Shared Vision Wealth Group LLC
All 13F Filings
- Location
- Carlsbad, X1
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 246,995
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 99 | 246,995 | 13F-HR | Shared Vision Wealth Group LLC |
| Q3 2025 | 10/30/2025 | 98 | 236,216 | 13F-HR | Shared Vision Wealth Group LLC |
| Q2 2025 | 8/7/2025 | 83 | 200,217 | 13F-HR | Shared Vision Wealth Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 112.3 K | 45.4% | 8.342 K | 0 | 8.342 K |
| ETFs | 114.3 K | 46.3% | 4.276 K | 0 | 4.276 K |
| Debt | 262 | 0.1% | 0 | 306 | -306 |
| Other | 20.17 K | 8.2% | 0 | 1.324 K | -1.324 K |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
246,995
Holdings
99
QoQ value change ($000)
10,779
(4.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.