Arkolith/Funds/Envision Financial Planning, LLC

Envision Financial Planning, LLC

CIK 1964460Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Envision Financial Planning, LLC holds a focused book of 55 reported positions worth $307.3M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Berkshire Hathaway Inc-CL B and trimmed Ishares US Treasury Bond ETF. Their largest long position is Fidelity Total Bond ETF at 9% of the reported non-option book. Cloning the disclosed picks since 2025 would be +15% (+13.6%/yr). That is a simulation of the disclosed long book, not audited returns.

Envision Financial Planning, LLC is a wealth platform: this book aggregates client accounts across many advisers.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+14.7%
+13.6%/yr · since Aug '25
Their reported book
+13.5%
held from quarter-end
S&P 500
+19.8%
same window
$10K$10K$11K$12K$12KAug '25Oct '25Jan '26Apr '26Jun '26Sep '26
Envision Financial Planning, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Envision Financial Planning, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
64%
Top 20 holdings
90%

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

Where the money is, by sector

5% mapped to company sectors

ETFs / funds
89%
No sector on file yet
7%
Financials
3%

+6 sectors below the cut, 1% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Envision Financial Planning, LLC

Manager / fundShared namesTheir $ in those
Pandowealth. LLC5 / 55$108.9M
Retirement Solution LLC14 / 55$436.7M
Capstone Capital LLC6 / 55$125.0M
Stuart Investment Advisors, Inc.6 / 55$172.9M
CSP Financial Group, LLC11 / 55$76.9M
Syverson Strege & Co20 / 55$289.3M
Sloy Dahl & Holst, LLC10 / 55$510.5M
Independent Investors Inc6 / 55$328.0M

Ranked by the share of each fund's own book sitting in the names it shares with Envision Financial Planning, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

