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ENZI WEALTH
ENZI WEALTH
Latest filing: 2026-06-30
ENZI WEALTH runs ENZI WEALTH and currently holds 77 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $315.73M. Their top holdings are AVMV, IVV, AVUV, QQQ, FRDM. The top five represent 57.1% of reported portfolio weight. ENZI WEALTH ranks #498 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ENZI WEALTH initiated 6 new positions. They added to 20 existing positions. They trimmed 39 positions. Their current best-performing preview position is INTC with returns of +216.41%.
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77 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVMV AMERICAN CENTY ETF TR | 18.26% | $70.44 | $82.70 | +17.40% | Added +5.75% |
 IVV ISHARES TR | 13.61% | $375.89 | $769.30 | +104.66% | Added +1.32% |
 AVUV AMERICAN CENTY ETF TR | 12.78% | $101.62 | $126.43 | +24.41% | Added +4.52% |
 QQQ INVESCO QQQ TR | 7.06% | $497.44 | $713.44 | +43.42% | Added +3.09% |
 FRDM EA SERIES TRUST | 5.38% | $51.51 | $68.72 | +33.41% | Trimmed -15.00% |
 IQLT ISHARES TR | 4.90% | $29.78 | $52.06 | +74.82% | Trimmed -0.34% |
 JHMM JOHN HANCOCK EXCHANGE TRADED | 4.15% | $46.57 | $75.97 | +63.13% | Trimmed -3.47% |
 XOM EXXON MOBIL CORP | 3.38% | $87.34 | $165.11 | +89.04% | Trimmed -45.99% |
 IJR ISHARES TR | 2.35% | $92.62 | $147.28 | +59.01% | Trimmed -5.93% |
 BOXX EA SERIES TRUST | 1.84% | $113.09 | $117.95 | +4.30% | Added +16.37% |
Showing 1-10 of 77