Shared Vision Wealth Group LLC - Portfolio Stock Holdings
Shared Vision Wealth Group LLC disclosed 124 stock positions in a recent SEC 13F filing. $280,562,835 of stock holdings were filed, with the largest holdings including AAPL, IVV, and IUSB. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $335,855,199 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
124Est. Stock Holding Value:
$280,562,835Top Stock Holdings By Sector
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Portfolio Stock Holdings - Shared Vision Wealth Group LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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