Shared Vision Wealth Group LLC — Q4 2025 13F Holdings

Name: Shared Vision Wealth Group LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002008178

Total reported value

$245.2M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	18.03%	+0.01%	-1.45%
2	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	10.20%	-1.00%	-4.04%
3	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	7.48%	—	-0.91%
4	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	3.81%	+0.93%	+42.77%
5	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	3.35%	-0.43%	-0.41%
6	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	3.02%	—	+31.31%
7	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	2.84%	-0.12%	-0.35%
8	EFV	Ishares Msci Eafe Value ETF	ETF-Other	2.79%	-0.10%	-6.87%
9	MBB	Ishares Mbs ETF	ETF-Other	2.75%	-0.12%	+1.62%
10	OEF	Ishares S&p 100 ETF	ETF-Other	2.71%	-1.74%	+0.97%
11	BINC	Ishares Flex I A Etf-usd INC	ETF-Other	2.60%	-0.44%	+17.34%
12	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	2.54%	-0.18%	+18.66%
13	TLH	Ishares 10-20 Year Treasury	ETF-Gov Bonds	2.33%	—	-2.58%
14	QUAL	Ishares Msci USA Quality Fac	ETF-Other	2.05%	-0.34%	-30.51%
15	VTEC	Vanguard Ca Tax-ex Bond	ETF-Other	1.82%	+0.50%	+76.42%
16	AVGO	Broadcom INC	Stock-Tech	1.79%	-0.14%	-5.24%
17	GOVT	Ishares US Treasury Bond ETF	ETF-Gov Bonds	1.48%	+1.74%	-0.17%
18	IAU	Ishares Gold Trust	ETF-Commodities	1.43%	-0.78%	-0.42%
19	SCHF	Schwab Intl Equity ETF	ETF-Other	1.32%	+0.59%	+51.23%
20	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	1.30%	—	-2.87%
21	IXUS	Ishares Core Intl Stock ETF	ETF-Other	1.18%	-0.54%	-18.14%
22	THRO	Ishares U.s. Thematic Rotati	ETF-Other	1.13%	—	+5.63%
23	IAGG	Ishares Intl Aggregate Bond	ETF-Other	1.11%	+0.25%	+2.76%
24	IGEB	Ishares Investment Grade Sys	ETF-Corp Bonds	1.10%	-0.22%	+11.96%
25	BAI	Ishrs Ai In And Tech Act ETF	ETF-Tech	1.06%	+0.09%	+11.41%
26	MTUM	Ishares Msci USA Momentum Fa	ETF-Other	1.02%	—	+49.79%
27	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.77%	+0.23%	+48.32%
28	EMB	Ishares Jp Morgan Usd Emergi	ETF-Other	0.69%	-0.69%	EXIT
29	ESGU	Ishares Esg Aware Msci USA	ETF-Other	0.61%	—	+3.04%
30	HYD	Vaneck High Yield Muni ETF	ETF-High Yield	0.60%	+0.13%	+31.16%
31	IYW	Ishares Ustechnology ETF	ETF-Tech	0.56%	-0.13%	-3.58%
32	MUB	Ishares National Muni Bond E	ETF-Other	0.55%	—	+14.15%
33	SCHZ	Schwab US Aggregate Bond ETF	ETF-Other	0.52%	—	-2.81%
34	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	0.48%	+1.05%	-23.21%
35	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.43%	—	+14.59%
36	ITA	Ishares U.s. Aerospace & Def	ETF-Other	0.42%	-0.42%	EXIT
37	IVLU	Ishares Msci International V	ETF-Other	0.42%	—	-1.41%
38	VUG	Vanguard Growth ETF	ETF-Other	0.39%	—	—
39	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.37%	—	—
40	IEV	Ishares Europe ETF	ETF-Other	0.37%	—	+0.21%
41	ONEQ	Fidelity Nasdaq Comp Indx	ETF-Tech	0.36%	—	+53.62%
42	ILCV	Ishares Morningstar Value Et	ETF-Other	0.35%	—	—
43	SYSB	Ishares Systematic Bond ETF	ETF-Other	0.35%	+0.19%	—
44	PWZ	Invesco California Amt-free	ETF-Other	0.35%	—	—
45	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	0.34%	-0.10%	+25.20%
46	SCMB	Schwab Municipal Bond ETF	ETF-Other	0.34%	+0.26%	—
47	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.31%	—	—
48	ICVT	Ishares Convertible Bond ETF	ETF-Other	0.30%	-0.11%	+0.32%
49	MSFT	Microsoft CORP	Stock-Tech	0.29%	—	-6.56%
50	CALI	Ishrs Sh-trm Ca Muni Act ETF	ETF-Other	0.28%	+0.15%	+99.75%

