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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 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INTC INTEL CORP Technology 10,748.0 $474K 0.17% -1K -9.2% $44.13 +190.8%
62 TAFI AB ACTIVE ETFS INC 17,700.0 $446K 0.15% $25.18 +0.1%
63 IWM ISHARES TR 1,735.0 $430K 0.15% -26.0 -1.5% $248.00 +20.1%
64 CCL CARNIVAL CORP Consumer Cyclical 16,545.0 $428K 0.15% $25.88 +12.3%
65 ABBV ABBVIE INC Healthcare 1,910.0 $415K 0.14% -134.0 -6.6% $217.52 +15.6%
66 UNP UNION PAC CORP Industrials 1,710.0 $415K 0.14% $242.63 +10.6%
67 JNJ JOHNSON & JOHNSON Healthcare 1,665.0 $407K 0.14% $244.44 +4.2%
68 VTI VANGUARD INDEX FDS 1,257.0 $403K 0.14% -486.0 -27.9% $320.90 +12.9%
69 SGOV ISHARES TR 3,977.0 $400K 0.14% +2K +61.1% $100.66 -0.0%
70 NKE NIKE INC Consumer Cyclical 7,381.0 $390K 0.14% -421.0 -5.4% $52.82 -22.8%
71 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,877.0 $379K 0.13% +3K +37.4% $38.42 -11.9%
72 IWB ISHARES TR 1,020.0 $364K 0.13% -25.0 -2.4% $356.56 +12.3%
73 AXP AMERICAN EXPRESS CO Financial Services 1,164.0 $352K 0.12% $302.48 +12.5%
74 ITOT ISHARES TR 2,416.0 $344K 0.12% -137.0 -5.4% $142.43 +12.9%
75 MPC MARATHON PETE CORP Energy 1,326.0 $324K 0.11% +60.0 +4.7% $244.14 +4.1%
76 V VISA INC Financial Services 1,070.0 $324K 0.11% -30.0 -2.7% $302.36 +11.2%
77 BA BOEING CO Industrials 1,615.0 $322K 0.11% -2K -55.3% $199.09 +9.1%
78 TJX TJX COS INC NEW Consumer Cyclical 2,007.0 $321K 0.11% $159.70 -2.8%
79 CRM SALESFORCE INC Technology 1,714.0 $320K 0.11% -101.0 -5.6% $186.62 -15.1%
80 GOOGL ALPHABET INC Communication Services 1,084.0 $312K 0.11% $287.56 +17.3%
Page 4 of 5  ·  100 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%