HolderBook

ENCOMPASS WEALTH ADVISORS, LLC

Reported holdings as of Q2 2026, from 23 quarterly filings.

CIK
1849614
Reported value
$328.5M
Positions
109
Top 10 weight
62.1%
Filed
2026-07-21
Days after quarter end
21

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
ISHARES TRIVW$50.7M368,44315.43%+0.78pp23q-1.0%-$523.2K
ISHARES TRIVE$39.4M173,55812.00%-0.62pp23q+1.1%+$422.1K
ISHARES TRIEFA$28.0M289,4228.51%-0.25pp23q+4.1%+$1.1M
ISHARES TRIJR$21.7M146,5676.62%+0.21pp23q-1.1%-$248.7K
ISHARES TRIJH$17.3M224,2145.26%+0.01pp23qHELD
J P MORGAN EXCHANGE TRADED FJPST$11.6M228,4373.52%-0.50pp23qHELD
APPLE INCAAPL$10.9M37,5703.31%-0.02pp23qHELD
ISHARES INCIEMG$8.5M102,7902.59%+0.20pp23q+4.2%+$346.9K
VANGUARD TAX-MANAGED FDSVEA$8.3M116,3582.52%-0.08pp23qHELD
LAM RESEARCH CORPLRCX$7.8M18,0402.38%+1.06pp8q+1.2%+$96.2K
ISHARES TRSCZ$7.7M93,9042.35%-0.09pp23q+5.1%+$372.3K
AIRBNB INCABNB$7.5M52,4992.29%-0.24pp21q-8.7%-$715.5K
VANGUARD ADMIRAL FDS INCVOOG$6.3M75,7451.91%+0.15pp15q+510.6%+$5.2M
MICROSOFT CORPMSFT$5.9M15,8361.80%-0.23pp23qHELD
VANGUARD WORLD FDMGK$4.6M52,8361.41%+0.06pp23q+399.6%+$3.7M
VANGUARD WORLD FDMGV$4.6M28,2311.40%-0.01pp23q+1.0%+$44.9K
AST SPACEMOBILE INCASTS$4.0M45,4411.23%-0.24pp9q-10.7%-$483.2K
ISHARES TRIVV$3.9M5,2171.19%-0.01pp23q-0.7%-$29.2K
VANGUARD INDEX FDSVO$3.5M43,8481.08%-0.02pp23q+300.1%+$2.6M
AMAZON COM INCAMZN$3.5M14,6671.06%-0.03pp23q-3.3%-$117.7K
VANGUARD INDEX FDSVNQ$3.4M35,6211.05%-0.07pp23q-1.1%-$39.0K
VANGUARD ADMIRAL FDS INCVOOV$3.4M15,5811.04%-0.07pp23qHELD
VANGUARD INDEX FDSVB$3.3M10,7660.99%+0.01pp23qHELD
KLA CORPKLAC$2.7M9,1100.84%+0.37pp23q+900.0%+$2.5M
NVIDIA CORPORATIONNVDA$2.7M13,5930.83%-0.21pp12q-20.2%-$690.3K
SPDR GOLD TRGLD$2.7M7,3000.82%-0.27pp21qHELD
J P MORGAN EXCHANGE TRADED FJMST$2.5M48,8210.76%-0.02pp23q+11.2%+$250.6K
COSTCO WHOLESALE CORPORATIONCOST$2.2M2,3220.66%-0.14pp23qHELD
INVESCO QQQ TRQQQ$1.9M2,6170.59%+0.01pp22q-9.0%-$191.4K
ISHARES TRIWF$1.8M14,5340.55%+0.01pp17q+300.1%+$1.4M
CHENIERE ENERGY INCLNG$1.7M7,2400.53%-0.19pp10qHELD
VANGUARD INTL EQUITY INDEX FVWO$1.6M27,3860.50%-0.02pp23q-0.6%-$10.2K
ROPER TECHNOLOGIES INCROP$1.6M4,7200.49%-0.10pp23qHELD
ALPHABET INCGOOG$1.5M4,3170.46%+0.01pp23q-5.4%-$86.6K
VANGUARD INDEX FDSVUG$1.4M16,8120.44%+0.02pp10q+500.0%+$1.2M
ISHARES TRIWD$1.4M5,8210.43%flat17qHELD
INTEL CORPINTC$1.4M10,0970.43%+0.26pp23q-6.1%-$90.9K
ISHARES TRACWX$1.4M18,0120.42%-0.01pp17qHELD
VANGUARD MUN BD FDSVTEB$1.3M24,8200.38%-0.05pp17qHELD
META PLATFORMS INCMETA$1.2M2,0940.36%-0.06pp23q-0.9%-$10.7K
BERKSHIRE HATHAWAY INC DELBRKB$1.2M2,3020.35%-0.04pp23q-2.7%-$32.0K
VANGUARD INTL EQUITY INDEX FVSS$1.1M7,0740.33%-0.03pp23qHELD
AMGEN INCAMGN$1.1M2,9370.32%-0.04pp23qHELD
APPLIED MATLS INCAMAT$1.0M1,4510.32%+0.15pp23qHELD
DIMENSIONAL ETF TRUSTDFIV$1.0M18,6800.31%-0.07pp12q-10.2%-$114.0K
CISCO SYS INCCSCO$881.8K7,5070.27%+0.06pp23q-2.4%-$21.3K
FIRST TR EXCHANGE-TRADED FDFVD$843.1K17,5000.26%-0.03pp23qHELD
CATERPILLAR INCCAT$835.9K7850.25%+0.07pp13q+4.0%+$31.9K
TCW ETF TRUSTFLXR$816.7K20,8300.25%+0.06pp2q+53.2%+$283.5K
ISHARES TRIYR$782.8K7,6560.24%-0.02pp23q-1.6%-$12.5K
ELI LILLY & COLLY$776.7K6480.24%+0.02pp7q-4.1%-$33.6K
AB ACTIVE ETFS INCYEAR$692.0K13,7470.21%-0.03pp14q+0.9%+$6.0K
