ENZI WEALTH 13F Portfolio
ENZI WEALTH runs ENZI WEALTH and currently holds 77 stock positions, which is fewer than the average of 231 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 #503 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%.
Portfolio Value
$315.73M
Alpha Score
58.0
#503 of 1000
Holdings
77
ENZI WEALTH Current 13F Holdings
Reported holdings from ENZI WEALTH's latest SEC 13F filing, ranked by portfolio weight.
77 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVMV AMERICAN CENTY ETF TR | 18.26% | $70.44 | $77.99 | +10.71% | Added +5.75% |
 IVV ISHARES TR | 13.61% | $375.89 | $781.99 | +108.04% | Added +1.32% |
 AVUV AMERICAN CENTY ETF TR | 12.78% | $101.62 | $119.63 | +17.72% | Added +4.52% |
 QQQ INVESCO QQQ TR | 7.06% | $497.44 | $751.27 | +51.03% | Added +3.09% |
 FRDM EA SERIES TRUST | 5.38% | $51.51 | $69.16 | +34.27% | Trimmed -15.00% |
 IQLT ISHARES TR | 4.90% | $29.78 | $49.83 | +67.31% | Trimmed -0.34% |
 JHMM JOHN HANCOCK EXCHANGE TRADED | 4.15% | $46.57 | $73.08 | +56.93% | Trimmed -3.47% |
 XOM EXXON MOBIL CORP | 3.38% | $87.34 | $169.01 | +93.51% | Trimmed -45.99% |
 IJR ISHARES TR | 2.35% | $92.62 | $137.51 | +48.47% | Trimmed -5.93% |
 BOXX EA SERIES TRUST | 1.84% | $113.09 | $118.56 | +4.84% | Added +16.37% |
Showing 1-10 of 77