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CIK: 0002008178
Total reported value
$290.9M
$290.9M
99 檔
36.4%
As reported in its official Q4 2025 Form 13F filing, Shared Vision Wealth Group LLC's tracked investment portfolio stood at $290.9M with 99 total positions.
Shared Vision Wealth Group LLC executed strategic sector rebalancing during Q4 2025, establishing 11 new positions while fully exiting 10 holdings and trimming 35 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 18.03% | -0.70% | -1.45% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.20% | +1.98% | -4.04% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 7.48% | -0.24% | -0.91% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.81% | +1.31% | +42.77% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.35% | -0.09% | -0.41% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.02% | -0.90% | +31.31% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.84% | -0.04% | -0.35% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.79% | -1.32% | -6.87% | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 2.75% | -0.31% | +1.62% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.71% | +0.02% | +0.97% | |
| 11 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.60% | -0.84% | +17.34% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.54% | -0.75% | +18.66% | |
| 13 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.33% | -0.69% | -2.58% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.05% | -1.06% | -30.51% | |
| 15 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 1.82% | -2.32% | EXIT | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.79% | +0.02% | -5.24% | |
| 17 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.48% | -0.50% | -0.17% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.43% | -0.18% | -0.42% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.32% | +0.48% | +51.23% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.30% | -0.13% | -2.87% | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.18% | -0.03% | -18.14% | |
| 22 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.13% | -0.37% | +5.63% | |
| 23 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.11% | -1.19% | +2.76% | |
| 24 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.10% | -0.16% | +11.96% | |
| 25 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.06% | +0.04% | +11.41% | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.02% | -0.11% | +49.79% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.77% | +0.05% | +48.32% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.69% | — | +2.22% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.61% | -0.01% | +3.04% | |
| 30 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.60% | -0.10% | +31.16% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.56% | +0.05% | -3.58% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.55% | -0.15% | +14.15% | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.52% | +0.02% | -2.81% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.48% | -0.06% | -23.21% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.09% | +14.59% | |
| 36 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.42% | +0.09% | NEW | |
| 37 | IVLU | Ishares Msci International V | ETF-Other | 0.42% | -0.05% | -1.41% | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.39% | +0.02% | — | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.37% | -0.01% | — | |
| 40 | IEV | Ishares Europe ETF | ETF-Other | 0.37% | -0.04% | +0.21% | |
| 41 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.36% | +0.22% | +53.62% | |
| 42 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.35% | -0.03% | — | |
| 43 | SYSB | Ishares Systematic Bond ETF | ETF-Other | 0.35% | -0.06% | — | |
| 44 | PWZ | Invesco California Amt-free | ETF-Other | 0.35% | +2.28% | — | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.34% | -0.07% | +25.20% | |
| 46 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.34% | +0.45% | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.04% | — | |
| 48 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.30% | -0.06% | +0.32% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.02% | -6.56% | |
| 50 | CALI | Ishrs Sh-trm Ca Muni Act ETF | ETF-Other | 0.28% | -0.07% | +99.75% |
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 99 disclosed positions in Q4 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 36.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
SYSB
市值: $853.6K
Top Position Liquidated / Trimmed
VFH
前期市值: $425.6K
During Q4 2025, Shared Vision Wealth Group LLC's top holdings by market value included AAPL (18.0%)、IVV (10.2%)、IUSB (7.5%). The largest single position, AAPL, represented 18.0% of total portfolio value.
In Q4 2025, Shared Vision Wealth Group LLC made 88 total portfolio adjustments, initiating 11 new buys, adding to 32 positions, trimming 35 holdings, and fully liquidating 10 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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