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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 3 of 4  ·  77 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 1,102.0 $578K 0.18% -8.0 -0.7% $524.69 +1.1%
42 BERKSHIRE HATHAWAY INC DEL 1,102.0 $541K 0.17% -10.0 -0.9% $491.09
43 AMP AMERIPRISE FINL INC Financial Services 1,010.0 $524K 0.17% $518.60 +6.4%
44 SCHW SCHWAB CHARLES CORP Financial Services 5,000.0 $506K 0.16% $101.10 +7.1%
45 IEFA ISHARES TR 5,194.0 $503K 0.16% -52.0 -1.0% $96.89 +3.1%
46 JPM JPMORGAN CHASE & CO Financial Services 1,304.0 $447K 0.14% -15.0 -1.1% $342.89 +3.9%
47 IVE ISHARES TR 1,767.0 $406K 0.13% -236.0 -11.8% $229.94 +3.0%
48 NTNX NUTANIX INC Technology 6,568.0 $364K 0.12% $55.47 +20.5%
49 ABBV ABBVIE INC Healthcare 1,482.0 $363K 0.12% +16.0 +1.1% $244.78 +6.9%
50 IXUS ISHARES TR 3,793.0 $359K 0.11% -307.0 -7.5% $94.56 +2.8%
51 NXPI NXP SEMICONDUCTORS N V Technology 1,256.0 $357K 0.11% +8.0 +0.6% $283.87 -19.5%
52 PM PHILIP MORRIS INTL INC Consumer Defensive 1,841.0 $324K 0.10% -18.0 -1.0% $175.95 +6.8%
53 GOOG ALPHABET INC 888.0 $317K 0.10% -9.0 -1.0% $357.33
54 IJJ ISHARES TR 2,160.0 $317K 0.10% $146.78 +0.1%
55 CFR CULLEN FROST BANKERS INC Financial Services 2,000.0 $315K 0.10% $157.38 +2.7%
56 OEF ISHARES TR 834.0 $309K 0.10% $370.64 +2.5%
57 V VISA INC Financial Services 814.0 $290K 0.09% +28.0 +3.6% $356.06 +6.3%
58 VO VANGUARD INDEX FDS 3,537.0 $286K 0.09% +3K +298.3% $80.84 +1.0%
59 IBM INTERNATIONAL BUSINESS MACHS Technology 1,288.0 $279K 0.09% -204.0 -13.7% $216.99 +6.8%
60 IWR ISHARES TR 2,471.0 $271K 0.09% -124.0 -4.8% $109.80 +1.1%
Page 3 of 4  ·  77 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%