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Home > Institutional Investor > Enzi Wealth > Profile

Instuitional Investor - Enzi Wealth

Fund Profile
Filing Period:
Fund Name: Enzi Wealth
Portfolio Value $288,064,792
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
American Centy Etf Tr
 677,009 $50,220,522 17.43%
2.
Ishares Trust
 IEF 56,154 $36,680,294 12.73%
3.
American Centy Etf Tr
 311,148 $34,372,504 11.93%
4.
Exxon Mobil Corp
 XOM 136,052 $23,082,582 8.01%
5.
Invesco Qqq Tr
 30,025 $17,329,744 6.02%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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