Shared Vision Wealth Group LLC - Portfolio overview

Shared Vision Wealth Group LLC has 111 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 17.52%
2. IVV - ISHARES TR, 8.93%
3. IUSB - ISHARES TR, 7.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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