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Portfolio (Quarterly) Guide ↗

ENZI WEALTH

· CIK 0001887441
13F Portfolio $284M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 71 New
Page 1 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVMV AMERICAN CENTY ETF TR 632,886.0 $47.2M 16.63% NEW $74.50 +6.8%
2 IVV ISHARES TR 54,852.0 $38.0M 13.41% NEW $693.49 +9.3%
3 AVUV AMERICAN CENTY ETF TR 290,686.0 $31.3M 11.03% NEW $107.58 +12.6%
4 XOM EXXON MOBIL CORP Energy 136,779.0 $17.8M 6.28% NEW $130.20 +13.5%
5 QQQ INVESCO QQQ TR Financial Services 28,171.0 $17.5M 6.15% NEW $619.56 +18.8%
6 FRDM EA SERIES TRUST 272,994.0 $15.0M 5.29% NEW $54.96 +32.6%
7 ISHARES TR 316,515.0 $14.9M 5.25% NEW $47.00
8 HEDG SERIES PORTFOLIOS TR 502,598.0 $14.8M 5.22% NEW $29.48 +1.3%
9 JHMM JOHN HANCOCK EXCHANGE TRADED 200,483.0 $13.7M 4.85% NEW $68.56 +7.2%
10 IJR ISHARES TR 58,800.0 $7.5M 2.64% NEW $127.24 +9.9%
11 BOXX EA SERIES TRUST 34,903.0 $4.0M 1.42% NEW $115.30 +1.4%
12 PALC PACER FDS TR 69,308.0 $3.8M 1.33% NEW $54.53 +5.1%
13 AAPL APPLE INC Technology 14,321.0 $3.7M 1.31% NEW $259.97 +19.5%
14 USMV ISHARES TR 37,879.0 $3.6M 1.26% NEW $94.63 +2.0%
15 DBEF DBX ETF TR 71,362.0 $3.6M 1.26% NEW $50.21 +5.8%
16 DFAS DIMENSIONAL ETF TRUST 47,996.0 $3.5M 1.25% NEW $73.94 +6.9%
17 NVDA NVIDIA CORPORATION Technology 19,315.0 $3.5M 1.25% NEW $183.14 +16.7%
18 CDNS CADENCE DESIGN SYSTEM INC Technology 9,951.0 $3.1M 1.10% NEW $313.17 +20.1%
19 XMHQ INVESCO EXCHANGE TRADED FD T 27,449.0 $2.9M 1.04% NEW $107.40 +2.6%
20 VOO VANGUARD INDEX FDS 3,554.0 $2.3M 0.80% NEW $634.98 +9.3%
Page 1 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
Financial Services 32.0%
Energy 27.5%
Technology 24.9%
Consumer Cyclical 5.5%
Communication Services 3.3%
Consumer Defensive 2.6%
Healthcare 2.2%
Industrials 1.9%