Shared Vision Wealth Group LLC
Shared Vision Wealth Group LLC reported 114 holdings worth US$291M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 31, 2026
Shared Vision Wealth Group LLC reported 114 holdings worth US$291M as of Jun 30, 2026. Largest: Apple Inc, Broadcom Inc. and Costco Wholesale Corporation. Filed Jul 31, 2026 (Form 13F).
- Holdings
- 114
- Value as reported
- US$291M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 174K | US$50.4M | 17.3% |
| Broadcom Inc. | 12,829 | US$4.85M | 1.7% |
| Costco Wholesale Corporation | 1,079 | US$1.01M | 0.35% |
| Berkshire Hathaway Inc. | 1,546 | US$774K | 0.27% |
| Johnson & Johnson | 2,666 | US$677K | 0.23% |
| Nvidia Corporation | 3,090 | US$618K | 0.21% |
| Amazon.com, Inc. | 2,536 | US$605K | 0.21% |
| Microsoft Corp. | 1,443 | US$538K | 0.19% |
| Alphabet Inc (google) Class C | 1,351 | US$483K | 0.17% |
| Eli Lilly And Company | 249 | US$299K | 0.10% |
| Union Pacific Corporation | 993 | US$270K | 0.09% |
| Caterpillar, Inc. | 241 | US$256K | 0.09% |
| Starbucks Corporation | 2,001 | US$204K | 0.07% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |