Portfolio (Quarterly) Guide ↗

ENZI WEALTH

· CIK 0001887441

13F Portfolio $288M AUM 71 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 16 Added 21 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GDDY	GODADDY INC	Technology	2,171	$235K	0.08%	SOLD
2	TTD	THE TRADE DESK INC	Technology	6,258	$232K	0.08%	SOLD
3	IBIT	ISHARES BITCOIN TRUST ETF	Financial Services	3,909	$217K	0.08%	SOLD

Sector Allocation

Energy 34.0%

Financial Services 29.9%

Technology 21.9%

Consumer Cyclical 4.6%

Communication Services 2.9%

Consumer Defensive 2.6%

Healthcare 2.2%

Industrials 1.8%