Envision Financial Planning, LLC - Q42025 Holdings

Envision Financial Planning, LLC holds 47 stocks with a total portfolio value of $ 264.5M as of Q42025. In Q42025, Envision Financial Planning, LLC added 2 new positions, increased stakes in 26 stocks, reduced 13 holdings, and fully exited 0 positions. The largest holding is Dimensional Etf Trust (DFAU), representing 8.85% of the total portfolio.