Shared Vision Wealth Group LLC
Net buyer this quarter
$291M
25
+$5.6M
28.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $50.4M | 17.34% | 0.00% | 0.0% | Q4 2023 |
 SPY | $17.6M | 6.05% | Not reported | +31.9% | Q4 2023 |
 AVGO | $4.85M | 1.67% | 0.00% | -1.9% | Q4 2023 |
 THRO | $2.26M | 0.78% | 0.66% | -32.9% | Q1 2025 |
| DIA | $1.53M | 0.52% | Not reported | +200.8% | Q3 2025 |
| IAU | $1.38M | 0.47% | 0.00% | +0.7% | Q4 2024 |
 CALI | $1.05M | 0.36% | Not reported | Not reported | Q3 2025 |
 COST | $1.01M | 0.35% | 0.00% | +0.2% | Q4 2023 |
| SPAB | $874K | 0.30% | Not reported | New | Q2 2026 |
 BRK.B | $774K | 0.27% | Not reported | -3.3% | Q4 2023 |
 JNJ | $677K | 0.23% | 0.00% | 0.0% | Q4 2023 |
 QQQ | $633K | 0.22% | Not reported | Not reported | Q4 2025 |
 NVDA | $618K | 0.21% | 0.00% | -8.8% | Q4 2023 |
 AMZN | $605K | 0.21% | 0.00% | -6.6% | Q4 2023 |
| VLUE | $585K | 0.20% | Not reported | +1.1% | Q4 2023 |
 MSFT | $538K | 0.19% | 0.00% | +1.5% | Q4 2023 |
 GOOG | $483K | 0.17% | Not reported | -0.5% | Q4 2025 |
| EMXC | $452K | 0.16% | Not reported | -4.0% | Q4 2023 |
| DMAX | $390K | 0.13% | Not reported | Not reported | Q4 2025 |
| IDEV | $306K | 0.11% | Not reported | New | Q2 2026 |
 LLY | $299K | 0.10% | 0.00% | +0.4% | Q2 2024 |
 UNP | $270K | 0.09% | 0.00% | +0.7% | Q2 2024 |
 CAT | $256K | 0.09% | 0.00% | New | Q2 2026 |
 JAVA | $208K | 0.07% | Not reported | Not reported | Q3 2025 |
 SBUX | $204K | 0.07% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| AAPL | $44.2M | 18.04% | 0.00% | 0.0% | Q4 2023 |
| SPY | $11.6M | 4.74% | Not reported | +31.5% | Q4 2023 |
| AVGO | $4.05M | 1.65% | 0.00% | -3.9% | Q4 2023 |
| THRO | $2.83M | 1.15% | 0.99% | +9.1% | Q1 2025 |
| IAU | $1.59M | 0.65% | 0.00% | -51.3% | Q4 2024 |
| COST | $1.07M | 0.44% | 0.00% | +0.1% | Q4 2023 |
| CALI | $1.04M | 0.43% | Not reported | +50.0% | Q3 2025 |
| BRK.B | $766K | 0.31% | Not reported | Not reported | Q4 2023 |
| JNJ | $651K | 0.27% | 0.00% | Not reported | Q4 2023 |
| NVDA | $591K | 0.24% | 0.00% | -5.4% | Q4 2023 |
| AMZN | $565K | 0.23% | 0.00% | Not reported | Q4 2023 |
| MSFT | $526K | 0.21% | 0.00% | -6.8% | Q4 2023 |
| QQQ | $496K | 0.20% | Not reported | Not reported | Q4 2025 |
| DIA | $450K | 0.18% | Not reported | +78.2% | Q3 2025 |
| VLUE | $412K | 0.17% | Not reported | +11.4% | Q4 2023 |
| GOOG | $394K | 0.16% | Not reported | Not reported | Q4 2025 |
| DMAX | $379K | 0.15% | Not reported | Not reported | Q4 2025 |
