Envision Financial LLC
All 13F Filings
- Location
- Brookfield, WI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 189,204
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/7/2026 | 42 | 189,204 | 13F-HR | Envision Financial LLC |
| Q3 2025 | 10/10/2025 | 43 | 174,482 | 13F-HR | Envision Financial LLC |
| Q2 2025 | 7/10/2025 | 45 | 149,981 | 13F-HR | Envision Financial LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 101.6 K | 53.7% | 8.491 K | 0 | 8.491 K |
| ETFs | 87.58 K | 46.3% | 6.227 K | 0 | 6.227 K |
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Fund Snapshot
Q4 2025
Latest filed
1/7/2026
Total value ($000)
189,204
Holdings
42
QoQ value change ($000)
14,722
(8.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.