Universe · entity
Enclave Advisors LLC
Institutional manager (13F) · CIK 1836110
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $653M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $58M | 88,728 |
| 2 | ISHARES TR | $58M | 161,579 |
| 3 | VANGUARD SPECIALIZED FUNDS | $53M | 246,907 |
| 4 | J P MORGAN EXCHANGE TRADED F | $40M | 878,087 |
| 5 | VANGUARD INDEX FDS | $37M | 130,532 |
| 6 | SPDR SERIES TRUST | $34M | 133,374 |
| 7 | VANGUARD WORLD FD | $25M | 36,510 |
| 8 | VANGUARD INDEX FDS | $19M | 43,134 |
| 9 | WALMART INC | $18M | 147,796 |
| 10 | INVESCO EXCH TRADED FD TR II | $18M | 76,743 |
| 11 | ISHARES TR | $18M | 196,315 |
| 12 | VANGUARD TAX-MANAGED FDS | $17M | 271,519 |
| 13 | VANGUARD SCOTTSDALE FDS | $16M | 274,511 |
| 14 | ISHARES TR | $16M | 64,710 |
| 15 | AMAZON COM INC | $16M | 76,663 |
| 16 | ISHARES TR | $14M | 204,150 |
| 17 | VANGUARD INDEX FDS | $13M | 22,021 |
| 18 | EXXON MOBIL CORP | $12M | 72,593 |
| 19 | SCHWAB STRATEGIC TR | $12M | 454,701 |
| 20 | COCA COLA CO | $10M | 130,435 |
| 21 | NVIDIA CORPORATION | $10M | 55,820 |
| 22 | AGNICO EAGLE MINES LTD | $8M | 41,400 |
| 23 | SELECT SECTOR SPDR TR | $8M | 134,091 |
| 24 | NEWMONT CORP | $8M | 74,577 |
| 25 | APPLE INC | $8M | 31,523 |
| 26 | J P MORGAN EXCHANGE TRADED F | $8M | 157,708 |
| 27 | ISHARES TR | $8M | 176,872 |
| 28 | MICROSOFT CORP | $7M | 19,917 |
| 29 | PALANTIR TECHNOLOGIES INC | $7M | 45,850 |
| 30 | ALPHABET INC | $6M | 22,359 |
| 31 | SCHWAB STRATEGIC TR | $6M | 202,188 |
| 32 | ISHARES TR | $5M | 41,519 |
| 33 | SCHWAB STRATEGIC TR | $4M | 176,441 |
| 34 | STATE STR SPDR S&P 500 ETF T | $4M | 6,666 |
| 35 | WHEATON PRECIOUS METALS CORP | $4M | 33,000 |
| 36 | ISHARES TR | $4M | 9,913 |
| 37 | VANGUARD BD INDEX FDS | $4M | 82,572 |
| 38 | VANGUARD MALVERN FDS | $4M | 47,855 |
| 39 | ENERGY TRANSFER L P | $4M | 181,490 |
| 40 | KINROSS GOLD CORP | $3M | 105,000 |
| 41 | HOME DEPOT INC | $3M | 9,048 |
| 42 | CHEVRON CORPORATION | $3M | 13,751 |
| 43 | VANGUARD SCOTTSDALE FDS | $3M | 9,051 |
| 44 | ISHARES TR | $3M | 50,487 |
| 45 | ALPS ETF TR | $3M | 50,029 |
| 46 | PAN AMERN SILVER CORP | $2M | 45,130 |
| 47 | CATERPILLAR INC | $2M | 3,467 |
| 48 | ALPHABET INC | $2M | 8,134 |
| 49 | VANGUARD MUN BD FDS | $2M | 45,905 |
| 50 | ISHARES TR | $2M | 46,253 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.