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Envision Financial Transparency, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002080849

$117.2M

disclosed book value

59

positions

26.2%

largest position share

Positions, as of 2026-06-30

top 59 of 59 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1QQQINVESCO QQQ TR63,969$30.7M26.2%
2VOOVANGUARD INDEX FDS40,428$20.5M17.5%
3IEFAISHARES TR125,975$6.5M5.5%
4BRFVANECK ETF TRUST165,547$4.6M3.9%
5GLOBAL X FDS145,234$4.5M3.9%
6FDLOFIDELITY COVINGTON TRUST55,268$3.9M3.4%
7LEGG MASON ETF INVT61,898$3.7M3.2%
8RTXRTX CORPORATION32,000$3.2M2.7%
9ISHARES TR28,031$2.8M2.4%
10RSPINVESCO EXCHANGE TRADED FD T16,000$2.6M2.2%
11SHYISHARES TR29,505$2.4M2.1%
12BSDEUSDINVESCO EXCH TRADED FD TR II112,912$2.3M2%
13INVESCO EXCH TRADED FD TR II88,539$1.8M1.6%
14GLOBAL X FDS42,606$1.8M1.5%
15PRFINVESCO EXCHANGE TRADED FD T28,528$1.7M1.4%
16AAPLAPPLE INC4,683$1.4M1.2%
17PTFINVESCO EXCHANGE TRADED FD T23,578$1.3M1.1%
18PROFESIONALLY MANAGED PORTFO52,600$1.3M1.1%
19EXMOCEXXON MOBIL CORP10,416$1.2M1%
20SIVRABRDN SILVER ETF TRUST17,435$980,1960.8%
21BBLUEA SERIES TRUST58,479$964,9040.8%
22FXOFIRST TR EXCHANGE TRADED FD16,000$957,0020.8%
23INNOVATOR ETFS TRUST24,229$883,1470.8%
24LMTLOCKHEED MARTIN CORP1,873$876,2710.7%
25VSTVISTRA CORP9,520$823,6070.7%
26FTECFIDELITY COVINGTON TRUST5,026$740,6560.6%
27GLDSPDR GOLD TR2,760$628,8250.5%
28AIOOAIM ETF PRODUCTS TRUST23,562$620,1450.5%
29INNOVATOR ETFS TRUST14,618$575,8090.5%
30HYGISHARES TR26,861$558,4450.5%
31ENFRALPS ETF TR14,400$548,6400.5%
32GLOBAL X FDS17,347$535,3320.5%
33AMZNAMAZON COM INC2,199$524,1100.4%
34GOOGLALPHABET INC1,413$504,9640.4%
35ITAISHARES TR3,719$471,3380.4%
36RITHM CAPITAL CORP42,183$469,5000.4%
37PHOINVESCO EXCHANGE TRADED FD T6,794$461,5860.4%
38NFRAFLEXSHARES TR11,116$453,8570.4%
39NVDANVIDIA CORPORATION3,518$435,2110.4%
40IVEISHARES TR2,158$411,4010.4%
41EPDENTERPRISE PRODS PARTNERS L13,684$404,3600.3%
42COMDIREXION SHARES ETF TRUST11,936$389,1140.3%
43SOSOUTHERN CO4,821$382,3610.3%
44PBEINVESCO EXCHANGE TRADED FD T4,488$371,2450.3%
45ISHARES TR4,920$369,3450.3%
46CLCOLGATE PALMOLIVE CO3,966$363,6030.3%
47SPMOINVESCO EXCH TRADED FD TR II3,250$311,3600.3%
48IHFISHARES TR5,262$279,4330.2%
49SPBUAIM ETF PRODUCTS TRUST9,221$278,8430.2%
50PSLINVESCO EXCHANGE TRADED FD T4,927$265,9630.2%
51WISDOMTREE TR5,021$254,2070.2%
52SPYSTATE STR SPDR S&P 500 ETF T453$247,1810.2%
53EPIWISDOMTREE TR4,555$229,2010.2%
54MSFTMICROSOFT CORP509$227,5420.2%
55NLRVANECK ETF TRUST2,482$222,9840.2%
56FIRST FINL BANKSHARES INC7,036$222,4780.2%
57USCF ETF TR8,000$220,3770.2%
58ETFS GOLD TR1,000$217,7580.2%
59JNJJOHNSON & JOHNSON1,441$211,0490.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.