| EMXC | $362K | 0.15% | Not reported | -29.8% | Q4 2023 |
 XOM | $263K | 0.11% | 0.00% | Not reported | Q4 2025 |
| UNP | $239K | 0.10% | 0.00% | +0.6% | Q2 2024 |
| LLY | $228K | 0.09% | 0.00% | Not reported | Q2 2024 |
| Q4 2025 | |||||
| AAPL | $44.5M | 18.03% | 0.00% | -1.5% | Q4 2023 |
| SPY | $9.41M | 3.81% | Not reported | +42.8% | Q4 2023 |
| AVGO | $4.42M | 1.79% | 0.00% | -5.2% | Q4 2023 |
| IAU | $3.53M | 1.43% | 0.00% | -0.4% | Q4 2024 |
| THRO | $2.8M | 1.13% | 0.91% | +5.6% | Q1 2025 |
| COST | $1.05M | 0.43% | 0.00% | +14.6% | Q4 2023 |
| BRK.B | $773K | 0.31% | Not reported | Not reported | Q4 2023 |
| MSFT | $717K | 0.29% | 0.00% | -6.6% | Q4 2023 |
| CALI | $698K | 0.28% | Not reported | +99.8% | Q3 2025 |
| NVDA | $668K | 0.27% | 0.00% | -10.3% | Q4 2023 |
| AMZN | $647K | 0.26% | 0.00% | -37.7% | Q4 2023 |
| JNJ | $590K | 0.24% | 0.00% | -0.2% | Q4 2023 |
| QQQ | $538K | 0.22% | Not reported | New | Q4 2025 |
| EMXC | $522K | 0.21% | Not reported | -19.8% | Q4 2023 |
| GOOG | $458K | 0.19% | Not reported | New | Q4 2025 |
| DMAX | $381K | 0.15% | Not reported | New | Q4 2025 |
| VLUE | $376K | 0.15% | Not reported | Not reported | Q4 2023 |
| DIA | $269K | 0.11% | Not reported | Not reported | Q3 2025 |
| LLY | $263K | 0.11% | 0.00% | +0.4% | Q2 2024 |
| UNP | $226K | 0.09% | 0.00% | +0.5% | Q2 2024 |
| XOM | $209K | 0.08% | 0.00% | New | Q4 2025 |
| JAVA | $201K | 0.08% | Not reported | -9.8% | Q3 2025 |
| Q3 2025 | |||||
| AAPL | $45.7M | 19.36% | 0.00% | -0.5% | Q4 2023 |
| SPY | $6.35M | 2.69% | Not reported | +87.3% | Q4 2023 |
| AVGO | $4.89M | 2.07% | 0.00% | +0.2% | Q4 2023 |
| IAU | $2.88M | 1.22% | 0.00% | +44.7% | Q4 2024 |
| THRO | $2.56M | 1.08% | 0.86% | +35.2% | Q1 2025 |
| AMZN | $950K | 0.40% | 0.00% | -7.2% | Q4 2023 |
| COST | $887K | 0.38% | 0.00% | +0.3% | Q4 2023 |
| MSFT | $850K | 0.36% | 0.00% | +0.1% | Q4 2023 |
| BRK.B | $786K | 0.33% | Not reported | Not reported | Q4 2023 |
| NVDA | $719K | 0.30% | 0.00% | +2.1% | Q4 2023 |
| EMXC | $578K | 0.24% | Not reported | -49.3% | Q4 2023 |
| JNJ | $515K | 0.22% | 0.00% | Not reported | Q4 2023 |
| CALI | $349K | 0.15% | Not reported | New | Q3 2025 |
| VLUE | $331K | 0.14% | Not reported | Not reported | Q4 2023 |
| DIA | $254K | 0.11% | Not reported | New | Q3 2025 |
| UNP | $220K | 0.09% | 0.00% | +0.4% | Q2 2024 |
| JAVA | $205K | 0.09% | Not reported | New | Q3 2025 |
| LLY | $201K | 0.09% | 0.00% | Not reported | Q2 2024 |