VANGUARD INDEX FDSVTV$623.3K2,8600.19%-0.01pp23q-4.0%-$26.2K
ISHARES TRIWR$585.7K5,3090.18%flat17qHELD
BLACKROCK MUN TARGET TERM TRBTT$555.1K24,4000.17%-0.02pp23qHELD
EXXON MOBIL CORPXOMXXXX$545.8K3,9920.17%-0.07pp23qHELD
JPMORGAN CHASE & COJPM$541.9K1,6560.16%-0.01pp23q-0.9%-$4.9K
VANGUARD INDEX FDSVTI$527.4K1,4250.16%+0.02pp23q+13.4%+$62.2K
CHEVRON CORPORATIONCVX$524.3K3,1630.16%-0.07pp23qHELD
ISHARES TRIWM$521.3K1,7350.16%+0.01pp17qHELD
TESLA INCTSLA$506.2K1,2040.15%-0.04pp23q-18.5%-$114.8K
ISHARES BITCOIN TRUST ETFIBIT$490.5K14,7340.15%+0.02pp7q+49.2%+$161.7K
CARNIVAL CORP LTDCCL$472.7K16,5450.14%-newNEW
ROCKET LAB CORPRKLB$467.7K4,6010.14%+0.03pp4q-4.7%-$23.2K
UNION PAC CORPUNP$465.2K1,7100.14%flat23qHELD
ABBVIE INCABBV$464.6K1,8460.14%flat19q-3.4%-$16.1K
AB ACTIVE ETFS INCTAFI$446.4K17,7000.14%-0.02pp13qHELD
VERIZON COMMUNICATIONS INCVZ$442.6K10,4540.13%-0.05pp23qHELD
JOHNSON & JOHNSONJNJ$423.3K1,6670.13%-0.01pp23qHELD
ISHARES TRSGOV$414.0K4,1130.13%-0.01pp3q+3.4%+$13.7K
ISHARES TRIWB$411.5K1,0050.13%flat23q-1.5%-$6.1K
VANGUARD WORLD FDVGT$403.4K3,3750.12%+0.04pp5q+853.4%+$361.1K
AMERICAN EXPRESS COAXP$393.7K1,1640.12%flat11qHELD
ISHARES TRITOT$390.1K2,3740.12%flat23q-1.7%-$6.9K
ALPHABET INCGOOGL$387.4K1,0840.12%+0.01pp4qHELD
GE AEROSPACEGE$387.1K1,0360.12%+0.01pp6q-4.7%-$19.1K
J P MORGAN EXCHANGE TRADED FJBND$378.3K7,0710.12%-newNEW
INTERNATIONAL BUSINESS MACHSIBM$366.9K1,3050.11%+0.01pp23q+5.3%+$18.6K
AT&T INCT$358.9K17,3370.11%-0.07pp23qHELD
VISA INCV$355.3K1,0350.11%flat22q-3.3%-$12.0K
BOEING COBA$349.7K1,6150.11%-0.01pp23qHELD
MARATHON PETE CORPMPC$339.0K1,3260.10%-0.01pp5qHELD
FREEPORT-MCMORAN INCFCX$329.7K5,2420.10%-0.01pp11qHELD
MICROCHIP TECHNOLOGY INC.MCHP$319.4K3,5020.10%+0.02pp5qHELD
IREN LIMITEDIREN$313.7K6,8600.10%+0.01pp3q-4.6%-$15.1K
GE VERNOVA INCGEV$305.6K2600.09%+0.01pp2q-2.6%-$8.2K
TJX COS INC NEWTJX$303.6K2,0040.09%-0.02pp10qHELD
VANGUARD INDEX FDSVOO$301.3K4390.09%-newNEW
US BANCORPUSB$290.5K4,8090.09%flat8qHELD
NIKE INCNKE$289.7K7,0560.09%-0.05pp23q-4.4%-$13.3K
ENTERPRISE PRODS PARTNERS LEPD$287.5K7,8220.09%-0.02pp14qHELD
TEXAS INSTRS INCTXN$284.1K9530.09%-newNEW
MICRON TECHNOLOGY INCMU$274.7K2380.08%-newNEW
TAIWAN SEMICONDUCTOR MANUFACTSM$274.6K5750.08%-newNEW
STATE STR SPDR S&P 500 ETF TSPY$272.7K3650.08%-0.01pp23q-10.8%-$32.9K
SALESFORCE INCCRM$268.0K1,7110.08%-0.03pp23qHELD
MORGAN STANLEYMS$263.2K1,2590.08%-newNEW
DISNEY WALT CODIS$253.4K2,6320.08%-0.01pp23qHELD
TARGET CORPTGT$241.6K1,8500.07%flat2qHELD
BLACKROCK MUNIHOLDINGS FD INMHD$236.8K19,9000.07%-0.01pp23qHELD
VANGUARD INDEX FDSVBR$233.3K9600.07%-newNEW
LATTICE STRATEGIES TRRODM$224.3K5,5510.07%-0.01pp4q-3.8%-$8.9K
BANK OF AMER CORPBAC$219.2K3,8470.07%-newNEW
DEERE & CODE$218.8K3450.07%-newNEW
RINGCENTRAL INCRNG$216.8K5,5620.07%-0.01pp2qHELD
STATE STR SPDR DOW JONES INDDIA$215.8K4130.07%-newNEW
COLUMBIA BKG SYS INCCOLB$212.3K6,6250.06%-newNEW
STARBUCKS CORPSBUX$205.7K2,0130.06%-newNEW
NUSCALE PWR CORPSMR$108.4K10,8060.03%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Computer Hardware 3.7%Software & IT Services 2.9%Industrials 2.7%Business Services 2.4%Semiconductors & Electronics 2.1%Retail & Consumer 2.0%Telecom & Media 1.6%Other sectors 6.9%Not classified 75.8%
 
