Enzi Wealth »

Series Portfolios Tr shares owned by Enzi Wealth

Quarter-by-quarter ownership of Series Portfolios Tr shares owned by Enzi Wealth from 13F filings

Historical chart of Enzi Wealth investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Enzi Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Series Portfolios Tr by Enzi Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $15M 503k 29.48

More positions owned by Enzi Wealth

American Centy Etf Tr Avantis Us Mid C (AVMV)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Exxon Mobil Corporation (XOM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Msci Intl Qualty (IQLT)
Series Portfolios Tr Equable Shares H
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Core S&p Scp Etf (IJR)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Enzi Wealth

Top funds holding Series Portfolios Tr

Enzi Wealth
Harwood Advisory
Magnus Financial Group

View all funds holding Series Portfolios Tr