Fund Universe

Enclave Advisors LLC

CIK 0001836110 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.562
AUM ($M)
767
Positions
127
Turnover
0.11
Top-10 wt
53%
Herfindahl
0.038
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 140 positions · portfolio value $767M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
IVV funds › ISHARES TR ADD 9.1% +0.8% 69.8 93,258 +4,530 5
IWB funds › ISHARES TR TRIM 8.5% +0.3% 65.5 159,905 -1,674 5
JPIE funds › J P MORGAN EXCHANGE TRADED F ADD 5.8% -0.0% 44.2 960,511 +82,424 5
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 5.4% -2.2% 41.4 175,144 -71,763 5
XAR funds › SPDR SERIES TRUST ADD 5.3% +0.5% 40.6 143,072 +9,698 5
VO funds › VANGUARD INDEX FDS ADD 4.7% -0.6% 36.1 448,329 +317,797 5
QQQM funds › INVESCO EXCH TRADED FD TR II ADD 4.3% +1.7% 33.0 109,025 +32,282 5
VGT funds › VANGUARD WORLD FD ADD 4.2% +0.6% 32.4 271,246 +234,736 5
VUG funds › VANGUARD INDEX FDS ADD 2.7% +0.1% 21.1 244,578 +201,444 5
VEA funds › VANGUARD TAX-MANAGED FDS ADD 2.7% +0.2% 20.5 288,183 +16,664 5
IEFA funds › ISHARES TR ADD 2.6% +0.1% 19.9 206,344 +10,029 5
AMZN funds › AMAZON COM INC ADD 2.4% +0.1% 18.5 77,616 +953 5
IWM funds › ISHARES TR TRIM 2.3% +0.0% 17.9 59,700 -5,010 5
WMT funds › WALMART INC TRIM 2.1% -0.5% 16.5 145,613 -2,183 5
IJH funds › ISHARES TR ADD 2.1% +0.1% 15.9 206,081 +1,931 5
VOO funds › VANGUARD INDEX FDS ADD 2.0% +0.1% 15.2 22,135 +114 5
SCHX funds › SCHWAB STRATEGIC TR ADD 1.8% +0.1% 13.4 456,688 +1,987 5
SCHV funds › SCHWAB STRATEGIC TR ADD 1.7% +1.5% 13.0 373,287 +323,310 5
NVDA funds › NVIDIA CORPORATION TRIM 1.5% +0.1% 11.1 55,632 -188 5
KO funds › COCA COLA CO HOLD 1.4% -0.0% 10.6 130,435 +0 5
IDV funds › ISHARES TR ADD 1.3% +0.2% 10.0 241,193 +64,321 5
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 1.3% -0.5% 9.8 71,591 -1,002 5
AAPL funds › APPLE INC ADD 1.2% +0.1% 9.3 32,138 +615 5
JPST funds › J P MORGAN EXCHANGE TRADED F ADD 1.2% +0.0% 8.9 176,500 +18,792 5
VTV funds › VANGUARD INDEX FDS NEW 1.1% +1.1% 8.8 40,394 +40,394 1
GOOGL funds › ALPHABET INC TRIM 1.0% +0.1% 8.0 22,352 -7 5
IJR funds › ISHARES TR ADD 0.9% +0.2% 7.1 48,023 +6,504 5
NEM funds › NEWMONT CORP HOLD 0.9% -0.2% 7.0 74,577 +0 3
XLE funds › SELECT SECTOR SPDR TR TRIM 0.8% -0.3% 6.4 119,936 -14,155 5
SCHM funds › SCHWAB STRATEGIC TR ADD 0.8% +0.8% 6.2 167,608 +155,431 5
VCRB funds › VANGUARD MALVERN FDS ADD 0.8% +0.3% 6.1 78,493 +30,638 5
