ENZI WEALTH
•CIK: 1887441•Filing: Q4 2025
**ENZI WEALTH** manages $284M across a diversified portfolio of 71 positions. The fund exhibits significant concentration in core market indices and thematic plays, notably allocating $47.2M to AVMV and $38.0M to IVV. Further substantial exposure includes $31.3M in AVUV, suggesting a strategic tilt toward market breadth and established sectors. This positioning reflects a disciplined, large-cap focused approach within its current mandate.
Total AUM
$283.6M
QoQ Performance
-0.3%
Positions
51
Top 10 Concentration
76.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AVMV
IVV
AVUV
XOM
NDQ
FRDM
IQLT
HEDG
AVMV16.6%
IVV13.4%
AVUV11.0%
XOM6.3%
NDQ6.2%
FRDM5.3%
IQLT5.2%
HEDG5.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.0%
ETF14.4%
Energy6.3%
Technology4.3%
Consumer1.4%
Healthcare0.5%
Financial0.4%
Consumer Staples0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑17 increased
↓38 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022