Envision Financial LLC Portfolio Holdings

Envision Financial LLC

  • $189 Billion
  • Q4 2025

Envision Financial LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $189 Billion distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $24.8B, Schwab Fundamental U S Large C with a value of $17.8B, Wisdomtree Floating Rate Treas with a value of $17B, Schwab Strategic Tr Intl Eqty with a value of $15.2B, and Schwab Strategic Tr Us Large C with a value of $13.1B.

Examining the 13F form we can see an increase of $14.7B in the current position value, from $174B to 189B.

Envision Financial LLC is based out at Brookfield, WI

Below you can find more details about Envision Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $189 Billion
ETFs: $188 Billion
Technology: $667 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$667 Million 0.35% of portfolio
2,453
Q4 2025 Reduced 4.66%

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $189 Billion
  • Prior Value $174 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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