ENZI WEALTH
ENZI WEALTH reported 77 positions worth $315.7M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: AVMV (18.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVMV | SH | $57.7M | 18.26% | 715,903 | — | — | |
| ▸ 2 | IVV | SH | $43.0M | 13.61% | 56,898 | — | — | |
| ▸ 3 | AVUV | SH | $40.4M | 12.78% | 325,220 | — | — | |
| ▸ 4 | QQQ | SH | $22.3M | 7.06% | 30,953 | — | — | |
| ▸ 5 | HEDG | SH | $17.6M | 5.58% | 585,334 | — | — | |
| ▸ 6 | FRDM | SH | $17.0M | 5.38% | 249,495 | — | — | |
| ▸ 7 | IQLT | SH | $15.5M | 4.90% | 313,267 | — | — | |
| ▸ 8 | JHMM | SH | $13.1M | 4.15% | 177,127 | — | — | |
| ▸ 9 | EXMOC | SH | $10.7M | 3.38% | 73,480 | — | — | |
| ▸ 10 | IJR | SH | $7.4M | 2.35% | 51,007 | — | — |
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Frequently Asked Questions
What stocks does ENZI WEALTH hold as of Q2 2026?
ENZI WEALTH reported 77 positions worth $315.7M in its Q2 2026 13F filing. Largest positions: AVMV (18.3%), IVV (13.6%), AVUV (12.8%), QQQ (7.1%) and HEDG (5.6%).
What did ENZI WEALTH buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ENZI WEALTH sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.