Envision Financial Planning, LLC Top Holdings and 13F Report (2026) About Envision Financial Planning, LLCInvestment ActivityEnvision Financial Planning, LLC has $276.39 million in total holdings as of March 31, 2026.Envision Financial Planning, LLC owns shares of 51 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 5.15% of the portfolio was purchased this quarter.About 0.12% of the portfolio was sold this quarter.This quarter, Envision Financial Planning, LLC has purchased 47 new stocks and bought additional shares in 32 stocks.Envision Financial Planning, LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings Fidelity Total Bond ETF $25,559,642Dimensional US Core Equity Market ETF $23,640,864iShares iBonds Dec 2033 Term Corporate ETF $21,678,003iShares U.S. Treasury Bond ETF $21,257,940CAPITAL GROUP CONSERVATIVE E $18,748,961 Largest New Holdings this Quarter 88160R101 - Tesla $859,858 Holding931142103 - WALMART INC $220,721 Holding02079K305 - Alphabet $216,705 Holding31428X106 - FedEx $215,636 Holding58933Y105 - Merck & Co., Inc. $207,260 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 62,385 shares (about $2.85M)iShares U.S. Treasury Bond ETF 60,512 shares (about $1.39M)iShares iBonds Dec 2033 Term Corporate ETF 49,816 shares (about $1.29M)Dimensional US Core Equity Market ETF 23,951 shares (about $1.08M)DIMENSIONAL ETF TRUST 11,742 shares (about $866.35K) Largest Sales this Quarter iShares iBonds Dec 2029 Term Corporate ETF 3,198 shares (about $74.39K)ISHARES TR 1,627 shares (about $41.24K)Dimensional International Core Equity 2 ETF 200 shares (about $7.11K)iShares iBonds Dec 2027 Term Muni Bond ETF 200 shares (about $5.09K)Microsoft 8 shares (about $2.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEnvision Financial Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFBNDFidelity Total Bond ETF$25,559,642$2,846,007 â–²12.5%560,2729.2%ETFDFAUDimensional US Core Equity Market ETF$23,640,864$1,080,670 â–²4.8%523,9558.6%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$21,678,003$1,287,744 â–²6.3%838,6077.8%ETFGOVTiShares U.S. Treasury Bond ETF$21,257,940$1,386,330 â–²7.0%927,8897.7%ETFCAPITAL GROUP CONSERVATIVE E$18,748,961$739,855 â–²4.1%628,9486.8%SHSDUHPDimensional US High Profitability ETF$16,962,090$809,604 â–²5.0%461,4276.1%ETFDFAEDimensional Emerging Core Equity Market ETF$15,733,766$67,144 â–²0.4%464,6715.7%ETFDFAIDimensional International Core Equity Market ETF$15,558,246$115,244 â–²0.7%399,3385.6%ETFDIHPDimensional International High Profitability ETF$13,823,339$489,648 â–²3.7%429,0295.0%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$13,390,340$592,550 â–²4.6%639,7674.8%ETFDFUSDimensional U.S. Equity ETF$10,907,969$94,949 â–²0.9%153,8283.9%ETFDFASDimensional U.S. Small Cap ETF$10,287,012$110,963 â–²1.1%144,6223.7%ETFAMERICAN CENTY ETF TR$10,218,867$254,574 â–²2.6%141,4573.7%AVANTIS US MID CXLVHealth Care Select Sector SPDR Fund$8,305,397$255,397 â–²3.2%56,6493.0%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$7,057,010$74,386 â–¼-1.0%303,3962.6%ETFCGMUCapital Group Municipal Income ETF$6,583,947$395,604 â–²6.4%242,5022.4%ETFDFLVDimensional US Large Cap Value ETF$3,407,808$35,889 â–²1.1%95,4301.2%ETFBSMWInvesco BulletShares 2032 Municipal Bond ETF$2,805,609$126,680 â–²4.7%112,8841.0%ETFINVESCO EXCH TRD SLF IDX FD$2,789,477$139,967 â–²5.3%114,9931.0%BULLETSHARE 2034INVESCO EXCH TRD SLF IDX FD$2,590,483$106,936 â–²4.3%101,9130.9%INVESCO BULLETSHBSMVInvesco BulletShares 2031 Municipal Bond ETF$2,302,222$80,180 â–²3.6%110,2580.8%ETFDFICDimensional International Core Equity 2 ETF$2,105,527$7,106 â–¼-0.3%59,2600.8%ETFBSMUInvesco BulletShares 2030 Municipal Bond ETF$1,752,593$63,456 â–²3.8%80,3440.6%ManufacturingDIMENSIONAL ETF TRUST$1,647,105$866,346 â–²111.0%22,3240.6%WORLD EQUITY ETFVOTVanguard Mid-Cap Growth ETF$1,634,378$515 â–²0.0%6,3500.6%ETFIVOOVanguard S&P Mid-Cap 400 ETF$1,574,624$267,182 â–²20.4%13,7730.6%ETFVOVanguard Mid-Cap ETF$1,144,2880.0%3,9840.4%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$1,143,578$22,007 â–²2.0%44,7930.4%ETFISHARES TR$1,128,810$41,244 â–¼-3.5%44,5290.4%IBONDS DEC 2029DEHPDimensional Emerging Markets High Profitability ETF$1,001,9140.0%29,6510.4%ETFVTIVanguard Total Stock Market ETF$936,1240.0%2,9180.3%ETFVBRVanguard Small-Cap Value ETF$864,0030.0%3,9770.3%ETFTSLATesla$859,858$859,858 â–²New Holding2,3130.3%Auto/Tires/TrucksDFSUDimensional US Sustainability Core 1 ETF$759,898$109,919 â–²16.9%18,4930.3%ETFNUENucor$724,537$3,213 â–²0.4%4,2840.3%Basic MaterialsVTVVanguard Value ETF$681,9910.0%3,4760.2%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$591,432$5,088 â–¼-0.9%23,2480.2%ETFIAUiShares Gold Trust$499,603$44,609 â–²9.8%5,6670.2%FinanceAAPLApple$484,022$8,376 â–²1.8%1,9070.2%Computer and TechnologyCGDVCapital Group Dividend Value ETF$416,373$43 â–¼0.0%9,7870.2%ETFDFSIDimensional International Sustainability Core 1 ETF$416,104$48,425 â–²13.2%9,8130.2%ETFBSVVanguard Short-Term Bond ETF$363,118$61,317 â–²20.3%4,6310.1%ETFQUALiShares MSCI USA Quality Factor ETF$353,6980.0%1,8440.1%ETFDFNMDimensional National Municipal Bond ETF$282,021$2,780 â–²1.0%5,8840.1%ETFMSFTMicrosoft$265,810$2,962 â–¼-1.1%7180.1%Computer and TechnologyWALMART INC$220,721$220,721 â–²New Holding1,7760.1%COMGOOGLAlphabet$216,705$216,705 â–²New Holding7530.1%Computer and TechnologyFDXFedEx$215,636$215,636 â–²New Holding6050.1%TransportationMRKMerck & Co., Inc.$207,260$207,260 â–²New Holding1,7230.1%MedicalEFAiShares MSCI EAFE ETF$206,3040.0%2,1240.1%FinanceIBRXImmunityBio$80,1520.0%10,4500.0%MedicalDFACDimensional U.S. Core Equity 2 ETF$0$201,004 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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