Holdings
Shared Vision Wealth Group LLC
As of Jun 30, 2026, Shared Vision Wealth Group LLC reported 13 positions worth US$61M. Largest: Apple Inc, Broadcom Inc. and Costco Wholesale Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 174K | US$50.4M | +22 | Jun 30, 2026 |
| Broadcom Inc. | 12,829 | US$4.85M | −248 | Jun 30, 2026 |
| Costco Wholesale Corporation | 1,079 | US$1.01M | +2 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,546 | US$774K | −52 | Jun 30, 2026 |
| Johnson & Johnson | 2,666 | US$677K | +1 | Jun 30, 2026 |
| Nvidia Corporation | 3,090 | US$618K | −298 | Jun 30, 2026 |
| Amazon.com, Inc. | 2,536 | US$605K | −178 | Jun 30, 2026 |
| Microsoft Corp. | 1,443 | US$538K | +21 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,351 | US$483K | −19 | Jun 30, 2026 |
| Eli Lilly And Company | 249 | US$299K | +1 | Jun 30, 2026 |