Enzi Wealth
ENZI Wealth LLC is a Registered Investment Advisor headquartered in Austin, Texas. With over two decades of history in the advisory business, the firm provides integrity-driven wealth management and financial planning services. Founded by experienced professionals, ENZI Wealth serves predominantly high-net-worth individuals, families, and select institutional clients. As of 2025, the firm employs 7 professionals and emphasizes client partnerships grounded in trust and a high standard of service.
Investment Strategy
ENZI Wealth's investment philosophy centers on personalized financial planning, portfolio management, and retirement planning. The firm’s approach emphasizes preserving and enhancing client wealth through disciplined asset allocation, due diligence, and tailored advice. Their portfolio management incorporates a blend of active research and long-term strategies to meet the individualized needs of clients, prioritizing transparency, integrity, and prudent risk management.
Latest 13F Filing Activity
Enzi Wealth filed their most recent 13F report on Sep 30, 2025 disclosing 69 equity positions with a total 13F market value of $284M. The fund increased holdings in Ishares TR, Ea Series Trust, Ishares TR among other positions. Enzi Wealth reduced exposure to Royal Caribbean Group, Exxon Mobil Corp., Costco WHSL Corp. New among others.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 14.23% | $40.5M | 60,942 | $364.25 | $669.30 | +$2.1M |
J JHMM | JOHN HANCOCK EXCHANGE TRADED | 13.53% | $38.5M | 603,095 | $46.57 | $64.69 | +$859.9K |
I IQLT | ISHARES TR | 8.33% | $23.7M | 529,862 | $29.78 | $44.19 | +$973.8K |
I IJR | ISHARES TR | 7.40% | $21.0M | 178,659 | $92.62 | $118.83 | +$713.9K |
X XOM | EXXON MOBIL CORP | 5.36% | $15.2M | 137,748 | $87.34 | $112.75 | -$675.8K |