You're signed outSign in or to get full access.
Envision Financial Planning, LLC
Envision Financial Planning, LLC is a Memphis, Tennessee-based registered investment adviser founded in 2019. The firm provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, and other clients, helping them achieve financial security and confidence. Envision Financial Planning focuses on holistic wealth management through personalized planning. As of 2025, the firm has 5-6 employees and offers access to a broad array of investments and advisory support. The firm became SEC-registered in 2022.
Investment Strategy
Envision Financial Planning, LLC employs a client-centered investment advisory approach, offering personalized financial planning and asset management. The firm provides advice on a broad selection of securities, including stocks, bonds, mutual funds, ETFs, and various alternative investments. They offer discretionary and non-discretionary management, with a focus on asset allocation, financial consulting, and planning tailored to each client's goals and risk tolerance. Services include retirement planning, tax planning, portfolio analysis, and estate planning, supporting clients toward long-term confidence and financial well-being.
Latest 13F Filing Activity
Envision Financial Planning, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 49 equity positions with a total 13F market value of $214M. The fund increased holdings in Vanguard Mun BD FDS, Ishares TR, Capital GRP Fixed Incm Etf T among other positions. Envision Financial Planning, LLC reduced exposure to Invesco Exch TRD SLF Idx FD, Invesco Exch TRD SLF Idx FD, Invesco Exch TRD SLF Idx FD among others.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 9.77% | $20.9M | 493,050 | $31.76 | $42.36 | +$1.9M |
I IBDY | ISHARES TR | 8.21% | $17.6M | 677,596 | $25.08 | $25.91 | +$922.0K |
G GOVT | ISHARES TR | 7.70% | $16.5M | 716,875 | $23.40 | $22.98 | +$623.7K |
I IBDW | ISHARES TR | 7.12% | $15.2M | 723,823 | $19.88 | $21.04 | +$746.5K |
D DUHP | DIMENSIONAL ETF TRUST | 6.75% | $14.4M | 406,013 | $31.65 | $35.56 | +$886.1K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more