Envision Financial LLC reported 48 holdings worth US$217M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 10, 2026
Envision Financial LLC reported 48 holdings worth US$217M as of Jun 30, 2026. Largest: Apple Inc and Abbvie Inc. Filed Jul 10, 2026 (Form 13F).
- Holdings
- 48
- Value as reported
- US$217M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 2,449 | US$709K | 0.33% |
| Abbvie Inc. | 0 | US$0 | 0.00% |