Envision Financial Planning, LLC - Q12026 Holdings

Envision Financial Planning, LLC holds 51 stocks with a total portfolio value of $ 276.39M as of Q12026. In Q12026, Envision Financial Planning, LLC added 5 new positions, increased stakes in 32 stocks, reduced 6 holdings, and fully exited 1 position. The largest holding is Fidelity Merrimack Str Tr (FBND), representing 9.25% of the total portfolio.