SEC Form 13F

Envision Financial LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-11
Reported value$217,094,160
Positions48

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$29,902,70043,539
SCHWAB STRATEGIC TRFNDXFUNDAMENTAL US L$19,241,528618,699
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$17,620,603636,123
VICTORY PORTFOLIOS IIUITBCORE BD ETF$16,172,466345,285
WISDOMTREE TRUSFRFLOATNG RAT TREA$15,966,258317,105
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$12,116,282411,698
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$10,263,915124,185
VANGUARD INDEX FDSVOMID CAP ETF$9,884,546122,683
FIRST TR EXCHANGE TRADED FDRDVYRISNG DIVD ACHIV$9,575,289118,126
ISHARES INCEMXCMSCI EMRG CHN$7,483,02073,148

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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