Enclave Advisors LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $655 Billion distributed in 121 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $60.8B, Vanguard Dividend Appreciation with a value of $59.8B, Ishares Core S&P 500 ETF with a value of $57B, J P Morgan Exchange Traded Fd with a value of $40.5B, and Vanguard Mid Cap ETF with a value of $31.4B.
Examining the 13F form we can see an increase of $35.7B in the current position value, from $619B to 655B.
Enclave Advisors LLC is based out at Austin, TX
Below you can find more details about Enclave Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$655 Billion
ETFs: $477 Billion
Technology: $48.6 Billion
Consumer Defensive: $25.2 Billion
Energy: $14.2 Billion
Consumer Cyclical: $11.6 Billion
Communication Services: $10.2 Billion
Healthcare: $5.38 Billion
Financial Services: $4.96 Billion
Other: $6.02 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
