DOSSIER · 13F-HR · Q3 2026
ENZI WEALTH
$334M in tracked AUM across 83 positions as of Q3 2026.
EW
CIK 0001887441 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
The SEC 13F filing for Enzi Wealth (CIK: 0001887441) reveals a portfolio undergoing significant transformation and expansion. As of the report date December 31, 2025, the total portfolio value surged to $283.60 million, marking a robust increase of 75.5% from the $161.55 million reported in the previous quarter (September 30, 2025). This substantial growth in asset value is driven by a combination of market performance and substantial capital inflows, evidenced by...
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.
Filing history
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