ENVISION FINANCIAL PLANNING, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IBRX | 10K | $80.15K |
 | NUE | 4K | $724.54K |
 | TSLA | 2K | $859.86K |
 | AAPL | 2K | $484.02K |
 | WMT | 2K | $220.72K |
 | MRK | 2K | $207.26K |
 | GOOGL | 753 | $216.71K |
 | MSFT | 718 | $265.81K |
 | FDX | 605 | $215.64K |
ImmunityBio, Inc.
IBRX
Shares Held
10K
Value
$80.15K
Nucor Corporation
NUE
Shares Held
4K
Value
$724.54K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$859.86K
Apple Inc.
AAPL
Shares Held
2K
Value
$484.02K
Walmart Inc.
WMT
Shares Held
2K
Value
$220.72K
Merck & Co., Inc.
MRK
Shares Held
2K
Value
$207.26K
Alphabet Inc.
GOOGL
Shares Held
753
Value
$216.71K
Microsoft Corporation
MSFT
Shares Held
718
Value
$265.81K
FedEx Corporation
FDX
Shares Held
605
Value
$215.64K