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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
Page 3 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFSI DIMENSIONAL ETF TRUST 9,813.0 $416K 0.15% +1K +13.2% $42.40 +6.8%
42 BSV VANGUARD BD INDEX FDS 4,631.0 $363K 0.13% +782.0 +20.3% $78.41 -0.7%
43 QUAL ISHARES TR 1,844.0 $354K 0.13% $191.81 +11.8%
44 DFNM DIMENSIONAL ETF TRUST 5,884.0 $282K 0.10% +58.0 +1.0% $47.93 -0.0%
45 MSFT MICROSOFT CORP Technology 718.0 $266K 0.10% -8.0 -1.1% $370.21 +13.1%
46 WMT WALMART INC Consumer Defensive 1,776.0 $221K 0.08% NEW $124.28 -3.2%
47 GOOGL ALPHABET INC Communication Services 753.0 $217K 0.08% NEW $287.79 +33.1%
48 FDX FEDEX CORP Industrials 605.0 $216K 0.08% NEW $356.42 +10.6%
49 MRK MERCK & CO INC Healthcare 1,723.0 $207K 0.07% NEW $120.29 +1.8%
50 EFA ISHARES TR 2,124.0 $206K 0.07% $97.13 +7.1%
51 IMMUNITYBIO INC 10,450.0 $80K 0.03% $7.67
Page 3 of 3  ·  51 positions

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%