account_balance
Investment manager · 13F filer · SEC CIK 1849614
Encompass Wealth Advisors, LLC
Reported value$676Mas of Sep 30, 2026
Positions118 13 new, 4 sold out
Top 10 weight61.8%IVW alone is 16%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVWiShares Tr
15.6%Added +101%
IVEiShares Tr
12.0%Added +105%
IEFAiShares Tr
8.6%Added +106%
IJRiShares Tr
6.0%Added +103%
IJHiShares Tr
4.9%Added +107%
AAPLApple Inc.
3.7%Added +101%
JPSTJ P Morgan Exchange Traded F
3.5%+105%
IEMGiShares Inc
2.6%+108%
MSFTMicrosoft Corp
2.5%
VEAVanguard Tax-Managed FDS
2.5%
SCZiShares Tr
2.4%
ABNBAirbnb, Inc.
2.2%
IVWiShares Tr
15.6%Added +101%
IVEiShares Tr
12.0%Added +105%
IEFAiShares Tr
8.6%+106%
IJRiShares Tr
6.0%+103%
IJHiShares Tr
4.9%+107%
AAPLApple Inc.
3.7%
JPST3.5%
IEMG2.6%
MSFTVEA2.5%
SCZ2.4%
ABNBBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVW iShares Tr 15.6% Added +101%
IVE iShares Tr 12.0% Added +105%
IEFA iShares Tr 8.6% Added +106%
IJR iShares Tr 6.0% Added +103%
IJH iShares Tr 4.9% Added +107%
AAPL Apple Inc. 3.7% Added +101%JPST J P Morgan Exchange Traded F 3.5% Added +105%
IEMG iShares Inc 2.6% Added +108%
MSFT Microsoft Corp 2.5% Added +110%VEA Vanguard Tax-Managed FDS 2.5% Added +102%
SCZ iShares Tr 2.4% Added +108%
ABNB Airbnb, Inc. 2.2% Added +74%What changed
Biggest moves since Jun 30, 2026
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