Enclave Advisors LLC - Portfolio Stock Holdings
Enclave Advisors LLC disclosed 140 stock positions in a recent SEC 13F filing. $766,865,210 of stock holdings were filed, with the largest holdings including IVV, IWB, and JPIE. This filing represented positions held on June 30, 2026, and was filed on July 14, 2026.We estimate the fund has a total AUM of $1,100,667,000 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
140Est. Stock Holding Value:
$766,865,210Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Enclave Advisors LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...