Encompass Wealth Advisors, LLC - Q12026 Holdings

Encompass Wealth Advisors, LLC holds 100 stocks with a total portfolio value of $ 287.38M as of Q12026. In Q12026, Encompass Wealth Advisors, LLC added 5 new positions, increased stakes in 29 stocks, reduced 41 holdings, and fully exited 6 positions. The largest holding is Ishares Tr (IVW), representing 14.65% of the total portfolio.