ENCOMPASS WEALTH ADVISORS, LLC
•CIK: 1849614•Filing: Q4 2025
ENCOMPASS WEALTH ADVISORS, LLC manages $294M across a diversified portfolio of 101 positions. The strategy shows a significant allocation to broad market and international exposure, notably IVW at $46.1M and IVE at $36.6M. Core holdings include international indices (IEFA at $24.6M) alongside major US tech names like AAPL ($10.2M) and MSFT ($8.6M). This structure suggests a focus on global equity diversification anchored by established market leaders.
Total AUM
$293.9M
QoQ Performance
+0.1%
Positions
70
Top 10 Concentration
63.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IVW
IVE
IEFA
IJR
IVW15.7%
IVE12.4%
IEFA8.4%
IJR6.1%
IJH5.0%
JPST3.9%
AAPL3.5%
MSFT2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.0%
Technology10.4%
Consumer4.9%
ETF1.5%
Financial1.1%
Healthcare1.0%
Industrial0.7%
Communication0.3%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW2 new positions
↑33 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023