13F HOLDINGS REPORT
Shared Vision Wealth Group LLC
Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0001085146-25-004671
Total Value
$200.2M
Positions
83
Other Managers
0
Confidential Omitted
No
Holdings (83)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 177,852 | $36.9M | 18.44% |
| 2 | ISHARES TR | 464287200 | 38,360 | $24.4M | 12.16% |
| 3 | ISHARES TR | 46434V613 | 429,713 | $19.8M | 9.87% |
| 4 | ISHARES TR | 46432F339 | 39,073 | $7.2M | 3.59% |
| 5 | BLACKROCK ETF TRUST | BLK | 121,760 | $6.8M | 3.40% |
| 6 | ISHARES TR | 464288877 | 104,338 | $6.6M | 3.30% |
| 7 | ISHARES TR | 464287309 | 57,768 | $6.6M | 3.29% |
| 8 | ISHARES TR | 464288588 | 67,524 | $6.3M | 3.14% |
| 9 | BLACKROCK ETF TRUST II | BLK | 90,140 | $4.8M | 2.37% |
| 10 | ISHARES TR | 464287408 | 24,025 | $4.7M | 2.36% |
| 11 | ISHARES TR | 464288653 | 45,494 | $4.6M | 2.28% |
| 12 | BROADCOM INC | AVGO | 14,337 | $4.2M | 2.10% |
| 13 | ISHARES TR | 464287101 | 12,110 | $3.8M | 1.90% |
| 14 | ISHARES TR | 46429B267 | 158,033 | $3.6M | 1.80% |
| 15 | ISHARES TR | 464288885 | 32,366 | $3.5M | 1.74% |
| 16 | ISHARES INC | 46434G103 | 56,840 | $3.4M | 1.71% |
| 17 | SPDR S&P 500 ETF TR | SPY | 5,082 | $3.2M | 1.60% |
| 18 | VANGUARD MUN BD FDS | 922907746 | 65,770 | $3.2M | 1.60% |
| 19 | ISHARES TR | 46432F834 | 40,283 | $3.1M | 1.54% |
| 20 | ISHARES TR | 464287721 | 16,744 | $3.0M | 1.52% |
| 21 | ISHARES TR | 46435G219 | 54,119 | $2.5M | 1.22% |
| 22 | ISHARES TR | 46435G672 | 35,746 | $1.8M | 0.91% |
| 23 | BLACKROCK ETF TRUST | BLK | 50,123 | $1.8M | 0.90% |
| 24 | ISHARES GOLD TR | IAU | 25,754 | $1.6M | 0.80% |
| 25 | ISHARES TR | 46432F396 | 6,268 | $1.5M | 0.76% |
| 26 | ISHARES TR | 464288281 | 16,134 | $1.5M | 0.75% |
| 27 | ISHARES TR | 46435G425 | 9,736 | $1.3M | 0.67% |
| 28 | SCHWAB STRATEGIC TR | 808524839 | 58,040 | $1.3M | 0.67% |
| 29 | ISHARES TR | 464288414 | 12,249 | $1.3M | 0.64% |
| 30 | AMAZON COM INC | AMZN | 4,695 | $1.1M | 0.55% |
| 31 | ISHARES TR | 46429B747 | 10,200 | $1.0M | 0.52% |
| 32 | ISHARES INC | 46434G764 | 16,125 | $1.0M | 0.51% |
| 33 | VANGUARD INDEX FDS | 922908736 | 1,978 | $900,515 | 0.45% |
| 34 | ISHARES TR | 46436E619 | 20,410 | $884,148 | 0.44% |
| 35 | COSTCO WHSL CORP NEW | 22160K105 | 936 | $879,627 | 0.44% |
| 36 | ISHARES TR | 46435G409 | 26,536 | $874,084 | 0.44% |
| 37 | MICROSOFT CORP | MSFT | 1,630 | $869,687 | 0.43% |
| 38 | ISHARES TR | 464287861 | 13,734 | $847,506 | 0.42% |
| 39 | VANGUARD INDEX FDS | 922908769 | 2,683 | $834,037 | 0.42% |
| 40 | ISHARES TR | 464287432 | 9,245 | $803,538 | 0.40% |
| 41 | ISHARES TR | 464288109 | 9,065 | $761,460 | 0.38% |
