Portfolio (Quarterly) Guide ↗

Envision Financial LLC

· CIK 0002051355

13F Portfolio $186M AUM 46 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 10 Added 27 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VTIP	VANGUARD MALVERN FDS	—	10,584	$524K	0.28%	SOLD

Sector Allocation

Technology 73.3%

Healthcare 26.7%