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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
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XOM EXXON MOBIL CORP Energy 136,052.0 $23.1M 8.01% -727.0 -0.5% $169.66 -12.0%
2 ISHARES TR 314,349.0 $14.5M 5.04% -2K -0.7% $46.23
3 JHMM JOHN HANCOCK EXCHANGE TRADED 183,499.0 $12.3M 4.28% -17K -8.5% $67.12 +8.4%
4 IJR ISHARES TR 54,224.0 $6.7M 2.34% -5K -7.8% $124.31 +11.4%
5 PALC PACER FDS TR 61,490.0 $3.2M 1.11% -8K -11.3% $51.81 +9.4%
6 DFAS DIMENSIONAL ETF TRUST 44,245.0 $3.1M 1.09% -4K -7.8% $71.13 +10.0%
7 USMV ISHARES TR 33,155.0 $3.1M 1.07% -5K -12.5% $92.74 +3.9%
8 DBEF DBX ETF TR 60,496.0 $3.0M 1.04% -11K -15.2% $49.40 +6.9%
9 XMHQ INVESCO EXCHANGE TRADED FD T 24,168.0 $2.5M 0.87% -3K -11.9% $103.37 +5.6%
10 IJH ISHARES TR 27,611.0 $1.9M 0.65% -975.0 -3.4% $67.53 +9.3%
11 J P MORGAN EXCHANGE TRADED F 28,469.0 $1.7M 0.61% -4K -13.5% $61.32
12 DFEM DIMENSIONAL ETF TRUST 48,580.0 $1.7M 0.58% -5K -10.1% $34.55 +17.3%
13 AVES AMERICAN CENTY ETF TR 22,476.0 $1.3M 0.47% -3K -10.7% $59.98 +11.3%
14 IWB ISHARES TR 2,296.0 $819K 0.28% -161.0 -6.5% $356.56 +14.7%
15 MSFT MICROSOFT CORP Technology 1,734.0 $642K 0.22% -16.0 -0.9% $370.17 +14.7%
16 INTC INTEL CORP Technology 11,859.0 $523K 0.18% -866.0 -6.8% $44.13 +167.0%
17 IEFA ISHARES TR 5,246.0 $475K 0.17% -667.0 -11.3% $90.53 +7.5%
18 JPM JPMORGAN CHASE & CO Financial Services 1,319.0 $388K 0.14% -11.0 -0.8% $294.16 +1.7%
19 NFLX NETFLIX INC. Communication Services 3,330.0 $320K 0.11% -64.0 -1.9% $96.15 -9.9%
20 ABT ABBOTT LABORATORIES Healthcare 2,750.0 $282K 0.10% -42.0 -1.5% $102.67 -16.1%
Page 1 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%