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Teresa Douberly

Enzi Wealth

Assets Managed
$288.065M
Holdings
70
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
1.58%(2Q avg: 0.66%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Enzi Wealth's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 70 positions.

Assets under management

The assets under management (AUM) of Enzi Wealth over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 288.065M in assets, with a quarterly growth rate of 1.58% and a 2-quarter average growth rate of 0.66%. The portfolio is managed by Teresa Douberly, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVMV
Avantis Us Mid Cap Val Etf
Recent Activity
Increased 6.98%
17.44%
$50.221M
677,009 shares@ $74.18 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.38%
12.74%
$36.68M
56,154 shares@ $653.21 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 7.04%
11.94%
$34.373M
311,148 shares@ $110.47 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -0.53%
8.02%
$23.083M
136,052 shares@ $169.66 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 6.59%
6.02%
$17.33M
30,025 shares@ $577.18 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
Increased 7.52%
5.57%
$16.04M
293,511 shares@ $54.66 avg price
HEDG
Equable Shares Hdg Eqty Etf
Recent Activity
Increased 8.18%
5.47%
$15.756M
543,699 shares@ $28.99 avg price
IQLT
Ishares Msci International Q
Recent Activity
Decreased -0.68%
5.05%
$14.532M
314,349 shares@ $46.23 avg price
JHMM
John Hancock Multi Fact Mid
Recent Activity
Decreased -8.47%
4.28%
$12.316M
183,499 shares@ $67.12 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -7.78%
2.34%
$6.741M
54,224 shares@ $124.32 avg price

1-10 of 70