Envision Financial Planning, LLC Portfolio Holdings

Envision Financial Planning, LLC

  • $214 Billion
  • Q2 2025

Envision Financial Planning, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $214 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $20.9B, Ishares Tr with a value of $17.6B, Ishares U.S. Treasury Bond ETF with a value of $16.5B, Ishares Tr Ibonds Dec 2031 Ter with a value of $15.2B, and Dimensional ETF Tr Dimensional with a value of $14.4B.

Examining the 13F form we can see an increase of $17.7B in the current position value, from $196B to 214B.

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 $214 Billion
ETFs: $157 Billion
Technology: $679 Million
Basic Materials: $554 Million
Healthcare: $27.6 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $214 Billion
  • Prior Value $196 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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