Envision Financial Transparency, LLC
Envision Financial Transparency, LLC reported 59 positions worth $117.2M as of June 30, 2026 (13F filed August 21, 2026). Largest holding: QQQ (26.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQ | SH | $30.7M | 26.20% | 63,969 | — | — | |
| ▸ 2 | VOO | SH | $20.5M | 17.51% | 40,428 | — | — | |
| ▸ 3 | IEFA | SH | $6.5M | 5.50% | 125,975 | — | — | |
| ▸ 4 | BRF | SH | $4.6M | 3.91% | 165,547 | — | — | |
| ▸ 5 | 37954Y484 | SH | $4.5M | 3.88% | 145,234 | — | — | |
| ▸ 6 | FDLO | SH | $3.9M | 3.36% | 55,268 | — | — | |
| ▸ 7 | 52470A101 | SH | $3.7M | 3.18% | 61,898 | — | — | |
| ▸ 8 | RTX | SH | $3.2M | 2.75% | 32,000 | — | — | |
| ▸ 9 | 46436E625 | SH | $2.8M | 2.40% | 28,031 | — | — | |
| ▸ 10 | RSP | SH | $2.6M | 2.24% | 16,000 | — | — |
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Frequently Asked Questions
What stocks does Envision Financial Transparency, LLC hold as of Q2 2026?
Envision Financial Transparency, LLC reported 59 positions worth $117.2M in its Q2 2026 13F filing. Largest positions: QQQ (26.2%), VOO (17.5%), IEFA (5.5%), BRF (3.9%) and GLOBAL X FDS (3.9%).
What did Envision Financial Transparency, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Envision Financial Transparency, 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.