Envision Financial Planning
Latest statistics and disclosures from Envision Financial Planning's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAU, IBDY, GOVT, DUHP, IBDW, and represent 41.44% of Envision Financial Planning's stock portfolio.
- Added to shares of these 10 stocks: IBMR, CGMU, IP, CGCV, DFAI, GOVT, IBDY, DFAU, IBDW, DUHP.
- Started 10 new stock positions in FHN, PSEC, IBMR, IP, CGMU, IVV, SPY, GOOGL, WMT, MSFT.
- Reduced shares in these 9 stocks: IBMQ, BSMU, VGSH, DFIC, DFUS, NUE, DFLV, VOT, VO.
- Envision Financial Planning was a net buyer of stock by $8.8M.
- Envision Financial Planning has $194M in assets under management (AUM), dropping by 1.87%.
- Central Index Key (CIK): 0001964460
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Portfolio Holdings for Envision Financial Planning
Envision Financial Planning holds 46 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Past Filings by Envision Financial Planning
SEC 13F filings are viewable for Envision Financial Planning going back to 2023
- Envision Financial Planning 2024 Q4 filed Feb. 13, 2025
- Envision Financial Planning 2024 Q3 filed Nov. 7, 2024
- Envision Financial Planning 2024 Q2 filed July 31, 2024
- Envision Financial Planning 2024 Q1 filed April 30, 2024
- Envision Financial Planning 2023 Q4 filed Jan. 23, 2024
- Envision Financial Planning 2023 Q3 filed Nov. 3, 2023