MSFT funds › MICROSOFT CORP TRIM 0.8% -0.3% 5.9 15,934 -3,983 5
AEM funds › AGNICO EAGLE MINES LTD TRIM 0.8% -0.4% 5.9 38,000 -3,400 3
PLTR funds › PALANTIR TECHNOLOGIES INC TRIM 0.7% -0.3% 5.3 45,777 -73 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.6% +0.0% 5.0 6,663 -3 5
IWF funds › ISHARES TR ADD 0.6% +0.0% 4.9 39,652 +29,739 5
SCHF funds › SCHWAB STRATEGIC TR ADD 0.6% +0.0% 4.9 177,581 +1,140 5
VUSB funds › VANGUARD BD INDEX FDS ADD 0.6% +0.0% 4.5 91,082 +8,510 5
CAT funds › CATERPILLAR INC ADD 0.5% +0.2% 3.9 3,658 +191 5
WPM funds › WHEATON PRECIOUS METALS CORP HOLD 0.5% -0.1% 3.7 33,000 +0 3
ET funds › ENERGY TRANSFER L P TRIM 0.4% -0.1% 3.4 176,063 -5,427 5
HD funds › HOME DEPOT INC TRIM 0.4% -0.0% 3.2 8,978 -70 5
VONE funds › VANGUARD SCOTTSDALE FDS HOLD 0.4% +0.0% 3.1 9,051 +0 5
GOOG funds › ALPHABET INC HOLD 0.4% +0.0% 2.9 8,134 +0 5
AMLP funds › ALPS ETF TR ADD ETP 0.4% -0.0% 2.7 52,653 +2,624 5
SPDW funds › SPDR INDEX SHS FDS ADD 0.4% +0.1% 2.7 53,432 +10,445 5
VTEB funds › VANGUARD MUN BD FDS ADD 0.3% -0.0% 2.4 47,215 +1,310 5
B funds › BARRICK MNG CORP ADD 0.3% +0.1% 2.4 64,946 +22,779 3
CVX funds › CHEVRON CORPORATION TRIM 0.3% -0.1% 2.3 13,656 -95 5
AOM funds › ISHARES TR TRIM 0.3% -0.0% 2.2 45,013 -1,240 4
KGC funds › KINROSS GOLD CORP TRIM 0.3% -0.2% 2.1 90,000 -15,000 3
PAAS funds › PAN AMERN SILVER CORP HOLD 0.3% -0.1% 2.0 45,130 +0 3
SCHD funds › SCHWAB STRATEGIC TR TRIM 0.2% -0.6% 1.8 56,712 -145,476 5
SCHA funds › SCHWAB STRATEGIC TR TRIM 0.2% +0.0% 1.8 49,144 -1,400 5
IWD funds › ISHARES TR HOLD 0.2% +0.0% 1.7 7,096 +0 5
SHY funds › ISHARES TR ADD 0.2% +0.1% 1.7 20,735 +11,218 5
IVW funds › ISHARES TR HOLD 0.2% +0.0% 1.7 12,361 +0 5
CMI funds › CUMMINS INC NEW 0.2% +0.2% 1.6 2,306 +2,306 1
VGIT funds › VANGUARD SCOTTSDALE FDS TRIM 0.2% -2.1% 1.5 25,345 -249,166 3
JPM funds › JPMORGAN CHASE & CO TRIM 0.2% +0.0% 1.5 4,562 -14 5
GEV funds › GE VERNOVA INC ADD 0.2% +0.1% 1.5 1,241 +613 2
RTX funds › RTX CORPORATION TRIM 0.2% -0.0% 1.2 6,495 -203 5
IEO funds › ISHARES TR TRIM 0.1% -0.0% 1.1 10,190 -1 5
COST funds › COSTCO WHOLESALE CORPORATION TRIM 0.1% -0.0% 1.1 1,124 -1 5
QQQ funds › INVESCO QQQ TR TRIM 0.1% +0.0% 1.0 1,416 -165 5
META funds › META PLATFORMS INC TRIM 0.1% -0.1% 0.9 1,676 -893 5
PSLV funds › SPROTT ASSET MANAGEMENT LP NEW 0.1% +0.1% 0.9 49,472 +49,472 1
