§ 13F · FUND PROFILE
ENZI WEALTH.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 71Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$283.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVMV | AMERICAN CENTY ETF TR | 633K | $47.2T | 16.6% | NEW |
| 2 | IVV | ISHARES TR | 55K | $38.0T | 13.4% | NEW |
| 3 | AVUV | AMERICAN CENTY ETF TR | 291K | $31.3T | 11.0% | NEW |
| 4 | XOM | EXXON MOBIL CORP | 137K | $17.8T | 6.3% | NEW |
| 5 | QQQ | INVESCO QQQ TR | 28K | $17.5T | 6.2% | NEW |
| 6 | FRDM | EA SERIES TRUST | 273K | $15.0T | 5.3% | NEW |
| 7 | IQLT | ISHARES TR | 317K | $14.9T | 5.2% | NEW |
| 8 | HEDG | SERIES PORTFOLIOS TR | 503K | $14.8T | 5.2% | NEW |
| 9 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 200K | $13.7T | 4.8% | NEW |
| 10 | IJR | ISHARES TR | 59K | $7.5T | 2.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ENZI SIGNAL
AC read
ENZI WEALTH is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed