ENZI WEALTH

Business address
2406 Lake Austin Blvd., Austin, TX, 78703
Top securities (13F)
IVV, JHMM, IQLT, IJR, XOM, USMV, PALC, DBEF, XMHQ, DFAS, AVMV, JQUA, QQQ, DFEM, AVES, AVUV, NVDA, AAPL, BOXX, and CDNS
State of incorporation
TX
Fiscal year end
31 December
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ENZI WEALTH has filed 15 SEC EDGAR filings since 14 Nov 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 17 Oct 2025 30 Sep 2025 028-22687
N-PX Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-22687
13F-HR Open Document Open Filing 14 Jul 2025 30 Jun 2025 028-22687
13F-HR Open Document Open Filing 25 Apr 2025 31 Mar 2025 028-22687
13F-HR Open Document Open Filing 23 Jan 2025 31 Dec 2024 028-22687
13F-HR Open Document Open Filing 15 Oct 2024 30 Sep 2024 028-22687
N-PX Open Document Open Filing 26 Aug 2024 30 Jun 2024 028-22687
13F-HR Open Document Open Filing 22 Jul 2024 30 Jun 2024 028-22687
13F-HR Open Document Open Filing 16 Apr 2024 31 Mar 2024 028-22687
13F-HR Open Document Open Filing 14 Feb 2024 31 Dec 2023 028-22687
13F-HR Open Document Open Filing 16 Oct 2023 30 Sep 2023 028-22687
13F-HR Open Document Open Filing 14 Jul 2023 30 Jun 2023 028-22687
13F-HR Open Document Open Filing 18 Apr 2023 31 Mar 2023 028-22687
13F-HR Open Document Open Filing 25 Jan 2023 31 Dec 2022 028-22687
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-22687