# EDGAR Filing Document

**Accession Number:** 0001964460
**File Stem:** 0001964460-26-000001
**Filing Date:** 2026-2
**Character Count:** 8808
**Document Hash:** 7d8214328c8894fdfc316b33d329f1dd
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001964460-26-000001.hdr.sgml**: 20260217

**ACCESSION NUMBER**: 0001964460-26-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260217

**DATE AS OF CHANGE**: 20260217

**EFFECTIVENESS DATE**: 20260217

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Envision Financial Planning, LLC
- **CENTRAL INDEX KEY:** 0001964460

**ORGANIZATION NAME:**
- **EIN:** 843769147
- **STATE OF INCORPORATION:** TN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23419
- **FILM NUMBER:** 26643604

**BUSINESS ADDRESS:**
- **STREET 1:** 5100 POPLAR AVENUE
- **STREET 2:** SUITE 2428
- **CITY:** MEMPHIS
- **STATE:** TN
- **ZIP:** 38137
- **BUSINESS PHONE:** 901-422-7526

**MAIL ADDRESS:**
- **STREET 1:** 5100 POPLAR AVENUE
- **STREET 2:** SUITE 2428
- **CITY:** MEMPHIS
- **STATE:** TN
- **ZIP:** 38137

### 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 Planning LLC<br>**Address:** 5100 POPLAR AVENUE<br>SUITE 2428<br>MEMPHIS, TN 38137

**Form 13F File Number:** 028-23419

**CRD Number (if applicable):** 000321790

**SEC File Number (if applicable):** 801-125874

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:** JORDAN GREEN<br>**Title:** Counsel<br>**Phone:** 6098810101

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

JORDAN GREEN  Stone Harbor, NJ  02-17-2026<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:** 47

**Form 13F Information Table Value Total:** $264503780

      (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 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 418918 | 5161 | SH |  | SOLE |  | 0 | 0 | 5161 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 978318 | 2918 | SH |  | SOLE |  | 0 | 0 | 2918 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 8499575 | 54907 | SH |  | SOLE |  | 0 | 0 | 54907 |
| MICROSOFT CORP | COM | 594918104 |  | 351144 | 726 | SH |  | SOLE |  | 0 | 0 | 726 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 1156256 | 3984 | SH |  | SOLE |  | 0 | 0 | 3984 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 |  | 1278516 | 11436 | SH |  | SOLE |  | 0 | 0 | 11436 |
| ISHARES TR | IBONDS DEC 28 | 46435U325 |  | 1123534 | 43931 | SH |  | SOLE |  | 0 | 0 | 43931 |
| ISHARES TR | IBONDS DEC 27 | 46435U283 |  | 595339 | 23448 | SH |  | SOLE |  | 0 | 0 | 23448 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 |  | 7175837 | 306594 | SH |  | SOLE |  | 0 | 0 | 306594 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 842289 | 3977 | SH |  | SOLE |  | 0 | 0 | 3977 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 23400200 | 500004 | SH |  | SOLE |  | 0 | 0 | 500004 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 15106030 | 396380 | SH |  | SOLE |  | 0 | 0 | 396380 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 15069738 | 462688 | SH |  | SOLE |  | 0 | 0 | 462688 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 1771901 | 6348 | SH |  | SOLE |  | 0 | 0 | 6348 |
| INVESCO EXCH TRD SLF IDX FD | INVSC 30 MUNI BD | 46138J445 |  | 1705509 | 77435 | SH |  | SOLE |  | 0 | 0 | 77435 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 9967136 | 143062 | SH |  | SOLE |  | 0 | 0 | 143062 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 201004 | 5077 | SH |  | SOLE |  | 0 | 0 | 5077 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 11310130 | 152489 | SH |  | SOLE |  | 0 | 0 | 152489 |
| ISHARES TR | IBONDS DEC 2031 | 46436E486 |  | 12932303 | 611456 | SH |  | SOLE |  | 0 | 0 | 611456 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 31 MUN | 46138J411 |  | 2249144 | 106418 | SH |  | SOLE |  | 0 | 0 | 106418 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 663881 | 3476 | SH |  | SOLE |  | 0 | 0 | 3476 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 19971348 | 867377 | SH |  | SOLE |  | 0 | 0 | 867377 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 280637 | 5826 | SH |  | SOLE |  | 0 | 0 | 5826 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 427140 | 9788 | SH |  | SOLE |  | 0 | 0 | 9788 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 16710512 | 439403 | SH |  | SOLE |  | 0 | 0 | 439403 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 13104001 | 413832 | SH |  | SOLE |  | 0 | 0 | 413832 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 2048993 | 59460 | SH |  | SOLE |  | 0 | 0 | 59460 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | 25434V757 |  | 956251 | 29651 | SH |  | SOLE |  | 0 | 0 | 29651 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 |  | 6240742 | 227931 | SH |  | SOLE |  | 0 | 0 | 227931 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 371498 | 8671 | SH |  | SOLE |  | 0 | 0 | 8671 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 686983 | 15818 | SH |  | SOLE |  | 0 | 0 | 15818 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 |  | 3230291 | 94425 | SH |  | SOLE |  | 0 | 0 | 94425 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 32 MUN | 46139W833 |  | 2706526 | 107787 | SH |  | SOLE |  | 0 | 0 | 107787 |
| ISHARES TR | IBONDS DEC 2029 | 46436E163 |  | 1173747 | 46156 | SH |  | SOLE |  | 0 | 0 | 46156 |
| ISHARES TR | IBONDS DEC 2033 | 46436E130 |  | 20618985 | 788791 | SH |  | SOLE |  | 0 | 0 | 788791 |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 |  | 782857 | 10582 | SH |  | SOLE |  | 0 | 0 | 10582 |
| INVESCO EXCH TRD SLF IDX FD | INVESCO BULLETSH | 46139W791 |  | 2526179 | 97706 | SH |  | SOLE |  | 0 | 0 | 97706 |
| AMERICAN CENTY ETF TR | AVANTIS US MID C | 025072125 |  | 9743606 | 137933 | SH |  | SOLE |  | 0 | 0 | 137933 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 366255 | 1844 | SH |  | SOLE |  | 0 | 0 | 1844 |
| CAPITAL GROUP CONSERVATIVE E | SHS | 14020U100 |  | 18419885 | 604129 | SH |  | SOLE |  | 0 | 0 | 604129 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHARE 2034 | 46139W767 |  | 2684832 | 109223 | SH |  | SOLE |  | 0 | 0 | 109223 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 303312 | 3849 | SH |  | SOLE |  | 0 | 0 | 3849 |
| NUCOR CORP | COM | 670346105 |  | 695609 | 4265 | SH |  | SOLE |  | 0 | 0 | 4265 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 22922717 | 497887 | SH |  | SOLE |  | 0 | 0 | 497887 |
| IMMUNITYBIO INC | COM | 45256X103 |  | 20691 | 10450 | SH |  | SOLE |  | 0 | 0 | 10450 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 203968 | 2124 | SH |  | SOLE |  | 0 | 0 | 2124 |
| APPLE INC | COM | 037833100 |  | 509513 | 1874 | SH |  | SOLE |  | 0 | 0 | 1874 |

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