SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Enclave Advisors LLC

CIK 0001836110 · 3600 N. CAPITAL OF TEXAS HWY, BLDGB, SUITE 180, AUSTIN, TX, 78746 · 5125273105

Reported Value
$608M
Q4 2024
Positions
123
Filings on Record
7
2019–present window
Filed
Jan 17, 2025
original filing

Summary

Enclave Advisors Llc reported $608M in U.S.-listed holdings across 123 positions for Q4 2024.

Its largest position, VIG, represents 13.1% of the portfolio.

Compared with Q3 2024, the fund opened 12 new positions and exited 8.

Reported Value by Quarter

13F Reported Value
Q3 ’24: $590MQ3 ’24Q4 ’24: $608MQ4 ’24Q1 ’25: $586MQ1 ’25Q2 ’25: $619MQ2 ’25Q3 ’25: $655MQ3 ’25Q4 ’25: $706MQ4 ’25Q1 ’26: $729MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 78.7%Common Stock: 19.8%MLP: 0.9%REIT: 0.3%Other: 0.2%Other: 0.0%
  • ETP · 78.7% · $478M
  • Common Stock · 19.8% · $121M
  • MLP · 0.9% · $6M
  • REIT · 0.3% · $2M
  • Other · 0.2% · $1M
  • Other · 0.0% · $251,405

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2024

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$729M132Apr 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$706M124Jan 14, 202613F-HRchanges · EDGAR ↗
Q3 2025$655M121Oct 15, 202513F-HRchanges · EDGAR ↗
Q2 2025$619M116Jul 17, 202513F-HRchanges · EDGAR ↗
Q1 2025$586M112Apr 11, 202513F-HRchanges · EDGAR ↗
Q4 2024$608M123Jan 17, 202513F-HRchanges · EDGAR ↗
Q3 2024$590M119Nov 12, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.