13F Filings History of Shared Vision Wealth Group LLC

Latest 13F report
Q3 2025 - 30 Oct 2025
Value $
$236,216,167
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 98 stock holdings with total value $236,216,167 as of Q3 2025. Top holdings included AAPL, IVV, IUSB, DYNF, and QUAL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 98 $236,216,167 +$27,147,185 -$9,047,206 +$18,099,979 AAPL, IVV, IUSB, DYNF, QUAL 13F-HR 29 Oct 2025, 21:07
Q2 2025 83 $200,217,441 +$16,564,359 -$9,435,959 +$7,128,400 AAPL, IVV, IUSB, QUAL, DYNF 13F-HR 07 Aug 2025, 16:11
Q1 2025 78 $183,115,818 +$9,492,643 -$8,906,745 +$585,898 AAPL, IVV, IUSB, QUAL, DYNF 13F-HR 02 May 2025, 13:04
Q4 2024 75 $189,996,546 +$6,633,570 -$5,051,897 +$1,581,673 AAPL, IVV, IUSB, QUAL, IVW 13F-HR 06 Feb 2025, 09:31
Q3 2024 72 $187,162,802 +$12,911,819 -$5,300,821 +$7,610,998 AAPL, IVV, IUSB, QUAL, MBB 13F-HR 12 Nov 2024, 10:02
Q2 2024 74 $171,839,686 +$14,956,819 -$12,202,112 +$2,754,707 AAPL, IVV, IUSB, IVW, QUAL 13F-HR 23 Jul 2024, 21:54
Q1 2024 75 $160,165,163 +$25,601,211 -$17,814,472 +$7,786,739 AAPL, IVV, IUSB, MBB, QUAL 13F-HR 06 May 2024, 21:53
Q4 2023 77 $149,705,537 $0 AAPL, IVV, IUSB, MBB, EFV 13F-HR 07 Feb 2024, 17:42