Enzi Wealth
$334M 13F equity value
83 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Enzi Wealth covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AVMV | AMERICAN CENTY ETF TR | 734,458 | $58M | 17.3% |
| IVV | ISHARES TR | 57,313 | $45M | 13.4% |
| AVUV | AMERICAN CENTY ETF TR | 330,967 | $40M | 12.0% |
| QQQ | INVESCO QQQ TR | 31,487 | $23M | 7.0% |
| HEDG | SERIES PORTFOLIOS TR | 599,259 | $19M | 5.6% |
| FRDM | EA SERIES TRUST | 257,317 | $17M | 5.2% |
| XOM | EXXONMOBIL HOLDINGS CORP | 99,413 | $17M | 5.2% |
| IQLT | ISHARES TR | 315,712 | $16M | 4.7% |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 176,848 | $13M | 3.9% |
| IJR | ISHARES TR | 50,974 | $7M | 2.1% |
Track Enzi Wealth's 13F portfolio: $334M in reported holdings, 83 positions. Top holdings and quarterly changes on SentiSense.
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