Envision Financial Transparency, LLC
13F Portfolio Filings
Most recent 13F
Q2 2026
Location
Greensboro, NC
CIK
0002080849
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2026
59
117,240
QQQ, VOO, GLOBAL X FDS, IEFA
13F-HR
8/21/2026
000208084926000004
Q1 2026
56
102,911
QQQ, VOO, IWY, SHLD
13F-HR
5/13/2026
000208084926000002