Envision Financial LLC - Portfolio Stock Holdings

Envision Financial LLC disclosed 49 stock positions in a recent SEC 13F filing. $217,094,553 of stock holdings were filed, with the largest holdings including VOO, FNDX, and SCHF. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $352,921,514 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.