Envision Financial Planning, LLC
All 13F Filings
- Location
- Memphis, TN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 264,504
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 47 | 264,504 | 13F-HR | Envision Financial Planning, LLC |
| Q3 2025 | 11/14/2025 | 45 | 235,821 | 13F-HR | Envision Financial Planning, LLC |
| Q2 2025 | 8/14/2025 | 49 | 213,855 | 13F-HR | Envision Financial Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 160.8 K | 60.8% | 23.07 K | 0 | 23.07 K |
| ETFs | 59.74 K | 22.6% | 19.06 K | 0 | 19.06 K |
| Debt | 43.92 K | 16.6% | 0 | 13.45 K | -13.45 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
264,504
Holdings
47
QoQ value change ($000)
28,683
(12.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.