Shared Vision Wealth Group LLC Portfolio Holdings

Shared Vision Wealth Group LLC

  • $236 Billion
  • Q3 2025

Shared Vision Wealth Group LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $236 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $45.7B, Ishares Core S&P 500 ETF with a value of $25.3B, Ishares Core Total Usd Bond Ma with a value of $18.8B, Blackrock ETF Tr U S Equity Fa with a value of $8.02B, and Ishares Msci Usa Quality Facto with a value of $6.98B.

Examining the 13F form we can see an increase of $36B in the current position value, from $200B to 236B.

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 $236 Billion
ETFs: $165 Billion
Technology: $52.2 Billion
Consumer Cyclical: $950 Million
Consumer Defensive: $887 Million
Financial Services: $786 Million
Healthcare: $716 Million
Industrials: $220 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$45.7 Billion 19.36% of portfolio
176,916
Q3 2025 Reduced 0.53%
$0
$25.3 Billion 10.72% of portfolio
37,714
Q3 2025 Reduced 1.68%
$0
$18.8 Billion 7.95% of portfolio
398,758
Q3 2025 Reduced 7.2%
$0
$8.02 Billion 3.39% of portfolio
135,738
Q3 2025 Added 11.48%
$0
$6.98 Billion 2.96% of portfolio
35,836
Q3 2025 Reduced 8.28%
$0
$6.82 Billion 2.89% of portfolio
56,606
Q3 2025 Reduced 2.01%
$0
$6.8 Billion 2.88% of portfolio
99,795
Q3 2025 Reduced 4.35%
$0
$6.69 Billion 2.83% of portfolio
69,702
Q3 2025 Added 3.23%
$0
$6.46 Billion 2.74% of portfolio
19,319
Q3 2025 Added 59.53%
$0
$6.35 Billion 2.69% of portfolio
9,516
Q3 2025 Added 87.25%
$0
$6.09 Billion 2.58% of portfolio
57,755
Q3 2025 Added 26.95%
Blackrock ETF Trust Ii
-
$5.49 Billion 2.33% of portfolio
-
Q3 2025 Added 14.21%
$0
$5.45 Billion 2.31% of portfolio
26,195
Q3 2025 Added 9.03%
$139B
$4.89 Billion 2.07% of portfolio
14,362
Q3 2025 Added 0.17%
$0
$4.87 Billion 2.06% of portfolio
72,690
Q3 2025 Added 27.89%
$0
$3.71 Billion 1.57% of portfolio
158,904
Q3 2025 Added 0.55%
$0
$3.31 Billion 1.4% of portfolio
39,650
Q3 2025 Reduced 1.57%
$65.3B
$2.88 Billion 1.22% of portfolio
37,275
Q3 2025 Added 44.73%
$0
$2.76 Billion 1.17% of portfolio
53,340
Q3 2025 Added 49.22%
Blackrock ETF Trust
-
$2.56 Billion 1.08% of portfolio
-
Q3 2025 Added 35.18%
Vanguard Calif Tax Free Fds
-
$2.54 Billion 1.07% of portfolio
-
Q3 2025 New
$0
$2.45 Billion 1.04% of portfolio
52,743
Q3 2025 Reduced 2.54%
Blackrock ETF Trust
-
$2.32 Billion 0.98% of portfolio
-
Q3 2025 Added 278.11%
$0
$2.01 Billion 0.85% of portfolio
84,872
Q3 2025 Added 598.77%
$0
$1.66 Billion 0.7% of portfolio
17,264
Q3 2025 Added 7.0%
$0
$1.64 Billion 0.69% of portfolio
6,533
Q3 2025 Added 4.23%
$0
$1.49 Billion 0.63% of portfolio
12,859
Q3 2025 Reduced 60.27%
$0
$1.44 Billion 0.61% of portfolio
13,919
Q3 2025 Added 36.46%
$0
$1.42 Billion 0.6% of portfolio
7,174
Q3 2025 Reduced 57.15%
$0
$1.4 Billion 0.59% of portfolio
9,620
Q3 2025 Reduced 1.19%
$0
$1.32 Billion 0.56% of portfolio
55,884
Q3 2025 Reduced 3.71%
$0
$1.19 Billion 0.51% of portfolio
5,749
Q3 2025 Added 362.14%
$0
$1.18 Billion 0.5% of portfolio
11,002
Q3 2025 Reduced 10.18%
$0
$1.13 Billion 0.48% of portfolio
22,089
Q3 2025 Added 437.97%
$0
$1.05 Billion 0.45% of portfolio
23,728
Q3 2025 Added 16.26%
$0
$952 Million 0.4% of portfolio
1,978
Q4 2023 New
$2.39T
$950 Million 0.4% of portfolio
4,358
Q3 2025 Reduced 7.18%
$0
$926 Million 0.39% of portfolio
26,010
Q3 2025 Reduced 1.98%
$404B
$887 Million 0.38% of portfolio
939
Q3 2025 Added 0.32%
$0
$882 Million 0.37% of portfolio
2,683
Q4 2023 New
$3.78T
$850 Million 0.36% of portfolio
1,632
Q3 2025 Added 0.12%
$0
$840 Million 0.36% of portfolio
12,685
Q3 2025 Reduced 7.64%
$0
$861 Million 0.36% of portfolio
4,090
Q3 2025 New
$0
$858 Million 0.36% of portfolio
35,309
Q3 2025 Added 92.85%
-
$829 Million 0.35% of portfolio
-
Q3 2025 New
$0
$820 Million 0.35% of portfolio
9,065
Q2 2025 Reduced 18.19%
$662B
$786 Million 0.33% of portfolio
1,598
Q2 2025 Added 1.72%
$0
$720 Million 0.3% of portfolio
7,171
Q3 2025 Added 9.5%
$0
$700 Million 0.3% of portfolio
7,602
Q3 2025 Reduced 17.77%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $236 Billion
  • Prior Value $200 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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