Enzi Wealth has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, submitted on October 14, 2026, lists a total of 83 separate holdings.
The filing details the specific number of shares held for each security. Among the largest positions listed are shares of Apple Inc., with 16,970 shares, and NVIDIA Corporation, with 20,780 shares. Other notable individual stock holdings include shares of Microsoft Corporation (1,935), Meta Platforms Inc. Class A (1,160), and Taiwan Semiconductor Manufacturing Company Sponsored ADS (686).
The portfolio also includes a significant allocation to exchange-traded funds (ETFs). The largest ETF holding is the iShares Core MSCI USA Minimum Volatility ETF, with 30,432 shares. Other substantial ETF positions include the iShares Core S&P 500 ETF (57,313 shares) and the iShares MSCI International Quality ETF (315,712 shares).
The filing indicates that all positions are held in a Sole voting capacity, with no shared voting or dispositive rights reported for the listed securities.
