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Encompass Wealth Advisors, LLC - Q32026 Holdings

Encompass Wealth Advisors, LLC holds 118 stocks with a total portfolio value of $ 676.33M as of Q32026. In Q32026, Encompass Wealth Advisors, LLC added 14 new positions, increased stakes in 104 stocks, reduced 0 holdings, and fully exited 5 positions. The largest holding is Ishares Tr (IVW), representing 15.56% of the total portfolio.

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Shares
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