Investor

Shared Vision Wealth Group LLC

CIK 0002008178 · filed 2026-02-11 · SEC filing

Q1 2026 Q4 2025

13F book

$247M

Positions

Largest name

18.0%

Apple Inc. · AAPL

Est. mark

—

Need a prior quarter to estimate

Holdings Activity

Show puts & calls

Name	Ticker	Shares	Value	Weight	Est. mark	Change
Apple Inc.	AAPL	174.3K	$44.5M	18.0%	—	Held
Ishares Tr	—	36.2K	$25.2M	10.2%	—	Held
Ishares Tr	—	395.1K	$18.5M	7.5%	—	Held
Spdr S&P 500 Etf Tr	—	13.6K	$9.41M	3.8%	—	Held
Blackrock Etf Trust	—	135.2K	$8.28M	3.4%	—	Held
Ishares Tr	—	34.4K	$7.47M	3.0%	—	Held
Ishares Tr	—	56.4K	$7.01M	2.8%	—	Held
Ishares Tr	—	92.9K	$6.9M	2.8%	—	Held
Ishares Tr	—	70.8K	$6.78M	2.7%	—	Held
Ishares Tr	—	19.5K	$6.7M	2.7%	—	Held
Blackrock Etf Trust Ii	—	120.8K	$6.41M	2.6%	—	Held
Ishares Inc	—	86.3K	$6.26M	2.5%	—	Held
Ishares Tr	—	56.3K	$5.76M	2.3%	—	Held
Ishares Tr	—	24.9K	$5.07M	2.1%	—	Held
Vanguard Calif Tax Free Fds	—	44.5K	$4.48M	1.8%	—	Held
Broadcom Inc.	AVGO	13.6K	$4.42M	1.8%	—	Held
Ishares Tr	—	158.6K	$3.66M	1.5%	—	Held
Ishares Gold Tr	—	37.1K	$3.53M	1.4%	—	Held
Schwab Strategic Tr	—	128.3K	$3.26M	1.3%	—	Held
Vanguard Mun Bd Fds	—	63.5K	$3.21M	1.3%	—	Held
Ishares Tr	—	32.5K	$2.91M	1.2%	—	Held
Blackrock Etf Trust	—	71.6K	$2.8M	1.1%	—	Held
Ishares Tr	—	54.8K	$2.75M	1.1%	—	Held
Ishares Invest Grd Sys	—	59.1K	$2.71M	1.1%	—	Held
Blackrock Etf Trust	—	75.5K	$2.61M	1.1%	—	Held
Ishares Tr	—	9.79K	$2.51M	1.0%	—	Held
Vanguard Index Fds	—	8.53K	$1.91M	0.8%	—	Held
Ishares Tr	—	17.6K	$1.71M	0.7%	—	Held
Ishares Tr	—	9.91K	$1.5M	0.6%	—	Held
Vaneck Etf Trust	—	29K	$1.48M	0.6%	—	Held
Ishares Tr	—	6.92K	$1.39M	0.6%	—	Held
Ishares Tr	—	12.6K	$1.35M	0.5%	—	Held
Schwab Us Aggregate Bond	—	54.3K	$1.27M	0.5%	—	Held
Ishares Tr	—	9.87K	$1.19M	0.5%	—	Held
Costco Whsl Corp New	—	1.08K	$1.05M	0.4%	—	Held
Ishares Tr	—	4.5K	$1.05M	0.4%	—	Held
Ishares Tr	—	25.6K	$1.03M	0.4%	—	Held
Vanguard Growth Etf	—	1.98K	$963K	0.4%	—	Held
Vanguard Index Fds	—	2.68K	$917.6K	0.4%	—	Held
Ishares Tr	—	12.7K	$911.4K	0.4%	—	Held
Fidelity Comwlth Tr	—	9.68K	$898.5K	0.4%	—	Held
Ishares Tr	—	9.06K	$873.5K	0.4%	—	Held
Ishares Tr	—	9.47K	$853.6K	0.3%	—	Held
Invesco Exch Traded Fd Tr Ii	—	35.3K	$852.7K	0.3%	—	Held
Ishares Tr	—	9.52K	$841K	0.3%	—	Held
Schwab Strategic Tr	—	32K	$828.5K	0.3%	—	Held
Berkshire Hathaway Inc Del	—	1.6K	$772.7K	0.3%	—	Held
