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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 3 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BERKSHIRE HATHAWAY INC DEL 2,302.0 $1.2M 0.35% -64.0 -2.7% $500.39
42 VSS VANGUARD INTL EQUITY INDEX F 7,074.0 $1.1M 0.33% $154.28 +3.8%
43 AMGN AMGEN INC Healthcare 2,937.0 $1.1M 0.32% $362.10 +18.7%
44 AMAT APPLIED MATLS INC Technology 1,451.0 $1.0M 0.32% $722.88 -36.6%
45 DFIV DIMENSIONAL ETF TRUST 18,680.0 $1.0M 0.31% -2K -10.2% $54.02 +7.4%
46 CSCO CISCO SYS INC Technology 7,507.0 $882K 0.27% -181.0 -2.4% $117.46 -5.9%
47 FVD FIRST TR EXCHANGE-TRADED FD 17,500.0 $843K 0.26% $48.18 +4.2%
48 CAT CATERPILLAR INC Industrials 785.0 $836K 0.26% +30.0 +4.0% $1064.90 -25.1%
49 FLXR TCW ETF TRUST 20,830.0 $817K 0.25% +7K +53.2% $39.21 -0.8%
50 IYR ISHARES TR 7,656.0 $783K 0.24% -122.0 -1.6% $102.25 +0.4%
51 LLY ELI LILLY & CO Healthcare 648.0 $777K 0.24% -28.0 -4.1% $1198.66 -3.4%
52 YEAR AB ACTIVE ETFS INC 13,747.0 $692K 0.21% +120.0 +0.9% $50.34 -0.1%
53 VTV VANGUARD INDEX FDS 2,860.0 $623K 0.19% -120.0 -4.0% $217.93 +3.2%
54 IWR ISHARES TR 5,309.0 $586K 0.18% $110.32 +1.2%
55 BTT BLACKROCK MUN TARGET TERM TR Financial Services 24,400.0 $555K 0.17% $22.75 -0.4%
56 XOM EXXON MOBIL CORP Energy 3,992.0 $546K 0.17% $136.72 +17.7%
57 JPM JPMORGAN CHASE & CO Financial Services 1,656.0 $542K 0.17% -15.0 -0.9% $327.23 +8.8%
58 VTI VANGUARD INDEX FDS 1,425.0 $527K 0.16% +168.0 +13.4% $370.13 +2.2%
59 CVX CHEVRON CORPORATION Energy 3,163.0 $524K 0.16% $165.77 +24.4%
60 IWM ISHARES TR 1,735.0 $521K 0.16% $300.45 -2.2%
Page 3 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%