Shared Vision Wealth Group LLC Portfolio Holdings

Shared Vision Wealth Group LLC

  • $183 Billion
  • Q1 2025

Shared Vision Wealth Group LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $183 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39.4B, Ishares Core S&P 500 ETF with a value of $23B, Ishares Core Total Usd Bond Ma with a value of $21.7B, Ishares Msci Usa Quality Facto with a value of $6.52B, and Blackrock ETF Tr U S Equity Fa with a value of $5.88B.

Examining the 13F form we can see an decrease of $6.88B in the current position value, from $190B to 183B.

Shared Vision Wealth Group LLC is based out at Carlsbad, X1

Below you can find more details about Shared Vision Wealth Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $183 Billion
ETFs: $131 Billion
Technology: $43 Billion
Consumer Cyclical: $911 Million
Consumer Defensive: $871 Million
Financial Services: $837 Million
Healthcare: $646 Million
Industrials: $228 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $183 Billion
  • Prior Value $190 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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