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ENZI WEALTH 13F portfolio summary

ENZI WEALTH of ENZI WEALTH has 70 current stock holdings with a reported portfolio value of $288.1M. The portfolio 1 year return is +18.97%. Top holdings include QQQ (0.00%), SPY (0.00%), AVMV (18.59%), IVV (13.58%), AVUV (12.73%).

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ENZI WEALTH

ENZI WEALTH
Latest filing: 2026-03-31

ENZI WEALTH runs ENZI WEALTH and currently holds 70 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $288.06M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ENZI WEALTH ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ENZI WEALTH's portfolio at ENZI WEALTH has delivered returns of +18.97%. Their 3-year annualized return is +47.08%. Looking at the 5-year horizon, ENZI WEALTH has achieved +67.06% annualized returns at ENZI WEALTH.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.97%
#0/1000
3 Year
+47.08%
#0/1000
5 Year
+67.06%
#0/1000

Portfolio Value

$288.06M

Alpha Score

45.0

#0 of 1000

Holdings

70

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change