Envision Financial Planning, LLC
Filing Date
Global Rank
#8,411
/ 8,605
▲ 145
· as of Mar 2026
Top Industry
Auto Manufacturers
26.6%
3Y Alpha vs SPY
-7.3%
Period ended 3 months ago
Filed May 15, 2026 · 55d
11 quarters · since Sep 2023
Clone Performance
Nov 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+47.8%
SPY
+71.9%
Annualised alpha
-6.8%
Max drawdown
−25.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
10 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
23.0%
−11.8 pts
Top 5
75.9%
−24.1 pts
Top 10
100.0%
0.0 pts
HHI
1,432
Diversified−1,186
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 23.0% | $859,857 |
| Technology | 20.1% | $749,759 |
| Basic Materials | 19.4% | $724,424 |
| Unclassified | 13.4% | $499,602 |
| Healthcare | 7.7% | $287,410 |
| Consumer Defensive | 5.9% | $220,721 |
| Communication Services | 5.8% | $216,532 |
| Industrials | 4.7% | $173,641 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | −8 | 718 | $265,782 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
10 positions ·
$3,731,946 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 2,313 | $859,857 | 23.04% | |
| NUE |
Nucor Corp
Basic Materials
|
Added | 4,284 | $724,424 | 19.41% | |
| IAU |
Ishares Gold Trust
|
Added | 5,667 | $499,602 | 13.39% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,907 | $483,977 | 12.97% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 718 | $265,782 | 7.12% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 1,776 | $220,721 | 5.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 753 | $216,532 | 5.80% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 1,723 | $207,259 | 5.55% | |
| FDX |
Fedex Corp
Industrials
|
NEW | 605 | $173,641 | 4.65% | |
| IBRX |
ImmunityBio, Inc.
Healthcare
|
Held | 10,450 | $80,151 | 2.15% |