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Home > Institutional Investor > Envision Financial Llc > 13F Holdings

Instuitional Investor - Envision Financial Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 39,011 $23,310,817 12.54%
2.
Schwab Strategic Trust
 FNDF 644,177 $17,940,340 9.65%
3.
Schwab Strategic Trust
 FNDF 618,093 $15,297,805 8.23%
4.
Wisdomtree Tr
 285,395 $14,366,759 7.73%
5.
Victory Portfolios Ii
 274,404 $12,901,654 6.94%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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