SectorValueShare
Computer Hardware$12.1M3.7%
Software & IT Services$9.5M2.9%
Industrials$9.0M2.7%
Business Services$7.9M2.4%
Semiconductors & Electronics$7.0M2.1%
Retail & Consumer$6.4M2.0%
Telecom & Media$5.1M1.6%
Other sectors$22.6M6.9%
Not classified$248.9M75.8%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$328.5M109142132562.1%21
Q1 2026$287.4M10052233662.6%21
Q4 2025$293.9M101226361063.0%22
Q3 2025$293.7M10962621161.1%22
Q2 2025$272.8M10453419160.9%16
Q1 2025$245.7M10032827260.9%22
Q4 2024$247.7M992413019462.1%28
Q3 2024$399.7M2914163383039.5%36
Q2 2024$377.4M2803076434740.1%39
Q1 2024$376.7M2976356513739.5%43
Q4 2023$333.3M2713894325541.2%44
Q3 2023$300.6M2884672455041.3%38
Q2 2023$307.5M2924653453441.5%40
Q1 2023$293.8M2802858381141.3%35
Q4 2022$274.2M2634159541540.6%32
Q3 2022$262.9M2371552731241.6%28
Q2 2022$282.7M23414259213941.5%34
Q1 2022$396.3M359589301641.0%28
Q4 2021$411.1M370169136540.9%20
Q3 2021$383.5M3593359762939.8%47
Q2 2021$406.6M3552248481838.3%34
Q1 2021$392.2M35124955141038.6%55
Q4 2020$173.7M112000054.0%68

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.