Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ENCOMPASS WEALTH ADVISORS, LLC (CIK 1849614) reported $287.4M across 100 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVW ($42.1M, 14.65%), IVE ($36.3M, 12.62%), IEFA ($25.2M, 8.76%), IJR ($18.4M, 6.41%), IJH ($15.1M, 5.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $42.1M | 14.65% | 372,247 | Trimmed |
| 2 | IVE | ISHARES TR | $36.3M | 12.62% | 171,699 | Trimmed |
| 3 | IEFA | ISHARES TR | $25.2M | 8.76% | 278,148 | Added |
| 4 | IJR | ISHARES TR | $18.4M | 6.41% | 148,244 | Trimmed |
| 5 | IJH | ISHARES TR | $15.1M | 5.25% | 223,490 | Added |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $11.5M | 4.01% | 227,860 | Added |
| 7 | AAPL | APPLE INC | $9.6M | 3.33% | 37,673 | Trimmed |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $7.5M | 2.61% | 116,872 | Trimmed |
| 9 | ABNB | AIRBNB INC | $7.3M | 2.53% | 57,499 | Hold |
| 10 | SCZ | ISHARES TR | $7.0M | 2.44% | 89,379 | Added |
| 11 | IEMG | ISHARES INC | $6.9M | 2.39% | 98,603 | Added |
| 12 | MSFT | MICROSOFT CORP | $5.8M | 2.03% | 15,780 | Trimmed |
| 13 | VOOG | VANGUARD ADMIRAL FDS INC | $5.1M | 1.76% | 12,406 | Added |
| 14 | ASTS | AST SPACEMOBILE INC | $4.2M | 1.47% | 50,879 | Added |
| 15 | MGV | VANGUARD WORLD FD | $4.1M | 1.41% | 27,956 | Trimmed |
| 16 | MGK | VANGUARD WORLD FD | $3.9M | 1.35% | 10,575 | Trimmed |
| 17 | LRCX | LAM RESEARCH CORP | $3.8M | 1.32% | 17,818 | Hold |
| 18 | IVV | ISHARES TR | $3.4M | 1.19% | 5,256 | Trimmed |
| 19 | VOOV | VANGUARD ADMIRAL FDS INC | $3.2M | 1.11% | 15,653 | Added |
| 20 | VNQ | VANGUARD INDEX FDS | $3.2M | 1.11% | 36,025 | Trimmed |
| 21 | AMZN | AMAZON COM INC | $3.2M | 1.10% | 15,161 | Trimmed |
| 22 | VO | VANGUARD INDEX FDS | $3.1M | 1.10% | 10,960 | Trimmed |
| 23 | GLD | SPDR GOLD TR | $3.1M | 1.09% | 7,300 | Hold |
| 24 | NVDA | NVIDIA CORPORATION | $3.0M | 1.03% | 17,043 | Trimmed |
| 25 | VB | VANGUARD INDEX FDS | $2.8M | 0.98% | 10,789 | Added |
Source: SEC Form 13F filings · as of 2026-03-31