Shared Vision Wealth Group LLC

Q2 2026 13F Holdings

Location
Carlsbad, X1
Holdings as of
6/30/2026
Value ($000)
$290,874
Num holdings
114
Date filed
7/31/2026
Form type
13F-HR
Prev filing
5/6/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type