Envision Financial Transparency, LLC - Portfolio Stock Holdings
Envision Financial Transparency, LLC disclosed 78 stock positions in a recent SEC 13F filing. $129,539,862 of stock holdings were filed, with the largest holdings including QQQ, VOO, and AIOO. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $322,258,950 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
78Est. Stock Holding Value:
$129,539,862Top Stock Holdings By Sector
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Portfolio Stock Holdings - Envision Financial Transparency, LLC
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