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| Happy Holidays!! thanks for using AUM13F!! |
| Enclave Advisors LLC
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|---|---|
| CRD # | 165205 |
| SEC # | 801-77040 |
| CIK # | 0001836110 |
| AUM | $983.1 M (2025-03-14) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 512-527-3105 |
| Address | 3600 N Capital of Texas Hwy Austin, TX 78746 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 14.2 | ||
| Wal Mart Stores Inc | 13.9 | ||
| Exxon Mobil Corp | 10.5 | ||
| Nvidia Corp | 10.2 | ||
| Coca Cola Co | 9.2 | ||
| Apple Inc | 6.6 | ||
| Amazon Com Inc | 6.4 | ||
| Palantir Technologies Inc | 6.3 | ||
| Energy Transfer Equity LP | 4.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 3.7 |
| (b) Individuals (high net worth individuals) | 56 | 885.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 81.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 12.5 |
| (n) Other | 0 | 0.0 |
| Total | 382 | 983.1 |
| By Discretionary | ||
| Discretionary | 382 | 983.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 382 | 983.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 983.1 | |
| Total | 382 | 983.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001836110] |
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|---|---|---|
|
Barton Investment Management LLC
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PA | 1.0 |
|
Financial Perspectives Inc
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MN | 1.0 |
|
Smith Brothers Financial LLC
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CT | 1.0 |
|
McGowan Group Asset Management Inc
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TX | 1.0 |
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GR Financial Group LLC
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AZ | 1.0 |
|
Schaefer Financial Management Inc
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CO | 1.0 |
|
The Gleason Group Inc
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|
KY | 1.0 |
|
Laurel Wealth Advisors LLC
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|
NC | 1.0 |
|
Geometric Wealth Advisors LLC
✚
|
1.0 | |
|
Stepp & Rothwell Inc
✚
|
KS | 1.0 |