Long-term investor
Shared Vision Wealth Group LLC @sharedvisionwealthgroupl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002008178).
Record
- Tracked since 2025-06-30 (477 days), 121 trades recorded
- Returns: week n/a · month n/a · 90 days -0.0% · 6 months +0.2% · 1 year +0.5% · all +0.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 17.3% · long · since 2025-06-30
- 464287200 · 11.2% · long · since 2025-06-30
- 46434V613 · 7.2% · long · since 2025-06-30
- 78462F103 · 6.0% · long · since 2025-06-30
- 09290C103 · 2.8% · long · since 2025-06-30
- 46429B267 · 2.7% · long · since 2025-06-30
- 464287309 · 2.7% · long · since 2025-06-30
- 46138E206 · 2.6% · long · since 2025-06-30
- 808524805 · 2.4% · long · since 2025-06-30
- 464288588 · 2.3% · long · since 2025-06-30
- 464287408 · 2.2% · long · since 2025-06-30
- AVGO · 1.7% · long · since 2025-06-30