Shared Vision Wealth Group LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing, signed by Chief Compliance Officer Brad Sayre, lists a total of 115 holdings across various asset classes, including common stocks, exchange-traded funds (ETFs), and other investment vehicles.
The portfolio is heavily weighted toward passive investment products, with a significant portion of the assets held in BlackRock ETF Trust funds. Notable single-stock positions include Alphabet Inc., Amazon.com Inc., Apple Inc., and Berkshire Hathaway Inc. The firm also holds substantial positions in broad market ETFs such as the iShares Core S&P 500 ETF and the iShares Core U.S. Aggregate Bond ETF.
Specific holdings identified in the filing include:
- Alphabet Inc. Class C: 1,362 shares
- Amazon.com Inc.: 2,529 shares
- Apple Inc.: 133,422 shares
- Berkshire Hathaway Inc. Class B: 1,546 shares
- BlackRock ETF Trust iShares Core S&P 500 ETF: 33,094,879 shares
- iShares Core U.S. Aggregate Bond ETF: 24,800,421 shares
The filing details a total of 115 positions, including additional exposure to companies such as Broadcom Inc., Costco Wholesale Corporation, Eli Lilly & Co., ExxonMobil Holdings Corp., and Johnson & Johnson. The portfolio also includes various ETFs focused on international markets, emerging markets, fixed income, and specific sectors like technology and defense.
