Holdings
Envision Financial Planning, LLC
As of Jun 30, 2026, Envision Financial Planning, LLC reported 10 positions worth US$13.6M. Largest: Berkshire Hathaway Inc., Nucor Corporation and Tesla, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 19,207 | US$9.61M | new | Jun 30, 2026 |
| Nucor Corporation | 4,883 | US$1.09M | +599 | Jun 30, 2026 |
| Tesla, Inc. | 2,178 | US$916K | −135 | Jun 30, 2026 |
| Apple Inc | 1,915 | US$554K | +8 | Jun 30, 2026 |
| Microsoft Corp. | 814 | US$304K | +96 | Jun 30, 2026 |
| Coca-cola Company (the) | 3,569 | US$290K | new | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 754 | US$269K | +1 | Jun 30, 2026 |
| Fedex Corporation | 846 | US$265K | +241 | Jun 30, 2026 |
| Merck & Company, Inc. | 1,610 | US$207K | −113 | Jun 30, 2026 |
| Immunitybio, Inc. | 10,450 | US$91,490 | no change | Jun 30, 2026 |