§ 13F · FUND PROFILE
Envision Financial Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $235.8T (13F)Positions · 45Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$405.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 500K | $23.4T | 8.8% | −2% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 498K | $22.9T | 8.7% | +370% |
| 3 | IBDY | ISHARES TR | 789K | $20.6T | 7.8% | ±0% |
| 4 | GOVT | ISHARES TR | 867K | $20.0T | 7.6% | +2% |
| 5 | CGCV | CAPITAL GROUP CONSERVATIVE E | 604K | $18.4T | 7.0% | +326% |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 439K | $16.7T | 6.3% | +2% |
| 7 | DFAI | DIMENSIONAL ETF TRUST | 396K | $15.1T | 5.7% | −2% |
| 8 | DFAE | DIMENSIONAL ETF TRUST | 463K | $15.1T | 5.7% | −3% |
| 9 | DIHP | DIMENSIONAL ETF TRUST | 414K | $13.1T | 5.0% | ±0% |
| 10 | IBDW | ISHARES TR | 611K | $12.9T | 4.9% | −28% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ENVISION SIGNAL
AC read
Envision Financial Planning, LLC is a Other fund managing $235821.5 trillion in assets. The fund runs a portfolio of 45 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed