Envision Financial Planning, LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Envision Financial Planning, LLC opened 39 positions, added to 222, reduced 80 and sold out of 22.
- Q2 2026: Stock DUHP; Country of operation —; Class US HIGH PROFITAB; Shares before 461,427.
- Q2 2026: Stock DFUS; Country of operation —; Class US EQUITY MARKET; Shares before 153,828.
- Q2 2026: Stock AVMC; Country of operation —; Class AVANTIS US MID C; Shares before 141,457.
- Q2 2026: Stock XLV; Country of operation —; Class STATE STREET HEA; Shares before 56,649.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1964460), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-09-30.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Alta Advisers Ltd | United Kingdom | $0.276B | 207 |
| Arcadia Wealth Management, LLC | United States | $0.276B | 67 |
| Five Oceans Advisors | United States | $0.276B | 193 |
| Tanglewood Legacy Advisors, LLC | United States | $0.276B | 269 |
| Metavasi Capital LP | United States | $0.276B | 21 |
| Independence Asset Advisors, LLC | United States | $0.277B | 24 |
| RiverPark Advisors, LLC | United States | $0.276B | 170 |
| FLAGSTAR SECURITIES, INC | United States | $0.276B | 174 |
| ICW Investment Advisors LLC | United States | $0.277B | 147 |
| Family Capital Trust Co | United States | $0.276B | 89 |