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Portfolio (Quarterly) Guide ↗

ENCOMPASS WEALTH ADVISORS, LLC

· CIK 0001849614
13F Portfolio $294M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 101 New
Page 5 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RKLB ROCKET LAB CORP Industrials 4,829.0 $337K 0.12% NEW $69.77 +21.2%
82 ORCL ORACLE CORP Technology 1,606.0 $313K 0.11% NEW $194.91 -23.7%
83 GE GE AEROSPACE Industrials 1,003.0 $309K 0.10% NEW $308.08 +19.8%
84 TJX TJX COS INC NEW Consumer Cyclical 2,004.0 $308K 0.10% NEW $153.61 +1.1%
85 IREN IREN LIMITED Financial Services 7,941.0 $300K 0.10% NEW $37.77 +25.0%
86 VOO VANGUARD INDEX FDS 475.0 $298K 0.10% NEW $627.38 +6.8%
87 ABT ABBOTT LABS Healthcare 2,223.0 $279K 0.10% NEW $125.29 -24.9%
88 SPY SPDR S&P 500 ETF TR Financial Services 403.0 $275K 0.09% NEW $681.92 +7.0%
89 FCX FREEPORT-MCMORAN INC Basic Materials 5,342.0 $271K 0.09% NEW $50.79 +23.0%
90 USB US BANCORP DEL Financial Services 5,036.0 $269K 0.09% NEW $53.36 +14.2%
91 EPD ENTERPRISE PRODS PARTNERS L Energy 7,822.0 $251K 0.09% NEW $32.06 +14.1%
92 SGOV ISHARES TR 2,468.0 $248K 0.08% NEW $100.38 +0.3%
93 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 19,900.0 $234K 0.08% NEW $11.74 +0.1%
94 VBR VANGUARD INDEX FDS 1,098.0 $233K 0.08% NEW $211.79 +14.6%
95 BAC BANK AMERICA CORP Financial Services 4,094.0 $225K 0.08% NEW $55.01 +5.2%
96 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,502.0 $223K 0.08% NEW $63.72 +38.0%
97 RODM LATTICE STRATEGIES TR 5,816.0 $215K 0.07% NEW $36.97 +9.0%
98 ICSH ISHARES TR 4,180.0 $211K 0.07% NEW $50.58 -0.0%
99 NUVEEN S&P 500 BUY-WRITE INC 14,207.0 $209K 0.07% NEW $14.70
100 MPC MARATHON PETE CORP Energy 1,266.0 $206K 0.07% NEW $162.60 +56.2%
Page 5 of 6  ·  101 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 45.4%
Consumer Cyclical 18.7%
Financial Services 11.4%
Communication Services 6.1%
Industrials 6.1%
Energy 4.1%
Healthcare 4.0%
Consumer Defensive 3.7%
Basic Materials 0.4%