1–50 of 99

Holding changes this quarter

Position changes disclosed by Shared Vision Wealth Group LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SPY	Ss Spdr S&p 500 ETF Trust-us	+1.1%	+42.77%	Add
2	VTEC	Vanguard Ca Tax-ex Bond	+0.8%	+76.42%	Add
3	IVE	Ishares S&p 500 Value ETF	+0.7%	+31.31%	Add
4	IEMG	Ishares Core Msci Emerging	+0.5%	+18.66%	Add
5	SCHF	Schwab Intl Equity ETF	+0.5%	+51.23%	Add
6	MTUM	Ishares Msci USA Momentum Fa	+0.3%	+49.79%	Add
7	BINC	Ishares Flex I A Etf-usd INC	+0.3%	+17.34%	Add
8	VBR	Vanguard Small-cap Value ETF	+0.3%	+48.32%	Add
9	IAU	Ishares Gold Trust	+0.2%	-0.42%	Trim
10	CALI	Ishrs Sh-trm Ca Muni Act ETF	+0.1%	+99.75%	Add
11	HYD	Vaneck High Yield Muni ETF	+0.1%	+31.16%	Add
12	ONEQ	Fidelity Nasdaq Comp Indx	+0.1%	+53.62%	Add
13	BAI	Ishrs Ai In And Tech Act ETF	+0.1%	+11.41%	Add
14	IGEB	Ishares Investment Grade Sys	+0.1%	+11.96%	Add
15	ITA	Ishares U.s. Aerospace & Def	+0.1%	+9.95%	Add
16	THRO	Ishares U.s. Thematic Rotati	+0.1%	+5.63%	Add
17	OEF	Ishares S&p 100 ETF	0%	+0.97%	Add
18	DYNF	Ishrs US E F R A Etf-usd INC	0%	-0.41%	Trim
19	IVW	Ishares S&p 500 Growth ETF	-0.1%	-0.35%	Trim
20	AMZN	Amazon.com INC	-0.1%	-37.72%	Trim
21	EFG	Ishares Msci Eafe Growth ETF	-0.2%	-23.21%	Trim
22	IXUS	Ishares Core Intl Stock ETF	-0.2%	-18.14%	Trim
23	EUSB	Ishr Esg Advn Universal Bd-$	-0.2%	-49.06%	Trim
24	TLH	Ishares 10-20 Year Treasury	-0.3%	-2.58%	Trim
25	AVGO	Broadcom INC	-0.3%	-5.24%	Trim
26	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	-0.5%	-0.91%	Trim
27	STIP	Ishares 0-5 Year Tips Bond E	-0.5%	-76.68%	Trim
28	QUAL	Ishares Msci USA Quality Fac	-0.9%	-30.51%	Trim
29	AAPL	Apple INC	-1.3%	-1.45%	Trim
30	SYSB	Ishares Systematic Bond ETF	—	NEW	New buy
31	QQQ	Invesco Qqq Trust Series 1	—	NEW	New buy
32	XLF	Ss Financial Select Sector	—	NEW	New buy
33	GOOG	Alphabet Inc-cl C	—	NEW	New buy
34	VFH	Vanguard Financials ETF	—	EXIT	Sold out
35	DMAX	Ishares Lg Cap Max Buff Dec	—	NEW	New buy
36	AGZ	Ishares Agency Bond ETF	—	EXIT	Sold out
37	BNDX	Vanguard Total Intl Bond ETF	—	NEW	New buy
38	NEAR	Ishares Sh Dba ETF Usd INC	—	EXIT	Sold out
39	USIG	Ishares Broad Usd Investment	—	EXIT	Sold out
40	CMF	Ishares California Muni Bond	—	EXIT	Sold out
41	IEF	Ishares 7-10 Year Treasury B	—	EXIT	Sold out
42	HIMU	Ishares High Yild Muni A ETF	—	EXIT	Sold out
43	IWP	Ishares Russell Mid-cap Grow	—	EXIT	Sold out
44	VCSH	Vanguard S/t CORP Bond ETF	—	NEW	New buy
45	TIP	Ishares Tips Bond ETF	—	EXIT	Sold out
46	TFLO	Ishares Treasury Floating Ra	—	EXIT	Sold out
47	XOM	Exxon Mobil CORP	—	NEW	New buy
48	SOXX	Ishares Semiconductor ETF	—	NEW	New buy
49	PWB	Invesco Large Cap Growth ETF	—	NEW	New buy
50	XLY	Ss Consumer Disc Select Sect	—	NEW	New buy