Ishares Tr	—	7.19K	$745.5K	0.3%	—	Held
Microsoft Corp	MSFT	1.52K	$716.9K	0.3%	—	Held
Blackrock Etf Trust Ii	—	13.8K	$697.9K	0.3%	—	Held
Nvidia Corp	NVDA	3.58K	$667.7K	0.3%	—	Held
Ishares Tr	—	2.51K	$661.8K	0.3%	—	Held
Amazon Com Inc	AMZN	2.71K	$647.2K	0.3%	—	Held
Johnson & Johnson	JNJ	2.67K	$590.2K	0.2%	—	Held
Ishares Tr	—	4.48K	$554.6K	0.2%	—	Held
Ishares Tr	—	4.24K	$543.6K	0.2%	—	Held
Invesco Qqq Tr	—	860	$537.9K	0.2%	—	Held
Ishares Tr	—	12.1K	$531.9K	0.2%	—	Held
Ishares Inc	—	6.55K	$522K	0.2%	—	Held
Dimensional Etf Trust	—	6.63K	$501K	0.2%	—	Held
Ishares Tr	—	1.32K	$500.9K	0.2%	—	Held
Select Sector Spdr Tr	—	9.25K	$493.8K	0.2%	—	Held
Ishares Tr	—	7.92K	$468.7K	0.2%	—	Held
Ishares Tr	—	4.93K	$462.8K	0.2%	—	Held
Alphabet Inc	—	1.37K	$458K	0.2%	—	Held
Vanguard Index Fds	—	693	$441.5K	0.2%	—	Held
Vanguard Malvern Fds	—	8.88K	$440.1K	0.2%	—	Held
Ishares Tr	—	8.1K	$423.9K	0.2%	—	Held
Select Sector Spdr Tr	—	2.86K	$418.2K	0.2%	—	Held
Ishares Tr	—	14.3K	$381K	0.2%	—	Held
Ishares Tr	—	2.6K	$376.3K	0.2%	—	Held
J P Morgan Exchange Traded F	—	2.91K	$364.2K	0.1%	—	Held
Vanguard Index Fds	—	1.2K	$359.7K	0.1%	—	Held
Spdr Series Trust	—	2.35K	$345K	0.1%	—	Held
Ishares Tr	—	3.35K	$336.5K	0.1%	—	Held
Ishares Tr	—	3.25K	$332.9K	0.1%	—	Held
Fidelity Covington Trust	—	5.7K	$328.4K	0.1%	—	Held
Vanguard Index Fds	—	1.14K	$312.7K	0.1%	—	Held
Vanguard Charlotte Fds	—	6.1K	$296.1K	0.1%	—	Held
Ishares Tr	—	2.93K	$294.2K	0.1%	—	Held
Fidelity Covington Trust	—	5.87K	$291K	0.1%	—	Held
Ishares Tr	—	2.7K	$283.5K	0.1%	—	Held
Spdr Dow Jones Indl Average	—	545	$269.5K	0.1%	—	Held
Ishares Tr	—	2.4K	$266.3K	0.1%	—	Held
Schwab Strategic Tr	—	6.79K	$264.8K	0.1%	—	Held
Eli Lilly & Co	LLY	248	$263.2K	0.1%	—	Held
Ishares Tr	—	5.85K	$262.3K	0.1%	—	Held
Flexshares Tr	—	9.71K	$233.3K	0.1%	—	Held
Union Pac Corp	—	980	$226.4K	0.1%	—	Held
Vanguard Scottsdale Fds	—	2.8K	$223.8K	0.1%	—	Held
Spdr Series Trust	—	781	$222.9K	0.1%	—	Held
Ishares Tr	—	1.72K	$222.5K	0.1%	—	Held
Select Sector Spdr Tr	—	5K	$214.3K	0.1%	—	Held
Ishares Tr	—	2.23K	$212.8K	0.1%	—	Held
Exxon Mobil Corp	—	1.55K	$208.6K	0.1%	—	Held
Ishares Tr	—	606	$207.9K	0.1%	—	Held
Invesco Exchange Traded Fd T	—	1.52K	$204.2K	0.1%	—	Held
Select Sector Spdr Tr	—	1.65K	$201.5K	0.1%	—	Held
J P Morgan Exchange Traded F	—	2.68K	$201K	0.1%	—	Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.