Enclave Advisors LLC: 13F holdings

CIK 18361102026Q2

Positions127
Reported value$790.4m
Filed2026-07-14

Change since last quarter

Positions127 (+1 vs prior quarter)
Reported value$790.4m (+8.4%)

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR93,258$69.8m8.8%
IWB ISHARES TR159,905$65.5m8.3%
JPIE J P MORGAN EXCHANGE TRADED F960,511$44.2m5.6%
VIG VANGUARD SPECIALIZED FUNDS175,144$41.4m5.2%
XAR SPDR SERIES TRUST143,072$40.6m5.1%
VO VANGUARD INDEX FDS448,329$36.1m4.6%
QQQM INVESCO EXCH TRADED FD TR II109,025$33.0m4.2%
VGT VANGUARD WORLD FD271,246$32.4m4.1%
VUG VANGUARD INDEX FDS244,578$21.1m2.7%
VEA VANGUARD TAX-MANAGED FDS288,183$20.5m2.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1836110")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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