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Enclave Advisors LLC

Enclave Advisors LLC is an Investment Adviser institutional filer with the SEC under CIK 1836110, reporting 133 portfolio positions, with 8 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: TX
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-14

Top 10 portfolio positions

The largest reported holdings in Enclave Advisors LLC's most recent 13F filing, ranked by reported market value.

  1. ISHARES TR (IVV)
  2. ISHARES TR (IWB)
  3. J P MORGAN EXCHANGE TRADED F (JPIE)
  4. INVESCO EXCH TRADED FD TR II (QQQM)
  5. VANGUARD SPECIALIZED FUNDS (VIG)
  6. VANGUARD INDEX FDS (VO)
  7. VANGUARD WORLD FD (VGT)
  8. SPDR SERIES TRUST (XAR)
  9. ISHARES TR (IEFA)
  10. VANGUARD TAX-MANAGED FDS (VEA)
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