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 51–99 of 99
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| SUSL | ISHARES TR | 4K | $500K+ | SH |
| IJR | ISHARES TR | 4K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 860 | $500K+ | SH |
| EUSB | ISHARES TR | 12K | $500K+ | SH |
| EMXC | ISHARES INC | 7K | $500K+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 7K | $500K+ | SH |
| IWB | ISHARES TR | 1K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| EEM | ISHARES TR | 8K | $100K–$500K | SH |
| IEFA | ISHARES TR | 5K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 1K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 693 | $100K–$500K | SH |
| VTIP | VANGUARD MALVERN FDS | 9K | $100K–$500K | SH |
| ARTY | ISHARES TR | 8K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| DMAX | ISHARES TR | 14K | $100K–$500K | SH |
| VLUE | ISHARES TR | 3K | $100K–$500K | SH |
| BBUS | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| EFA | ISHARES TR | 3K | $100K–$500K | SH |
| STIP | ISHARES TR | 3K | $100K–$500K | SH |
| FDVV | FIDELITY COVINGTON TRUST | 6K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 6K | $100K–$500K | SH |
| IWR | ISHARES TR | 3K | $100K–$500K | SH |
| FDHY | FIDELITY COVINGTON TRUST | 6K | $100K–$500K | SH |
| GBF | ISHARES TR | 3K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 545 | $100K–$500K | SH |
| LQD | ISHARES TR | 2K | $100K–$500K | SH |
| FNDE | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 248 | $100K–$500K | SH |
| GNMA | ISHARES TR | 6K | $100K–$500K | SH |
| TDTF | FLEXSHARES TR | 10K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 980 | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| XNTK | SPDR SERIES TRUST | 781 | $100K–$500K | SH |
| HDV | ISHARES TR | 2K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| USMV | ISHARES TR | 2K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| SOXX | ISHARES TR | 606 | $100K–$500K | SH |
| PWB | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| JAVA | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |