DOSSIER · 13F-HR · Q2 2026

Envision Financial Transparency, LLC

$117M in tracked AUM across 59 positions as of Q2 2026.

EF
CIK 0002080849 · last filed Jun 30, 2026
Total AUM
$117M
as of Q2 2026
Holdings
59
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Envision Financial Transparency, 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
QQQ
INVESCO QQQ TR
$31M64K26.2%
02
VOO
VANGUARD INDEX FDS
$21M40K17.5%
03
IEFA
ISHARES TR
$6M126K5.5%
04
BRF
VANECK ETF TRUST
$5M166K3.9%
05
37954Y484
GLOBAL X FDS
$5M145K3.9%
06
FDLO
FIDELITY COVINGTON TRUST
$4M55K3.4%
07
52470A101
LEGG MASON ETF INVT
$4M62K3.2%
08
RTX
RTX CORPORATION
$3M32K2.7%
09
46436E625
ISHARES TR
$3M28K2.4%
10
RSP
INVESCO EXCHANGE TRADED FD T
$3M16K2.2%

Filing history

2026Q2Jun 30
$117M 13.9%
59 positionsView →
2026Q1Mar 31
$103M
56 positionsView →