Enclave Advisors LLC

CIK 0001836110 • 7 13F filings • Apr 11, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $705.7M123 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$348K	0.0%Prev: 0.1%	2,778 SH	Decreased-16 SH
ABBVIE INC	COM	$795K	0.1%Prev: 0.1%	3,479 SH	Decreased-71 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$360K	0.1%Prev: 0.0%	1,341 SH	Increased+16 SH
AGNICO EAGLE MINES LTD	COM	$7.3M	1.0%	43,020 SH	New
ALPHABET INC	CAP STK CL A	$5.5M	0.8%Prev: 0.5%	17,643 SH	Increased+3,150 SH
ALPHABET INC	CAP STK CL C	$2.6M	0.4%Prev: 0.3%	8,134 SH	Increased-392 SH
ALPS ETF TR	ALERIAN MLP	$7.3M	1.0%Prev: 2.4%	155,689 SH	Decreased-179,477 SH
AMAZON COM INC	COM	$6.4M	0.9%Prev: 1.0%	27,715 SH	Decreased-1,974 SH
AMERICAN EXPRESS CO	COM	$1.3M	0.2%Prev: 0.2%	3,585 SH	Increased-6 SH
AMPLIFY ETF TR	AMPLIFY ETHO CLI	$286K	0.0%Prev: 0.0%	4,375 SH	Increased
APPLE INC	COM	$8.6M	1.2%Prev: 1.3%	31,558 SH	Increased-593 SH
AUTOMATIC DATA PROCESSING IN	COM	$456K	0.1%Prev: 0.1%	1,772 SH	Decreased-1 SH
BARRICK MNG CORP	COM SHS	$2.4M	0.3%	55,000 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$203K	0.0%Prev: 0.1%	403 SH	Decreased-290 SH
BLACKROCK INC	COM	$241K	0.0%Prev: 0.0%	225 SH	Decreased-2 SH
BROADCOM INC	COM	$802K	0.1%Prev: 0.1%	2,316 SH	Increased+98 SH
CATERPILLAR INC	COM	$755K	0.1%Prev: 0.1%	1,318 SH	Increased+608 SH
CHEVRON CORP NEW	COM	$2.1M	0.3%Prev: 0.3%	13,751 SH	Decreased-206 SH
COCA COLA CO	COM	$9.1M	1.3%Prev: 1.3%	130,485 SH	Increased+50 SH
COSTCO WHSL CORP NEW	COM	$1.0M	0.1%Prev: 0.2%	1,164 SH	Decreased+48 SH
CROWDSTRIKE HLDGS INC	CL A	$1.7M	0.2%Prev: 0.3%	3,532 SH	Decreased
DANAHER CORPORATION	COM	$610K	0.1%Prev: 0.1%	2,666 SH	Increased+27 SH
DEERE & CO	COM	$268K	0.0%Prev: 0.0%	576 SH	Decreased-118 SH
DUKE ENERGY CORP NEW	COM NEW	$236K	0.0%	2,013 SH	New
EASTGROUP PPTYS INC	COM	$818K	0.1%Prev: 0.2%	4,590 SH	Decreased-3,120 SH
ELI LILLY & CO	COM	$609K	0.1%Prev: 0.1%	566 SH	Increased+5 SH
EMERSON ELEC CO	COM	$238K	0.0%Prev: 0.0%	1,796 SH	Decreased-206 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$3.0M	0.4%Prev: 0.5%	184,518 SH	Decreased-16,913 SH
EXXON MOBIL CORP	COM	$8.8M	1.3%Prev: 1.3%	73,389 SH	Increased-2,698 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$23.6M	3.3%Prev: 4.0%	329,755 SH	Decreased-18,974 SH
FRANCO NEV CORP	COM	$1.1M	0.2%	5,500 SH	New
GOLDMAN SACHS GROUP INC	COM	$511K	0.1%Prev: 0.1%	582 SH	Decreased-155 SH
HOME DEPOT INC	COM	$3.1M	0.4%Prev: 0.5%	8,979 SH	Decreased+143 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$11.8M	1.7%Prev: 1.3%	46,847 SH	Increased+12,401 SH
INVESCO QQQ TR	UNIT SER 1	$970K	0.1%Prev: 0.2%	1,579 SH	Decreased-252 SH
ISHARES TR	1 3 YR TREAS BD	$1.7M	0.2%Prev: 0.8%	20,089 SH	Decreased-40,581 SH
ISHARES TR	3 7 YR TREAS BD	$11.8M	1.7%Prev: 0.0%	99,079 SH	Increased+96,416 SH
ISHARES TR	CORE 40/60 MODER	$2.3M	0.3%Prev: 0.3%	47,345 SH	Decreased-626 SH
ISHARES TR	CORE MSCI EAFE	$13.6M	1.9%Prev: 1.6%	151,627 SH	Increased+28,244 SH
ISHARES TR	CORE S&P MCP ETF	$7.7M	1.1%Prev: 1.0%	116,281 SH	Increased+11,989 SH
ISHARES TR	CORE S&P SCP ETF	$6.6M	0.9%Prev: 1.3%	54,661 SH	Decreased-16,474 SH
ISHARES TR	CORE S&P500 ETF	$59.5M	8.4%Prev: 8.7%	86,886 SH	Increased+1,757 SH
ISHARES TR	INTL SEL DIV ETF	$5.6M	0.8%Prev: 0.7%	141,385 SH	Increased+15,923 SH
ISHARES TR	ISHS 1-5YR INVS	$2.7M	0.4%Prev: 0.3%	51,533 SH	Increased+15,599 SH
