13F Filings History of Envision Financial LLC

Latest 13F report
Q4 2025 - 07 Jan 2026
Value $
$189,203,887
Signature - Title
Rita Rhodes - Consultant
Location
Brookfield, WI
Summary
This page shows a list of all the recent 13F filings made by Envision Financial LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Envision Financial LLC reported 42 stock holdings with total value $189,203,887 as of Q4 2025. Top holdings included VOO, FNDX, USFR, SCHF, and SCHX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 42 $189,203,887 +$14,910,704 -$2,956,140 +$11,954,564 VOO, FNDX, USFR, SCHF, SCHX 13F-HR 07 Jan 2026, 11:30
Q3 2025 43 $174,482,483 +$20,168,056 -$3,650,157 +$16,517,899 VOO, USFR, FNDX, SCHF, SCHX 13F-HR 10 Oct 2025, 10:35
Q2 2025 45 $149,981,255 +$9,745,103 -$762,322 +$8,982,781 VOO, FNDX, SCHX, SCHF, USFR 13F-HR 10 Jul 2025, 10:56
Q1 2025 40 $132,714,426 +$11,093,241 -$2,051,678 +$9,041,563 VOO, FNDX, SCHX, SCHF, USFR 13F-HR 22 Apr 2025, 13:48
Q4 2024 38 $124,753,334 $0 $0 $0 VOO, FNDX, SCHX, SCHF, USFR Restatement 22 Apr 2025, 12:49