ENZI WEALTH: 13F holdings
CIK 18874412026Q2
| Positions | 76 |
|---|---|
| Reported value | $315.7m |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 715,903 | $57.7m | 18.3% |
| IVV ISHARES TR | 56,898 | $43.0m | 13.6% |
| AVUV AMERICAN CENTY ETF TR | 325,220 | $40.4m | 12.8% |
| QQQ INVESCO QQQ TR | 30,953 | $22.3m | 7.1% |
| SERIES PORTFOLIOS TR | 585,334 | $17.6m | 5.6% |
| EA SERIES TRUST | 249,495 | $17.0m | 5.4% |
| IQLT ISHARES TR | 313,267 | $15.5m | 4.9% |
| JHMM JOHN HANCOCK EXCHANGE TRADED | 177,127 | $13.1m | 4.1% |
| EXXON MOBIL CORP | 73,480 | $10.7m | 3.4% |
| IJR ISHARES TR | 51,007 | $7.4m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1887441")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.