Encompass Wealth Advisors, LLC - Q22026 Holdings
Encompass Wealth Advisors, LLC holds 109 stocks with a total portfolio value of $ 328.47M as of Q22026. In Q22026, Encompass Wealth Advisors, LLC added 14 new positions, increased stakes in 28 stocks, reduced 41 holdings, and fully exited 5 positions. The largest holding is Ishares Tr (IVW), representing 15.43% of the total portfolio.
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Shares
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