| 42 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,598 | $754,193 | 0.38% |
| 43 | NVIDIA CORPORATION | NVDA | 3,910 | $695,536 | 0.35% |
| 44 | ISHARES TR | 464287655 | 2,916 | $639,741 | 0.32% |
| 45 | ISHARES TR | 46435G102 | 6,549 | $606,458 | 0.30% |
| 46 | BLACKROCK ETF TRUST | BLK | 17,915 | $559,312 | 0.28% |
| 47 | ISHARES TR | 464287804 | 4,578 | $504,881 | 0.25% |
| 48 | DIMENSIONAL ETF TRUST | 25434V401 | 7,290 | $499,730 | 0.25% |
| 49 | ISHARES TR | 46435U218 | 4,479 | $498,515 | 0.25% |
| 50 | ISHARES TR | 464287622 | 1,307 | $454,000 | 0.23% |
| 51 | VANGUARD MALVERN FDS | 922020805 | 8,885 | $444,250 | 0.22% |
| 52 | JOHNSON & JOHNSON | JNJ | 2,670 | $439,799 | 0.22% |
| 53 | INVESCO EXCH TRADED FD TR II | IVZ | 18,309 | $419,276 | 0.21% |
| 54 | ISHARES TR | 46432F842 | 4,922 | $402,999 | 0.20% |
| 55 | VANGUARD INDEX FDS | 922908363 | 693 | $402,647 | 0.20% |
| 56 | ISHARES TR | 464287242 | 3,690 | $402,561 | 0.20% |
| 57 | J P MORGAN EXCHANGE TRADED F | 46641Q399 | 3,501 | $401,087 | 0.20% |
| 58 | ISHARES TR | 464287234 | 7,929 | $385,032 | 0.19% |
| 59 | SELECT SECTOR SPDR TR | 81369Y803 | 1,432 | $376,193 | 0.19% |
| 60 | SPDR SERIES TRUST | 78464A763 | 2,653 | $363,371 | 0.18% |
| 61 | ISHARES TR | 464288596 | 3,211 | $333,379 | 0.17% |
| 62 | FIDELITY COVINGTON TRUST | 316092840 | 5,700 | $305,121 | 0.15% |
| 63 | ISHARES TR | 46432F388 | 2,600 | $293,630 | 0.15% |
| 64 | ISHARES TR | 46434V860 | 5,693 | $288,357 | 0.14% |
| 65 | FIDELITY COVINGTON TRUST | 316092618 | 5,869 | $285,820 | 0.14% |
| 66 | ISHARES U S ETF TR | 46431W507 | 5,453 | $278,436 | 0.14% |
| 67 | VANGUARD INDEX FDS | 922908751 | 1,141 | $275,702 | 0.14% |
| 68 | SCHWAB STRATEGIC TR | 808524805 | 12,146 | $264,660 | 0.13% |
| 69 | ISHARES TR | 46429B333 | 6,036 | $262,804 | 0.13% |
| 70 | ISHARES TR | 464288620 | 5,057 | $259,393 | 0.13% |
| 71 | ISHARES TR | 464287499 | 2,754 | $258,112 | 0.13% |
| 72 | ISHARES TR | 464288166 | 2,328 | $254,333 | 0.13% |
| 73 | ISHARES TR | 464288356 | 4,507 | $249,885 | 0.12% |
| 74 | VANGUARD INDEX FDS | 922908611 | 1,244 | $246,560 | 0.12% |
| 75 | FLEXSHARES TR | FLEX | 9,711 | $233,550 | 0.12% |
| 76 | BLACKROCK ETF TRUST II | BLK | 4,901 | $232,748 | 0.12% |
| 77 | ISHARES TR | 464287481 | 1,635 | $231,222 | 0.12% |
| 78 | ISHARES TR | 464287176 | 2,104 | $230,736 | 0.12% |
| 79 | ISHARES TR | 46429B697 | 2,488 | $230,454 | 0.12% |
| 80 | ISHARES TR | 46435G250 | 4,803 | $227,529 | 0.11% |
| 81 | UNION PAC CORP | UNP | 971 | $215,622 | 0.11% |
| 82 | ISHARES TR | 46429B663 | 1,720 | $203,401 | 0.10% |
| 83 | VANECK ETF TRUST | 92189H409 | 4,106 | $201,769 | 0.10% |