Enzi Wealth
Enzi Wealth reported 83 holdings worth US$334M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Enzi Wealth reported 83 holdings worth US$334M as of Sep 30, 2026. Largest: Apple Inc, Nvidia Corporation and Cadence Design Systems, Inc. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 83
- Value as reported
- US$334M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 16,970 | US$5.79M | 1.7% |
| Nvidia Corporation | 20,780 | US$4.75M | 1.4% |
| Cadence Design Systems, Inc. | 9,925 | US$3.32M | 0.99% |
| Amazon.com, Inc. | 8,443 | US$2.18M | 0.65% |
| Palantir Technologies Inc. | 9,931 | US$2.07M | 0.62% |
| Advanced Micro Devices Inc | 3,020 | US$1.83M | 0.55% |
| Alphabet Inc (google) Class C | 4,065 | US$1.43M | 0.43% |
| Tesla, Inc. | 3,732 | US$1.4M | 0.42% |
| Intel Corporation | 11,869 | US$1.22M | 0.37% |
| Microsoft Corp. | 1,935 | US$1.05M | 0.32% |
| Meta Platforms, Inc. | 1,160 | US$885K | 0.27% |
| Johnson & Johnson | 3,512 | US$873K | 0.26% |
| Altria Group, Inc. | 10,999 | US$787K | 0.24% |
| Dell Technologies Inc. | 1,334 | US$764K | 0.23% |
| Costco Wholesale Corporation | 794 | US$758K | 0.23% |
| Berkshire Hathaway Inc. | 1,430 | US$744K | 0.22% |
| Visa Inc. | 1,474 | US$584K | 0.18% |
| Abbvie Inc. | 2,109 | US$579K | 0.17% |
| Ameriprise Financial, Inc. | 1,011 | US$499K | 0.15% |
| Jp Morgan Chase & Co. | 1,483 | US$492K | 0.15% |
| Nutanix, Inc. | 6,641 | US$484K | 0.15% |
| Charles Schwab Corporation (the) | 5,000 | US$480K | 0.14% |
| Energy Transfer Lp | 20,785 | US$426K | 0.13% |
| Servicenow, Inc. | 2,667 | US$370K | 0.11% |
| Philip Morris International Inc | 1,847 | US$368K | 0.11% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 686 | US$305K | 0.09% |
| Cullen/frost Bankers, Inc. | 2,000 | US$303K | 0.09% |
| International Business Machines Corporation | 1,298 | US$299K | 0.09% |
| Abbott Laboratories | 2,754 | US$283K | 0.08% |
| Valero Energy Corporation | 613 | US$280K | 0.08% |
| 3m Company | 1,578 | US$257K | 0.08% |
| Broadcom Inc. | 700 | US$250K | 0.07% |
| Netflix, Inc. | 3,451 | US$243K | 0.07% |
| Coca-cola Company (the) | 2,602 | US$234K | 0.07% |
| Godaddy Inc. | 2,171 | US$224K | 0.07% |
| Yeti Holdings, Inc. | 5,563 | US$219K | 0.07% |
| Western Midstream Partners, Lp | 4,575 | US$207K | 0.06% |
| Lockheed Martin Corporation | 402 | US$203K | 0.06% |
| Texas Instruments Incorporated | 696 | US$200K | 0.06% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
Related