ENCOMPASS WEALTH ADVISORS, LLC: 13F holdings
CIK 18496142026Q2
| Positions | 109 |
|---|---|
| Reported value | $328.5m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IWF ISHARES TR | 368,443 | $50.7m | 15.4% |
| IVE ISHARES TR | 173,558 | $39.4m | 12.0% |
| IEFA ISHARES TR | 289,422 | $28.0m | 8.5% |
| IJR ISHARES TR | 146,567 | $21.7m | 6.6% |
| IJH ISHARES TR | 224,214 | $17.3m | 5.3% |
| JPST J P MORGAN EXCHANGE TRADED F | 228,437 | $11.6m | 3.5% |
| AAPL APPLE INC | 37,570 | $10.9m | 3.3% |
| IEMG ISHARES INC | 102,790 | $8.5m | 2.6% |
| VEA VANGUARD TAX-MANAGED FDS | 116,358 | $8.3m | 2.5% |
| LRCX LAM RESEARCH CORP | 18,040 | $7.8m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1849614")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.