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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 5 of 5  ·  100 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 $310K 0.11% $64.23 +31.6%
82 GE GE AEROSPACE Industrials 1,087.0 $308K 0.11% +84.0 +8.4% $283.70 +30.1%
83 FCX FREEPORT MCMORAN INC Basic Materials 5,242.0 $308K 0.11% -100.0 -1.9% $58.78 +6.2%
84 IBM INTERNATIONAL BUSINESS MACHS Technology 1,239.0 $300K 0.10% +40.0 +3.3% $242.37 +12.1%
85 EPD ENTERPRISE PRODS PARTNERS L Energy 7,822.0 $296K 0.10% $37.84 -3.4%
86 SPY STATE STR SPDR S&P 500 ETF T Financial Services 409.0 $266K 0.09% +6.0 +1.5% $650.34 +12.2%
87 DIS DISNEY WALT CO Communication Services 2,632.0 $254K 0.09% -449.0 -14.6% $96.39 +2.5%
88 USB US BANCORP Financial Services 4,809.0 $250K 0.09% -227.0 -4.5% $52.01 +17.1%
89 VGT VANGUARD WORLD FD 354.0 $247K 0.09% -228.0 -39.2% $697.59 -83.7%
90 IREN IREN LIMITED Financial Services 7,191.0 $247K 0.09% -750.0 -9.4% $34.28 +37.7%
91 GEV GE VERNOVA INC Utilities 267.0 $233K 0.08% NEW $873.19 +19.7%
92 RODM LATTICE STRATEGIES TR 5,771.0 $227K 0.08% -45.0 -0.8% $39.42 +2.3%
93 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,502.0 $226K 0.08% $64.61 +36.1%
94 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 19,900.0 $224K 0.08% $11.28 +4.2%
95 TGT TARGET CORP Consumer Defensive 1,850.0 $224K 0.08% NEW $121.17 +15.9%
96 ABT ABBOTT LABORATORIES Healthcare 2,033.0 $209K 0.07% -190.0 -8.6% $102.67 -8.3%
97 RNG RINGCENTRAL INC Technology 5,562.0 $207K 0.07% NEW $37.19 -0.0%
98 ORCL ORACLE CORP Technology 1,398.0 $206K 0.07% -208.0 -12.9% $147.11 +1.1%
99 ICSH ISHARES TR 3,970.0 $201K 0.07% -210.0 -5.0% $50.62 -0.1%
100 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 11,929.0 $192K 0.07% NEW $16.07 +11.2%
Page 5 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%