Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Envision Financial LLC (CIK 2051355) reported $185.8M across 45 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($23.3M, 12.54%), FNDX ($17.9M, 9.65%), SCHF ($15.3M, 8.23%), USFR ($14.4M, 7.73%), UITB ($12.9M, 6.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $23.3M | 12.54% | 39,011 | Trimmed |
| 2 | FNDX | SCHWAB STRATEGIC TR | $17.9M | 9.65% | 644,177 | Trimmed |
| 3 | SCHF | SCHWAB STRATEGIC TR | $15.3M | 8.23% | 618,093 | Trimmed |
| 4 | USFR | WISDOMTREE TR | $14.4M | 7.73% | 285,395 | Trimmed |
| 5 | UITB | VICTORY PORTFOLIOS II | $12.9M | 6.94% | 274,404 | Added |
| 6 | SCHX | SCHWAB STRATEGIC TR | $12.3M | 6.64% | 481,592 | Trimmed |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $9.4M | 5.06% | 113,675 | Added |
| 8 | VO | VANGUARD INDEX FDS | $8.2M | 4.43% | 28,658 | Added |
| 9 | RDVY | FIRST TR EXCHANGE-TRADED FD | $7.6M | 4.11% | 111,842 | Added |
| 10 | EMXC | ISHARES INC | $5.8M | 3.12% | 73,662 | Trimmed |
| 11 | VTEB | VANGUARD MUN BD FDS | $5.4M | 2.89% | 107,564 | Added |
| 12 | DTD | WISDOMTREE TR | $4.8M | 2.59% | 55,677 | Trimmed |
| 13 | USRT | ISHARES TR | $4.2M | 2.27% | 71,333 | Added |
| 14 | AGG | ISHARES TR | $4.0M | 2.15% | 40,283 | Added |
| 15 | VB | VANGUARD INDEX FDS | $3.2M | 1.70% | 12,056 | Trimmed |
| 16 | VOE | VANGUARD INDEX FDS | $3.2M | 1.70% | 17,147 | Trimmed |
| 17 | SCHM | SCHWAB STRATEGIC TR | $3.0M | 1.63% | 97,707 | Trimmed |
| 18 | VBR | VANGUARD INDEX FDS | $2.9M | 1.57% | 13,423 | Trimmed |
| 19 | DWM | WISDOMTREE TR | $2.8M | 1.51% | 40,113 | Trimmed |
| 20 | IVV | ISHARES TR | $2.4M | 1.31% | 3,739 | Added |
| 21 | VONV | VANGUARD SCOTTSDALE FDS | $2.4M | 1.31% | 25,954 | Trimmed |
| 22 | IEFA | ISHARES TR | $2.4M | 1.30% | 26,665 | Trimmed |
| 23 | FTCS | FIRST TR EXCHANGE-TRADED FD | $2.0M | 1.07% | 21,343 | Trimmed |
| 24 | DON | WISDOMTREE TR | $1.7M | 0.92% | 32,450 | Trimmed |
| 25 | SCHB | SCHWAB STRATEGIC TR | $1.6M | 0.84% | 62,212 | Added |
Source: SEC Form 13F filings · as of 2026-03-31