SEC 13F Intelligence

Envision Financial Planning, LLC / XLV

Envision Financial Planning, LLC’s Select Sector Spdr Tr Position

Does Envision Financial Planning, LLC own Select Sector Spdr Tr (XLV)? Yes — 56.6K shares worth $8M (+3.00% of its 13F portfolio) as of Q1 2026, up from 54.9K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
56.6K
% of Portfolio
+3.00%
Quarters Held
10
currently held

Position History XLV

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $8MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202656.6K$8M+3.00%
Q4 202554.9K$8M+3.21%
Q3 202521.2K$3M+1.25%
Q2 202520.7K$3M+1.31%
Q1 202518.8K$3M+1.40%
Q4 202419.4K$3M+1.38%
Q3 202417.1K$3M+1.39%
Q2 202416.3K$2M+1.81%
Q1 202415.7K$2M+1.87%
Q4 202315.3K$2M+1.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Envision Financial Planning, LLC’s full portfolio or all institutional holders of XLV.