Shared Vision Wealth Group LLC

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Assets, Funds, Holdings

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Shared Vision Wealth Group LLC
CRD #325000
SEC #801-128147
CIK #0002008178
AUM $215.4 MM (2024-03-12)
Employees 3 (100% Investors, 0% Brokers)
Phone760-349-1750
Address1469 Sapphire Dr
Carlsbad, CA 92011
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 37.7
AVGO 201,282.9 2.8
AMZN 1,092,997.8 1.1
NVDA 399,550.0 0.9
 
 
 
 
 
 
 
Holdings by Sector ($MM)
180144108723602023202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 95 36.9
(b) Individuals (high net worth individuals) 58 178.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 493 215.4
By Discretionary
Discretionary 480 207.2
Non-Discretionary 13 8.2
Total 493 215.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 215.4
Total 493 215.4
EDGAR Form CIK 2011 - 2024
13F-HR [0002008178]
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