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ENVISION FINANCIAL LLC
ENVISION FINANCIAL LLC
Latest filing: 2026-06-30
ENVISION FINANCIAL LLC runs ENVISION FINANCIAL LLC and currently holds 48 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $217.09M. Their top holdings are VOO, FNDX, SCHF, UITB, USFR. The top five represent 45.6% of reported portfolio weight. ENVISION FINANCIAL LLC ranks #949 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ENVISION FINANCIAL LLC initiated 3 new positions. They added to 14 existing positions. They trimmed 21 positions. Their current best-performing preview position is EMXC with returns of +30.05%.
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48 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VOO VANGUARD INDEX FDS | 13.77% | $570.01 | $703.77 | +23.47% | Added +11.61% |
 FNDX SCHWAB STRATEGIC TR | 8.86% | $23.99 | $32.52 | +35.54% | Trimmed -3.96% |
 SCHF SCHWAB STRATEGIC TR | 8.12% | $19.54 | $28.46 | +45.62% | Added +2.92% |
 UITB VICTORY PORTFOLIOS II | 7.45% | $46.71 | $46.06 | -1.39% | Added +25.83% |
 USFR WISDOMTREE TR | 7.35% | $50.31 | $50.49 | +0.36% | Added +11.11% |
 SCHX SCHWAB STRATEGIC TR | 5.58% | $23.19 | $30.21 | +30.27% | Trimmed -14.51% |
 VCIT VANGUARD SCOTTSDALE FDS | 4.73% | $82.21 | $81.05 | -1.41% | Added +9.25% |
 VO VANGUARD INDEX FDS | 4.55% | $124.69 | $82.98 | -33.45% | Added +328.09% |
 RDVY FIRST TR EXCHANGE TRADED FD | 4.41% | $63.69 | $81.95 | +28.67% | Added +5.62% |
 EMXC ISHARES INC | 3.45% | $56.45 | $97.80 | +73.25% | Trimmed -0.70% |
Showing 1-10 of 48