Shared Vision Wealth Group LLC
•CIK: 2008178•Filing: Q4 2025
Shared Vision Wealth Group LLC oversees $247M in assets, with a diversified portfolio of 99 positions. The fund's top holdings are dominated by large-cap equity ETFs, with Apple Inc. (AAPL) representing $44.5M, or 18% of AUM, and iShares Core S&P 500 ETF (IVV) accounting for $25.2M, or 10% of AUM. Other notable positions include iShares Core Total USD Bond Market ETF (IUSB) at $18.5M and SPDR S&P 500 ETF Trust (SPY) at $9.4M, collectively comprising 38% of the portfolio. The fund's allocation is skewed towards index-tracking products, with the top 10 holdings accounting for 63% of total AUM.
Total AUM
$247.0M
QoQ Performance
+4.6%
Positions
37
Top 10 Concentration
57.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
IVV
IUSB
AAPL18.0%
IVV10.2%
IUSB7.5%
SPY3.8%
DYNF3.4%
IVE3.0%
IVW2.8%
EFV2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.7%
Technology20.6%
ETF14.2%
Consumer0.7%
Healthcare0.3%
Financial0.3%
Industrial0.1%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW11 new positions
↑32 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023