ABBV funds › ABBVIE INC TRIM 0.1% +0.0% 0.9 3,453 -29 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.1% -0.0% 0.8 3,315 -66 5
VOT funds › VANGUARD INDEX FDS HOLD 0.1% +0.0% 0.8 2,656 +0 5
PRM funds › PERIMETER SOLUTIONS INC HOLD 0.1% +0.0% 0.8 22,431 +0 2
IGSB funds › ISHARES TR TRIM 0.1% -0.3% 0.8 15,250 -35,237 5
AVGO funds › BROADCOM INC TRIM 0.1% -0.0% 0.8 2,042 -438 5
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.1% -0.0% 0.8 1,805 -1,242 5
LLY funds › ELI LILLY & CO ADD 0.1% +0.0% 0.7 602 +67 5
NEE funds › NEXTERA ENERGY INC TRIM 0.1% -0.0% 0.7 7,930 -431 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC HOLD 0.1% +0.0% 0.7 1,446 +0 5
SPYX funds › SPDR SERIES TRUST TRIM 0.1% +0.0% 0.7 11,164 -163 5
PRCT funds › PROCEPT BIOROBOTICS CORP HOLD 0.1% -0.0% 0.7 29,068 +0 5
IWS funds › ISHARES TR HOLD 0.1% +0.0% 0.6 3,931 +0 5
CRWD funds › CROWDSTRIKE HLDGS INC TRIM 0.1% +0.0% 0.6 821 -14 5
GS funds › GOLDMAN SACHS GROUP INC TRIM 0.1% +0.0% 0.6 562 -19 5
NMRK funds › NEWMARK GROUP INC NEW 0.1% +0.1% 0.6 36,880 +36,880 1
GE funds › GE AEROSPACE NEW 0.1% +0.1% 0.5 1,454 +1,454 1
HYMC funds › HYCROFT MINING HOLDING CORP NEW 0.1% +0.1% 0.5 21,000 +21,000 1
PG funds › PROCTER & GAMBLE CO TRIM 0.1% -0.0% 0.5 3,314 -245 5
VRT funds › VERTIV HOLDINGS CO TRIM 0.1% +0.0% 0.5 1,442 -173 5
DHR funds › DANAHER CORP DEL ADD 0.1% -0.0% 0.5 2,490 +21 5
VDE funds › VANGUARD WORLD FD TRIM 0.1% -0.1% 0.5 3,152 -3,738 5
AMAT funds › APPLIED MATLS INC NEW 0.1% +0.1% 0.5 649 +649 1
ETHO funds › AMPLIFY ETF TR ADD 0.1% +0.0% 0.5 5,703 +1,025 5
AXP funds › AMERICAN EXPRESS CO TRIM 0.1% -0.0% 0.5 1,359 -149 5
BIL funds › SPDR SERIES TRUST NEW 0.1% +0.1% 0.4 4,581 +4,581 1
VXF funds › VANGUARD INDEX FDS HOLD 0.1% +0.0% 0.4 1,687 +0 5
SYK funds › STRYKER CORPORATION ADD 0.1% -0.0% 0.4 1,229 +15 5
SCHO funds › SCHWAB STRATEGIC TR ADD 0.0% -0.0% 0.4 15,701 +855 3
TJX funds › TJX COS INC NEW TRIM 0.0% -0.0% 0.4 2,493 -5 5
MCD funds › MCDONALDS CORP TRIM 0.0% -0.0% 0.4 1,379 -160 5
NOBL funds › PROSHARES TR TRIM 0.0% -0.1% 0.4 6,566 -2,766 5
EGP funds › EASTGROUP PPTYS INC TRIM 0.0% -0.0% 0.4 1,818 -527 5
DE funds › DEERE & CO HOLD 0.0% +0.0% 0.4 577 +0 5
IWR funds › ISHARES TR TRIM 0.0% +0.0% 0.4 3,280 -83 5
V funds › VISA INC ADD 0.0% +0.0% 0.4 1,052 +18 5
TSLA funds › TESLA INC TRIM 0.0% +0.0% 0.4 851 -4 5
ADP funds › AUTOMATIC DATA PROCESSING IN TRIM 0.0% -0.0% 0.4 1,596 -54 5
BGC funds › BGC GROUP INC NEW 0.0% +0.0% 0.4 33,225 +33,225 1
