Envision Financial Planning, LLC
Net buyer this quarter
$307M
14
+$10.1M
8.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AVMC | $11.5M | 3.74% | Not reported | +1.2% | Q3 2024 |
 BRK.B | $9.61M | 3.13% | Not reported | New | Q2 2026 |
 VOT | $1.95M | 0.63% | Not reported | 0.0% | Q3 2023 |
 NUE | $1.09M | 0.35% | 0.00% | +14.0% | Q3 2023 |
 TSLA | $916K | 0.30% | 0.00% | -5.8% | Q1 2026 |
 IAU | $565K | 0.18% | 0.00% | +32.2% | Q4 2023 |
 AAPL | $554K | 0.18% | 0.00% | +0.4% | Q3 2023 |
 BSVN | $427K | 0.14% | 0.06% | +18.3% | Q3 2024 |
 MSFT | $304K | 0.10% | 0.00% | +13.4% | Q1 2024 |
 KO | $290K | 0.09% | 0.00% | New | Q2 2026 |
 GOOGL | $269K | 0.09% | 0.00% | +0.1% | Q4 2024 |
 FDX | $265K | 0.09% | 0.00% | +39.8% | Q1 2026 |
 MRK | $207K | 0.07% | 0.00% | -6.6% | Q1 2024 |
 IBRX | $91.5K | 0.03% | 0.00% | Not reported | Q2 2025 |
| Q1 2026 | |||||
| AVMC | $10.2M | 3.70% | Not reported | +2.6% | Q3 2024 |
| VOT | $1.63M | 0.59% | Not reported | 0.0% | Q3 2023 |
| TSLA | $860K | 0.31% | 0.00% | New | Q1 2026 |
| NUE | $725K | 0.26% | 0.00% | +0.5% | Q3 2023 |
| IAU | $500K | 0.18% | 0.00% | +9.8% | Q4 2023 |
| AAPL | $484K | 0.18% | 0.00% | +1.8% | Q3 2023 |
| BSVN | $363K | 0.13% | 0.05% | +20.3% | Q3 2024 |
| MSFT | $266K | 0.10% | 0.00% | -1.1% | Q1 2024 |
 WMT | $221K | 0.08% | 0.00% | Not reported | Q4 2024 |
| GOOGL | $217K | 0.08% | 0.00% | Not reported | Q4 2024 |
| FDX | $216K | 0.08% | 0.00% | New | Q1 2026 |
| MRK | $207K | 0.07% | 0.00% | Not reported | Q1 2024 |
| IBRX | $80.2K | 0.03% | 0.00% | Not reported | Q2 2025 |
| Q4 2025 | |||||
| AVMC | $9.74M | 3.68% | Not reported | +4.3% | Q3 2024 |
| VOT | $1.77M | 0.67% | Not reported | +0.1% | Q3 2023 |
| NUE | $696K | 0.26% | 0.00% | 0.0% | Q3 2023 |
| AAPL | $510K | 0.19% | 0.00% | +6.0% | Q3 2023 |
| IAU | $419K | 0.16% | 0.00% | +11.4% | Q4 2023 |
| MSFT | $351K | 0.13% | 0.00% | -0.1% | Q1 2024 |
| BSVN | $303K | 0.11% | 0.04% | -84.5% | Q3 2024 |
| IBRX | $20.7K | 0.01% | 0.00% | Not reported | Q2 2025 |
| Q3 2025 | |||||
| AVMC | $9.2M | 3.90% | Not reported | +6.6% | Q3 2024 |
| BSVN | $1.95M | 0.83% | 0.26% | +86.9% | Q3 2024 |
| VOT | $1.86M | 0.79% | Not reported | -0.2% | Q3 2023 |
| NUE | $577K | 0.24% | 0.00% | -0.2% | Q3 2023 |
| AAPL | $450K | 0.19% | 0.00% | +16.8% | Q3 2023 |
| MSFT | $377K | 0.16% | 0.00% | -1.8% | Q1 2024 |
| IAU | $337K | 0.14% | 0.00% | Not reported | Q4 2023 |
| IBRX | $25.7K | 0.01% | 0.00% | Not reported | Q2 2025 |