Enclave Advisors LLC - Portfolio overview

Enclave Advisors LLC has 144 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 7.88%
2. IWB - ISHARES TR, 7.84%
3. VIG - VANGUARD SPECIALIZED FUNDS, 7.22%

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

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