Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Enclave Advisors LLC (CIK 1836110) reported $729.5M across 120 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($58.0M, 7.95%), IWB ($57.6M, 7.90%), VIG ($53.1M, 7.28%), JPIE ($40.5M, 5.55%), VO ($37.5M, 5.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $58.0M | 7.95% | 88,728 | Added |
| 2 | IWB | ISHARES TR | $57.6M | 7.90% | 161,579 | Trimmed |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $53.1M | 7.28% | 246,907 | Trimmed |
| 4 | JPIE | J P MORGAN EXCHANGE TRADED F | $40.5M | 5.55% | 878,087 | Trimmed |
| 5 | VO | VANGUARD INDEX FDS | $37.5M | 5.14% | 130,532 | Added |
| 6 | XAR | SPDR SERIES TRUST | $33.9M | 4.64% | 133,374 | Added |
| 7 | VGT | VANGUARD WORLD FD | $25.5M | 3.49% | 36,510 | Trimmed |
| 8 | VUG | VANGUARD INDEX FDS | $18.8M | 2.58% | 43,134 | Added |
| 9 | WMT | WALMART INC | $18.4M | 2.52% | 147,796 | Added |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | $18.2M | 2.50% | 76,743 | Added |
| 11 | IEFA | ISHARES TR | $17.8M | 2.44% | 196,315 | Added |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $17.4M | 2.39% | 271,519 | Added |
| 13 | AEM | AGNICO EAGLE MINES LTD | $16.8M | 2.30% | 82,800 | Added |
| 14 | VGIT | VANGUARD SCOTTSDALE FDS | $16.3M | 2.24% | 274,511 | Added |
| 15 | NEM | NEWMONT CORP | $16.1M | 2.21% | 148,977 | Added |
| 16 | IWM | ISHARES TR | $16.0M | 2.20% | 64,710 | Added |
| 17 | AMZN | AMAZON COM INC | $16.0M | 2.19% | 76,663 | Added |
| 18 | IJH | ISHARES TR | $13.8M | 1.89% | 204,150 | Added |
| 19 | VOO | VANGUARD INDEX FDS | $13.2M | 1.80% | 22,021 | Added |
| 20 | XOM | EXXON MOBIL CORP | $12.3M | 1.69% | 72,593 | Trimmed |
| 21 | SCHX | SCHWAB STRATEGIC TR | $11.7M | 1.60% | 454,701 | Added |
| 22 | KO | COCA COLA CO | $9.9M | 1.36% | 130,435 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION | $9.7M | 1.33% | 55,820 | Added |
| 24 | WPM | WHEATON PRECIOUS METALS CORP | $8.6M | 1.19% | 66,000 | Added |
| 25 | XLE | SELECT SECTOR SPDR TR | $8.2M | 1.13% | 134,091 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31