13F HOLDINGS REPORT
Shared Vision Wealth Group LLC
Quarter ended Q3 2025 · Filed October 30, 2025 · Accession 0002008178-25-000003
Total Value
$236.2M
Positions
98
Other Managers
0
Confidential Omitted
No
Holdings (98)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 176,916 | $45.7M | 19.36% |
| 2 | ISHARES TR | 464287200 | 37,714 | $25.3M | 10.72% |
| 3 | ISHARES TR | 46434V613 | 398,758 | $18.8M | 7.95% |
| 4 | BLACKROCK ETF TRUST | BLK | 135,738 | $8.0M | 3.39% |
| 5 | ISHARES TR | 46432F339 | 35,836 | $7.0M | 2.96% |
| 6 | ISHARES TR | 464287309 | 56,606 | $6.8M | 2.89% |
| 7 | ISHARES TR | 464288877 | 99,795 | $6.8M | 2.88% |
| 8 | ISHARES TR | 464288588 | 69,702 | $6.7M | 2.83% |
| 9 | ISHARES TR | 464287101 | 19,319 | $6.5M | 2.74% |
| 10 | SPDR S&P 500 ETF TR | SPY | 9,516 | $6.4M | 2.69% |
| 11 | ISHARES TR | 464288653 | 57,755 | $6.1M | 2.58% |
| 12 | BLACKROCK ETF TRUST II | BLK | 102,952 | $5.5M | 2.33% |
| 13 | ISHARES TR | 464287408 | 26,195 | $5.4M | 2.31% |
| 14 | BROADCOM INC | AVGO | 14,362 | $4.9M | 2.07% |
| 15 | ISHARES INC | 46434G103 | 72,690 | $4.9M | 2.06% |
| 16 | ISHARES TR | 46429B267 | 158,904 | $3.7M | 1.57% |
| 17 | ISHARES TR | 46432F834 | 39,650 | $3.3M | 1.40% |
| 18 | VANGUARD MUN BD FDS | 922907746 | 65,413 | $3.3M | 1.40% |
| 19 | ISHARES GOLD TR | IAU | 37,275 | $2.9M | 1.22% |
| 20 | ISHARES TR | 46435G672 | 53,340 | $2.8M | 1.17% |
| 21 | BLACKROCK ETF TRUST | BLK | 67,755 | $2.6M | 1.08% |
| 22 | VANGUARD CALIF TAX FREE FDS | 922021605 | 25,230 | $2.5M | 1.07% |
| 23 | ISHARES TR | 46435G219 | 52,743 | $2.4M | 1.04% |
| 24 | BLACKROCK ETF TRUST | BLK | 67,739 | $2.3M | 0.98% |
| 25 | SCHWAB STRATEGIC TR | 808524805 | 84,872 | $2.0M | 0.85% |
| 26 | ISHARES TR | 464288281 | 17,264 | $1.7M | 0.70% |
| 27 | ISHARES TR | 46432F396 | 6,533 | $1.6M | 0.69% |
| 28 | ISHARES TR | 464288885 | 12,859 | $1.5M | 0.63% |
| 29 | ISHARES TR | 46429B747 | 13,919 | $1.4M | 0.61% |
| 30 | ISHARES TR | 464287721 | 7,174 | $1.4M | 0.60% |
| 31 | ISHARES TR | 46435G425 | 9,620 | $1.4M | 0.59% |
| 32 | SCHWAB STRATEGIC TR | 808524839 | 55,884 | $1.3M | 0.56% |
| 33 | VANGUARD INDEX FDS | 922908611 | 5,749 | $1.2M | 0.51% |
| 34 | ISHARES TR | 464288414 | 11,002 | $1.2M | 0.50% |
| 35 | VANECK ETF TRUST | 92189H409 | 22,089 | $1.1M | 0.48% |
| 36 | ISHARES TR | 46436E619 | 23,728 | $1.1M | 0.45% |
| 37 | VANGUARD INDEX FDS | 922908736 | 1,978 | $951,537 | 0.40% |
| 38 | AMAZON COM INC | AMZN | 4,358 | $949,918 | 0.40% |
| 39 | ISHARES TR | 46435G409 | 26,010 | $926,464 | 0.39% |
| 40 | COSTCO WHSL CORP NEW | 22160K105 | 939 | $887,014 | 0.38% |
| 41 | VANGUARD INDEX FDS | 922908769 | 2,683 | $882,353 | 0.37% |
| 42 | ISHARES TR | 464288760 | 4,090 | $861,016 | 0.36% |
| 43 | INVESCO EXCH TRADED FD TR II | IVZ | 35,309 | $858,009 | 0.36% |
| 44 | MICROSOFT CORP | MSFT | 1,632 | $849,666 | 0.36% |
| 45 | ISHARES TR | 464287861 | 12,685 | $839,874 | 0.36% |
| 46 | SCHWAB STRATEGIC TR | 808524649 | 32,000 | $828,800 | 0.35% |
| 47 | ISHARES TR | 464288109 | 9,065 | $820,324 | 0.35% |
| 48 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,598 | $786,047 | 0.33% |
