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Portfolio (Quarterly) Guide ↗

Enclave Advisors LLC

· CIK 0001836110
13F Portfolio $790M AUM 133 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 133 New
Page 2 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IDV ISHARES TR 241,193.0 $10.0M 1.26% NEW $41.43 +8.3%
22 XOM EXXON MOBIL CORP Energy 71,591.0 $9.8M 1.24% NEW $136.72 +20.5%
23 AAPL APPLE INC Technology 32,138.0 $9.3M 1.18% NEW $289.36 +9.5%
24 J P MORGAN EXCHANGE TRADED F 176,500.0 $8.9M 1.13% NEW $50.57
25 VTV VANGUARD INDEX FDS 40,394.0 $8.8M 1.11% NEW $217.93 +4.1%
26 GOOGL ALPHABET INC Communication Services 22,352.0 $8.0M 1.01% NEW $357.37 -3.5%
27 IJR ISHARES TR 48,023.0 $7.1M 0.90% NEW $148.31 -0.3%
28 NEM NEWMONT CORP Basic Materials 74,577.0 $7.0M 0.88% NEW $93.40 +33.9%
29 NEM PUT NEWMONT CORP Basic Materials 74,400.0 $6.9M 0.88% NEW $93.40 +33.9%
30 XLE SELECT SECTOR SPDR TR 119,936.0 $6.4M 0.81% NEW $53.11 +19.7%
31 SCHM SCHWAB STRATEGIC TR 167,608.0 $6.2M 0.78% NEW $36.87 -1.7%
32 VCRB VANGUARD MALVERN FDS 78,493.0 $6.1M 0.77% NEW $77.23 -1.2%
33 MSFT MICROSOFT CORP Technology 15,934.0 $5.9M 0.75% NEW $373.01 +29.8%
34 AEM PUT AGNICO EAGLE MINES LTD Basic Materials 38,000.0 $5.9M 0.75% NEW $155.13 +33.9%
35 AEM AGNICO EAGLE MINES LTD Basic Materials 38,000.0 $5.9M 0.75% NEW $155.13 +33.9%
36 PLTR PALANTIR TECHNOLOGIES INC Technology 45,777.0 $5.3M 0.68% NEW $116.67 +50.2%
37 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,663.0 $5.0M 0.63% NEW $746.80 +3.0%
38 IWF ISHARES TR 39,652.0 $4.9M 0.62% NEW $124.17 -1.2%
39 SCHF SCHWAB STRATEGIC TR 177,581.0 $4.9M 0.62% NEW $27.70 +1.8%
40 VUSB VANGUARD BD INDEX FDS 91,082.0 $4.5M 0.57% NEW $49.78 -0.1%
Page 2 of 7  ·  133 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.9%
Consumer Defensive 17.4%
Basic Materials 14.1%
Consumer Cyclical 13.8%
Energy 9.3%
Communication Services 7.1%
Financial Services 6.3%
Industrials 5.9%
Healthcare 3.0%
Utilities 1.6%