Shared Vision Wealth Group LLC

CIK

2008178

Location

CARLSBAD, X1

Portfolio Value

Micro $67,342,029

Diversification

Highly concentrated

Filing Date

Global Rank

#6,058 / 8,232 ▲ 215

Top Industry

Consumer Electronics 83.2%

3Y Alpha vs SPY

+3.8%

Period ended 2 months ago

Filed May 6, 2026 · 38d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.5%

SPY

+52.9%

Annualised alpha

+3.8%

Max drawdown

−30.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

65.7%

−1.9 pts

Top 5

92.9%

−0.2 pts

Top 10

97.5%

−0.4 pts

HHI

4,662

Highly concentrated−146

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	73.3%	$49,394,216	4
Unclassified	21.0%	$14,162,432	4
Consumer Defensive	1.6%	$1,073,155	1
Healthcare	1.3%	$879,534	2
Financial Services	1.1%	$765,761	1
Consumer Cyclical	0.8%	$565,244	1
Energy	0.4%	$262,464	1
Industrials	0.4%	$239,223	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+4,284	17,870	$11,621,575
DIA	Spdr Dow Jones Industrial Average ETF Trust	+426	971	$449,757
UNP	Union Pacific Corp	+6	986	$239,223
COST	Costco Wholesale Corp /New	+1	1,077	$1,073,155
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−19,030	18,089	$1,594,726
AVGO	Broadcom Inc.	−533	13,077	$4,047,462
NVDA	Nvidia Corp	−193	3,388	$590,867
MSFT	Microsoft Corp	−103	1,422	$526,381
AAPL	Apple Inc.	−68	174,276	$44,229,506
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

15 positions · $67,342,029 total · as of Mar 31, 2026

All sectors Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	174,276	-68	$44,229,506	−6.7%	65.68%
SPY	Spdr S&P 500 ETF Trust	Added	17,870	+4,284	$11,621,575	+25.4%	17.26%
AVGO	Broadcom Inc. Technology	Reduced	13,077	-533	$4,047,462	−14.1%	6.01%
IAU	Ishares Gold Trust	Reduced	18,089	-19,030	$1,594,726	−47.1%	2.37%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,077	+1	$1,073,155	+15.7%	1.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,598	0	$765,761	−4.7%	1.14%
JNJ	Johnson & Johnson Healthcare	Held	2,665	0	$651,432	+18.1%	0.97%
NVDA	Nvidia Corp Technology	Reduced	3,388	-193	$590,867	−11.5%	0.88%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,714	0	$565,244	−9.8%	0.84%
MSFT	Microsoft Corp Technology	Reduced	1,422	-103	$526,381	−28.6%	0.78%
QQQ	Invesco Qqq Trust, Series 1	Held	860	0	$496,374	−6.0%	0.74%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	971	+426	$449,757	+71.7%	0.67%
XOM	Exxon Mobil Corp Energy	Held	1,547	0	$262,464	+41.0%	0.39%
UNP	Union Pacific Corp Industrials	Added	986	+6	$239,223	+5.5%	0.36%
LLY	ELI LILLY & Co Healthcare	Held	248	0	$228,102	−14.4%	0.34%