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Encompass Wealth Advisors, LLC - Q42025 Holdings

Encompass Wealth Advisors, LLC holds 101 stocks with a total portfolio value of $ 293.88M as of Q42025. In Q42025, Encompass Wealth Advisors, LLC added 2 new positions, increased stakes in 33 stocks, reduced 41 holdings, and fully exited 10 positions. The largest holding is Ishares Tr (IVW), representing 15.68% of the total portfolio.

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Shares
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