Shared Vision Wealth Group LLC

13F Filings History

Latest 13F report: Q2 2024 - Jul 24, 2024
Value $: $172M
Signature - Title: Brad Sayre - Chief Compliance Officer
Location: Carlsbad, US
Summary: This page shows a list of all the recent 13F filings made by Shared Vision Wealth Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Shared Vision Wealth Group LLC reported 74 stock holdings with total value $172M as of Q2 2024. Top holdings included AAPL, IVV, IUSB, IVW, and QUAL.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2024	74	$172M	+$15M	-$12.2M	+$2.75M	AAPL, IVV, IUSB, IVW, QUAL	13F-HR	7/23/2024, 09:54 PM
Q1 2024	75	$160M	+$25.6M	-$17.8M	+$7.79M	AAPL, IVV, IUSB, MBB, QUAL	13F-HR	5/6/2024, 09:53 PM
Q4 2023	77	$150M	$0	$0		AAPL, IVV, IUSB, MBB, EFV	13F-HR	2/7/2024, 05:42 PM