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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 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NOW SERVICENOW INC Technology 2,545.0 $267K 0.09% NEW $104.85 +30.4%
62 NFLX NETFLIX INC. Communication Services 3,618.0 $266K 0.08% +288.0 +8.7% $73.53 +12.5%
63 YETI YETI HLDGS INC Consumer Cyclical 5,538.0 $262K 0.08% $47.34 -12.4%
64 IWF ISHARES TR 2,020.0 $249K 0.08% +2K +300.0% $123.23 -1.2%
65 JHSC JOHN HANCOCK EXCHANGE TRADED 5,160.0 $248K 0.08% $48.05 +0.2%
66 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 587.0 $247K 0.08% -18.0 -3.0% $420.39 -1.2%
67 MMM 3M CO Industrials 1,575.0 $247K 0.08% -9.0 -0.6% $156.58 +7.8%
68 ABT ABBOTT LABORATORIES Healthcare 2,754.0 $245K 0.08% $88.96 +24.2%
69 GSLC GOLDMAN SACHS ETF TR 1,587.0 $227K 0.07% -275.0 -14.8% $143.11 +2.1%
70 AVGO BROADCOM INC Technology 554.0 $216K 0.07% NEW $389.11 -5.6%
71 KO COCA COLA CO Consumer Defensive 2,576.0 $214K 0.07% NEW $83.08 +6.2%
72 TXN TEXAS INSTRS INC Technology 691.0 $211K 0.07% NEW $305.55 -16.6%
73 LMT LOCKHEED MARTIN CORP Industrials 408.0 $210K 0.07% -3.0 -0.7% $514.99 +3.2%
74 WES WESTERN MIDSTREAM PARTNERS L Energy 4,575.0 $210K 0.07% NEW $45.92 +6.6%
75 VOOG VANGUARD ADMIRAL FDS INC 2,492.0 $207K 0.07% NEW $82.89 +0.7%
76 TBLA TABOOLA.COM LTD Communication Services 10,687.0 $59K 0.02% +655.0 +6.5% $5.49 -30.4%
77 AMZN CALL AMAZON COM INC Consumer Cyclical 100.0 $25K 0.01% $247.49 +3.0%
Page 4 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%