Shared Vision Wealth Group LLC
Shared Vision Wealth Group LLC reported a Form 13F information table total of $245.16 million in 95 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 2008178): holdings report, quarter ended 2026-03-31, filed 2026-05-06; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Kinloch Capital, LLC | United States | $0.245B | 83 |
| MRA Advisory Group | United States | $0.245B | 142 |
| Nut Tree Capital Management, LP | United States | $0.245B | 4 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | United States | $0.245B | 6 |
| COOPER INVESTORS PTY LTD | Australia | $0.245B | 42 |
| Equinox Partners Investment Management LLC | United States | $0.245B | 11 |
| ALKEME WEALTH, LLC | United States | $0.245B | 98 |
| Melone Private Wealth, LLC | United States | $0.245B | 60 |
| HighMark Wealth Management LLC | United States | $0.246B | 555 |
| Pilgrim Partners Asia Pte Ltd | Singapore | $0.246B | 126 |