# EDGAR Filing Document

**Accession Number:** 0002008178
**File Stem:** 0002008178-26-000002
**Filing Date:** 2026-5
**Character Count:** 14499
**Document Hash:** 7f13a7327258a096638b1d78da9445f3
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002008178-26-000002.hdr.sgml**: 20260506

**ACCESSION NUMBER**: 0002008178-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260506

**DATE AS OF CHANGE**: 20260506

**EFFECTIVENESS DATE**: 20260506

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Shared Vision Wealth Group LLC
- **CENTRAL INDEX KEY:** 0002008178

**ORGANIZATION NAME:**
- **EIN:** 921529437
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23633
- **FILM NUMBER:** 26946379

**BUSINESS ADDRESS:**
- **STREET 1:** 1902 WRIGHT PLACE
- **STREET 2:** SUITE 200
- **CITY:** CARLSBAD
- **STATE:** X1
- **ZIP:** 92008
- **BUSINESS PHONE:** 7603491750

**MAIL ADDRESS:**
- **STREET 1:** 1902 WRIGHT PLACE
- **STREET 2:** SUITE 200
- **CITY:** CARLSBAD
- **STATE:** X1
- **ZIP:** 92008

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Shared Vision Wealth Group LLC<br>**Address:** 1902 WRIGHT PLACE<br>SUITE 200<br>CARLSBAD, X1 92008

**Form 13F File Number:** 028-23633

**CRD Number (if applicable):** 000325000

**SEC File Number (if applicable):** 801-128147

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Brad Sayre<br>**Title:** Chief Compliance Officer<br>**Phone:** 760-349-1750

**Signature, Place, and Date of Signing:**

/s/Brad Sayre  Carlsbad, CA  05-06-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 95

