§ 13F · FUND PROFILE
Shared Vision Wealth Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $200.2T (13F)Positions · 83Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 174K | $44.5T | 18.0% | −1% |
| 2 | IVV | ISHARES TR | 36K | $25.2T | 10.2% | −4% |
| 3 | IUSB | ISHARES TR | 395K | $18.5T | 7.5% | −1% |
| 4 | SPY | SPDR S&P 500 ETF TR | 14K | $9.4T | 3.8% | +43% |
| 5 | DYNF | BLACKROCK ETF TRUST | 135K | $8.3T | 3.4% | ±0% |
| 6 | IVE | ISHARES TR | 34K | $7.5T | 3.0% | +31% |
| 7 | IVW | ISHARES TR | 56K | $7.0T | 2.8% | ±0% |
| 8 | EFV | ISHARES TR | 93K | $6.9T | 2.8% | −7% |
| 9 | MBB | ISHARES TR | 71K | $6.8T | 2.7% | +2% |
| 10 | OEF | ISHARES TR | 20K | $6.7T | 2.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHARED SIGNAL
AC read
Shared Vision Wealth Group LLC is a Other fund managing $200217.4 trillion in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed