Arkolith/Funds/Envision Financial LLC

Envision Financial LLC

CIK 2051355
Holdings as of Jun 30, 2026·disclosed Jul 10, 2026·~10-day 13F lag·13F-HR
Active Filer

Envision Financial LLC holds a focused book of 48 stocks worth $217.1M as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened Fidelity Enhanced Small Cap and trimmed Schwab FNDMNTL US LRG Co ETF. Their largest long position is Vanguard S&P 500 ETF at 14% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
3
new positions
Added to
15
existing
Trimmed
24
reduced
Sold out
1
exited

Concentration

Top-heavy: focused book

Top 5 holdings
46%
Top 10 holdings
68%
Top 20 holdings
88%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%
Information Technology
0%
Health Care
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

48 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$29.9M43.5K
13.8%
+12%
Added · +5K sh
2Schwab Strategic TR
FUNDAMENTAL US L
$19.2M618.7K
8.9%
−4.0%
Reduced · −25K sh
3Schwab Strategic TR
INTL EQTY ETF
$17.6M636.1K
8.1%
+2.9%
Added · +18K sh
4Victory Portfolios II
CORE BD ETF
$16.2M345.3K
7.4%
+26%
Added · +71K sh
5Wisdomtree TR
FLOATNG RAT TREA
$16.0M317.1K
7.4%
+11%
Added · +32K sh
6Schwab Strategic TR
US LRG CAP ETF
$12.1M411.7K
5.6%
−15%
Reduced · −70K sh
7Vanguard Scottsdale FDS
INT-TERM CORP
$10.3M124.2K
4.7%
+9.2%
Added · +11K sh
8Vanguard Index FDS
MID CAP ETF
$9.9M122.7K
4.6%
+328%
Added · +94K sh
9First TR Exchange Traded FD
RISNG DIVD ACHIV
$9.6M118.1K
4.4%
+5.6%
Added · +6K sh
10Ishares Inc
MSCI EMRG CHN
$7.5M73.1K
3.4%
−0.7%
Reduced · −514 sh
11Ishares TR
CORE US AGGBD ET
$6.1M61.3K
2.8%
+52%
Added · +21K sh
12Vanguard Mun BD FDS
TAX EXEMPT BD
$5.3M104.6K
2.4%
−2.7%
Reduced · −3K sh
13Ishares TR
CRE U S REIT ETF
$5.1M77.0K
2.4%
+7.9%
Added · +6K sh
14Dimensional ETF Trust
INTL CORE EQUITY
$5.0M134.8K
2.3%
+415%
Added · +109K sh
15Fidelity Covington Trust
ENHANCED SML CAP
$4.5M94.1K
2.1%
New
New position
16Wisdomtree TR
US TOTAL DIVIDND
$4.1M44.1K
1.9%
−21%
Reduced · −12K sh
17Schwab Strategic TR
US MID-CAP ETF
$3.3M89.6K
1.5%
−8.3%
Reduced · −8K sh
18Vanguard Index FDS
SM CP VAL ETF
$3.0M12.2K
1.4%
−8.9%
Reduced · −1K sh
19Vanguard Index FDS
MCAP VL IDXVIP
$2.9M14.7K
1.3%
−15%
Reduced · −2K sh
20Ishares TR
CORE S&P500 ETF
$2.8M3.7K
1.3%
−1.3%
Reduced · −49 sh
21Wisdomtree TR
INTL EQUITY FD
$2.6M35.3K
1.2%
−12%
Reduced · −5K sh
22Vanguard Scottsdale FDS
VNG RUS1000VAL
$2.5M23.2K
1.1%
−10%
Reduced · −3K sh
23Ishares TR
CORE MSCI EAFE
$2.3M23.3K
1.0%
−13%
Reduced · −3K sh
24Schwab Strategic TR
US BRD MKT ETF
$2.2M76.9K
1.0%
+24%
Added · +15K sh
25First TR Exchange-Traded FD
COM SHS ANNUAL
$2.0M21.0K
0.9%
+69%
Added · +9K sh
26First TR Exchange-Traded FD
CAP STRENGTH ETF
$1.8M19.7K
0.9%
−7.9%
Reduced · −2K sh
27Schwab Strategic TR
US SML CAP ETF
$1.6M45.6K
0.8%
−6.8%
Reduced · −3K sh
28Wisdomtree TR
US MIDCAP DIVID
$1.3M23.5K
0.6%
−28%
Reduced · −9K sh
29Ishares TR
NATIONAL MUN ETF
$1.1M10.0K
0.5%
+18%
Added · +1K sh
30Vanguard Index FDS
SMALL CP ETF
$1.0M3.4K
0.5%
−72%
Reduced · −9K sh
31Schwab Strategic TR
INTL SCEQT ETF
$912K18.9K
0.4%
−2.5%
Reduced · −495 sh
32Apple Inc
COM
$709K2.4K
0.3%
Held
33Vanguard Index FDS
LARGE CAP ETF
$689K2.0K
0.3%
+0.1%
Added · +2 sh
34Wisdomtree TR
US MIDCAP FUND
$634K8.4K
0.3%
+0.1%
Added · +7 sh
35Ishares TR
SHRT NAT MUN ETF
$630K5.9K
0.3%
−32%
Reduced · −3K sh
36Wisdomtree TR
INTL SMCAP DIV
$550K6.6K
0.3%
−14%
Reduced · −1K sh
37Natixis ETF TR
GATEWAY QUALITY
$520K8.8K
0.2%
−1.1%
Reduced · −100 sh
38Ishares TR
ESG MSCI KLD ETF
$508K3.6K
0.2%
−18%
Reduced · −803 sh
39Ishares TR
TIPS BD ETF
$492K4.5K
0.2%
Held
40Ishares TR
CORE S&P MCP ETF
$452K5.9K
0.2%
Held
41Ishares TR
ESG AW MSCI EAFE
$435K4.2K
0.2%
New
New position
42First TR Exchange Trad FD VI
FST TR GLB FD
$378K14.0K
0.2%
−33%
Reduced · −7K sh
43American Centy ETF TR
AVANTIS EMGMKT
$352K3.6K
0.2%
−2.5%
Reduced · −95 sh
44SPDR Index SHS FDS
ST DOW GLOBA ETF
$273K5.5K
0.1%
−38%
Reduced · −3K sh
45ALPS ETF TR
ALERIAN MLP
$262K5.1K
0.1%
Held
46Innovator Etfs Trust
US EQTY PWR BUF
$232K5.6K
0.1%
Held
47Schwab Strategic TR
US LCAP VA ETF
$201K5.8K
0.1%
New
New position
48Bluerock PVT Real Estate FD
COM
$144K11.1K
0.1%
Held
Showing all 48 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 10, 202648$217.1M13F-HR
Q1 2026Mar 31, 2026Apr 16, 202646$185.8M13F-HR
Q4 2025Dec 31, 2025Jan 7, 202642$189.2M13F-HR
Q3 2025Sep 30, 2025Oct 10, 202543$174.5M13F-HR
Q2 2025Jun 30, 2025Jul 10, 202545$150.0M13F-HR
Q1 2025Mar 31, 2025Apr 22, 202540$132.7M13F-HR
Q4 2024Dec 31, 2024Apr 22, 202538$124.8M13F-HR/A
Amended / restated
  • Q4 2024 · filed Jan 13, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.