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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 IBDU ISHARES TR 303,396.0 $7.1M 2.55% -3K -1.0% $23.26 -0.6%
2 IBMR ISHARES TR 44,529.0 $1.1M 0.41% -2K -3.5% $25.35 -0.4%
3 IBMP ISHARES TR 23,248.0 $591K 0.21% -200.0 -0.8% $25.44 -0.2%
4 MSFT MICROSOFT CORP Technology 718.0 $266K 0.10% -8.0 -1.1% $370.21 +13.1%

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%