account_balance
Investment manager · 13F filer · SEC CIK 1836110
Enclave Advisors LLC
Reported value$775Mas of Sep 30, 2026
Positions133 19 new, 13 sold out
Top 10 weight53.4%IVV alone is 10%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
9.8%Added +7%
IWBiShares Tr
8.4%
JPIEJ P Morgan Exchange Traded F
6.3%Added +14%
QQQMInvesco Exch Traded Fd Tr II
5.0%Added +17%
VIGVanguard Specialized Funds
4.8%Trimmed −10%
VOVanguard Index FDS
4.5%
VGTVanguard World Fd
4.2%Trimmed −4%
XARSPDR Series Trust
4.2%Trimmed −2%
IEFAiShares Tr
3.3%Added +28%
VEAVanguard Tax-Managed FDS
2.8%+7%
VUGVanguard Index FDS
2.8%Trimmed −3%
AMZNAmazon.com Inc
2.3%−7%
IVViShares Tr
9.8%Added +7%
IWBiShares Tr
8.4%
JPIEJ P Morgan Exchange Traded F
6.3%+14%
QQQMInvesco Exch Traded Fd Tr II
5.0%+17%
VIGVanguard Specialized Funds
4.8%−10%
VOVanguard Index FDS
4.5%
VGTVanguard World Fd
4.2%
XARSPDR Series Trust
4.2%
IEFAiShares Tr
3.3%
VEA2.8%
VUG2.8%
AMZN2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 9.8% Added +7%
IWB iShares Tr 8.4% Held
JPIE J P Morgan Exchange Traded F 6.3% Added +14%
QQQM Invesco Exch Traded Fd Tr II 5.0% Added +17%
VIG Vanguard Specialized Funds 4.8% Trimmed −10%
VO Vanguard Index FDS 4.5% Held
VGT Vanguard World Fd 4.2% Trimmed −4%
XAR SPDR Series Trust 4.2% Trimmed −2%
IEFA iShares Tr 3.3% Added +28%
VEA Vanguard Tax-Managed FDS 2.8% Added +7%
VUG Vanguard Index FDS 2.8% Trimmed −3%
AMZN Amazon.com Inc 2.3% Trimmed −7%What changed
Biggest moves since Jun 30, 2026
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