13F Insight
DOSSIER · 13F-HR · Q3 2026

Envision Financial LLC

$225M in tracked AUM across 48 positions as of Q3 2026.

EF
CIK 0002051355 · last filed Sep 30, 2026
Total AUM
$225M
as of Q3 2026
Holdings
48
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Envision Financial LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$36M51K15.8%02
FNDX
SCHWAB STRATEGIC TR
$21M661K9.2%03
SCHF
SCHWAB STRATEGIC TR
$18M664K8.1%04
USFR
WISDOMTREE TR
$17M343K7.7%05
UITB
VICTORY PORTFOLIOS II
$17M383K7.6%06
SCHX
SCHWAB STRATEGIC TR
$11M358K4.8%07
VO
VANGUARD INDEX FDS
$11M135K4.7%08
RDVY
FIRST TR EXCHANGE TRADED FD
$10M132K4.6%09
VCIT
VANGUARD SCOTTSDALE FDS
$10M131K4.6%10
EMXC
ISHARES INC
$7M73K3.2%

Filing history

2026Q3Sep 30
$225M▲ 3.8%
48 positionsView →2026Q2Jun 30
$217M▲ 16.8%
48 positionsView →2026Q1Mar 31
$186M▼ 1.8%
46 positionsView →2025Q4Dec 31
$189M▲ 190.4%
42 positionsView →2025Q3Sep 30
$65M▼ 56.6%
18 positionsLocked2025Q2Jun 30
$150M▲ 13.0%
45 positionsLocked2025Q1Mar 31
$133M▲ 6.4%
40 positionsLocked2024Q4Dec 31
$125M—
38 positionsLocked