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CIK: 0002008178
Total reported value
$290.9M
$290.9M
83 檔
32.7%
As reported in its official Q2 2025 Form 13F filing, Shared Vision Wealth Group LLC's tracked investment portfolio stood at $290.9M with 83 total positions.
During Q2 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 | 18.44% | -0.70% | +0.31% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.16% | +1.98% | -6.42% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 9.87% | -0.24% | -8.57% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.59% | -1.06% | +2.38% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.40% | -0.09% | +0.91% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.30% | -1.32% | +16.26% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.29% | -0.04% | -4.70% | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 3.14% | -0.31% | +7.80% | |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.37% | -0.84% | +28.72% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.36% | -0.90% | +9.44% | |
| 11 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.28% | -0.69% | +31.55% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.10% | +0.02% | +0.52% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.90% | +0.02% | +16.80% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.80% | -0.50% | +35.03% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.74% | -0.06% | -4.25% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.71% | -0.75% | +54.59% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.60% | +1.31% | -0.63% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.60% | -0.13% | +3.07% | |
| 19 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.54% | -0.03% | +104.30% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.52% | +0.05% | -3.08% | |
| 21 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.22% | -0.16% | +53.47% | |
| 22 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.91% | -1.19% | — | |
| 23 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.90% | -0.37% | +515.99% | |
| 24 | IAU | Ishares Gold Trust | ETF-Commodities | 0.80% | -0.18% | -15.34% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.76% | -0.11% | +3.31% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.75% | — | +2.59% | |
| 27 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.67% | -0.01% | -14.35% | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.67% | +0.02% | +0.52% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.64% | -0.15% | +49.60% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | -0.02% | -1.98% | |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.52% | +0.11% | NEW | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.51% | +0.01% | -54.83% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.45% | +0.02% | — | |
| 34 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.44% | +0.02% | -27.17% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.09% | +1.63% | |
| 36 | IVLU | Ishares Msci International V | ETF-Other | 0.44% | -0.05% | -0.81% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.02% | +0.12% | |
| 38 | IEV | Ishares Europe ETF | ETF-Other | 0.42% | -0.04% | -3.23% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | -0.01% | — | |
| 40 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.40% | -0.07% | -26.09% | |
| 41 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.38% | -0.03% | -18.19% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.04% | +1.72% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | -0.03% | -32.46% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.32% | +0.01% | -8.45% | |
| 45 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.30% | -0.06% | -21.44% | |
| 46 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.28% | +0.04% | — | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.25% | +0.06% | +9.52% | |
| 48 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.25% | — | — | |
| 49 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.25% | -0.01% | -0.24% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.23% | — | +6.00% |
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 83 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, IUSB) accounted for 32.7% of total reported equity market value during Q2 2025.
During Q2 2025, Shared Vision Wealth Group LLC's top holdings by market value included AAPL (18.4%)、IVV (12.2%)、IUSB (9.9%). The largest single position, AAPL, represented 18.4% of total portfolio value.
In Q2 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.
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