ENCOMPASS WEALTH ADVISORS, LLC - Portfolio overview

ENCOMPASS WEALTH ADVISORS, LLC has 116 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVW - ISHARES TR, 14.35%
2. IVE - ISHARES TR, 12.36%
3. IEFA - ISHARES TR, 8.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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