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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 Chg Shares Chg % Period Price ① Since Period ①
1 TSLA TESLA INC Consumer Cyclical 2,313.0 $860K 0.31% NEW $371.75 +14.6%
2 WMT WALMART INC Consumer Defensive 1,776.0 $221K 0.08% NEW $124.28 -3.2%
3 GOOGL ALPHABET INC Communication Services 753.0 $217K 0.08% NEW $287.79 +33.1%
4 FDX FEDEX CORP Industrials 605.0 $216K 0.08% NEW $356.42 +10.6%
5 MRK MERCK & CO INC Healthcare 1,723.0 $207K 0.07% NEW $120.29 +1.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%