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Rita Rhodes

Envision Financial Llc

Assets Managed
$217.094M
Holdings
48
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
16.82%(2Q avg: 7.52%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Envision Financial Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 48 positions.

Assets under management

The assets under management (AUM) of Envision Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 217.094M in assets, with a quarterly growth rate of 16.82% and a 2-quarter average growth rate of 7.52%. The portfolio is managed by Rita Rhodes, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 11.61%
13.78%
$29.903M
43,539 shares@ $686.81 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Decreased -3.95%
8.87%
$19.242M
618,699 shares@ $31.1 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 2.92%
8.12%
$17.621M
636,123 shares@ $27.7 avg price
UITB
Victoryshares Core Intermedi
Recent Activity
Increased 25.84%
7.45%
$16.172M
345,285 shares@ $46.84 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 11.12%
7.36%
$15.966M
317,105 shares@ $50.36 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -14.51%
5.59%
$12.116M
411,698 shares@ $29.44 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 9.25%
4.73%
$10.264M
124,185 shares@ $82.66 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 328.1%
4.56%
$9.885M
122,683 shares@ $80.57 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 5.62%
4.42%
$9.575M
118,126 shares@ $81.06 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Decreased -0.69%
3.45%
$7.483M
73,148 shares@ $102.3 avg price

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