Portfolio (Quarterly) Guide ↗

Envision Financial Planning, LLC

· CIK 0001964460

13F Portfolio $276M AUM 51 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 29 Added 4 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DFAC	DIMENSIONAL ETF TRUST	—	5,077	$201K	0.08%	SOLD

Sector Allocation

Consumer Cyclical 23.3%

Technology 20.3%

Basic Materials 19.6%

Financial Services 13.5%

Consumer Defensive 6.0%

Communication Services 5.9%

Industrials 5.8%

Healthcare 5.6%