Shared Vision Wealth Group LLC

Q4 2025 13F Holdings

Location
Carlsbad, X1
Holdings as of
12/31/2025
Value ($000)
$246,995
Num holdings
99
Date filed
2/10/2026
Form type
13F-HR
Prev filing
10/29/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type