Long-term investor
Envision Financial Planning, LLC @envisionfinancialplannin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001964460).
Record
- Tracked since 2025-06-30 (486 days), 37 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +1.9% · 1 year +0.7% · all +0.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 316188309 · 9.0% · long · since 2025-06-30
- 25434V104 · 8.8% · long · since 2025-06-30
- 14020U100 · 6.8% · long · since 2025-06-30
- 25434V831 · 6.5% · long · since 2025-06-30
- 46429B267 · 6.3% · long · since 2025-06-30
- 46436E130 · 6.2% · long · since 2025-06-30
- 25434V302 · 5.9% · long · since 2025-06-30
- 25434V203 · 5.4% · long · since 2025-06-30
- 25434V765 · 4.9% · long · since 2025-06-30
- 46436E486 · 4.4% · long · since 2025-06-30
- 25434V401 · 4.1% · long · since 2025-06-30
- 25434V500 · 3.8% · long · since 2025-06-30