# EDGAR Filing Document

**Accession Number:** 0002051355
**File Stem:** 0002051355-26-000001
**Filing Date:** 2026-1
**Character Count:** 8199
**Document Hash:** a976fbe91bb11402e1680a6c01181f79
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002051355-26-000001.hdr.sgml**: 20260107

**ACCESSION NUMBER**: 0002051355-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260107

**DATE AS OF CHANGE**: 20260107

**EFFECTIVENESS DATE**: 20260107

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Envision Financial LLC
- **CENTRAL INDEX KEY:** 0002051355

**ORGANIZATION NAME:**
- **EIN:** 862908668
- **STATE OF INCORPORATION:** WI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24541
- **FILM NUMBER:** 26514612

**BUSINESS ADDRESS:**
- **STREET 1:** 375 BISHOPS WAY
- **STREET 2:** SUITE 232
- **CITY:** BROOKFIELD
- **STATE:** WI
- **ZIP:** 53005
- **BUSINESS PHONE:** (262) 354-7155

**MAIL ADDRESS:**
- **STREET 1:** 375 BISHOPS WAY
- **STREET 2:** SUITE 232
- **CITY:** BROOKFIELD
- **STATE:** WI
- **ZIP:** 53005

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Envision Financial LLC<br>**Address:** 375 BISHOPS WAY<br>SUITE 232<br>BROOKFIELD, WI 53005

**Form 13F File Number:** 028-24541

**CRD Number (if applicable):** 000314365

**SEC File Number (if applicable):** 801-121297

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Rita Rhodes<br>**Title:** Consultant<br>**Phone:** 815-900-2202

**Signature, Place, and Date of Signing:**

Rita Rhodes  Rockford, IL  01-07-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 42

**Form 13F Information Table Value Total:** $189203887

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 24824307 | 39584 | SH |  | SOLE | 0 | 39584 | 0 | 0 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 17834018 | 655421 | SH |  | SOLE | 0 | 655421 | 0 | 0 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 |  | 16982446 | 337489 | SH |  | SOLE | 0 | 337489 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 15160501 | 630636 | SH |  | SOLE | 0 | 630636 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 13115928 | 487400 | SH |  | SOLE | 0 | 487400 | 0 | 0 |
| VICTORY PORTFOLIOS II | CORE INTERMEDIAT | 92647N527 |  | 10903702 | 230256 | SH |  | SOLE | 0 | 230256 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 9248734 | 110433 | SH |  | SOLE | 0 | 110433 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 8238922 | 28389 | SH |  | SOLE | 0 | 28389 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 7173167 | 103256 | SH |  | SOLE | 0 | 103256 | 0 | 0 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 5668778 | 77996 | SH |  | SOLE | 0 | 77996 | 0 | 0 |
| WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 |  | 5562166 | 65530 | SH |  | SOLE | 0 | 65530 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 5330034 | 105986 | SH |  | SOLE | 0 | 105986 | 0 | 0 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 3948891 | 69327 | SH |  | SOLE | 0 | 69327 | 0 | 0 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 3615071 | 20382 | SH |  | SOLE | 0 | 20382 | 0 | 0 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 3456074 | 114934 | SH |  | SOLE | 0 | 114934 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 3353708 | 33577 | SH |  | SOLE | 0 | 33577 | 0 | 0 |
| WISDOMTREE TR | INTL EQUITY FD | 97717W703 |  | 3260214 | 47414 | SH |  | SOLE | 0 | 47414 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 3139934 | 12173 | SH |  | SOLE | 0 | 12173 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 3129787 | 14778 | SH |  | SOLE | 0 | 14778 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 2971921 | 32198 | SH |  | SOLE | 0 | 32198 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 2573854 | 28771 | SH |  | SOLE | 0 | 28771 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 2335474 | 3410 | SH |  | SOLE | 0 | 3410 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 2185364 | 23623 | SH |  | SOLE | 0 | 23623 | 0 | 0 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 |  | 1707178 | 33085 | SH |  | SOLE | 0 | 33085 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 1493076 | 52425 | SH |  | SOLE | 0 | 52425 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 1326307 | 50565 | SH |  | SOLE | 0 | 50565 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | COM SHS ANNUAL | 33718M105 |  | 1143247 | 14360 | SH |  | SOLE | 0 | 14360 | 0 | 0 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 989190 | 9000 | SH |  | SOLE | 0 | 9000 | 0 | 0 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 957321 | 8972 | SH |  | SOLE | 0 | 8972 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 930255 | 20432 | SH |  | SOLE | 0 | 20432 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 908709 | 8484 | SH |  | SOLE | 0 | 8484 | 0 | 0 |
| WISDOMTREE TR | INTL SMCAP DIV | 97717W760 |  | 700962 | 8653 | SH |  | SOLE | 0 | 8653 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 667004 | 2453 | SH |  | SOLE | 0 | 2453 | 0 | 0 |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 33739H101 |  | 643610 | 27706 | SH |  | SOLE | 0 | 27706 | 0 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 628408 | 1996 | SH |  | SOLE | 0 | 1996 | 0 | 0 |
| WISDOMTREE TR | US MIDCAP FUND | 97717W570 |  | 604291 | 9046 | SH |  | SOLE | 0 | 9046 | 0 | 0 |
| NATIXIS ETF TR | GATEWAY QUALITY | 63873X307 |  | 562376 | 9855 | SH |  | SOLE | 0 | 9855 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 523508 | 10584 | SH |  | SOLE | 0 | 10584 | 0 | 0 |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | 78463X749 |  | 421461 | 9362 | SH |  | SOLE | 0 | 9362 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 387123 | 5865 | SH |  | SOLE | 0 | 5865 | 0 | 0 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 318824 | 6781 | SH |  | SOLE | 0 | 6781 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 278042 | 3610 | SH |  | SOLE | 0 | 3610 | 0 | 0 |

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