Long-term investor

Enclave Advisors LLC @enclaveadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001836110).

Record

  • Tracked since 2025-12-31 (257 days), 51 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.0%
  • Max drawdown n/a · win rate 9% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • IVV · 8.8% · long · since 2025-12-31
  • IWB · 8.3% · long · since 2025-12-31
  • JPIE · 5.6% · long · since 2025-12-31
  • VIG · 5.2% · long · since 2025-12-31
  • XAR · 5.1% · long · since 2025-12-31
  • VO · 4.6% · long · since 2025-12-31
  • QQQM · 4.2% · long · since 2025-12-31
  • VGT · 4.1% · long · since 2025-12-31
  • VUG · 2.7% · long · since 2025-12-31
  • VEA · 2.6% · long · since 2025-12-31
  • IEFA · 2.5% · long · since 2025-12-31
  • AMZN · 2.3% · long · since 2025-12-31

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