| 49 | ISHARES TR | 46435G102 | 7,171 | $719,990 | 0.30% |
| 50 | NVIDIA CORPORATION | NVDA | 3,990 | $719,401 | 0.30% |
| 51 | ISHARES TR | 464287655 | 2,916 | $709,579 | 0.30% |
| 52 | ISHARES TR | 464287432 | 7,602 | $699,883 | 0.30% |
| 53 | ISHARES INC | 46434G764 | 8,169 | $577,879 | 0.24% |
| 54 | FIDELITY COMWLTH TR | 315912808 | 6,300 | $563,346 | 0.24% |
| 55 | DIMENSIONAL ETF TRUST | 25434V401 | 7,290 | $529,254 | 0.22% |
| 56 | ISHARES TR | 46435U218 | 4,479 | $526,763 | 0.22% |
| 57 | ISHARES TR | 464287804 | 4,402 | $523,497 | 0.22% |
| 58 | JOHNSON & JOHNSON | JNJ | 2,670 | $515,199 | 0.22% |
| 59 | ISHARES TR | 464287622 | 1,307 | $478,767 | 0.20% |
| 60 | VANGUARD MALVERN FDS | 922020805 | 8,885 | $446,205 | 0.19% |
| 61 | ISHARES TR | 46432F842 | 4,943 | $435,565 | 0.18% |
| 62 | ISHARES TR | 464287234 | 7,922 | $429,848 | 0.18% |
| 63 | VANGUARD WORLD FD | 92204A405 | 3,332 | $425,596 | 0.18% |
| 64 | VANGUARD INDEX FDS | 922908363 | 693 | $425,481 | 0.18% |
| 65 | SELECT SECTOR SPDR TR | 81369Y803 | 1,432 | $408,767 | 0.17% |
| 66 | J P MORGAN EXCHANGE TRADED F | 46641Q399 | 3,305 | $399,829 | 0.17% |
| 67 | ISHARES TR | 46435U556 | 8,104 | $387,857 | 0.16% |
| 68 | ISHARES TR | 464287242 | 3,354 | $377,891 | 0.16% |
| 69 | SPDR SERIES TRUST | 78464A763 | 2,653 | $370,933 | 0.16% |
| 70 | VANGUARD INDEX FDS | 922908629 | 1,200 | $349,752 | 0.15% |
| 71 | BLACKROCK ETF TRUST II | BLK | 6,905 | $349,428 | 0.15% |
| 72 | ISHARES TR | 46432F388 | 2,600 | $331,266 | 0.14% |
| 73 | FIDELITY COVINGTON TRUST | 316092840 | 5,700 | $318,174 | 0.13% |
| 74 | ISHARES TR | 464287465 | 3,349 | $316,296 | 0.13% |
| 75 | ISHARES TR | 464288596 | 2,933 | $312,130 | 0.13% |
| 76 | ISHARES TR | 464288166 | 2,711 | $300,720 | 0.13% |
| 77 | VANGUARD INDEX FDS | 922908751 | 1,141 | $290,015 | 0.12% |
| 78 | FIDELITY COVINGTON TRUST | 316092618 | 5,869 | $288,990 | 0.12% |
| 79 | ISHARES U S ETF TR | 46431W507 | 5,489 | $281,740 | 0.12% |
| 80 | ISHARES TR | 464287499 | 2,874 | $275,836 | 0.12% |
| 81 | ISHARES TR | 464288620 | 5,081 | $267,332 | 0.11% |
| 82 | ISHARES TR | 46429B333 | 5,959 | $267,288 | 0.11% |
| 83 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 545 | $254,048 | 0.11% |
| 84 | ISHARES TR | 464288356 | 4,410 | $254,027 | 0.11% |
| 85 | SCHWAB STRATEGIC TR | 808524730 | 6,794 | $246,826 | 0.10% |
| 86 | ISHARES TR | 464287440 | 2,485 | $242,814 | 0.10% |
| 87 | FLEXSHARES TR | FLEX | 9,711 | $236,851 | 0.10% |
| 88 | BLACKROCK ETF TRUST II | BLK | 4,774 | $235,480 | 0.10% |
| 89 | ISHARES TR | 464287481 | 1,635 | $231,549 | 0.10% |
| 90 | SELECT SECTOR SPDR TR | 81369Y886 | 2,500 | $226,000 | 0.10% |
| 91 | ISHARES TR | 46429B697 | 2,359 | $223,305 | 0.09% |
| 92 | UNION PAC CORP | UNP | 975 | $219,583 | 0.09% |
| 93 | SPDR SERIES TRUST | 78464A102 | 781 | $215,878 | 0.09% |
| 94 | ISHARES TR | 464287176 | 1,923 | $215,789 | 0.09% |
| 95 | ISHARES TR | 46429B663 | 1,721 | $210,882 | 0.09% |
| 96 | ISHARES TR | 46434V860 | 4,163 | $210,423 | 0.09% |
| 97 | J P MORGAN EXCHANGE TRADED F | 46641Q167 | 2,971 | $205,148 | 0.09% |
| 98 | ELI LILLY & CO | LLY | 247 | $200,922 | 0.09% |