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Portfolio (Quarterly) Guide ↗

ENCOMPASS WEALTH ADVISORS, LLC

· CIK 0001849614
13F Portfolio $287M AUM 100 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 22 Added 33 Reduced 6 Exited
Page 1 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VEA VANGUARD TAX-MANAGED FDS 116,872.0 $7.5M 2.61% -630.0 -0.5% $64.08 +10.1%
2 MSFT MICROSOFT CORP Technology 15,780.0 $5.8M 2.03% -2K -10.8% $370.17 +0.8%
3 MGV VANGUARD WORLD FD 27,956.0 $4.1M 1.41% -1K -3.7% $144.95 +12.6%
4 IVV ISHARES TR 5,256.0 $3.4M 1.20% -169.0 -3.1% $653.18 +12.2%
5 AMZN AMAZON COM INC Consumer Cyclical 15,161.0 $3.2M 1.10% -151.0 -1.0% $208.27 +11.7%
6 VO VANGUARD INDEX FDS 10,960.0 $3.1M 1.09% -151.0 -1.4% $287.17 -72.1%
7 DFIV DIMENSIONAL ETF TRUST 20,791.0 $1.1M 0.38% -2K -10.0% $52.78 +2.1%
8 AMGN AMGEN INC Healthcare 2,937.0 $1.0M 0.36% -60.0 -2.0% $351.83 +1.8%
9 CVX CHEVRON CORPORATION Energy 3,161.0 $654K 0.23% -701.0 -18.1% $206.92 -17.3%
10 LLY ELI LILLY & CO Healthcare 676.0 $621K 0.22% -19.0 -2.7% $919.10 +31.4%
11 CSCO CISCO SYS INC Technology 7,688.0 $597K 0.21% -1K -13.4% $77.59 +46.6%
12 TSLA TESLA INC Consumer Cyclical 1,477.0 $549K 0.19% -8.0 -0.5% $371.75 +2.1%
13 CAT CATERPILLAR INC Industrials 755.0 $535K 0.19% -10.0 -1.3% $708.46 +40.8%
14 JPM JPMORGAN CHASE & CO Financial Services 1,671.0 $492K 0.17% -48.0 -2.8% $294.17 +11.9%
15 INTC INTEL CORP Technology 10,748.0 $474K 0.17% -1K -9.2% $44.13 +190.8%
16 IWM ISHARES TR 1,735.0 $430K 0.15% -26.0 -1.5% $248.00 +20.1%
17 ABBV ABBVIE INC Healthcare 1,910.0 $415K 0.14% -134.0 -6.6% $217.52 +15.6%
18 VTI VANGUARD INDEX FDS 1,257.0 $403K 0.14% -486.0 -27.9% $320.90 +12.9%
19 NKE NIKE INC Consumer Cyclical 7,381.0 $390K 0.14% -421.0 -5.4% $52.82 -22.8%
20 IWB ISHARES TR 1,020.0 $364K 0.13% -25.0 -2.4% $356.56 +12.3%
Page 1 of 2  ·  33 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 44.8%
Consumer Cyclical 17.8%
Financial Services 11.8%
Communication Services 6.0%
Energy 5.9%
Industrials 5.2%
Healthcare 3.9%
Consumer Defensive 3.7%
Basic Materials 0.5%
Utilities 0.3%