13F

Investor

Envision Financial Transparency, LLC

CIK 0002080849 · filed 2026-05-13 · SEC filing

13F book

$102.9K

Positions

56

Largest name

24.4%

Invesco Qqq Tr

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Invesco Qqq Tr43.4K$25.1K24.4%Held
Vanguard Index Fds29.8K$17.8K17.3%Held
Ishares Tr22.5K$5.59K5.4%Held
Global X Fds76.9K$5.45K5.3%Held
Legg Mason Etf Invt99.7K$4.04K3.9%Held
RTX CorpRTX18K$3.46K3.4%Held
Fidelity Covington Trust63.6K$3.26K3.2%Held
Vaneck Etf Trust7.08K$2.71K2.6%Held
Ishares Tr59.1K$2.51K2.4%Held
Invesco Exchange Traded Fd T29.1K$2.19K2.1%Held
Ishares Tr16.8K$2.03K2.0%Held
Global X Fds36.8K$1.78K1.7%Held
Invesco Exch Traded Fd Tr Ii29.8K$1.63K1.6%Held
Invesco Exch Traded Fd Tr Ii14.3K$1.6K1.6%Held
Exxon Mobil Corp8.75K$1.49K1.4%Held
Profesionally Managed Portfo27.9K$1.48K1.4%Held
Ishares Tr18.6K$1.3K1.3%Held
Abrdn Silver Etf TrustSIVR16.7K$1.2K1.2%Held
Apple Inc.AAPL4.6K$1.17K1.1%Held
Lockheed Martin CorpLMT1.72K$1.04K1.0%Held
Invesco Exchange Traded Fd T10.6K$1K1.0%Held
Invesco Exchange Traded Fd T7.66K$9650.9%Held
Innovator Etfs Trust20.9K$9000.9%Held
Ea Series Trust58.5K$8630.8%Held
First Tr Exchange Traded Fd7.18K$7960.8%Held
Vistra Corp.VST5.19K$7810.8%Held
Spdr Gold Tr1.71K$7360.7%Held
Innovator Etfs Trust13.2K$5700.6%Held
Alps Etf Tr14.4K$5500.5%Held
Etfs Gold Tr11.1K$4940.5%Held
Rithm Capital Corp50K$4740.5%Held
Amazon Com IncAMZN2.2K$4580.4%Held
Invesco Exchange Traded Fd T2.64K$4380.4%Held
Ishares Tr6.22K$4370.4%Held
Alphabet Inc1.51K$4330.4%Held
Enterprise Prods Partners L11K$4160.4%Held
Flexshares Tr1.64K$3970.4%Held
Nvidia CorpNVDA2.27K$3960.4%Held
Southern Co4K$3860.4%Held
Colgate Palmolive CoCL3.97K$3380.3%Held
Ishares Tr2.05K$3290.3%Held
Invesco Exchange Traded Fd T2.23K$3230.3%Held
Microsoft CorpMSFT863$3190.3%Held
Invesco Exch Traded Fd Tr Ii11.2K$3140.3%Held
Direxion Shs Etf Tr9.24K$3100.3%Held
Pacer Fds Tr4.59K$2870.3%Held
Ishares Tr2.8K$2780.3%Held
Uscf Etf Tr10.1K$2740.3%Held
Nushares Etf Tr2.8K$2550.2%Held
Invesco Exchange Traded Fd T1.27K$2430.2%Held
Ishares Tr360$2350.2%Held
Wisdomtree Tr1.47K$2320.2%Held
Vaneck Etf Trust7.63K$2190.2%Held
Spdr S&P 500 Etf Tr334$2170.2%Held
Wisdomtree Tr2.4K$2110.2%Held
Johnson & JohnsonJNJ831$2030.2%Held

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.