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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 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 1,102.0 $541K 0.17% -10.0 -0.9% $491.09
22 IEFA ISHARES TR 5,194.0 $503K 0.16% -52.0 -1.0% $96.89 +3.1%
23 JPM JPMORGAN CHASE & CO Financial Services 1,304.0 $447K 0.14% -15.0 -1.1% $342.89 +3.9%
24 IVE ISHARES TR 1,767.0 $406K 0.13% -236.0 -11.8% $229.94 +3.0%
25 IXUS ISHARES TR 3,793.0 $359K 0.11% -307.0 -7.5% $94.56 +2.8%
26 PM PHILIP MORRIS INTL INC Consumer Defensive 1,841.0 $324K 0.10% -18.0 -1.0% $175.95 +6.8%
27 GOOG ALPHABET INC 888.0 $317K 0.10% -9.0 -1.0% $357.33
28 IBM INTERNATIONAL BUSINESS MACHS Technology 1,288.0 $279K 0.09% -204.0 -13.7% $216.99 +6.8%
29 IWR ISHARES TR 2,471.0 $271K 0.09% -124.0 -4.8% $109.80 +1.1%
30 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 587.0 $247K 0.08% -18.0 -3.0% $420.39 -1.2%
31 MMM 3M CO Industrials 1,575.0 $247K 0.08% -9.0 -0.6% $156.58 +7.8%
32 GSLC GOLDMAN SACHS ETF TR 1,587.0 $227K 0.07% -275.0 -14.8% $143.11 +2.1%
33 LMT LOCKHEED MARTIN CORP Industrials 408.0 $210K 0.07% -3.0 -0.7% $514.99 +3.2%
Page 2 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%