Long-term investor

Enzi Wealth @enziwealth

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001887441).

Record

  • Tracked since 2025-06-30 (431 days), 48 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.7% · 6 months +16.8% · 1 year +21.6% · all +21.6%
  • Max drawdown -0.6% · Sharpe 1.53 · win rate 20% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 025072133 · 18.3% · long · since 2025-06-30
  • 464287200 · 13.6% · long · since 2025-06-30
  • 025072877 · 12.8% · long · since 2025-06-30
  • QQQ · 7.1% · long · since 2025-06-30
  • 81752T411 · 5.6% · long · since 2025-12-31
  • 02072L607 · 5.4% · long · since 2025-12-31
  • 46434V456 · 4.9% · long · since 2025-06-30
  • HTD · 4.1% · long · since 2025-06-30
  • XOM · 3.4% · long · since 2025-06-30
  • 464287804 · 2.3% · long · since 2025-06-30
  • 02072L565 · 1.8% · long · since 2025-06-30
  • AAPL · 1.4% · long · since 2025-06-30

Copy on paper, free More traders How copying works

Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.