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ENVISION FINANCIAL LLC 13F portfolio summary

ENVISION FINANCIAL LLC of ENVISION FINANCIAL LLC has 45 current stock holdings with a reported portfolio value of $185.8M. The portfolio 1 year return is +13.63%. Top holdings include VOO (12.56%), FNDX (9.66%), SCHF (8.24%), USFR (7.74%), UITB (6.95%).

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ENVISION FINANCIAL LLC

ENVISION FINANCIAL LLC
Latest filing: 2026-03-31

ENVISION FINANCIAL LLC runs ENVISION FINANCIAL LLC and currently holds 45 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $185.84M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ENVISION FINANCIAL LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ENVISION FINANCIAL LLC's portfolio at ENVISION FINANCIAL LLC has delivered returns of +13.63%. Their 3-year annualized return is +12.65%. Looking at the 5-year horizon, ENVISION FINANCIAL LLC has achieved +12.65% annualized returns at ENVISION FINANCIAL LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+13.63%
#0/1000
3 Year
+12.65%
#0/1000
5 Year
+12.65%
#0/1000

Portfolio Value

$185.84M

Alpha Score

11.6

#0 of 1000

Holdings

45

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change