Enzi Wealth has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $242 Million distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: John Hancock Multifactor Mid C with a value of $35M, Ishares Core S&P 500 ETF with a value of $34.9M, Ishares Msci Intl Quality Fact with a value of $21.3M, Ishares Core S&P Sm Cap ETF with a value of $18.9M, and Exxon Mobil Corp with a value of $16.4M.
Examining the 13F form we can see an decrease of $1.1M in the current position value, from $243M to 242M.
Enzi Wealth is based out at Austin, TX
Below you can find more details about Enzi Wealth portfolio as well as his latest detailed transactions.
