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CIK: 0001964460
Total reported value
$307.3M
$307.3M
45 檔
31.9%
As reported in its official Q3 2025 Form 13F filing, Envision Financial Planning, LLC's tracked investment portfolio stood at $307.3M with 45 total positions.
In Q3 2025, Envision Financial Planning, LLC displayed an active expansion posture, initiating 5 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 9.91% | +0.27% | +3.62% | |
| 2 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 8.77% | -1.66% | +16.31% | |
| 3 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 8.36% | -1.41% | +18.89% | |
| 4 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 7.61% | -0.49% | +16.87% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.91% | +0.32% | +6.32% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 6.37% | +0.20% | +1.07% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 6.24% | -0.26% | +2.49% | |
| 8 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 5.89% | -0.25% | +15.63% | |
| 9 | DIHP | Dimensional International Hi | ETF-Other | 5.34% | -0.13% | +6.25% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.83% | +0.15% | +1.06% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.08% | +0.12% | +4.43% | |
| 12 | AVMC | Avantis US Mid Cap Eq ETF | ETF-Other | 3.90% | +0.04% | +6.59% | |
| 13 | CGMU | Cap Group Municipal Income | ETF-Other | 2.49% | -0.02% | +81.22% | |
| 14 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.08% | -0.26% | +15.14% | |
| 15 | CGCV | Cap Group Conservative Eq | ETF-Other | 1.81% | +0.04% | +35.29% | |
| 16 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.26% | +0.18% | +4.76% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-Other | 1.25% | -3.00% | EXIT | |
| 18 | BSMW | Invesco Bulletshares 2032 Mb | ETF-Other | 1.13% | -0.04% | +93.85% | |
| 19 | BSMY | Invesco Bulletshares 2034 Mb | ETF-Other | 1.11% | -0.03% | +467.01% | |
| 20 | BSSX | Invesco Bulletshares 2033 Mb | ETF-Other | 1.06% | -0.03% | +110.05% | |
| 21 | BSMV | Invesco Bulletshares 2031 Mb | ETF-Other | 0.93% | -0.03% | +105.56% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.83% | +0.01% | +86.85% | |
| 23 | DFIC | Dimensional International Co | ETF-Other | 0.82% | -0.05% | -1.35% | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.79% | +0.04% | -0.17% | |
| 25 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.71% | -0.04% | +13.61% | |
| 26 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-Other | 0.50% | -0.04% | -14.58% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | — | +0.03% | |
| 28 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.50% | +0.01% | +13.70% | |
| 29 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.47% | -0.01% | -48.33% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | +0.01% | — | |
| 31 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.38% | +0.03% | — | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.35% | -0.02% | — | |
| 33 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.29% | +0.05% | +3.70% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.27% | — | — | |
| 35 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.25% | -0.03% | -63.55% | |
| 36 | NUE | Nucor CORP | Stock-Materials | 0.24% | +0.09% | -0.21% | |
| 37 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.22% | +0.01% | +11.61% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.19% | — | +16.78% | |
| 39 | CGDV | Cap Group Dividend Value | ETF-Other | 0.17% | — | +0.33% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | — | -1.76% | |
| 41 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.16% | -0.01% | +4.42% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.15% | -0.01% | — | |
| 43 | IAU | Ishares Gold Trust | ETF-Commodities | 0.14% | — | — | |
| 44 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.12% | -0.01% | -11.83% | |
| 45 | IBRX | Immunitybio Inc | Stock-Healthcare | 0.01% | — | — |
According to official SEC Form 13F filings, Envision Financial Planning, LLC reported a total U.S. public equity portfolio value of $307.3M across 45 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, IBDY, GOVT) accounted for 31.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
DEHP
市值: $905.6K
Top Position Liquidated / Trimmed
VGSH
前期市值: $220.9K
During Q3 2025, Envision Financial Planning, LLC's top holdings by market value included DFAU (9.9%)、IBDY (8.8%)、GOVT (8.4%). The largest single position, DFAU, represented 9.9% of total portfolio value.
In Q3 2025, Envision Financial Planning, LLC made 45 total portfolio adjustments, initiating 5 new buys, adding to 25 positions, trimming 14 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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