Encompass Wealth Advisors, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $269 Million distributed in 104 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $41.6M, Ishares S&P 500 Value ETF with a value of $32.7M, Ishares Tr with a value of $21.5M, Ishares Core S&P Sm Cap ETF with a value of $15.5M, and Ishares Core S&P Mid Cap ETF with a value of $12.9M.
Examining the 13F form we can see an increase of $26M in the current position value, from $243M to 269M.
Below you can find more details about Encompass Wealth Advisors, LLC portfolio as well as his latest detailed transactions.