Institutions / Enclave Advisors LLC
Enclave Advisors LLC
CIK 1836110 · Institution · as of Dec 31, 2025
Portfolio value
$705.69M
Positions
124
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 124 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $60.58M | 8.6% |
| iShares Tr | $59.51M | 8.4% |
| Vanguard Specialized Funds | $58.29M | 8.3% |
| J P Morgan Exchange Traded F | $43.40M | 6.1% |
| Vanguard Index Fds | $34.57M | 4.9% |
| SPDR Series Trust | $31.36M | 4.4% |
| Vanguard World Fd | $28.47M | 4.0% |
| First Tr Exchange Traded Fd | $23.56M | 3.3% |
| Vanguard Index Fds | $19.29M | 2.7% |
| Walmart Inc. | $15.61M | 2.2% |
| Vanguard Tax-Managed Fds | $13.99M | 2.0% |
| iShares Tr | $13.56M | 1.9% |
| Microsoft Corp | $13.48M | 1.9% |
| Vanguard Index Fds | $13.35M | 1.9% |
| iShares Tr | $12.30M | 1.7% |
| Schwab Strategic Tr | $12.20M | 1.7% |
| Invesco Exch Traded Fd Tr II | $11.85M | 1.7% |
| iShares Tr | $11.83M | 1.7% |
| NVIDIA Corp | $10.38M | 1.5% |
| J P Morgan Exchange Traded F | $9.37M | 1.3% |
| Coca Cola Co | $9.12M | 1.3% |
| Exxon Mobil Corp | $8.83M | 1.3% |
| Apple Inc. | $8.58M | 1.2% |
| Select Sector SPDR Tr | $8.08M | 1.1% |
| Palantir Technologies Inc | $8.02M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.