Enzi Wealth Portfolio Holdings

Enzi Wealth

  • $205 Million
  • Q4 2025

Enzi Wealth has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $205 Million distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $37M, American Centy ETF Tr Avantis with a value of $28.4M, Invesco Qqq Trust, Series 1 with a value of $17M, Exxon Mobil Corp with a value of $16.1M, and Ishares Msci Intl Quality Fact with a value of $14.2M.

Examining the 13F form we can see an decrease of $68.2M in the current position value, from $273M to 205M.

Enzi Wealth is based out at Austin, TX

Below you can find more details about Enzi Wealth portfolio as well as his latest detailed transactions.

Portfolio value $205 Million
ETFs: $157 Million
Technology: $16.3 Million
Energy: $16.1 Million
Consumer Cyclical: $3.35 Million
Financial Services: $2.37 Million
Communication Services: $2.01 Million
Consumer Defensive: $1.61 Million
Healthcare: $1.41 Million
Other: $1.2 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $205 Million
  • Prior Value $273 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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