13F Insight
DOSSIER · 13F-HR · Q2 2026

Envision Financial Planning, LLC

$307M in tracked AUM across 55 positions as of Q2 2026.

EF
CIK 0001964460 · last filed Jun 30, 2026
Total AUM
$307M
as of Q2 2026
Holdings
55
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Envision Financial Planning, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FBND
FIDELITY MERRIMACK STR TR
$28M607K9.0%02
DFAU
DIMENSIONAL ETF TRUST
$27M525K8.8%03
CGCV
CAPITAL GROUP CONSERVATIVE E
$21M639K6.8%04
DUHP
DIMENSIONAL ETF TRUST
$20M476K6.5%05
GOVT
ISHARES TR
$19M848K6.3%06
IBDY
ISHARES TR
$19M738K6.2%07
DFAE
DIMENSIONAL ETF TRUST
$18M450K5.9%08
DFAI
DIMENSIONAL ETF TRUST
$16M400K5.4%09
DIHP
DIMENSIONAL ETF TRUST
$15M439K4.9%10
IBDW
ISHARES TR
$13M642K4.4%

Filing history

2026Q2Jun 30
$307M▲ 11.2%
55 positionsView →2026Q1Mar 31
$276M▲ 4.5%
51 positionsView →2025Q4Dec 31
$265M▲ 12.2%
47 positionsView →2025Q3Sep 30
$236M▲ 10.3%
45 positionsView →2025Q2Jun 30
$214M▲ 9.0%
49 positionsLocked2025Q1Mar 31
$196M▲ 1.4%
41 positionsLocked2024Q4Dec 31
$194M▲ 1.9%
46 positionsLocked2024Q3Sep 30
$190M▲ 45.1%
36 positionsLocked2024Q2Jun 30
$131M▲ 5.7%
31 positionsLocked2024Q1Mar 31
$124M▲ 8.5%
29 positionsLocked2023Q4Dec 31
$114M▲ 13.0%
30 positionsLocked2023Q3Sep 30
$101M—
24 positionsLocked