55 positions
#SecurityValueShares% PortLast moveHistory
1Fidelity Merrimack STR TR
TOTAL BD ETF
$27.6M607.3K
9.0%
+8.4%
Added · +47K sh
2Dimensional ETF Trust
US CORE EQT MKT
$27.1M524.6K
8.8%
+0.1%
Added · +607 sh
3Capital Group Conservative E
SHS
$21.0M639.0K
6.8%
+1.6%
Added · +10K sh
4Dimensional ETF Trust
US HIGH PROF ETF
$19.8M475.6K
6.5%
+3.1%
Added · +14K sh
5Ishares TR
US TREAS BD ETF
$19.3M847.7K
6.3%
−8.6%
Reduced · −80K sh
6Ishares TR
IBONDS DEC 2033
$19.0M738.0K
6.2%
−12%
Reduced · −101K sh
7Dimensional ETF Trust
EMGR CRE EQT MNG
$18.1M449.9K
5.9%
−3.2%
Reduced · −15K sh
8Dimensional ETF Trust
INTL CORE EQT MK
$16.5M399.9K
5.4%
+0.1%
Added · +547 sh
9Dimensional ETF Trust
INTL HIGH PROFIT
$15.0M438.6K
4.9%
+2.2%
Added · +10K sh
10Ishares TR
IBONDS DEC 2031
$13.4M641.8K
4.4%
+0.3%
Added · +2K sh
11Dimensional ETF Trust
US EQUI MARK ETF
$12.6M153.7K
4.1%
−0.1%
Reduced · −129 sh
12Dimensional ETF Trust
US SMALL CAP ETF
$11.8M143.2K
3.8%
−1.0%
Reduced · −1K sh
13American Centy ETF TR
AVA MID EQU ETF
$11.5M143.1K
3.7%
+1.2%
Added · +2K sh
14Berkshire Hathaway Inc Del
CL B NEW
$9.6M19.2K
3.1%
New
New position
15Schwab Strategic TR
US TIPS ETF
$8.8M332.9K
2.9%
New
New position
16Capital Grp Fixed Incm ETF T
MUN INM ETF
$7.3M264.0K
2.4%
+8.8%
Added · +21K sh
17Ishares TR
IBONDS DEC 29
$7.1M305.5K
2.3%
+0.7%
Added · +2K sh
18Dimensional ETF Trust
US LARG VALU ETF
$4.3M110.0K
1.4%
+15%
Added · +15K sh
19Invesco Exch TRD SLF Idx FD
BULLETSHARE 2034
$3.0M122.5K
1.0%
+6.5%
Added · +8K sh
20Invesco Exch TRD SLF Idx FD
BULLETSHS 32 MUN
$3.0M120.1K
1.0%
+6.3%
Added · +7K sh
21Invesco Exch TRD SLF Idx FD
BULLE MUN ETF
$2.8M108.4K
0.9%
+6.3%
Added · +6K sh
22Invesco Exch TRD SLF Idx FD
BULLETSHS 31 MUN
$2.5M117.8K
0.8%
+6.8%
Added · +8K sh
23Dimensional ETF Trust
INTL CORE EQUITY
$2.2M58.4K
0.7%
−1.5%
Reduced · −886 sh
24Dimensional ETF Trust
WORLD EQUITY ETF
$2.0M24.1K
0.6%
+8.0%
Added · +2K sh
25Vanguard Index FDS
MCAP GR IDXVIP
$1.9M6.4K
0.6%
~0%
Added · +1 sh
26Invesco Exch TRD SLF Idx FD
INVSC 30 MUNI BD
$1.8M82.8K
0.6%
+3.1%
Added · +2K sh
27Vanguard Admiral FDS Inc
MIDCP 400 IDX
$1.8M13.7K
0.6%
−0.6%
Reduced · −82 sh
28Vanguard Index FDS
MID CAP ETF
$1.3M15.8K
0.4%
+296%
Added · +12K sh
29Ishares TR
IBONDS DEC 28
$1.2M48.1K
0.4%
+7.5%
Added · +3K sh
30Dimensional ETF Trust
EMERGING MKTS HI
$1.2M28.4K
0.4%
−4.3%
Reduced · −1K sh
31Ishares TR
IBONDS DEC 2029
$1.1M44.4K
0.4%
−0.4%
Reduced · −178 sh
32Nucor Corp
COM
$1.1M4.9K
0.4%
+14%
Added · +599 sh
33Vanguard Index FDS
TOTAL STK MKT
$1.1M2.9K
0.4%
Held
34Tesla Inc
COM
$916K2.2K
0.3%
−5.8%
Reduced · −135 sh
35Vanguard Index FDS
SM CP VAL ETF
$905K3.7K
0.3%
−6.3%
Reduced · −251 sh
36Dimensional ETF Trust
US SUSTAINABILTY
$862K18.5K
0.3%
−0.1%
Reduced · −13 sh
37Vanguard Index FDS
VALUE ETF
$758K3.5K
0.2%
Held
38Ishares TR
IBONDS DEC 27
$566K22.3K
0.2%
−4.2%
Reduced · −968 sh
39Ishares Gold TR
ISHARES NEW
$565K7.5K
0.2%
+32%
Added · +2K sh
40Apple Inc
COM
$554K1.9K
0.2%
+0.4%
Added · +8 sh
41Capital Group Dividend Value
SHS CREAT UNIT
$466K9.5K
0.2%
−3.4%
Reduced · −328 sh
42Dimensional ETF Trust
INTERNATIONAL
$443K9.8K
0.1%
+0.1%
Added · +11 sh
43Vanguard BD Index FDS
SHORT TRM BOND
$427K5.5K
0.1%
+18%
Added · +848 sh
44Ishares TR
MSCI USA QLT FCT
$372K1.7K
0.1%
−8.1%
Reduced · −150 sh
45Microsoft Corp
COM
$304K814
0.1%
+13%
Added · +96 sh
46Schwab Strategic TR
SHT TM US TRES
$300K12.4K
0.1%
New
New position
47Coca Cola Co
COM
$290K3.6K
0.1%
New
New position
48Dimensional ETF Trust
NATL MUN BD ETF
$287K5.9K
0.1%
+0.9%
Added · +51 sh
49Alphabet Inc
CAP STK CL A
$269K754
0.1%
+0.1%
Added · +1 sh
50Fedex Corp
COM
$265K846
0.1%
+40%
Added · +241 sh
Showing 50 of 55 positions
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Filing history

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

$307.3M · Q2 2026Q2 2025 · $213.9MQ2 2026 · $307.3M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d55$307.3M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d51$276.4M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d47$264.5M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d45$235.8M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d49$213.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.