Shared Vision Wealth Group LLC — Q2 2025 13F Holdings

Name: Shared Vision Wealth Group LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002008178

Total reported value

$245.2M

← Back to latest quarter

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	18.44%	+0.01%	+0.31%
2	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	12.16%	-1.00%	-6.42%
3	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	9.87%	—	-8.57%
4	QUAL	Ishares Msci USA Quality Fac	ETF-Other	3.59%	-0.34%	+2.38%
5	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	3.40%	-0.43%	+0.91%
6	EFV	Ishares Msci Eafe Value ETF	ETF-Other	3.30%	-0.10%	+16.26%
7	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	3.29%	-0.12%	-4.70%
8	MBB	Ishares Mbs ETF	ETF-Other	3.14%	-0.12%	+7.80%
9	BINC	Ishares Flex I A Etf-usd INC	ETF-Other	2.37%	-0.44%	+28.72%
10	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	2.36%	—	+9.44%
11	TLH	Ishares 10-20 Year Treasury	ETF-Gov Bonds	2.28%	—	+31.55%
12	AVGO	Broadcom INC	Stock-Tech	2.10%	-0.14%	+0.52%
13	OEF	Ishares S&p 100 ETF	ETF-Other	1.90%	-1.74%	+16.80%
14	GOVT	Ishares US Treasury Bond ETF	ETF-Gov Bonds	1.80%	+1.74%	+35.03%
15	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	1.74%	+1.05%	-4.25%
16	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	1.71%	-0.18%	+54.59%
17	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.60%	+0.93%	-0.63%
18	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	1.60%	—	+3.07%
19	IXUS	Ishares Core Intl Stock ETF	ETF-Other	1.54%	-0.54%	+104.30%
20	IYW	Ishares Ustechnology ETF	ETF-Tech	1.52%	-0.13%	-3.08%
21	IGEB	Ishares Investment Grade Sys	ETF-Corp Bonds	1.22%	-0.22%	+53.47%
22	IAGG	Ishares Intl Aggregate Bond	ETF-Other	0.91%	+0.25%	—
23	THRO	Ishares U.s. Thematic Rotati	ETF-Other	0.90%	—	+515.99%
24	IAU	Ishares Gold Trust	ETF-Commodities	0.80%	-0.78%	-15.34%
25	MTUM	Ishares Msci USA Momentum Fa	ETF-Other	0.76%	—	+3.31%
26	EMB	Ishares Jp Morgan Usd Emergi	ETF-Other	0.75%	-0.69%	EXIT
27	ESGU	Ishares Esg Aware Msci USA	ETF-Other	0.67%	—	-14.35%
28	SCHZ	Schwab US Aggregate Bond ETF	ETF-Other	0.67%	—	+0.52%
29	MUB	Ishares National Muni Bond E	ETF-Other	0.64%	—	+49.60%
30	AMZN	Amazon.com INC	Stock-Consumer Disc	0.55%	—	-1.98%
31	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	0.52%	-0.13%	EXIT
32	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	0.51%	—	-54.83%
33	VUG	Vanguard Growth ETF	ETF-Other	0.45%	—	—
34	EUSB	Ishr Esg Advn Universal Bd-$	ETF-Other	0.44%	—	-27.17%
35	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.44%	—	+1.63%
36	IVLU	Ishares Msci International V	ETF-Other	0.44%	—	-0.81%
37	MSFT	Microsoft CORP	Stock-Tech	0.43%	—	+0.12%
38	IEV	Ishares Europe ETF	ETF-Other	0.42%	—	-3.23%
39	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.42%	—	—
40	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	0.40%	-0.10%	-26.09%
41	ILCV	Ishares Morningstar Value Et	ETF-Other	0.38%	—	-18.19%
42	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.38%	—	+1.72%
43	NVDA	Nvidia CORP	Stock-Tech	0.35%	—	-32.46%
44	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.32%	—	-8.45%
45	ICVT	Ishares Convertible Bond ETF	ETF-Other	0.30%	-0.11%	-21.44%
46	BAI	Ishrs Ai In And Tech Act ETF	ETF-Tech	0.28%	+0.09%	—
47	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.25%	—	+9.52%
48	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	0.25%	—	—
49	SUSL	Ishares Esg Msci USA Leaders	ETF-Other	0.25%	—	-0.24%
50	IWB	Ishares Russell 1000 ETF	ETF-Other	0.23%	—	+6.00%

1–50 of 83