Envision Financial LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Brookfield, WI
CIK
0002051355
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 40 132,714 VOO, FNDX, SCHX, SCHF 13F-HR 4/22/2025 000205135525000003
Q4 2024 38 124,753 VOO, FNDX, SCHX, SCHF RESTATEMENT 4/22/2025 000205135525000002
Additional filings from Envision Financial LLC that have since been restated