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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 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 1,204.0 $506K 0.15% -273.0 -18.5% $420.46 -12.5%
22 RKLB ROCKET LAB CORP Industrials 4,601.0 $468K 0.14% -228.0 -4.7% $101.65 -37.1%
23 ABBV ABBVIE INC Healthcare 1,846.0 $465K 0.14% -64.0 -3.4% $251.66 +1.9%
24 IWB ISHARES TR 1,005.0 $412K 0.12% -15.0 -1.5% $409.50 +2.5%
25 ITOT ISHARES TR 2,374.0 $390K 0.12% -42.0 -1.7% $164.30 +2.2%
26 GE GE AEROSPACE Industrials 1,036.0 $387K 0.12% -51.0 -4.7% $373.63 -10.1%
27 V VISA INC Financial Services 1,035.0 $355K 0.11% -35.0 -3.3% $343.25 +10.5%
28 IREN IREN LIMITED Financial Services 6,860.0 $314K 0.10% -331.0 -4.6% $45.73 -18.8%
29 GEV GE VERNOVA INC Utilities 260.0 $306K 0.09% -7.0 -2.6% $1175.26 -23.5%
30 NKE NIKE INC Consumer Cyclical 7,056.0 $290K 0.09% -325.0 -4.4% $41.05 -4.9%
31 SPY STATE STR SPDR S&P 500 ETF T Financial Services 365.0 $273K 0.08% -44.0 -10.8% $747.19 +2.6%
32 RODM LATTICE STRATEGIES TR 5,551.0 $224K 0.07% -220.0 -3.8% $40.41 +4.1%
Page 2 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%