ENCOMPASS WEALTH ADVISORS, LLC
Q3 2026 13F filing
Updated 4 days ago236 disclosed positions worth $676.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $52.6M | 369.9K | 7.78% | — |
| 2 | E ISHARES TR | $52.6M | 369.9K | 7.78% | — |
| 3 | E ISHARES TR | $40.5M | 177.6K | 5.99% | — |
| 4 | E ISHARES TR | $40.5M | 177.6K | 5.99% | — |
| 5 | E ISHARES TR | $28.9M | 298.8K | 4.28% | — |
| 6 | E ISHARES TR | $28.9M | 298.8K | 4.28% | — |
| 7 | E ISHARES TR | $20.3M | 148.9K | 3.00% | — |
| 8 | E ISHARES TR | $20.3M | 148.9K | 3.00% | — |
| 9 | E ISHARES TR | $16.7M | 232.3K | 2.47% | — |
| 10 | E ISHARES TR | $16.7M | 232.3K | 2.47% | — |
| 11 | A APPLE INC | $12.6M | 37.8K | 1.86% | — |
| 12 | A APPLE INC | $12.6M | 37.8K | 1.86% | — |
| 13 | J J P MORGAN EXCHANGE TRADED F | $11.8M | 233.6K | 1.74% | — |
| 14 | J J P MORGAN EXCHANGE TRADED F | $11.8M | 233.6K | 1.74% | — |
| 15 | E ISHARES INC | $8.7M | 107.1K | 1.28% | — |
| 16 | E ISHARES INC | $8.7M | 107.1K | 1.28% | — |
| 17 | M MICROSOFT CORP | $8.5M | 16.6K | 1.26% | — |
| 18 | M MICROSOFT CORP | $8.5M | 16.6K | 1.26% | — |
| 19 | V VANGUARD TAX-MANAGED FDS | $8.3M | 117.3K | 1.23% | — |
| 20 | V VANGUARD TAX-MANAGED FDS | $8.3M | 117.3K | 1.23% | — |
| 21 | J ISHARES TR | $8.2M | 97.7K | 1.22% | — |
| 22 | J ISHARES TR | $8.2M | 97.7K | 1.22% | — |
| 23 | A AIRBNB INC | $7.4M | 45.8K | 1.09% | — |
| 24 | A AIRBNB INC | $7.4M | 45.8K | 1.09% | — |
| 25 | V VANGUARD ADMIRAL FDS INC | $6.8M | 80.0K | 1.01% | — |
| 26 | V VANGUARD ADMIRAL FDS INC | $6.8M | 80.0K | 1.01% | — |
| 27 | L LAM RESEARCH CORP | $5.9M | 18.0K | 0.87% | — |
| 28 | L LAM RESEARCH CORP | $5.9M | 18.0K | 0.87% | — |
| 29 | V VANGUARD WORLD FD | $4.9M | 52.9K | 0.73% | — |
| 30 | V VANGUARD WORLD FD | $4.9M | 52.9K | 0.73% | — |
| 31 | V VANGUARD WORLD FD | $4.5M | 28.2K | 0.67% | — |
| 32 | V VANGUARD WORLD FD | $4.5M | 28.2K | 0.67% | — |
| 33 | V VANGUARD ADMIRAL FDS INC | $3.9M | 17.6K | 0.57% | — |
| 34 | V VANGUARD ADMIRAL FDS INC | $3.9M | 17.6K | 0.57% | — |
| 35 | E ISHARES TR | $3.9M | 5.1K | 0.57% | — |
| 36 | E ISHARES TR | $3.9M | 5.1K | 0.57% | — |
| 37 | A AMAZON COM INC | $3.7M | 14.7K | 0.54% | — |
| 38 | A AMAZON COM INC | $3.7M | 14.7K | 0.54% | — |
| 39 | V VANGUARD INDEX FDS | $3.4M | 43.8K | 0.51% | — |
| 40 | V VANGUARD INDEX FDS | $3.4M | 43.8K | 0.51% | — |
| 41 | J J P MORGAN EXCHANGE TRADED F | $3.4M | 67.0K | 0.50% | — |
| 42 | J J P MORGAN EXCHANGE TRADED F | $3.4M | 67.0K | 0.50% | — |
| 43 | N NVIDIA CORPORATION | $3.3M | 14.2K | 0.48% | — |
| 44 | N NVIDIA CORPORATION | $3.3M | 14.2K | 0.48% | — |
| 45 | V VANGUARD INDEX FDS | $3.3M | 36.3K | 0.48% | — |
| 46 | V VANGUARD INDEX FDS | $3.3M | 36.3K | 0.48% | — |
| 47 | V VANGUARD INDEX FDS | $3.1M | 10.7K | 0.45% | — |
| 48 | V VANGUARD INDEX FDS | $3.1M | 10.7K | 0.45% | — |
| 49 | G SPDR GOLD TR | $2.8M | 7.3K | 0.41% | — |
| 50 | G SPDR GOLD TR | $2.8M | 7.3K | 0.41% | — |