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Manager record

Enzi Wealth

Austin, TX · CIK 1887441 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$333.55MReported 13F valueQ3 2026 · as filed
83Holdings listed
+5.6%vs prior quartervalue change includes market moves
6Quarters on record
Oct 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $273.0M$273.0MQ2 202569 holdingsQ3 2025: $284.3M$284.3MQ3 202569 holdingsQ4 2025: $283.6M$283.6MQ4 202571 holdingsQ1 2026: $288.1M$288.1MQ1 202671 holdingsQ2 2026: $315.7M$315.7MQ2 202677 holdingsQ3 2026: $333.5M$333.5MQ3 202683 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 14 2026 13F-HR · period Q3 2026

$333.55M · 83 holdings listed · View original SEC filing ↗
Jul 15 2026 13F-HR · period Q2 2026

$315.73M · 77 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q1 2026

$288.06M · 71 holdings listed · View original SEC filing ↗
Jan 15 2026 13F-HR · period Q4 2025

$283.60M · 71 holdings listed · View original SEC filing ↗
Oct 17 2025 13F-HR · period Q3 2025

$284.33M · 69 holdings listed · View original SEC filing ↗
Jul 14 2025 13F-HR · period Q2 2025

$273.00M · 69 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 14, 2026 · Change methodology