Enclave Advisors LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $706 Billion distributed in 124 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $60.6B, Ishares Core S&P 500 ETF with a value of $59.5B, Vanguard Dividend Appreciation with a value of $58.3B, J P Morgan Exchange Traded Fd with a value of $43.4B, and Vanguard Mid Cap ETF with a value of $34.6B.
Examining the 13F form we can see an increase of $51B in the current position value, from $655B to 706B.
Enclave Advisors LLC is based out at Austin, TX
Below you can find more details about Enclave Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$706 Billion
ETFs: $495 Billion
Technology: $45 Billion
Consumer Defensive: $26.5 Billion
Basic Materials: $25.8 Billion
Energy: $14 Billion
Communication Services: $11.9 Billion
Financial Services: $11.8 Billion
Consumer Cyclical: $10.9 Billion
Other: $10.8 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
