Enclave Advisors LLC Portfolio Holdings

Enclave Advisors LLC

  • $706 Billion
  • Q4 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.32B
$914 Million 0.13% of portfolio
29,068
Q1 2025 Reduced 1.69%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $706 Billion
  • Prior Value $655 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 16 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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