ENZI WEALTH - Portfolio overview

ENZI WEALTH has 74 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. AVMV - AMERICAN CENTY ETF TR, 17.37%
2. IVV - ISHARES TR, 12.69%
3. AVUV - AMERICAN CENTY ETF TR, 11.89%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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