ISHARES TR	ISHS 5-10YR INVT	$1.3M	0.2%Prev: 0.2%	24,471 SH	Decreased-1,182 SH
ISHARES TR	MSCI USA MIN VOL	$441K	0.1%Prev: 0.1%	4,685 SH	Decreased-315 SH
ISHARES TR	RUS 1000 ETF	$60.6M	8.6%Prev: 9.3%	162,230 SH	Decreased-4,133 SH
ISHARES TR	RUS 1000 GRW ETF	$4.7M	0.7%Prev: 0.7%	9,913 SH	Increased
ISHARES TR	RUS 1000 VAL ETF	$1.6M	0.2%Prev: 0.2%	7,427 SH	Increased-197 SH
ISHARES TR	RUS MDCP VAL ETF	$530K	0.1%Prev: 0.1%	3,761 SH	Increased
ISHARES TR	RUS MID CAP ETF	$324K	0.0%Prev: 0.0%	3,361 SH	Increased+930 SH
ISHARES TR	RUSSELL 2000 ETF	$12.3M	1.7%Prev: 0.2%	49,961 SH	Increased+43,518 SH
ISHARES TR	S&P 500 GRWT ETF	$1.5M	0.2%Prev: 0.2%	12,503 SH	Increased
ISHARES TR	SP SMCP600VL ETF	$249K	0.0%Prev: 0.0%	2,186 SH	Decreased-166 SH
ISHARES TR	US OIL GS EX ETF	$910K	0.1%Prev: 0.1%	10,191 SH	Decreased
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$43.4M	6.1%Prev: 6.2%	937,379 SH	Increased+64,477 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$9.4M	1.3%Prev: 2.1%	185,146 SH	Decreased-83,181 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$344K	0.0%Prev: 0.1%	6,752 SH	Decreased-5,594 SH
JOHNSON & JOHNSON	COM	$700K	0.1%Prev: 0.1%	3,381 SH	Increased-11 SH
JPMORGAN CHASE & CO.	COM	$1.4M	0.2%Prev: 0.2%	4,494 SH	Increased-14 SH
KINROSS GOLD CORP	COM	$3.0M	0.4%	105,000 SH	New
MCDONALDS CORP	COM	$470K	0.1%Prev: 0.1%	1,539 SH	Decreased-115 SH
META PLATFORMS INC	CL A	$3.8M	0.5%Prev: 0.7%	5,786 SH	Decreased-484 SH
MICRON TECHNOLOGY INC	COM	$301K	0.0%	1,055 SH	New
MICROSOFT CORP	COM	$13.5M	1.9%Prev: 2.2%	27,882 SH	Decreased-414 SH
NEWMONT CORP	COM	$7.4M	1.1%	74,487 SH	New
NEXTERA ENERGY INC	COM	$671K	0.1%Prev: 0.1%	8,354 SH	Increased+112 SH
NIKE INC	CL B	$253K	0.0%Prev: 0.0%	3,976 SH	Decreased-49 SH
NOVAGOLD RES INC	COM NEW	$373K	0.1%	40,000 SH	New
NVIDIA CORPORATION	COM	$10.4M	1.5%Prev: 1.7%	55,647 SH	Decreased-4,719 SH
ORACLE CORP	COM	$1.0M	0.1%Prev: 0.3%	5,241 SH	Decreased-2,355 SH
PALANTIR TECHNOLOGIES INC	CL A	$8.0M	1.1%Prev: 1.3%	45,098 SH	Decreased-1 SH
PAN AMERN SILVER CORP	COM	$2.7M	0.4%	52,000 SH	New
PAYCHEX INC	COM	$209K	0.0%Prev: 0.0%	1,867 SH	Decreased-51 SH
PEPSICO INC	COM	$252K	0.0%Prev: 0.0%	1,753 SH	Decreased-194 SH
PROCEPT BIOROBOTICS CORP	COM	$914K	0.1%Prev: 0.2%	29,068 SH	Decreased
PROCTER AND GAMBLE CO	COM	$510K	0.1%Prev: 0.1%	3,559 SH	Decreased-357 SH
PROGRESSIVE CORP	COM	$206K	0.0%Prev: 0.0%	905 SH	Decreased-76 SH
PROSHARES TR	S&P 500 DV ARIST	$1.0M	0.1%Prev: 0.3%	9,734 SH	Decreased-11,204 SH
RTX CORPORATION	COM	$1.0M	0.1%Prev: 0.1%	5,495 SH	Increased
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.8M	0.4%Prev: 0.4%	115,480 SH	Increased+10,243 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$397K	0.1%	16,291 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.3M	0.2%Prev: 0.3%	48,069 SH	Decreased-23,084 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.2M	0.2%Prev: 0.1%	38,881 SH	Increased+11,292 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$12.2M	1.7%Prev: 1.9%	453,283 SH	Increased-9,587 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$366K	0.1%Prev: 0.1%	12,177 SH	Decreased-1,525 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.5M	0.2%Prev: 0.1%	53,121 SH	Increased+25,329 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$8.1M	1.1%	180,627 SH	New
