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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 6 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VBR VANGUARD INDEX FDS 960.0 $233K 0.07% NEW $242.99 +0.9%
102 RODM LATTICE STRATEGIES TR 5,551.0 $224K 0.07% -220.0 -3.8% $40.41 +4.1%
103 BAC BANK OF AMER CORP Financial Services 3,847.0 $219K 0.07% NEW $56.98 +8.7%
104 DE DEERE & CO Industrials 345.0 $219K 0.07% NEW $634.33 +3.2%
105 RNG RINGCENTRAL INC Technology 5,562.0 $217K 0.07% $38.98 +78.6%
106 DIA STATE STR SPDR DOW JONES IND Financial Services 413.0 $216K 0.07% NEW $522.62 +1.7%
107 COLB COLUMBIA BKG SYS INC Financial Services 6,625.0 $212K 0.07% NEW $32.05 -7.5%
108 SBUX STARBUCKS CORP Consumer Cyclical 2,013.0 $206K 0.06% NEW $102.19 +4.0%
109 SMR NUSCALE PWR CORP Utilities 10,806.0 $108K 0.03% NEW $10.03 -7.6%
Page 6 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%