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Portfolio (Quarterly) Guide ↗

Envision Financial LLC

· CIK 0002051355
13F Portfolio $217M AUM 48 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 13 Added 24 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 ABBV ABBVIE INC Healthcare 1,043 $227K 0.12% SOLD
Sector Allocation
Technology 100.0%