Envision Financial Planning, LLC Portfolio Holdings

Envision Financial Planning, LLC

  • $196 Billion
  • Q1 2025

Envision Financial Planning, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $196 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $19B, Ishares Tr with a value of $16.6B, Ishares U.S. Treasury Bond ETF with a value of $15.9B, Ishares Tr Ibonds Dec 2031 Ter with a value of $14.5B, and Dimensional ETF Tr Dimensional with a value of $13.6B.

Examining the 13F form we can see an increase of $2.7B in the current position value, from $194B to 196B.

Envision Financial Planning, LLC is based out at Memphis, TN

Below you can find more details about Envision Financial Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $196 Billion
ETFs: $140 Billion
Technology: $627 Million
Basic Materials: $450 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $196 Billion
  • Prior Value $194 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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