Holdings
Envision Financial LLC
As of Sep 30, 2026, Envision Financial LLC reported 48 positions worth US$225M. Largest: Vanguard S&P 500 ETF, Schwab Fundamental U.S. Large Company ETF and Schwab International Equity ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vanguard S&P 500 ETF | 50,926 | US$35.7M | new | Sep 30, 2026 |
| Schwab Fundamental U.S. Large Company ETF | 661K | US$20.8M | new | Sep 30, 2026 |
| Schwab International Equity ETF | 664K | US$18.2M | new | Sep 30, 2026 |
| WisdomTree Floating Rate Treasury Fund | 343K | US$17.3M | new | Sep 30, 2026 |
| VictoryShares Core Intermediate Bond ETF | 383K | US$17.1M | new | Sep 30, 2026 |
| Schwab U.S. Large-Cap ETF | 358K | US$10.7M | new | Sep 30, 2026 |
| Vanguard Morningstar Mid-Cap ETF | 135K | US$10.6M | new | Sep 30, 2026 |
| First Trust Rising Dividend Achievers ETF | 132K | US$10.3M | new | Sep 30, 2026 |
| Vanguard Intermediate-Term Corporate Bond ETF | 131K | US$10.3M | new | Sep 30, 2026 |
| iShares MSCI Emerging Markets ex China ETF | 73,377 | US$7.27M | new | Sep 30, 2026 |