Envision Financial Planning, LLC
Filing Date
Global Rank
#8,038
/ 8,232
▲ 274
Top Industry
Auto Manufacturers
26.3%
3Y Alpha vs SPY
-5.8%
Period ended 2 months ago
Filed May 15, 2026 · 29d
11 quarters · since Sep 2023
Clone Performance
Nov 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+50.6%
SPY
+70.5%
Annualised alpha
-5.8%
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
22.8%
−12.1 pts
Top 5
75.1%
−24.9 pts
Top 10
100.0%
0.0 pts
HHI
1,411
Diversified−1,206
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 22.8% | $859,857 |
| Technology | 19.9% | $749,759 |
| Basic Materials | 19.2% | $724,424 |
| Unclassified | 13.2% | $499,602 |
| Healthcare | 7.6% | $287,410 |
| Consumer Defensive | 5.8% | $220,721 |
| Communication Services | 5.7% | $216,532 |
| Industrials | 5.7% | $215,488 |
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.
1 positions ·
$220,721 total
· Consumer Defensive only
· 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 |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 1,776 | $220,721 | 100.00% |