§ 13F · FUND PROFILE
ENCOMPASS WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $272.8T (13F)Positions · 104Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$547.7B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 374K | $46.1T | 15.7% | −1% |
| 2 | IVE | ISHARES TR | 172K | $36.6T | 12.4% | +1% |
| 3 | IEFA | ISHARES TR | 274K | $24.6T | 8.4% | +4% |
| 4 | IJR | ISHARES TR | 148K | $17.8T | 6.1% | +2% |
| 5 | IJH | ISHARES TR | 222K | $14.7T | 5.0% | +3% |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | 225K | $11.4T | 3.9% | +4% |
| 7 | AAPL | APPLE INC | 38K | $10.2T | 3.5% | −2% |
| 8 | MSFT | MICROSOFT CORP | 18K | $8.6T | 2.9% | −3% |
| 9 | ABNB | AIRBNB INC | 57K | $7.8T | 2.7% | ±0% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 118K | $7.3T | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ENCOMPASS SIGNAL
AC read
ENCOMPASS WEALTH ADVISORS, LLC is a Other fund managing $272790.1 trillion in assets. The fund runs a portfolio of 104 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed