Shared Vision Wealth Group LLC - Q42025 Holdings

Shared Vision Wealth Group LLC holds 99 stocks with a total portfolio value of $ 246.99M as of Q42025. In Q42025, Shared Vision Wealth Group LLC added 11 new positions, increased stakes in 32 stocks, reduced 35 holdings, and fully exited 10 positions. The largest holding is Apple Inc (AAPL), representing 18.03% of the total portfolio.