Envision Financial Planning, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Envision Financial Planning, LLC held in its portfolio 47 assets valued at $264,503,780 (i.e. $264.50M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($23.40M), FIDELITY MERRIMACK STR TR ($22.92M), and ISHARES TR ($20.62M).
The chart below shows the top 10 valuable assets, and the table below shows the top 47 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Envision Financial Planning, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 500004 | 23400200 | US CORE EQT MKT |
| FIDELITY MERRIMACK STR TR | 497887 | 22922717 | TOTAL BD ETF |
| ISHARES TR | 788791 | 20618985 | IBONDS DEC 2033 |
| ISHARES TR | 867377 | 19971348 | US TREAS BD ETF |
| CAPITAL GROUP CONSERVATIVE E | 604129 | 18419885 | SHS |
| DIMENSIONAL ETF TRUST | 439403 | 16710512 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 396380 | 15106030 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 462688 | 15069738 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 413832 | 13104001 | INTL HIGH PROFIT |
| ISHARES TR | 611456 | 12932303 | IBONDS DEC 2031 |
| DIMENSIONAL ETF TRUST | 152489 | 11310130 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 143062 | 9967136 | US SMALL CAP ETF |
| AMERICAN CENTY ETF TR | 137933 | 9743606 | AVANTIS US MID C |
| SELECT SECTOR SPDR TR | 54907 | 8499575 | STATE STREET HEA |
| ISHARES TR | 306594 | 7175837 | IBONDS DEC 29 |
| CAPITAL GRP FIXED INCM ETF T | 227931 | 6240742 | MUNICIPAL INCOME |
| DIMENSIONAL ETF TRUST | 94425 | 3230291 | US LARGE CAP VAL |
| INVESCO EXCH TRD SLF IDX FD | 107787 | 2706526 | BULLETSHS 32 MUN |
| INVESCO EXCH TRD SLF IDX FD | 109223 | 2684832 | BULLETSHARE 2034 |
| INVESCO EXCH TRD SLF IDX FD | 97706 | 2526179 | INVESCO BULLETSH |
| INVESCO EXCH TRD SLF IDX FD | 106418 | 2249144 | BULLETSHS 31 MUN |
| DIMENSIONAL ETF TRUST | 59460 | 2048993 | INTL CORE EQUITY |
| VANGUARD INDEX FDS | 6348 | 1771901 | MCAP GR IDXVIP |
| INVESCO EXCH TRD SLF IDX FD | 77435 | 1705509 | INVSC 30 MUNI BD |
| VANGUARD ADMIRAL FDS INC | 11436 | 1278516 | MIDCP 400 IDX |
| ISHARES TR | 46156 | 1173747 | IBONDS DEC 2029 |
| VANGUARD INDEX FDS | 3984 | 1156256 | MID CAP ETF |
| ISHARES TR | 43931 | 1123534 | IBONDS DEC 28 |
| VANGUARD INDEX FDS | 2918 | 978318 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 29651 | 956251 | EMERGING MKTS HI |
| VANGUARD INDEX FDS | 3977 | 842289 | SM CP VAL ETF |
| DIMENSIONAL ETF TRUST | 10582 | 782857 | WORLD EQUITY ETF |
| NUCOR CORP | 4265 | 695609 | COM |
| DIMENSIONAL ETF TRUST | 15818 | 686983 | US SUSTAINABILTY |
| VANGUARD INDEX FDS | 3476 | 663881 | VALUE ETF |
| ISHARES TR | 23448 | 595339 | IBONDS DEC 27 |
| APPLE INC | 1874 | 509513 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 9788 | 427140 | SHS CREATION UNI |
| ISHARES GOLD TR | 5161 | 418918 | ISHARES NEW |
| DIMENSIONAL ETF TRUST | 8671 | 371498 | INTERNATIONAL |
| ISHARES TR | 1844 | 366255 | MSCI USA QLT FCT |
| MICROSOFT CORP | 726 | 351144 | COM |
| VANGUARD BD INDEX FDS | 3849 | 303312 | SHORT TRM BOND |
| DIMENSIONAL ETF TRUST | 5826 | 280637 | NATL MUN BD ETF |
| ISHARES TR | 2124 | 203968 | MSCI EAFE ETF |
| DIMENSIONAL ETF TRUST | 5077 | 201004 | US CORE EQUITY 2 |
| IMMUNITYBIO INC | 10450 | 20691 | COM |
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