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Home > Institutional Investor > Enzi Wealth > Profile

Instuitional Investor - Enzi Wealth

Fund Profile
Filing Period:
Fund Name: Enzi Wealth
Portfolio Value $283,599,765
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
American Centy Etf Tr
 632,886 $47,150,011 16.63%
2.
Ishares Trust
 IEF 54,852 $38,039,227 13.41%
3.
American Centy Etf Tr
 290,686 $31,272,002 11.03%
4.
Exxon Mobil Corp
 XOM 136,779 $17,808,626 6.28%
5.
Invesco Qqq Tr
 28,171 $17,453,594 6.15%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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