CIK 2008178
Shared Vision Wealth Group LLC
Institutional 13F holdings & portfolio
Holdings
99
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 99
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 174K | $1M+ | SH |
| IVV | ISHARES TR | 36K | $1M+ | SH |
| IUSB | ISHARES TR | 395K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 14K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 135K | $1M+ | SH |
| IVE | ISHARES TR | 34K | $1M+ | SH |
| IVW | ISHARES TR | 56K | $1M+ | SH |
| EFV | ISHARES TR | 93K | $1M+ | SH |
| MBB | ISHARES TR | 71K | $1M+ | SH |
| OEF | ISHARES TR | 20K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 121K | $1M+ | SH |
| IEMG | ISHARES INC | 86K | $1M+ | SH |
| TLH | ISHARES TR | 56K | $1M+ | SH |
| QUAL | ISHARES TR | 25K | $1M+ | SH |
| VTEC | VANGUARD CALIF TAX FREE FDS | 45K | $1M+ | SH |
| AVGO | BROADCOM INC | 14K | $1M+ | SH |
| GOVT | ISHARES TR | 159K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 37K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 128K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 64K | $1M+ | SH |
| IXUS | ISHARES TR | 32K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 72K | $1M+ | SH |
| IAGG | ISHARES TR | 55K | $1M+ | SH |
| IGEB | ISHARES TR | 59K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 75K | $1M+ | SH |
| MTUM | ISHARES TR | 10K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| EMB | ISHARES TR | 18K | $1M+ | SH |
| ESGU | ISHARES TR | 10K | $1M+ | SH |
| HYD | VANECK ETF TRUST | 29K | $1M+ | SH |
| IYW | ISHARES TR | 7K | $1M+ | SH |
| MUB | ISHARES TR | 13K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 54K | $1M+ | SH |
| EFG | ISHARES TR | 10K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| ITA | ISHARES TR | 4K | $1M+ | SH |
| IVLU | ISHARES TR | 26K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| IEV | ISHARES TR | 13K | $500K+ | SH |
| ONEQ | FIDELITY COMWLTH TR | 10K | $500K+ | SH |
| ILCV | ISHARES TR | 9K | $500K+ | SH |
| SYSB | ISHARES TR | 9K | $500K+ | SH |
| PWZ | INVESCO EXCH TRADED FD TR II | 35K | $500K+ | SH |
| TLT | ISHARES TR | 10K | $500K+ | SH |
| SCMB | SCHWAB STRATEGIC TR | 32K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| ICVT | ISHARES TR | 7K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 2K | $500K+ | SH |
| CALI | BLACKROCK ETF TRUST II | 14K | $500K+ | SH |