Envision Financial Planning, LLC
Envision Financial Planning, LLC reported 55 holdings worth US$307M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Envision Financial Planning, LLC reported 55 holdings worth US$307M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Nucor Corporation and Tesla, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 55
- Value as reported
- US$307M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 19,207 | US$9.61M | 3.1% |
| Nucor Corporation | 4,883 | US$1.09M | 0.35% |
| Tesla, Inc. | 2,178 | US$916K | 0.30% |
| Apple Inc | 1,915 | US$554K | 0.18% |
| Microsoft Corp. | 814 | US$304K | 0.10% |
| Coca-cola Company (the) | 3,569 | US$290K | 0.09% |
| Alphabet Inc (google) Class C | 754 | US$269K | 0.09% |
| Fedex Corporation | 846 | US$265K | 0.09% |
| Merck & Company, Inc. | 1,610 | US$207K | 0.07% |
| Immunitybio, Inc. | 10,450 | US$91,490 | 0.03% |
| Walmart Inc. | 0 | US$0 | 0.00% |