Envision Financial Planning, LLC - Portfolio overview

Envision Financial Planning, LLC has 51 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. FBND - FIDELITY MERRIMACK STR TR, 9.25%
2. DFAU - DIMENSIONAL ETF TRUST, 8.55%
3. IBDY - ISHARES TR, 7.84%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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