Shared Vision Wealth Group LLC - Q12026 Holdings

Shared Vision Wealth Group LLC holds 95 stocks with a total portfolio value of $ 245.16M as of Q12026. In Q12026, Shared Vision Wealth Group LLC added 7 new positions, increased stakes in 30 stocks, reduced 33 holdings, and fully exited 11 positions. The largest holding is Apple Inc (AAPL), representing 18.04% of the total portfolio.