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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 3 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAT CATERPILLAR INC Industrials 3,658.0 $3.9M 0.49% NEW $1064.94 -23.4%
42 WPM PUT WHEATON PRECIOUS METALS CORP Basic Materials 33,000.0 $3.7M 0.47% NEW $112.32 +31.3%
43 WPM WHEATON PRECIOUS METALS CORP Basic Materials 33,000.0 $3.7M 0.47% NEW $112.32 +31.3%
44 ET ENERGY TRANSFER L P Energy 176,063.0 $3.4M 0.43% NEW $19.12 +10.8%
45 HD HOME DEPOT INC Consumer Cyclical 8,978.0 $3.2M 0.40% NEW $352.70 -2.4%
46 VONE VANGUARD SCOTTSDALE FDS 9,051.0 $3.1M 0.39% NEW $338.72 +2.9%
47 GOOG ALPHABET INC Communication Services 8,134.0 $2.9M 0.36% NEW $353.33 -3.3%
48 AMLP ALPS ETF TR 52,653.0 $2.7M 0.34% NEW $51.85 +5.9%
49 SPDW SPDR INDEX SHS FDS 53,432.0 $2.7M 0.34% NEW $50.39 +2.5%
50 VTEB VANGUARD MUN BD FDS 47,215.0 $2.4M 0.30% NEW $50.58 -1.8%
51 B BARRICK MNG CORP Basic Materials 64,946.0 $2.4M 0.30% NEW $36.73 +22.9%
52 B PUT BARRICK MNG CORP Basic Materials 64,200.0 $2.4M 0.30% NEW $36.73 +22.9%
53 CVX CHEVRON CORPORATION Energy 13,656.0 $2.3M 0.29% NEW $165.76 +24.1%
54 AOM ISHARES TR 45,013.0 $2.2M 0.28% NEW $49.89 +0.2%
55 KGC PUT KINROSS GOLD CORP Basic Materials 90,000.0 $2.1M 0.27% NEW $23.62 +26.6%
56 KGC KINROSS GOLD CORP Basic Materials 90,000.0 $2.1M 0.27% NEW $23.62 +26.6%
57 PAAS PAN AMERN SILVER CORP Basic Materials 45,130.0 $2.0M 0.26% NEW $44.79 +12.3%
58 PAAS PUT PAN AMERN SILVER CORP Basic Materials 45,100.0 $2.0M 0.26% NEW $44.79 +12.3%
59 SCHD SCHWAB STRATEGIC TR 56,712.0 $1.8M 0.23% NEW $31.71 +10.7%
60 SCHA SCHWAB STRATEGIC TR 49,144.0 $1.8M 0.23% NEW $36.13 -3.2%
Page 3 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%