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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
Page 1 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FRDM EA SERIES TRUST 249,495.0 $17.0M 5.38% -44K -15.0% $68.05 +1.6%
2 JHMM JOHN HANCOCK EXCHANGE TRADED 177,127.0 $13.1M 4.15% -6K -3.5% $73.95 +0.6%
3 XOM EXXON MOBIL CORP Energy 73,480.0 $10.7M 3.38% -63K -46.0% $145.09 +13.2%
4 IJR ISHARES TR 51,007.0 $7.4M 2.35% -3K -5.9% $145.38 -0.7%
5 AAPL APPLE INC Technology 13,756.0 $4.3M 1.37% -1K -7.8% $314.87 +3.2%
6 DFAS DIMENSIONAL ETF TRUST 42,569.0 $3.4M 1.09% -2K -3.8% $80.86 +0.9%
7 PALC PACER FDS TR 59,420.0 $3.4M 1.08% -2K -3.4% $57.55 +0.9%
8 USMV ISHARES TR 31,160.0 $3.0M 0.96% -2K -6.0% $96.88 +4.2%
9 DBEF DBX ETF TR 54,252.0 $3.0M 0.94% -6K -10.3% $54.66 +1.7%
10 XMHQ INVESCO EXCHANGE TRADED FD T 22,335.0 $2.5M 0.80% -2K -7.6% $113.04 +3.5%
11 AMD ADVANCED MICRO DEVICES INC Technology 3,947.0 $2.2M 0.69% -551.0 -12.2% $548.13 -16.6%
12 J P MORGAN EXCHANGE TRADED F 27,400.0 $2.0M 0.63% -1K -3.8% $72.33
13 DFEM DIMENSIONAL ETF TRUST 44,059.0 $1.7M 0.55% -5K -9.3% $39.15 +3.0%
14 AVES AMERICAN CENTY ETF TR 20,581.0 $1.3M 0.42% -2K -8.4% $64.23 +4.0%
15 GOOGL ALPHABET INC Communication Services 2,576.0 $926K 0.29% -15.0 -0.6% $359.51 -6.2%
16 JNJ JOHNSON & JOHNSON Healthcare 3,510.0 $891K 0.28% -45.0 -1.3% $253.85 +8.4%
17 MO ALTRIA GROUP INC Consumer Defensive 10,976.0 $770K 0.24% -73.0 -0.7% $70.16 -0.9%
18 IVW ISHARES TR 4,706.0 $649K 0.21% -385.0 -7.6% $137.88 +0.8%
19 MSFT MICROSOFT CORP Technology 1,678.0 $646K 0.20% -56.0 -3.2% $384.93 +29.1%
20 DIA STATE STR SPDR DOW JONES IND Financial Services 1,102.0 $578K 0.18% -8.0 -0.7% $524.69 +1.1%
Page 1 of 2  ·  33 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
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%