**Form 13F Information Table Value Total:** $245155573

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 393859 | 1373 | SH |  | SOLE |  | 1373 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 565332 | 2714 | SH |  | SOLE |  | 2714 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 44229496 | 174276 | SH |  | SOLE |  | 174276 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 765892 | 1598 | SH |  | SOLE |  | 1598 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 | BBG01Q9L3DJ3 | 2816833 | 85488 | SH |  | SOLE |  | 85488 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES DEFENSE | 09290C699 | BBG01TYJMSP3 | 1942652 | 59372 | SH |  | SOLE |  | 59372 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES LARGE CA | 09290C855 | BBG01JV981Y5 | 1996775 | 48631 | SH |  | SOLE |  | 48631 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | BBG00NNWBWQ2 | 7157389 | 123021 | SH |  | SOLE |  | 123021 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 | BBG01408D4M5 | 2828533 | 78093 | SH |  | SOLE |  | 78093 | 0 | 0 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | BBG01GQYLJY8 | 5298035 | 102023 | SH |  | SOLE |  | 102023 | 0 | 0 |
| BLACKROCK ETF TRUST II | ISHARES SHORT-TE | 092528884 | BBG01HFQDFN4 | 1043245 | 20687 | SH |  | SOLE |  | 20687 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 4047390 | 13077 | SH |  | SOLE |  | 13077 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | BBG001S9KRQ7 | 1072787 | 1077 | SH |  | SOLE |  | 1077 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | BBG011DXXNJ2 | 470346 | 6633 | SH |  | SOLE |  | 6633 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 | BBG001S5STL8 | 228148 | 248 | SH |  | SOLE |  | 248 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 262547 | 1547 | SH |  | SOLE |  | 1547 | 0 | 0 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | BBG001SBT983 | 990560 | 11666 | SH |  | SOLE |  | 11666 | 0 | 0 |
| FIDELITY COVINGTON TRUST | ENHANCED HIGH YI | 316092618 | BBG00L4J9F40 | 284881 | 5869 | SH |  | SOLE |  | 5869 | 0 | 0 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | BBG00DR7RGF5 | 317740 | 5752 | SH |  | SOLE |  | 5752 | 0 | 0 |
| FLEXSHARES TR | IBOXX 5YR TRGT | 33939L605 | BBG00243PCT9 | 234132 | 9711 | SH |  | SOLE |  | 9711 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | 46138E206 | BBG001T06LL9 | 842826 | 35309 | SH |  | SOLE |  | 35309 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 496388 | 860 | SH |  | SOLE |  | 860 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | BBG001SJK6D5 | 1594711 | 18089 | SH |  | SOLE |  | 18089 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | BBG003HC3DG9 | 5786633 | 82962 | SH |  | SOLE |  | 82962 | 0 | 0 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | BBG00H5VLN77 | 361830 | 4600 | SH |  | SOLE |  | 4600 | 0 | 0 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 | BBG001SSD830 | 5590155 | 55502 | SH |  | SOLE |  | 55502 | 0 | 0 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 | BBG001S8MLN3 | 585375 | 6753 | SH |  | SOLE |  | 6753 | 0 | 0 |
| ISHARES TR | CONV BD ETF | 46435G102 | BBG009BKDMM6 | 461504 | 4534 | SH |  | SOLE |  | 4534 | 0 | 0 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 | BBG001V0XLT8 | 222129 | 1637 | SH |  | SOLE |  | 1637 | 0 | 0 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | BBG00BDV2SQ0 | 3326831 | 66483 | SH |  | SOLE |  | 66483 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | BBG003H6TRS0 | 446533 | 4932 | SH |  | SOLE |  | 4932 | 0 | 0 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | BBG003H6TMV7 | 1570885 | 18131 | SH |  | SOLE |  | 18131 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 443588 | 3568 | SH |  | SOLE |  | 3568 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 22553501 | 34527 | SH |  | SOLE |  | 34527 | 0 | 0 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 | BBG006MJCSW0 | 18301731 | 396227 | SH |  | SOLE |  | 396227 | 0 | 0 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | BBG001SP62C7 | 3762211 | 33781 | SH |  | SOLE |  | 33781 | 0 | 0 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | BBG001SNYBH6 | 6603172 | 88812 | SH |  | SOLE |  | 88812 | 0 | 0 |
| ISHARES TR | ESG ADVANCED UNI | 46436E619 | BBG00VJ13GZ1 | 470210 | 10809 | SH |  | SOLE |  | 10809 | 0 | 0 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | BBG00FFPFTS4 | 1383720 | 9784 | SH |  | SOLE |  | 9784 | 0 | 0 |
| ISHARES TR | ESG MSCI LEADR | 46435U218 | BBG00P35VT10 | 508806 | 4479 | SH |  | SOLE |  | 4479 | 0 | 0 |
| ISHARES TR | EUROPE ETF | 464287861 | BBG001SFGXD9 | 865377 | 12737 | SH |  | SOLE |  | 12737 | 0 | 0 |
| ISHARES TR | FUTURE AI  TECH | 46435U556 | BBG00L9G3V33 | 377079 | 8104 | SH |  | SOLE |  | 8104 | 0 | 0 |
| ISHARES TR | GNMA BOND ETF | 46429B333 | BBG002N8KM74 | 248522 | 5606 | SH |  | SOLE |  | 5606 | 0 | 0 |
| ISHARES TR | GOV/CRED BD ETF | 464288596 | BBG001SSD894 | 218340 | 2096 | SH |  | SOLE |  | 2096 | 0 | 0 |
| ISHARES TR | INVESTMENT GRADE | 46435G219 | BBG00H4BPM52 | 2147852 | 47666 | SH |  | SOLE |  | 47666 | 0 | 0 |
| ISHARES TR | LARGE CAP MAX BU | 46438G471 | BBG01RJXQD09 | 378740 | 14254 | SH |  | SOLE |  | 14254 | 0 | 0 |
| ISHARES TR | LONG TERM MUNI | 46438G448 | BBG01SVFLJV0 | 672707 | 13473 | SH |  | SOLE |  | 13473 | 0 | 0 |