SOUTHERN CO	COM	$248K	0.0%Prev: 0.1%	2,846 SH	Decreased-949 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.8M	0.3%Prev: 0.2%	40,068 SH	Increased+8,870 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.5M	0.6%Prev: 0.7%	6,613 SH	Increased+5 SH
SPDR SERIES TRUST	STATE STREET SPD	$32.0M	4.5%	141,312 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$3.0M	0.4%	91,527 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$4.8M	0.7%	202,739 SH	New
STRYKER CORPORATION	COM	$415K	0.1%Prev: 0.1%	1,180 SH	Increased+126 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$443K	0.1%Prev: 0.1%	1,458 SH	Increased
TESLA INC	COM	$360K	0.1%Prev: 0.1%	800 SH	Decreased-180 SH
TJX COS INC NEW	COM	$372K	0.1%Prev: 0.1%	2,419 SH	Increased+133 SH
UNITEDHEALTH GROUP INC	COM	$1.0M	0.1%Prev: 0.2%	3,086 SH	Decreased-333 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$308K	0.0%Prev: 0.0%	4,161 SH	Decreased+13 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$4.4M	0.6%Prev: 1.1%	87,549 SH	Decreased-55,123 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$353K	0.0%Prev: 0.1%	1,687 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$19.3M	2.7%Prev: 2.7%	39,547 SH	Increased+2,462 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$741K	0.1%Prev: 0.1%	2,656 SH	Decreased
VANGUARD INDEX FDS	MID CAP ETF	$34.6M	4.9%Prev: 4.8%	119,127 SH	Increased+12,293 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$13.3M	1.9%Prev: 1.9%	21,283 SH	Increased+712 SH
VANGUARD INDEX FDS	SMALL CP ETF	$202K	0.0%	782 SH	New
VANGUARD MALVERN FDS	CORE BD ETF	$3.4M	0.5%Prev: 0.4%	43,929 SH	Increased+10,204 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.2M	0.3%Prev: 0.5%	44,533 SH	Decreased-17,935 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.9M	0.3%	31,232 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$399K	0.1%Prev: 0.1%	6,790 SH	Increased+725 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$2.8M	0.4%Prev: 0.5%	9,051 SH	Decreased-925 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$206K	0.0%	2,068 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$58.3M	8.3%Prev: 9.1%	265,206 SH	Decreased-12,096 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$14.0M	2.0%Prev: 1.9%	223,904 SH	Increased+20,203 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$207K	0.0%Prev: 0.0%	1,439 SH	Increased
VANGUARD WORLD FD	ENERGY ETF	$1.0M	0.1%Prev: 0.2%	8,158 SH	Decreased-1,208 SH
VANGUARD WORLD FD	INF TECH ETF	$28.5M	4.0%Prev: 4.3%	37,764 SH	Decreased-367 SH
VERTIV HOLDINGS CO	COM CL A	$461K	0.1%Prev: 0.1%	2,847 SH	Decreased-211 SH
VISA INC	COM CL A	$321K	0.0%Prev: 0.1%	916 SH	Decreased-112 SH
WALMART INC	COM	$15.6M	2.2%Prev: 2.2%	140,099 SH	Increased+65 SH
WHEATON PRECIOUS METALS CORP	COM	$3.9M	0.5%	33,000 SH	New
WISDOMTREE TR	US QUALITY GROW	$234K	0.0%Prev: 0.1%	3,994 SH	Decreased-1,941 SH

Sold (vs prior filing)

AB ACTIVE ETFS INC — $266K
ARES MANAGEMENT CORPORATION — $330K
COINBASE GLOBAL INC — $441K
ECOLAB INC — $203K
KKR & CO INC — $487K
MONDELEZ INTL INC — $219K
PARKER-HANNIFIN CORP — $252K
QUANTA SVCS INC — $214K
SELECT SECTOR SPDR TR — $10.7M
SPDR SERIES TRUST — $29.5M
SPDR SERIES TRUST — $697K
SPINNAKER ETF SERIES — $250K
SYNOPSYS INC — $206K
VANGUARD INDEX FDS — $220K
VANGUARD INDEX FDS — $486K
ZSCALER INC — $278K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001754960-26-000876	—	View
Jan 14, 2026	Q4 2025	13F-HR	0001754960-26-000046	$705.7M	View
Oct 15, 2025	Q3 2025