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CIK: 0002008178
Total reported value
$290.9M
$290.9M
98 檔
36.0%
At the close of Q3 2025, Shared Vision Wealth Group LLC disclosed equity holdings valued at approximately $290.9M, spread across 98 reported holdings.
In Q3 2025, Shared Vision Wealth Group LLC displayed an active expansion posture, initiating 22 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 19.36% | -0.70% | -0.53% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.72% | +1.98% | -1.68% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 7.95% | -0.24% | -7.20% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.39% | -0.09% | +11.48% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.96% | -1.06% | -8.28% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.89% | -0.04% | -2.01% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.88% | -1.32% | -4.35% | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 2.83% | -0.31% | +3.23% | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.74% | +0.02% | +59.53% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.69% | +1.31% | +87.25% | |
| 11 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.58% | -0.69% | +26.95% | |
| 12 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.33% | -0.84% | +14.21% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.31% | -0.90% | +9.03% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 2.07% | +0.02% | +0.17% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.06% | -0.75% | +27.89% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.57% | -0.50% | +0.55% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.40% | -0.03% | -1.57% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.40% | -0.13% | -0.54% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.22% | -0.18% | +44.73% | |
| 20 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.17% | -1.19% | +49.22% | |
| 21 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.08% | -0.37% | +35.18% | |
| 22 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 1.07% | -2.32% | EXIT | |
| 23 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.04% | -0.16% | -2.54% | |
| 24 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.98% | +0.04% | +278.11% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.85% | +0.48% | +598.76% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.70% | — | +7.00% | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.69% | -0.11% | +4.23% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.63% | -0.06% | -60.27% | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.61% | +0.11% | NEW | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.60% | +0.05% | -57.15% | |
| 31 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.59% | -0.01% | -1.19% | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.56% | +0.02% | -3.71% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.51% | +0.05% | +362.14% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | -0.15% | -10.18% | |
| 35 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.48% | -0.10% | +437.97% | |
| 36 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.45% | +0.02% | +16.26% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | +0.02% | — | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | -0.02% | -7.18% | |
| 39 | IVLU | Ishares Msci International V | ETF-Other | 0.39% | -0.05% | -1.98% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.09% | +0.32% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.37% | -0.01% | — | |
| 42 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.36% | +0.09% | NEW | |
| 43 | PWZ | Invesco California Amt-free | ETF-Other | 0.36% | +2.28% | +92.85% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | -0.02% | +0.12% | |
| 45 | IEV | Ishares Europe ETF | ETF-Other | 0.36% | -0.04% | -7.64% | |
| 46 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.35% | +0.45% | — | |
| 47 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.35% | -0.03% | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.04% | — | |
| 49 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.30% | -0.06% | +9.50% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | -0.03% | +2.05% |
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 98 disclosed positions in Q3 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 36.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
IAGG
市值: $2.8M
Top Position Liquidated / Trimmed
HYDB
前期市值: $469.7K
During Q3 2025, Shared Vision Wealth Group LLC's top holdings by market value included AAPL (19.4%)、IVV (10.7%)、IUSB (8.0%). The largest single position, AAPL, represented 19.4% of total portfolio value.
In Q3 2025, Shared Vision Wealth Group LLC made 89 total portfolio adjustments, initiating 22 new buys, adding to 33 positions, trimming 32 holdings, and fully liquidating 2 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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