StockDriftsStockDriftsTop 50 Encompass Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 15.43% | 368.4K | $50.7M | -1.02%(-3.80K) | $63.99(+121.34%) | 2026-06-30 | |
| IVE | ISHARES TR | 12% | 173.6K | $39.4M | +1.08%(+1.86K) | $139.08(+70.49%) | 2026-06-30 | |
| IEFA | ISHARES TR | 8.51% | 289.4K | $28.0M | +4.05%(+11.27K) | $71.09(+42.52%) | 2026-06-30 | |
| IJR | ISHARES TR | 6.62% | 146.6K | $21.7M | -1.13%(-1.68K) | $92.35(+62.38%) | 2026-06-30 | |
| IJH | ISHARES TR | 5.26% | 224.2K | $17.3M | +0.32%(+724) | $48.18(+63.03%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.52% | 228.4K | $11.6M | +0.25%(+577) | $50.73(-0.45%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.31% | 37.6K | $10.9M | -0.27%(-103) | $140.38(+117.53%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.59% | 102.8K | $8.5M | +4.25%(+4.19K) | $58.17(+42.05%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.52% | 116.4K | $8.3M | -0.44%(-514) | $46.94(+57.65%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 2.38% | 18.0K | $7.8M | +1.25%(+222) | $74.07(+355.53%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.56% | +54.31% | +8.44% | +49.97% |
| Top 20 Holdings Unweighted | +15.52% | +54.16% | +8.64% | +51.34% |
Encompass Wealth Advisors LLC reports $328.47M in US-listed equity holdings across 109 positions in its most recent 13F filing. Its largest disclosed positions are IVW (15.4%), IVE (12.0%) and IEFA (8.5%). The top 20 holdings account for 77.86% of reported assets. Its disclosed equity book has returned +54.31% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Encompass Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1849614). View Encompass Wealth Advisors LLC’s 13F filings on SEC