Envision Financial LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 45 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $17.3B, Schwab Fundamental U S Large C with a value of $14.6B, Schwab Strategic Tr Us Large C with a value of $12.7B, Schwab Strategic Tr Intl Eqty with a value of $12B, and Wisdomtree Floating Rate Treas with a value of $10.8B.
Examining the 13F form we can see an increase of $17.3B in the current position value, from $133B to 150B.
Envision Financial LLC is based out at Brookfield, WI
Below you can find more details about Envision Financial LLC portfolio as well as his latest detailed transactions.