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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 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VNQ VANGUARD INDEX FDS 35,621.0 $3.4M 1.05% -404.0 -1.1% $96.43 +0.0%
22 VOOV VANGUARD ADMIRAL FDS INC 15,581.0 $3.4M 1.04% $219.21 +4.2%
23 VB VANGUARD INDEX FDS 10,766.0 $3.3M 0.99% $303.12 -1.3%
24 KLAC KLA CORP Technology 9,110.0 $2.7M 0.84% +8K +900.0% $301.71 -41.8%
25 NVDA NVIDIA CORPORATION Technology 13,593.0 $2.7M 0.83% -3K -20.2% $200.08 +10.3%
26 GLD SPDR GOLD TR Financial Services 7,300.0 $2.7M 0.82% $368.38 +10.9%
27 JMST J P MORGAN EXCHANGE TRADED F 48,821.0 $2.5M 0.76% +5K +11.2% $51.00 -0.1%
28 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,322.0 $2.2M 0.66% $935.39 +0.9%
29 QQQ INVESCO QQQ TR Financial Services 2,617.0 $1.9M 0.59% -260.0 -9.0% $736.34 -2.7%
30 IWF ISHARES TR 14,534.0 $1.8M 0.55% +11K +300.1% $124.17 -1.2%
31 LNG CHENIERE ENERGY INC Energy 7,240.0 $1.7M 0.53% $239.01 +22.0%
32 VWO VANGUARD INTL EQUITY INDEX F 27,386.0 $1.6M 0.50% -171.0 -0.6% $59.69 +1.4%
33 ROP ROPER TECHNOLOGIES INC Industrials 4,720.0 $1.6M 0.49% $338.39 +25.5%
34 GOOG ALPHABET INC 4,317.0 $1.5M 0.46% -245.0 -5.4% $353.32
35 VUG VANGUARD INDEX FDS 16,812.0 $1.4M 0.44% +14K +500.0% $86.14 +2.4%
36 IWD ISHARES TR 5,821.0 $1.4M 0.43% $242.44 +6.0%
37 INTC INTEL CORP Technology 10,097.0 $1.4M 0.43% -651.0 -6.1% $139.63 -35.9%
38 ACWX ISHARES TR 18,012.0 $1.4M 0.42% $76.11 +1.7%
39 VTEB VANGUARD MUN BD FDS 24,820.0 $1.3M 0.38% $50.58 -2.5%
40 META META PLATFORMS INC Communication Services 2,094.0 $1.2M 0.36% -19.0 -0.9% $563.42 +1.6%
Page 2 of 6  ·  109 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%