Envision Financial Transparency, LLC has filed its latest 13F-HR, indicating a total value of $129.7 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and positions across various sectors.

The filing details show that Envision Financial Transparency is actively managing a diverse portfolio, including investments in notable companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. This diversification reflects the company's strategy to balance risk and capitalize on growth opportunities in the market.

Background

Envision Financial Transparency, LLC, based in Greensboro, North Carolina, is a financial management firm focused on investment transparency. The company operates under the Central Index Key (CIK) 0002080849 and is categorized as an 'other' entity type. The firm has consistently filed 13F-HR reports, with the most recent submission being on November 13, 2026.

What the Filing Says

The 13F-HR filing reveals that Envision Financial Transparency holds a total of 60 positions, with a combined value of $129,716,597. The filing was signed by Emily Keagle, the CEO and Chief Compliance Officer, indicating the firm's commitment to regulatory compliance and transparency.

Impact

This update may affect various stakeholders, including investors and competitors in the investment management industry. By disclosing its holdings and investment strategies, Envision Financial Transparency enhances its credibility and positions itself as a transparent player in the market.

What's Next

The filing does not say what happens next.