Envision Financial LLC — 13F holdings

Envision Financial LLC reported 48 holdings worth $225M in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

1. VOO VANGUARD INDEX FDS — $35.7M (15.8%)
2. FNDX SCHWAB STRATEGIC TR — $20.8M (9.2%)
3. SCHF SCHWAB STRATEGIC TR — $18.2M (8.1%)
4. USFR WISDOMTREE TR — $17.3M (7.7%)
5. UITB VICTORY PORTFOLIOS II — $17.1M (7.6%)
6. SCHX SCHWAB STRATEGIC TR — $10.7M (4.8%)
7. VO VANGUARD INDEX FDS — $10.6M (4.7%)
8. RDVY FIRST TR EXCHANGE TRADED FD — $10.3M (4.6%)
9. VCIT VANGUARD SCOTTSDALE FDS — $10.3M (4.6%)
10. EMXC ISHARES INC — $7.27M (3.2%)