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Portfolio (Quarterly) Guide ↗

ENZI WEALTH

· CIK 0001887441
13F Portfolio $288M AUM 71 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 16 Added 21 Reduced 3 Exited
Page 2 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJH ISHARES TR 27,611.0 $1.9M 0.65% -975.0 -3.4% $67.53 +10.5%
22 J P MORGAN EXCHANGE TRADED F 28,469.0 $1.7M 0.61% -4K -13.5% $61.32
23 DFEM DIMENSIONAL ETF TRUST 48,580.0 $1.7M 0.58% -5K -10.1% $34.55 +18.7%
24 AMZN AMAZON COM INC Consumer Cyclical 7,568.0 $1.6M 0.55% +548.0 +7.8% $208.27 +29.6%
25 PLTR PALANTIR TECHNOLOGIES INC Technology 9,827.0 $1.4M 0.50% +998.0 +11.3% $146.28 -4.5%
26 TSLA TESLA INC Consumer Cyclical 3,673.0 $1.4M 0.47% $371.71 +18.8%
27 AVES AMERICAN CENTY ETF TR 22,476.0 $1.3M 0.47% -3K -10.7% $59.98 +12.8%
28 AMD ADVANCED MICRO DEVICES INC Technology 4,498.0 $915K 0.32% $203.43 +156.1%
29 JNJ JOHNSON & JOHNSON Healthcare 3,555.0 $869K 0.30% $244.44 -5.6%
30 IWB ISHARES TR 2,296.0 $819K 0.28% -161.0 -6.5% $356.56 +15.4%
31 ETN EATON CORP PLC Industrials 2,124.0 $760K 0.26% $357.67 +12.8%
32 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 752.0 $750K 0.26% $996.85 +0.2%
33 GOOGL ALPHABET INC Communication Services 2,591.0 $745K 0.26% $287.56 +35.7%
34 MO ALTRIA GROUP INC Consumer Defensive 11,049.0 $729K 0.25% $65.99 +9.3%
35 MSFT MICROSOFT CORP Technology 1,734.0 $642K 0.22% -16.0 -0.9% $370.17 +14.8%
36 META META PLATFORMS INC Communication Services 1,097.0 $628K 0.22% $572.13 +10.6%
37 SPY STATE STR SPDR S&P 500 ETF T Financial Services 960.0 $624K 0.22% +167.0 +21.1% $650.19 +16.0%
38 IVW ISHARES TR 5,091.0 $576K 0.20% $113.11 +23.2%
39 BERKSHIRE HATHAWAY INC DEL 1,112.0 $533K 0.18% $479.20
40 INTC INTEL CORP Technology 11,859.0 $523K 0.18% -866.0 -6.8% $44.13 +174.0%
Page 2 of 4  ·  71 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
Energy 34.0%
Financial Services 29.9%
Technology 21.9%
Consumer Cyclical 4.6%
Communication Services 2.9%
Consumer Defensive 2.6%
Healthcare 2.2%
Industrials 1.8%