Envision Financial Planning, LLC
Envision Financial Planning, LLC reported 55 positions worth $307.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: FBND (9.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FBND | SH | $27.6M | 8.99% | 607,288 | — | — | |
| ▸ 2 | DFAU | SH | $27.1M | 8.82% | 524,562 | — | — | |
| ▸ 3 | CGCV | SH | $21.0M | 6.82% | 639,031 | — | — | |
| ▸ 4 | DUHP | SH | $19.8M | 6.46% | 475,633 | — | — | |
| ▸ 5 | GOVT | SH | $19.3M | 6.28% | 847,680 | — | — | |
| ▸ 6 | IBDY | SH | $19.0M | 6.18% | 737,993 | — | — | |
| ▸ 7 | DFAE | SH | $18.1M | 5.89% | 449,919 | — | — | |
| ▸ 8 | DFAI | SH | $16.5M | 5.37% | 399,885 | — | — | |
| ▸ 9 | DIHP | SH | $15.0M | 4.87% | 438,588 | — | — | |
| ▸ 10 | IBDW | SH | $13.4M | 4.35% | 641,798 | — | — |
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Frequently Asked Questions
What stocks does Envision Financial Planning, LLC hold as of Q2 2026?
Envision Financial Planning, LLC reported 55 positions worth $307.3M in its Q2 2026 13F filing. Largest positions: FBND (9.0%), DFAU (8.8%), CGCV (6.8%), DUHP (6.5%) and GOVT (6.3%).
What did Envision Financial Planning, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Envision Financial Planning, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.