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.

Portfolio value $150 Billion
ETFs: $149 Billion
Technology: $528 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $150 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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