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Portfolio (Quarterly) Guide ↗

ENZI WEALTH

· CIK 0001887441
13F Portfolio $316M AUM 77 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 18 Added 33 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVMV AMERICAN CENTY ETF TR 715,903.0 $57.7M 18.26% +39K +5.7% $80.54 +1.0%
2 IVV ISHARES TR 56,898.0 $43.0M 13.61% +744.0 +1.3% $755.11 +1.8%
3 AVUV AMERICAN CENTY ETF TR 325,220.0 $40.4M 12.78% +14K +4.5% $124.08 +1.5%
4 QQQ INVESCO QQQ TR Financial Services 30,953.0 $22.3M 7.05% +928.0 +3.1% $719.69 -1.5%
5 HEDG SERIES PORTFOLIOS TR 585,334.0 $17.6M 5.58% +42K +7.7% $30.12 +2.0%
6 BOXX EA SERIES TRUST 49,447.0 $5.8M 1.84% +7K +16.4% $117.42 +0.5%
7 VOO VANGUARD INDEX FDS 3,632.0 $2.5M 0.80% +67.0 +1.9% $691.18 +1.8%
8 AMZN AMAZON COM INC Consumer Cyclical 7,634.0 $1.9M 0.60% +66.0 +0.9% $247.49 +3.0%
9 TSLA TESLA INC Consumer Cyclical 3,700.0 $1.5M 0.46% +27.0 +0.7% $396.13 -9.9%
10 DELL DELL TECHNOLOGIES INC Technology 1,916.0 $877K 0.28% +260.0 +15.7% $457.54 +7.5%
11 SPY STATE STR SPDR S&P 500 ETF T Financial Services 975.0 $733K 0.23% +15.0 +1.6% $751.73 +1.8%
12 ABBV ABBVIE INC Healthcare 1,482.0 $363K 0.12% +16.0 +1.1% $244.78 +6.9%
13 NXPI NXP SEMICONDUCTORS N V Technology 1,256.0 $357K 0.11% +8.0 +0.6% $283.87 -19.5%
14 V VISA INC Financial Services 814.0 $290K 0.09% +28.0 +3.6% $356.06 +6.3%
15 VO VANGUARD INDEX FDS 3,537.0 $286K 0.09% +3K +298.3% $80.84 +1.0%
16 NFLX NETFLIX INC. Communication Services 3,618.0 $266K 0.08% +288.0 +8.7% $73.53 +12.5%
17 IWF ISHARES TR 2,020.0 $249K 0.08% +2K +300.0% $123.23 -1.2%
18 TBLA TABOOLA.COM LTD Communication Services 10,687.0 $59K 0.02% +655.0 +6.5% $5.49 -30.4%

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
Financial Services 38.0%
Technology 30.4%
Energy 16.1%
Consumer Cyclical 5.4%
Consumer Defensive 3.0%
Communication Services 2.9%
Healthcare 2.2%
Industrials 2.0%