USMV funds › ISHARES TR TRIM 0.0% -0.0% 0.3 3,318 -843 5
PWR funds › QUANTA SVCS INC ADD 0.0% +0.0% 0.3 444 +36 2
VGSH funds › VANGUARD SCOTTSDALE FDS ADD 0.0% -0.0% 0.3 5,491 +24 5
BND funds › VANGUARD BD INDEX FDS ADD 0.0% -0.0% 0.3 3,888 +169 5
CSCO funds › CISCO SYS INC NEW 0.0% +0.0% 0.3 2,364 +2,364 1
SO funds › SOUTHERN CO ADD 0.0% -0.0% 0.3 2,783 +42 5
MDY funds › STATE STR SPDR S&P MIDCAP 40 HOLD 0.0% +0.0% 0.3 366 +0 2
EMR funds › EMERSON ELEC CO TRIM 0.0% -0.0% 0.3 1,789 -7 5
VSEC funds › VSE CORP NEW 0.0% +0.0% 0.3 1,120 +1,120 1
DUK funds › DUKE ENERGY CORP NEW ADD 0.0% -0.0% 0.3 2,021 +4 3
KTOS funds › KRATOS DEFENSE & SEC SOLUTIO ADD 0.0% +0.0% 0.3 5,068 +2,196 2
VTWO funds › VANGUARD SCOTTSDALE FDS TRIM 0.0% +0.0% 0.2 2,030 -44 3
ABT funds › ABBOTT LABORATORIES TRIM 0.0% -0.0% 0.2 2,623 -116 5
PEP funds › PEPSICO INC TRIM 0.0% -0.0% 0.2 1,712 -41 5
IJS funds › ISHARES TR TRIM 0.0% -0.0% 0.2 1,673 -134 5
VB funds › VANGUARD INDEX FDS TRIM 0.0% +0.0% 0.2 752 -33 3
VYM funds › VANGUARD WHITEHALL FDS HOLD 0.0% -0.0% 0.2 1,440 +0 4
HEI funds › HEICO CORP NEW NEW 0.0% +0.0% 0.2 610 +610 1
QGRW funds › WISDOMTREE TR TRIM 0.0% -0.0% 0.2 3,164 -830 4
ECL funds › ECOLAB INC NEW 0.0% +0.0% 0.2 740 +740 1
FTNT funds › FORTINET INC NEW 0.0% +0.0% 0.2 1,325 +1,325 1
NKE funds › NIKE INC EXIT 0.0% -0.0% 0.0 0 -3,935 0
NOC funds › NORTHROP GRUMMAN CORP EXIT 0.0% -0.1% 0.0 0 -730 0
ACN funds › ACCENTURE PLC IRELAND EXIT 0.0% -0.0% 0.0 0 -1,301 0
ECHO funds › ECHOSTAR CORP EXIT 0.0% -0.0% 0.0 0 -2,113 0
LNG funds › CHENIERE ENERGY INC EXIT 0.0% -0.2% 0.0 0 -3,782 0
COPP funds › SPROTT FDS TR EXIT 0.0% -0.1% 0.0 0 -17,618 0
BAER funds › BRIDGER AEROSPACE GRP HLDGS EXIT 0.0% -0.1% 0.0 0 -304,506 0
PHYS funds › SPROTT ASSET MANAGEMENT LP EXIT 0.0% -0.1% 0.0 0 -26,518 0
BLK funds › BLACKROCK INC EXIT 0.0% -0.0% 0.0 0 -225 0
IGIB funds › ISHARES TR EXIT 0.0% -0.2% 0.0 0 -24,656 0
IEI funds › ISHARES TR EXIT 0.0% -0.2% 0.0 0 -11,268 0
FNV funds › FRANCO NEV CORP EXIT 0.0% -0.0% 0.0 0 -931 0
PSX funds › PHILLIPS 66 EXIT 0.0% -0.2% 0.0 0 -6,256 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 767 127 0.11 53% 0.038 0.559 in
2026Q1 702 126 0.12 52% 0.037 0.522 in
2025Q4 706 124 0.11 53% 0.038 0.518 in
2025Q3 655 121 0.05 56% 0.043 0.648 in
2025Q2 619 116 0.09 57% 0.046 0.619 entered
2025Q1 586 112 0.00 55% 0.046 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status