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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 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITOT ISHARES TR 2,416.0 $344K 0.12% -137.0 -5.4% $142.43 +12.9%
22 V VISA INC Financial Services 1,070.0 $324K 0.11% -30.0 -2.7% $302.36 +11.2%
23 BA BOEING CO Industrials 1,615.0 $322K 0.11% -2K -55.3% $199.09 +9.1%
24 CRM SALESFORCE INC Technology 1,714.0 $320K 0.11% -101.0 -5.6% $186.62 -15.1%
25 FCX FREEPORT MCMORAN INC Basic Materials 5,242.0 $308K 0.11% -100.0 -1.9% $58.78 +6.2%
26 DIS DISNEY WALT CO Communication Services 2,632.0 $254K 0.09% -449.0 -14.6% $96.39 +2.5%
27 USB US BANCORP Financial Services 4,809.0 $250K 0.09% -227.0 -4.5% $52.01 +17.1%
28 VGT VANGUARD WORLD FD 354.0 $247K 0.09% -228.0 -39.2% $697.59 -83.7%
29 IREN IREN LIMITED Financial Services 7,191.0 $247K 0.09% -750.0 -9.4% $34.28 +37.7%
30 RODM LATTICE STRATEGIES TR 5,771.0 $227K 0.08% -45.0 -0.8% $39.42 +2.3%
31 ABT ABBOTT LABORATORIES Healthcare 2,033.0 $209K 0.07% -190.0 -8.6% $102.67 -8.3%
32 ORCL ORACLE CORP Technology 1,398.0 $206K 0.07% -208.0 -12.9% $147.11 +1.1%
33 ICSH ISHARES TR 3,970.0 $201K 0.07% -210.0 -5.0% $50.62 -0.1%
Page 2 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%