Envision Financial Planning, LLC
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$535.7M
Holdings
318
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BKLC
BNY MELLON US LARGE CAP CORE EQUITY ETF
Held since at least Q1 2024
11.7%
02
$SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
Q1 2026: Sold 3.2% (13.2k → 12.8k shares)
10.3%
03
$XHLF
BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF
Held since at least Q1 2024
10.3%
04
$SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
Held since at least Q1 2024
9.1%
05
$VOO
VANGUARD S&P 500 ETF
Q1 2026: Increased +1.1% (8.8k → 8.9k shares)
6.9%
06
$IVV
ISHARES S&P 500 INDEX
Held since at least Q1 2024
5.3%
07
$VB
VANGUARD SMALL-CAP ETF
Held since at least Q1 2024
4.6%
08
$VO
VANGUARD MID CAP
Held since at least Q1 2024
4.6%
09
$SPEM
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Held since at least Q1 2024
4.5%
10
$VNQ
VANGUARD REIT INDEX ETF
Held since at least Q1 2024
3.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:26 UTC.