ENZI WEALTH
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 315,733
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 77 | 315,733 | 13F-HR | ENZI WEALTH |
| Q1 2026 | 4/24/2026 | 71 | 288,065 | 13F-HR | ENZI WEALTH |
| Q4 2025 | 1/15/2026 | 71 | 283,600 | 13F-HR | ENZI WEALTH |
| Q3 2025 | 10/17/2025 | 69 | 284,333 | 13F-HR | ENZI WEALTH |
| Q2 2025 | 7/14/2025 | 69 | 273,002 | 13F-HR | ENZI WEALTH |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
25
(0.0% of total reported value)
· QoQ Δ:
+4
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 70.99 K | 22.5% | 0 | 18.87 K | -18.87 K |
| ETFs | 244.7 K | 77.5% | 46.54 K | 0 | 46.54 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
315,733
Holdings
77
QoQ value change ($000)
27,668
(9.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.