Envision Financial LLC
Envision Financial LLC reported 48 positions worth $217.1M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: VOO (13.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $29.9M | 13.77% | 43,539 | — | — | |
| ▸ 2 | FNDX | SH | $19.2M | 8.86% | 618,699 | — | — | |
| ▸ 3 | SCHF | SH | $17.6M | 8.12% | 636,123 | — | — | |
| ▸ 4 | UITB | SH | $16.2M | 7.45% | 345,285 | — | — | |
| ▸ 5 | USFR | SH | $16.0M | 7.36% | 317,105 | — | — | |
| ▸ 6 | SCHX | SH | $12.1M | 5.58% | 411,698 | — | — | |
| ▸ 7 | VCIT | SH | $10.3M | 4.73% | 124,185 | — | — | |
| ▸ 8 | VO | SH | $9.9M | 4.55% | 122,683 | — | — | |
| ▸ 9 | RDVY | SH | $9.6M | 4.41% | 118,126 | — | — | |
| ▸ 10 | EMXC | SH | $7.5M | 3.45% | 73,148 | — | — |
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Frequently Asked Questions
What stocks does Envision Financial LLC hold as of Q2 2026?
Envision Financial LLC reported 48 positions worth $217.1M in its Q2 2026 13F filing. Largest positions: VOO (13.8%), FNDX (8.9%), SCHF (8.1%), UITB (7.5%) and USFR (7.4%).
What did Envision Financial LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Envision Financial LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.