Shared Vision Wealth Group LLC
Shared Vision Wealth Group, LLC is a registered investment advisory firm headquartered in Carlsbad, California, founded in 2022 by Bradley Sayre, Carolina Ortiz, and Bryan Theall. The firm is SEC-registered as of 2023 and provides investment management and financial planning services, primarily serving individuals and high net worth individuals. As of December 31, 2023, the firm manages over $215 million in assets and employs 3 professionals. Shared Vision is focused on acting as a fiduciary, emphasizing transparent, client-focused wealth management.
Investment Strategy
Shared Vision Wealth Group provides both discretionary and non-discretionary investment management, as well as financial planning and consulting services. The firm tailors portfolios to the individual goals, risk tolerance, and investment horizon of each client, primarily focusing on high net worth and individual clients. Shared Vision acts as a fiduciary and seeks to align their advice and investment selections with clients' best interests, utilizing a diversified approach across equities and fixed income, informed by detailed planning and ongoing consultation.
Top Holdings
Equity Positions (82)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 18.44% | $36.9M | 177,852 | $193.49 | $205.17 | -$2.5M |
I IVV | ISHARES TR | 12.16% | $24.4M | 38,360 | $477.63 | $620.90 | +$1.3M |
I IUSB | ISHARES TR | 9.87% | $19.8M | 429,713 | $45.91 | $46.23 | -$1.9M |
Q QUAL | ISHARES TR | 3.59% | $7.2M | 39,073 | $152.35 | $182.82 | +$672.2K |
D DYNF | BLACKROCK ETF TRUST | 3.40% | $6.8M | 121,760 | $45.04 | $54.46 | +$933.9K |