Long-term investor
Envision Financial LLC @envisionfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002051355).
Record
- Tracked since 2025-06-30 (446 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months n/a · 1 year +17.5% · all +17.5%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 13.8% · long · since 2025-06-30
- 808524771 · 8.9% · long · since 2025-06-30
- 808524805 · 8.1% · long · since 2025-06-30
- 92647N527 · 7.4% · long · since 2025-06-30
- 97717Y527 · 7.4% · long · since 2025-06-30
- 808524201 · 5.6% · long · since 2025-06-30
- 92206C870 · 4.7% · long · since 2025-06-30
- 922908629 · 4.6% · long · since 2025-06-30
- 33738R506 · 4.4% · long · since 2025-06-30
- 46434G764 · 3.4% · long · since 2025-06-30
- 464287226 · 2.8% · long · since 2025-06-30
- 922907746 · 2.4% · long · since 2025-06-30