Enclave Advisors LLC Portfolio Holdings

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.