StockDriftsStockDriftsTop 50 Envision Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 8.99% | 607.3K | $27.6M | +8.39%(+47.02K) | $46.00(-2.09%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 8.82% | 524.6K | $27.1M | +0.12%(+607) | $33.04(+62.97%) | 2026-06-30 | |
| CGCV | CAPITAL GROUP CONSERVATIVE E | 6.82% | 639.0K | $21.0M | +1.60%(+10.08K) | $29.68(+14.24%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 6.46% | 475.6K | $19.8M | +3.08%(+14.21K) | $31.94(+34.26%) | 2026-06-30 | |
| GOVT | ISHARES TR | 6.28% | 847.7K | $19.3M | -8.64%(-80.21K) | $23.02(-2.18%) | 2026-06-30 | |
| IBDY | ISHARES TR | 6.18% | 738.0K | $19.0M | -12.00%(-100.61K) | $25.14(+1.07%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 5.89% | 449.9K | $18.1M | -3.17%(-14.75K) | $23.87(+65.17%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.37% | 399.9K | $16.5M | +0.14%(+547) | $27.91(+55.44%) | 2026-06-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 4.87% | 438.6K | $15.0M | +2.23%(+9.56K) | $26.65(+33.60%) | 2026-06-30 | |
| IBDW | ISHARES TR | 4.35% | 641.8K | $13.4M | +0.32%(+2.03K) | $20.25(+2.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +34.17% |
| Top 20 Holdings Unweighted | — | — | — | — | +31.12% |
Envision Financial Planning LLC reports $307.30M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are FBND (9.0%), DFAU (8.8%) and CGCV (6.8%). The top 20 holdings account for 89.74% of reported assets. Its disclosed equity book has returned +34.17% cumulatively over 11 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Envision Financial Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1964460). View Envision Financial Planning LLC’s 13F filings on SEC