ENCOMPASS WEALTH ADVISORS, LLC — 13F holdings

ENCOMPASS WEALTH ADVISORS, LLC reported 236 holdings worth $676M in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

  1. IVW ISHARES TR — $105M (15.6%)
  2. IVE ISHARES TR — $81.1M (12.0%)
  3. IEFA ISHARES TR — $57.9M (8.6%)
  4. IJR ISHARES TR — $40.5M (6.0%)
  5. IJH ISHARES TR — $33.4M (4.9%)
  6. AAPL APPLE INC — $25.2M (3.7%)
  7. JPST J P MORGAN EXCHANGE TRADED F — $23.5M (3.5%)
  8. IEMG ISHARES INC — $17.4M (2.6%)
  9. MSFT MICROSOFT CORP — $17.0M (2.5%)
  10. VEA VANGUARD TAX-MANAGED FDS — $16.6M (2.5%)