What does Envision Financial Planning, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Envision Financial Planning, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

FIDELITY MERRIMACK STR TR

$26M560K9.2%

DIMENSIONAL ETF TRUST

$24M524K8.6%

ISHARES TR

$22M839K7.8%

ISHARES TR

$21M928K7.7%

CAPITAL GROUP CONSERVATIVE E

$19M629K6.8%

DIMENSIONAL ETF TRUST

$17M461K6.1%

DIMENSIONAL ETF TRUST

$16M465K5.7%

DIMENSIONAL ETF TRUST

$16M399K5.6%

DIMENSIONAL ETF TRUST

$14M429K5.0%

ISHARES TR

$13M640K4.8%

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