DOSSIER · 13F-HR · Q3 2026
Enclave Advisors LLC
$793M in tracked AUM across 137 positions as of Q3 2026.
EA
CIK 0001836110 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
Enclave Advisors LLC has reported a significant expansion in assets under management, with the total portfolio value growing by 168.3% from approximately $262.99 million to $705.69 million quarter-over-quarter. This substantial capital inflow suggests a successful fundraising period or significant market appreciation within the quarter. The portfolio consists of 124 holdings, indicating a diversified approach. The investment strategy appears to be a "Core a...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.