StockDriftsStockDriftsTop 50 Encompass Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 14.65% | 372.2K | $42.1M | -0.45%(-1.68K) | $63.99(+114.50%) | 2026-03-31 | |
| IVE | ISHARES TR | 12.62% | 171.7K | $36.3M | -0.39%(-676) | $138.24(+62.50%) | 2026-03-31 | |
| IEFA | ISHARES TR | 8.76% | 278.1K | $25.2M | +1.35%(+3.69K) | $70.24(+38.30%) | 2026-03-31 | |
| IJR | ISHARES TR | 6.41% | 148.2K | $18.4M | -0.14%(-208) | $92.35(+46.49%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.25% | 223.5K | $15.1M | +0.58%(+1.28K) | $48.10(+52.02%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.01% | 227.9K | $11.5M | +1.24%(+2.79K) | $50.73(-0.42%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.33% | 37.7K | $9.6M | -0.03%(-12) | $140.38(+112.90%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.61% | 116.9K | $7.5M | -0.54%(-630) | $46.94(+50.46%) | 2026-03-31 | |
| ABNB | AIRBNB INC | 2.53% | 57.5K | $7.3M | +0.00%(+0) | $167.93(-20.82%) | 2026-03-31 | |
| SCZ | ISHARES TR | 2.44% | 89.4K | $7.0M | +2.21%(+1.93K) | $66.52(+28.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.45% | +42.20% |
| Top 20 Holdings Unweighted | +11.88% | +40.06% |
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