — | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.62% | -0.07% | -57.17% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | -0.02% | +0.42% | |
| 31 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.49% | -0.03% | +33.67% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.09% | — | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.47% | -0.15% | -14.78% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.04% | +0.96% | |
| 35 | IEV | Ishares Europe ETF | ETF-Other | 0.45% | -0.04% | -5.98% | |
| 36 | IVLU | Ishares Msci International V | ETF-Other | 0.44% | -0.05% | -8.80% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | -0.01% | — | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | +0.02% | — | |
| 39 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.38% | -0.06% | +0.88% | |
| 40 | CMF | Ishares California Muni Bond | ETF-Other | 0.35% | — | +0.02% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.35% | +0.01% | — | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | -0.03% | -0.86% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | -0.02% | -0.43% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.30% | — | -3.23% | |
| 45 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.26% | — | +11.63% | |
| 46 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.25% | — | +12.35% | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.24% | — | — | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.24% | -0.04% | +0.04% | |
| 49 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.24% | — | — | |
| 50 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.24% | — | — |
According to official SEC Form 13F filings, Shared Vision Wealth Group LLC reported a total U.S. public equity portfolio value of $290.9M across 78 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, IUSB) accounted for 33.2% of total reported equity market value during Q1 2025.
During Q1 2025, Shared Vision Wealth Group LLC's top holdings by market value included AAPL (21.5%)、IVV (12.6%)、IUSB (11.8%). The largest single position, AAPL, represented 21.5% of total portfolio value.
In Q1 2025, Shared Vision Wealth Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.