Enzi Wealth
Enzi Wealth reported 77 holdings worth US$316M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 15, 2026
Enzi Wealth reported 77 holdings worth US$316M as of Jun 30, 2026. Largest: Exxon Mobil Corporation, Apple Inc and Nvidia Corporation. Filed Jul 15, 2026 (Form 13F).
- Holdings
- 77
- Value as reported
- US$316M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Exxon Mobil Corporation | 73,480 | US$10.7M | 3.4% |
| Apple Inc | 13,756 | US$4.33M | 1.4% |
| Nvidia Corporation | 20,058 | US$4.25M | 1.3% |
| Cadence Design Systems, Inc. | 9,925 | US$3.74M | 1.2% |
| Advanced Micro Devices Inc | 3,947 | US$2.16M | 0.69% |
| Amazon.com, Inc. | 7,634 | US$1.89M | 0.60% |
| Tesla, Inc. | 3,700 | US$1.47M | 0.46% |
| Palantir Technologies Inc. | 9,831 | US$1.31M | 0.42% |
| Intel Corporation | 11,877 | US$1.28M | 0.41% |
| Alphabet Inc (google) Class C | 3,454 | US$1.24M | 0.39% |
| Johnson & Johnson | 3,510 | US$891K | 0.28% |
| Dell Technologies Inc. | 1,916 | US$877K | 0.28% |
| Altria Group, Inc. | 10,976 | US$770K | 0.24% |
| Meta Platforms, Inc. | 1,096 | US$725K | 0.23% |
| Costco Wholesale Corporation | 751 | US$693K | 0.22% |
| Microsoft Corp. | 1,678 | US$646K | 0.20% |
| Berkshire Hathaway Inc. | 1,102 | US$541K | 0.17% |
| Ameriprise Financial, Inc. | 1,010 | US$524K | 0.17% |
| Charles Schwab Corporation (the) | 5,000 | US$506K | 0.16% |
| Jp Morgan Chase & Co. | 1,304 | US$447K | 0.14% |
| Nutanix, Inc. | 6,568 | US$364K | 0.12% |
| Abbvie Inc. | 1,482 | US$363K | 0.11% |
| Philip Morris International Inc | 1,841 | US$324K | 0.10% |
| Cullen/frost Bankers, Inc. | 2,000 | US$315K | 0.10% |
| Visa Inc. | 814 | US$290K | 0.09% |
| International Business Machines Corporation | 1,288 | US$279K | 0.09% |
| Servicenow, Inc. | 2,545 | US$267K | 0.08% |
| Netflix, Inc. | 3,618 | US$266K | 0.08% |
| Yeti Holdings, Inc. | 5,538 | US$262K | 0.08% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 587 | US$247K | 0.08% |
| 3m Company | 1,575 | US$247K | 0.08% |
| Abbott Laboratories | 2,754 | US$245K | 0.08% |
| Broadcom Inc. | 554 | US$216K | 0.07% |
| Coca-cola Company (the) | 2,576 | US$214K | 0.07% |
| Texas Instruments Incorporated | 691 | US$211K | 0.07% |
| Lockheed Martin Corporation | 408 | US$210K | 0.07% |
| Western Midstream Partners, Lp | 4,575 | US$210K | 0.07% |
Source
View original at SEC
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