| ISHARES TR | MBS ETF | 464288588 | BBG001SSD8B1 | 6457486 | 68009 | SH |  | SOLE |  | 68009 | 0 | 0 |
| ISHARES TR | MORNINGSTAR VALU | 464288109 | BBG001SBRHX9 | 847855 | 9103 | SH |  | SOLE |  | 9103 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | BBG001SG09V7 | 549641 | 5659 | SH |  | SOLE |  | 5659 | 0 | 0 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | BBG001SK77D5 | 449890 | 7922 | SH |  | SOLE |  | 7922 | 0 | 0 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 | BBG009DR6401 | 1020946 | 25729 | SH |  | SOLE |  | 25729 | 0 | 0 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | BBG004FPV022 | 2661406 | 11090 | SH |  | SOLE |  | 11090 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | BBG004TRTWW3 | 4202713 | 21911 | SH |  | SOLE |  | 21911 | 0 | 0 |
| ISHARES TR | MSCI USA VALUE | 46432F388 | BBG004FPWGT7 | 411866 | 2897 | SH |  | SOLE |  | 2897 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | BBG001SZV978 | 1230748 | 11594 | SH |  | SOLE |  | 11594 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 | BBG001S562W9 | 421463 | 1182 | SH |  | SOLE |  | 1182 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | BBG001SJCNS1 | 257418 | 2648 | SH |  | SOLE |  | 2648 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 621736 | 2507 | SH |  | SOLE |  | 2507 | 0 | 0 |
| ISHARES TR | S 100 ETF | 464287101 | BBG001SGB026 | 2375887 | 7470 | SH |  | SOLE |  | 7470 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 | BBG001S561Q8 | 6660136 | 58882 | SH |  | SOLE |  | 58882 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 | BBG001S561K4 | 7493901 | 35491 | SH |  | SOLE |  | 35491 | 0 | 0 |
| ISHARES TR | SYSTEMATIC BD ET | 46435U796 | BBG00864VXV6 | 1334996 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 | BBG001SSD803 | 663030 | 6006 | SH |  | SOLE |  | 6006 | 0 | 0 |
| ISHARES TR | U.S. FINLS ETF | 464287788 | BBG001SFC802 | 371688 | 3159 | SH |  | SOLE |  | 3159 | 0 | 0 |
| ISHARES TR | U.S. TECH ETF | 464287721 | BBG001SFB7Z7 | 1059324 | 5839 | SH |  | SOLE |  | 5839 | 0 | 0 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | BBG002NCKPP8 | 7892891 | 344517 | SH |  | SOLE |  | 344517 | 0 | 0 |
| ISHARES U S ETF TR | SHORT DURATION B | 46431W507 | BBG0059KNK04 | 205729 | 4047 | SH |  | SOLE |  | 4047 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | BBG01J4V6196 | 225827 | 4200 | SH |  | SOLE |  | 4200 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 | BBG00NKWFC12 | 339446 | 2897 | SH |  | SOLE |  | 2897 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 651491 | 2665 | SH |  | SOLE |  | 2665 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 526349 | 1422 | SH |  | SOLE |  | 1422 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 590813 | 3388 | SH |  | SOLE |  | 3388 | 0 | 0 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 | BBG0051QPC87 | 678388 | 17731 | SH |  | SOLE |  | 17731 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | BBG001T5XQY3 | 4680397 | 189107 | SH |  | SOLE |  | 189107 | 0 | 0 |
| SCHWAB STRATEGIC TR | MUN BD ETF | 808524649 | BBG019GV63H2 | 1459775 | 57291 | SH |  | SOLE |  | 57291 | 0 | 0 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | BBG001WBMLH8 | 1249501 | 53811 | SH |  | SOLE |  | 53811 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | BBG001S7TCZ5 | 380467 | 2863 | SH |  | SOLE |  | 2863 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 | BBG001S7TD56 | 229450 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A763 | BBG001SPTBP8 | 343122 | 2351 | SH |  | SOLE |  | 2351 | 0 | 0 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | BBG001S8LH99 | 449954 | 971 | SH |  | SOLE |  | 971 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 | BBG001S72SM3 | 11621601 | 17870 | SH |  | SOLE |  | 17870 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 | BBG001S5X2M0 | 239196 | 986 | SH |  | SOLE |  | 986 | 0 | 0 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 92189H409 | BBG001SZDBR1 | 1796165 | 35823 | SH |  | SOLE |  | 35823 | 0 | 0 |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | 922021605 | BBG01L82WF19 | 5694821 | 57477 | SH |  | SOLE |  | 57477 | 0 | 0 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | BBG004N1LGK2 | 213871 | 4451 | SH |  | SOLE |  | 4451 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | BBG001SHTTS4 | 864133 | 1978 | SH |  | SOLE |  | 1978 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 714504 | 2488 | SH |  | SOLE |  | 2488 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 414102 | 693 | SH |  | SOLE |  | 693 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | BBG001SHVTR2 | 2444836 | 11254 | SH |  | SOLE |  | 11254 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | BBG001SHTTV0 | 298952 | 1141 | SH |  | SOLE |  | 1141 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 860650 | 2683 | SH |  | SOLE |  | 2683 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | BBG003H12XS7 | 443806 | 8885 | SH |  | SOLE |  | 8885 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | BBG009THVRX1 | 3163141 | 63402 | SH |  | SOLE |  | 63402 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | BBG001T62KZ7 | 222137 | 2802 | SH |  | SOLE |  | 2802 | 0 | 0 |

---