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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 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DIA STATE STR SPDR DOW JONES IND Financial Services 1,110.0 $514K 0.18% $463.19 +9.5%
42 IEFA ISHARES TR 5,246.0 $475K 0.17% -667.0 -11.3% $90.53 +8.4%
43 SCHW SCHWAB CHARLES CORP Financial Services 5,000.0 $470K 0.16% $93.98 -10.2%
44 AMP AMERIPRISE FINL INC Financial Services 1,010.0 $449K 0.16% $444.40 -1.1%
45 IVE ISHARES TR 2,003.0 $423K 0.15% $211.15 +8.1%
46 JPM JPMORGAN CHASE & CO Financial Services 1,319.0 $388K 0.14% -11.0 -0.8% $294.16 +0.9%
47 IBM INTERNATIONAL BUSINESS MACHS Technology 1,492.0 $362K 0.13% +108.0 +7.8% $242.32 +8.6%
48 IXUS ISHARES TR 4,100.0 $355K 0.12% $86.64 +11.8%
49 NFLX NETFLIX INC. Communication Services 3,330.0 $320K 0.11% -64.0 -1.9% $96.15 -10.4%
50 ABBV ABBVIE INC Healthcare 1,466.0 $319K 0.11% $217.49 +0.4%
51 PM PHILIP MORRIS INTL INC Consumer Defensive 1,859.0 $307K 0.11% +10.0 +0.5% $165.34 +8.7%
52 IJJ ISHARES TR 2,160.0 $286K 0.10% $132.50 +7.6%
53 ABT ABBOTT LABORATORIES Healthcare 2,750.0 $282K 0.10% -42.0 -1.5% $102.67 -16.3%
54 CFR CULLEN FROST BANKERS INC Financial Services 2,000.0 $274K 0.10% $137.08 -0.5%
55 DELL DELL TECHNOLOGIES INC Technology 1,656.0 $272K 0.09% NEW $164.13 +98.5%
56 OEF ISHARES TR 834.0 $265K 0.09% $318.07 +18.1%
57 GOOG ALPHABET INC Communication Services 897.0 $257K 0.09% $286.86 +34.1%
58 VO VANGUARD INDEX FDS 888.0 $255K 0.09% $287.31 -72.5%
59 IWR ISHARES TR 2,595.0 $252K 0.09% $97.23 +10.6%
60 NTNX NUTANIX INC Technology 6,568.0 $250K 0.09% +68.0 +1.1% $38.01 +30.6%
Page 3 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%