ENZI WEALTH

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...