ENCOMPASS WEALTH ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1849614 · latest 13F-HR filed 2026-07-21

ENCOMPASS WEALTH ADVISORS, LLC manages $328.5M in 13F-reported U.S. long-equity assets across 109 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVW (15.43%), IVE (12.00%), IEFA (8.51%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions, exited 5, added to 61, and trimmed 13.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
15350 SW SEQUOIA PARKWAY
SUITE 250
PORTLAND, OR 97224
Phone
(971) 371-3450
Filing Manager
ENCOMPASS WEALTH ADVISORS, LLC
PORTLAND, OR
Signatory
MICHELLE ELDRIDGE
CHIEF COMPLIANCE OFFICER
Loading holdings…
AUM

$328.5M

Long-equity book

Holdings

109

Distinct positions

Period

2026-06-30

Filed 2026-07-21

Q/Q Activity

+14 / −5 / ↑61 / ↓13

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$8.6M +20.3%
  • LAM RESEARCH CORP$4.0M +105.3%
  • ISHARES TR$3.3M +18.0%
  • ISHARES TR$3.2M +8.7%
  • ISHARES TR$2.8M +11.0%
Show all 61

Top Trims

  • SPDR GOLD TR-$451.9K -14.4%
  • CHENIERE ENERGY INC-$324.0K -15.8%
  • NVIDIA CORPORATION-$252.5K -8.5%
  • AT&T INC-$144.1K -28.7%
  • COSTCO WHOLESALE CORPORATION-$140.5K -6.1%
Show all 13

New Positions

  • CARNIVAL CORP LTD$472.7K
  • J P MORGAN EXCHANGE TRADED F$378.3K
  • VANGUARD INDEX FDS$301.3K
  • TEXAS INSTRS INC$284.1K
  • MICRON TECHNOLOGY INC$274.7K
Show all 14

Exited Positions

  • CARNIVAL CORP$428.2K
  • ABBOTT LABORATORIES$208.7K
  • ORACLE CORP$205.7K
  • ISHARES TR$201.0K
  • NUVEEN S&P 500 DYNAMIC OVERW$191.7K
Show all 5
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVW 464287309 $50.7M 15.43% 368,443 SH
2 ISHARES TR IVE 464287408 $39.4M 12.00% 173,558 SH
3 ISHARES TR IEFA 46432F842 $28.0M 8.51% 289,422 SH
4 ISHARES TR IJR 464287804 $21.7M 6.62% 146,567 SH
5 ISHARES TR IJH 464287507 $17.3M 5.26% 224,214 SH
6 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $11.6M 3.52% 228,437 SH
7 APPLE INC AAPL 037833100 $10.9M 3.31% 37,570 SH
8 ISHARES INC IEMG 46434G103 $8.5M 2.59% 102,790 SH
9 VANGUARD TAX-MANAGED FDS VEA 921943858 $8.3M 2.52% 116,358 SH
10 LAM RESEARCH CORP LRCX 512807306 $7.8M 2.38% 18,040 SH
11 ISHARES TR SCZ 464288273 $7.7M 2.35% 93,904 SH
12 AIRBNB INC ABNB 009066101 $7.5M 2.29% 52,499 SH
13 VANGUARD ADMIRAL FDS INC VOOG 921932505 $6.3M 1.91% 75,745 SH
14 MICROSOFT CORP MSFT 594918104 $5.9M 1.80% 15,836 SH
15 VANGUARD WORLD FD MGK 921910816 $4.6M 1.41% 52,836 SH
16 VANGUARD WORLD FD MGV 921910840 $4.6M 1.40% 28,231 SH
17 AST SPACEMOBILE INC ASTS 00217D100 $4.0M 1.23% 45,441 SH
18 ISHARES TR IVV 464287200 $3.9M 1.19% 5,217 SH
19 VANGUARD INDEX FDS VO 922908629 $3.5M 1.08% 43,848 SH
20 AMAZON COM INC AMZN 023135106 $3.5M 1.06% 14,667 SH
21 VANGUARD INDEX FDS VNQ 922908553 $3.4M 1.05% 35,621 SH
22 VANGUARD ADMIRAL FDS INC VOOV 921932703 $3.4M 1.04% 15,581 SH
23 VANGUARD INDEX FDS VB 922908751 $3.3M 0.99% 10,766 SH
24 KLA CORP KLAC 482480100 $2.7M 0.84% 9,110 SH
25 NVIDIA CORPORATION NVDA 67066G104 $2.7M 0.83% 13,593 SH
26 SPDR GOLD TR GLD 78463V107 $2.7M 0.82% 7,300 SH
27 J P MORGAN EXCHANGE TRADED F JMST 46641Q654 $2.5M 0.76% 48,821 SH
28 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.2M 0.66% 2,322 SH
29 INVESCO QQQ TR QQQ 46090E103 $1.9M 0.59% 2,617 SH
30 ISHARES TR IWF 464287614 $1.8M 0.55% 14,534 SH
31 CHENIERE ENERGY INC LNG 16411R208 $1.7M 0.53% 7,240 SH
32 VANGUARD INTL EQUITY INDEX F VWO 922042858 $1.6M 0.50% 27,386 SH
33 ROPER TECHNOLOGIES INC ROP 776696106 $1.6M 0.49% 4,720 SH
34 ALPHABET INC GOOG 02079K107 $1.5M 0.46% 4,317 SH
35 VANGUARD INDEX FDS VUG 922908736 $1.4M 0.44% 16,812 SH
36 ISHARES TR IWD 464287598 $1.4M 0.43% 5,821 SH
37 INTEL CORP INTC 458140100 $1.4M 0.43% 10,097 SH
38 ISHARES TR ACWX 464288240 $1.4M 0.42% 18,012 SH
39 VANGUARD MUN BD FDS VTEB 922907746 $1.3M 0.38% 24,820 SH
40 META PLATFORMS INC META 30303M102 $1.2M 0.36% 2,094 SH
41 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.2M 0.35% 2,302 SH
42 VANGUARD INTL EQUITY INDEX F VSS 922042718 $1.1M 0.33% 7,074 SH
43 AMGEN INC AMGN 031162100 $1.1M 0.32% 2,937 SH
44 APPLIED MATLS INC AMAT 038222105 $1.0M 0.32% 1,451 SH
45 DIMENSIONAL ETF TRUST DFIV 25434V807 $1.0M 0.31% 18,680 SH
46 CISCO SYS INC CSCO 17275R102 $881.8K 0.27% 7,507 SH
47 FIRST TR EXCHANGE-TRADED FD FVD 33734H106 $843.1K 0.26% 17,500 SH
48 CATERPILLAR INC CAT 149123101 $835.9K 0.25% 785 SH
49 TCW ETF TRUST FLXR 29287L700 $816.7K 0.25% 20,830 SH
50 ISHARES TR IYR 464287739 $782.8K 0.24% 7,656 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-21 $328.5M 109 0001849614-26-000003
2026-03-31 2026-04-21 $287.4M 100 0001849614-26-000002
2025-12-31 2026-01-22 $293.9M 101 0001849614-26-000001