Holdings
Encompass Wealth Advisors, LLC
As of Sep 30, 2026, Encompass Wealth Advisors, LLC reported 114 positions worth US$668M. Largest: iShares S&P 500 Growth ETF, iShares S&P 500 Value ETF and iShares Core MSCI EAFE ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares S&P 500 Growth ETF | 740K | US$105M | new | Sep 30, 2026 |
| iShares S&P 500 Value ETF | 355K | US$81.1M | new | Sep 30, 2026 |
| iShares Core MSCI EAFE ETF | 598K | US$57.9M | new | Sep 30, 2026 |
| iShares Core S&P Small Cap ETF | 298K | US$40.5M | new | Sep 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 465K | US$33.4M | new | Sep 30, 2026 |
| Apple Inc | 75,696 | US$25.2M | +38,126 | Sep 30, 2026 |
| JPMorgan Ultra-Short Income ETF | 467K | US$23.5M | new | Sep 30, 2026 |
| iShares Core MSCI Emerging Markets ETF | 214K | US$17.4M | new | Sep 30, 2026 |
| Microsoft Corp. | 33,228 | US$17M | +17,392 | Sep 30, 2026 |
| Vanguard FTSE Developed Markets ETF | 235K | US$16.6M | new | Sep 30, 2026 |