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Portfolio (Quarterly) Guide ↗

ENCOMPASS WEALTH ADVISORS, LLC

· CIK 0001849614
13F Portfolio $328M AUM 109 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 21 Added 32 Reduced 5 Exited
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVE ISHARES TR 173,558.0 $39.4M 12.00% +2K +1.1% $227.06 +4.2%
2 IEFA ISHARES TR 289,422.0 $28.0M 8.51% +11K +4.0% $96.58 +3.8%
3 IEMG ISHARES INC 102,790.0 $8.5M 2.59% +4K +4.2% $82.84 -1.3%
4 LRCX LAM RESEARCH CORP Technology 18,040.0 $7.8M 2.38% +222.0 +1.2% $433.32 -30.4%
5 SCZ ISHARES TR 93,904.0 $7.7M 2.35% +5K +5.1% $82.27 +5.5%
6 VOOG VANGUARD ADMIRAL FDS INC 75,745.0 $6.3M 1.91% +63K +510.6% $82.62 +1.6%
7 MGK VANGUARD WORLD FD 52,836.0 $4.6M 1.41% +42K +399.6% $87.91 +2.3%
8 MGV VANGUARD WORLD FD 28,231.0 $4.6M 1.41% +275.0 +1.0% $163.45 +2.3%
9 VO VANGUARD INDEX FDS 43,848.0 $3.5M 1.08% +33K +300.1% $80.57 +1.8%
10 KLAC KLA CORP Technology 9,110.0 $2.7M 0.84% +8K +900.0% $301.71 -41.8%
11 JMST J P MORGAN EXCHANGE TRADED F 48,821.0 $2.5M 0.76% +5K +11.2% $51.00 -0.1%
12 IWF ISHARES TR 14,534.0 $1.8M 0.55% +11K +300.1% $124.17 -1.2%
13 VUG VANGUARD INDEX FDS 16,812.0 $1.4M 0.44% +14K +500.0% $86.14 +2.4%
14 CAT CATERPILLAR INC Industrials 785.0 $836K 0.26% +30.0 +4.0% $1064.90 -25.1%
15 FLXR TCW ETF TRUST 20,830.0 $817K 0.25% +7K +53.2% $39.21 -0.8%
16 YEAR AB ACTIVE ETFS INC 13,747.0 $692K 0.21% +120.0 +0.9% $50.34 -0.1%
17 VTI VANGUARD INDEX FDS 1,425.0 $527K 0.16% +168.0 +13.4% $370.13 +2.2%
18 IBIT ISHARES BITCOIN TRUST ETF Financial Services 14,734.0 $490K 0.15% +5K +49.2% $33.29 +34.2%
19 SGOV ISHARES TR 4,113.0 $414K 0.13% +136.0 +3.4% $100.66 +0.0%
20 VGT VANGUARD WORLD FD 3,375.0 $403K 0.12% +3K +853.4% $119.54 +0.8%
Page 1 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 51.4%
Consumer Cyclical 16.1%
Financial Services 11.7%
Industrials 5.6%
Energy 4.1%
Healthcare 3.6%
Communication Services 3.4%
Consumer Defensive 3.1%
Utilities 0.5%
Basic Materials 0.4%