BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 NOW SERVICENOW INC Technology 2,545.0 $267K 0.09% NEW $104.85 +30.4%
2 AVGO BROADCOM INC Technology 554.0 $216K 0.07% NEW $389.11 -5.6%
3 KO COCA COLA CO Consumer Defensive 2,576.0 $214K 0.07% NEW $83.08 +6.2%
4 TXN TEXAS INSTRS INC Technology 691.0 $211K 0.07% NEW $305.55 -16.6%
5 WES WESTERN MIDSTREAM PARTNERS L Energy 4,575.0 $210K 0.07% NEW $45.92 +6.6%
6 VOOG VANGUARD ADMIRAL FDS INC 2,492.0 $207K 0.07% NEW $82.89 +0.7%

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%