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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 1 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVMV AMERICAN CENTY ETF TR 715,903.0 $57.7M 18.26% +39K +5.7% $80.54 +1.0%
2 IVV ISHARES TR 56,898.0 $43.0M 13.61% +744.0 +1.3% $755.11 +1.8%
3 AVUV AMERICAN CENTY ETF TR 325,220.0 $40.4M 12.78% +14K +4.5% $124.08 +1.5%
4 QQQ INVESCO QQQ TR Financial Services 30,953.0 $22.3M 7.05% +928.0 +3.1% $719.69 -1.5%
5 HEDG SERIES PORTFOLIOS TR 585,334.0 $17.6M 5.58% +42K +7.7% $30.12 +2.0%
6 FRDM EA SERIES TRUST 249,495.0 $17.0M 5.38% -44K -15.0% $68.05 +1.6%
7 ISHARES TR 313,267.0 $15.5M 4.90% $49.36
8 JHMM JOHN HANCOCK EXCHANGE TRADED 177,127.0 $13.1M 4.15% -6K -3.5% $73.95 +0.6%
9 XOM EXXON MOBIL CORP Energy 73,480.0 $10.7M 3.38% -63K -46.0% $145.09 +13.2%
10 IJR ISHARES TR 51,007.0 $7.4M 2.35% -3K -5.9% $145.38 -0.7%
11 BOXX EA SERIES TRUST 49,447.0 $5.8M 1.84% +7K +16.4% $117.42 +0.5%
12 AAPL APPLE INC Technology 13,756.0 $4.3M 1.37% -1K -7.8% $314.87 +3.2%
13 NVDA NVIDIA CORPORATION Technology 20,058.0 $4.2M 1.35% $211.80 +6.0%
14 CDNS CADENCE DESIGN SYSTEM INC Technology 9,925.0 $3.7M 1.18% $376.80 -18.6%
15 DFAS DIMENSIONAL ETF TRUST 42,569.0 $3.4M 1.09% -2K -3.8% $80.86 +0.9%
16 PALC PACER FDS TR 59,420.0 $3.4M 1.08% -2K -3.4% $57.55 +0.9%
17 USMV ISHARES TR 31,160.0 $3.0M 0.96% -2K -6.0% $96.88 +4.2%
18 DBEF DBX ETF TR 54,252.0 $3.0M 0.94% -6K -10.3% $54.66 +1.7%
19 XMHQ INVESCO EXCHANGE TRADED FD T 22,335.0 $2.5M 0.80% -2K -7.6% $113.04 +3.5%
20 VOO VANGUARD INDEX FDS 3,632.0 $2.5M 0.80% +67.0 +1.9% $691.18 +1.8%
Page 1 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%