ENZI WEALTH
RIA/Wealth
ENZI WEALTH is a RIA/Wealth based in Austin, TX led by William Christopher Martinez, reporting $424.0M in AUM as of Q3 2025 with 85% ETF concentration and 70% concentrated in top 10 holdings.
CEOWilliam Christopher Martinez
- Portfolio Value
- $284.3M
- Positions
- 69
- Top Holding
- IVV at 14.23%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ENZI WEALTH's portfolio (70.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $40.5M | 14.23% | -$241.0K Sold | — 60.9K shares | |
ETF ETF | $38.5M | 13.53% | -$238.5K Sold | — 603.1K shares | |
ETF ETF | $23.7M | 8.33% | +$81.4K Bought | — 529.9K shares | |
ETF ETF | $21.0M | 7.40% | -$181.6K Sold | — 178.7K shares | |
Oil & Gas Integrated Energy | $15.2M | 5.36% | -$15.4K Sold | 0.00% 137.7K shares | |
ETF ETF | $13.2M | 4.65% | +$147.7K Bought | — 141.8K shares | |
ETF ETF | $13.2M | 4.65% | +$135.3K Bought | — 260.4K shares | |
ETF ETF | $12.0M | 4.21% | +$30.1K Bought | — 253.6K shares | |
ETF ETF | $11.1M | 3.91% | +$66.5K Bought | — 106.9K shares | |
ETF ETF | $11.0M | 3.86% | +$81.5K Bought | — 162.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ENZI WEALTH's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+77.39% | |
+7.24% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-38.76% |
Analytics
Portfolio insights and performance metrics for ENZI WEALTH
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