13F Filings History of Shared Vision Wealth Group LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$246,994,545
Signature - Title
Brad Sayre - Chief Compliance Officer
Location
Carlsbad, United States
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 99 stock holdings with total value $246,994,545 as of Q4 2025. Top holdings included AAPL, IVV, IUSB, SPY, and DYNF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 99 $246,994,545 +$18,052,527 -$11,665,023 +$6,387,504 AAPL, IVV, IUSB, SPY, DYNF 13F-HR 10 Feb 2026, 19:32
Q3 2025 98 $236,216,167 +$27,147,181 -$9,047,205 +$18,099,976 AAPL, IVV, IUSB, DYNF, QUAL 13F-HR 29 Oct 2025, 21:07
Q2 2025 83 $200,217,441 +$16,564,353 -$9,435,955 +$7,128,398 AAPL, IVV, IUSB, QUAL, DYNF 13F-HR 07 Aug 2025, 16:11
Q1 2025 78 $183,115,818 +$9,492,641 -$8,906,746 +$585,895 AAPL, IVV, IUSB, QUAL, DYNF 13F-HR 02 May 2025, 13:04
Q4 2024 75 $189,996,546 +$6,633,571 -$5,051,897 +$1,581,674 AAPL, IVV, IUSB, QUAL, IVW 13F-HR 06 Feb 2025, 09:31
Q3 2024 72 $187,162,802 +$12,911,820 -$5,300,823 +$7,610,997 AAPL, IVV, IUSB, QUAL, MBB 13F-HR 12 Nov 2024, 10:02
Q2 2024 74 $171,839,686 +$14,956,822 -$12,202,114 +$2,754,708 AAPL, IVV, IUSB, IVW, QUAL 13F-HR 23 Jul 2024, 21:54
Q1 2024 75 $160,165,163 +$25,601,218 -$17,814,471 +$7,786,747 AAPL, IVV, IUSB, MBB, QUAL 13F-HR 06 May 2024, 21:53
Q4 2023 77 $149,705,537 $0 $0 $0 AAPL, IVV, IUSB, MBB, EFV 13F-HR 07 Feb 2024, 17:42