SEC Form 13F

ENZI WEALTH 13F Holdings

Report period2026-06-30
Publicly available2026-07-16
Reported value$315,733,345
Positions77

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AMERICAN CENTY ETF TRAVMVAVAN US VALU ETF$57,658,822715,903
ISHARES TRIVVCORE S&P500 ETF$42,964,45356,898
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$40,353,262325,220
INVESCO QQQ TRQQQUNIT SER 1$22,276,56230,953
SERIES PORTFOLIOS TRHEDGEQUAB EQUIT ETF$17,633,183585,334
EA SERIES TRUSTFRDMFREEDOM 100 EM$16,978,162249,495
ISHARES TRIQLTMSCI INTL QUALTY$15,462,860313,267
JOHN HANCOCK EXCHANGE TRADEDJHMMMULTIFACTOR MI$13,098,560177,127
EXXON MOBIL CORPXOMCOM$10,661,21373,480
ISHARES TRIJRCORE S&P SCP ETF$7,415,33451,007

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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