ENZI WEALTH

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$263M
Signature - Title
Teresa Douberly - Compliance Consultant
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by ENZI WEALTH. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ENZI WEALTH reported 69 stock holdings with total value $263M as of Q4 2024. Top holdings included JHMM, IVV, IQLT, IJR, and XOM.
Holdings Value