Notify me when ENZI WEALTH files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 71 | $283,599,765 | +$104,037,075 | -$122,068,177 | -$18,031,102 | AVMV, IVV, AVUV, XOM, QQQ | 13F-HR | 15 Jan 2026, 15:49 |
| Q3 2025 | 69 | $284,332,889 | +$3,549,924 | -$3,577,711 | -$27,787 | IVV, JHMM, IQLT, IJR, XOM | 13F-HR | 17 Oct 2025, 11:34 |
| Q2 2025 | 69 | $273,002,305 | +$1,444,279 | -$2,136,359 | -$692,080 | IVV, JHMM, IQLT, IJR, XOM | 13F-HR | 14 Jul 2025, 12:05 |
| Q1 2025 | 65 | $247,125,029 | +$8,129,007 | -$3,349,691 | +$4,779,316 | JHMM, IVV, IQLT, IJR, XOM | 13F-HR | 25 Apr 2025, 13:41 |
| Q4 2024 | 69 | $262,551,756 | +$7,477,151 | -$3,111,001 | +$4,366,150 | JHMM, IVV, IQLT, IJR, XOM | 13F-HR | 23 Jan 2025, 12:26 |
| Q3 2024 | 71 | $255,712,442 | +$17,863,530 | -$4,905,531 | +$12,957,999 | JHMM, IVV, IQLT, IJR, XOM | 13F-HR | 15 Oct 2024, 14:41 |
| Q2 2024 | 62 | $226,776,284 | +$7,592,960 | -$2,261,902 | +$5,331,058 | JHMM, IVV, IQLT, IJR, XOM | 13F-HR | 22 Jul 2024, 13:34 |
| Q1 2024 | 59 | $212,992,312 | +$5,344,953 | -$5,891,544 | -$546,591 | JHMM, IVV, IQLT, XOM, IJR | 13F-HR | 16 Apr 2024, 12:16 |
| Q4 2023 | 58 | $206,341,398 | +$15,749,110 | -$17,553,625 | -$1,804,515 | JHMM, IVV, IQLT, IJR, XOM | 13F-HR | 14 Feb 2024, 12:12 |
| Q3 2023 | 50 | $188,471,060 | +$13,093,851 | -$10,953,354 | +$2,140,497 | JHMM, IVV, XOM, IJR, IQLT | 13F-HR | 16 Oct 2023, 12:10 |
| Q2 2023 | 58 | $196,537,262 | +$21,030,440 | -$31,031,994 | -$10,001,554 | JHMM, IVV, IJR, IQLT, XOM | 13F-HR | 14 Jul 2023, 12:28 |
| Q1 2023 | 65 | $194,851,568 | +$29,989,333 | -$46,934,294 | -$16,944,961 | IVV, JHMM, IQLT, XOM, IJR | 13F-HR | 18 Apr 2023, 11:31 |
| Q4 2022 | 69 | $207,457,671 | +$10,815,991 | -$8,720,642 | +$2,095,349 | IVV, IQLT, JHMM, XOM, IJH | 13F-HR | 25 Jan 2023, 14:03 |
| Q3 2022 | 70 | $182,768,000 | $0 | $0 | $0 | IVV, IQLT, IJH, JHMM, IJR | 13F-HR | 14 Nov 2022, 14:36 |