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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  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVW ISHARES TR 368,443.0 $50.7M 15.43% -4K -1.0% $137.53 +1.5%
2 IJR ISHARES TR 146,567.0 $21.7M 6.62% -2K -1.1% $148.31 -2.6%
3 ABNB AIRBNB INC Consumer Cyclical 52,499.0 $7.5M 2.29% -5K -8.7% $143.10 +28.0%
4 ASTS AST SPACEMOBILE INC Technology 45,441.0 $4.0M 1.23% -5K -10.7% $88.86 -33.5%
5 IVV ISHARES TR 5,217.0 $3.9M 1.19% -39.0 -0.7% $748.87 +2.9%
6 AMZN AMAZON COM INC Consumer Cyclical 14,667.0 $3.5M 1.06% -494.0 -3.3% $238.33 +9.0%
7 VNQ VANGUARD INDEX FDS 35,621.0 $3.4M 1.05% -404.0 -1.1% $96.43 +0.0%
8 NVDA NVIDIA CORPORATION Technology 13,593.0 $2.7M 0.83% -3K -20.2% $200.08 +10.3%
9 QQQ INVESCO QQQ TR Financial Services 2,617.0 $1.9M 0.59% -260.0 -9.0% $736.34 -2.7%
10 VWO VANGUARD INTL EQUITY INDEX F 27,386.0 $1.6M 0.50% -171.0 -0.6% $59.69 +1.4%
11 GOOG ALPHABET INC 4,317.0 $1.5M 0.46% -245.0 -5.4% $353.32
12 INTC INTEL CORP Technology 10,097.0 $1.4M 0.43% -651.0 -6.1% $139.63 -35.9%
13 META META PLATFORMS INC Communication Services 2,094.0 $1.2M 0.36% -19.0 -0.9% $563.42 +1.6%
14 BERKSHIRE HATHAWAY INC DEL 2,302.0 $1.2M 0.35% -64.0 -2.7% $500.39
15 DFIV DIMENSIONAL ETF TRUST 18,680.0 $1.0M 0.31% -2K -10.2% $54.02 +7.4%
16 CSCO CISCO SYS INC Technology 7,507.0 $882K 0.27% -181.0 -2.4% $117.46 -5.9%
17 IYR ISHARES TR 7,656.0 $783K 0.24% -122.0 -1.6% $102.25 +0.4%
18 LLY ELI LILLY & CO Healthcare 648.0 $777K 0.24% -28.0 -4.1% $1198.66 -3.4%
19 VTV VANGUARD INDEX FDS 2,860.0 $623K 0.19% -120.0 -4.0% $217.93 +3.2%
20 JPM JPMORGAN CHASE & CO Financial Services 1,656.0 $542K 0.17% -15.0 -0.9% $327.23 +8.8%
Page 1 of 2  ·  32 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%