Envision Financial LLC: 13F holdings
CIK 20513552026Q2
| Positions | 48 |
|---|
| Reported value | $217.1m |
|---|
| Filed | 2026-07-10 |
|---|
Change since last quarter
| Positions | 48 (+2 vs prior quarter) |
|---|
| Reported value | $217.1m (+16.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 43,539 | $29.9m | 13.8% |
| FNDX SCHWAB STRATEGIC TR | 618,699 | $19.2m | 8.9% |
| SCHF SCHWAB STRATEGIC TR | 636,123 | $17.6m | 8.1% |
| UITB VICTORY PORTFOLIOS II | 345,285 | $16.2m | 7.4% |
| USFR WISDOMTREE TR | 317,105 | $16.0m | 7.4% |
| SCHX SCHWAB STRATEGIC TR | 411,698 | $12.1m | 5.6% |
| VCIT VANGUARD SCOTTSDALE FDS | 124,185 | $10.3m | 4.7% |
| VO VANGUARD INDEX FDS | 122,683 | $9.9m | 4.6% |
| RDVY FIRST TR EXCHANGE TRADED FD | 118,126 | $9.6m | 4.4% |
| EMXC ISHARES INC | 73,148 | $7.5m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2051355")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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