The Analysis of ENCOMPASS WEALTH ADVISORS, LLC's Holdings

Currently, ENCOMPASS WEALTH ADVISORS, LLC holds 109 types of securities in its portfolio with a total value $293.7M. In the most recent quarter, they have increased their positions in IVE (+3.1K shares, valued at $642.9K), IEFA (+5.9K shares, valued at $516.1K), IJH (+6.9K shares, valued at $447.2K); decreased their positions in QQQ (-200 shares, valued at $120.1K), KLAC (-90 shares, valued at $97.1K), VTV (-340 shares, valued at $63.4K); initiated new positions in VOO (+472 shares, valued at $289.3K), GOOGL (+1.1K shares, valued at $263.5K), VBR (+1.0K shares, valued at $212.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVW ISHARES TR378.1K shares0.15%2025-09-302025-10-22

IVE ISHARES TR170.5K shares1.86%2025-09-302025-10-22

IEFA ISHARES TR263.7K shares2.29%2025-09-302025-10-22

IJR ISHARES TR145.0K shares2.26%2025-09-302025-10-22

IJH ISHARES TR215.0K shares3.29%2025-09-302025-10-22

JPST J P MORGAN EXCHANGE TRADED F217.1K shares1.82%2025-09-302025-10-22

AAPL APPLE INC38.4K shares-0.06%2025-09-302025-10-22

MSFT MICROSOFT CORP18.3K shares-0.60%2025-09-302025-10-22

Sponsored

VEA VANGUARD TAX-MANAGED FDS117.2K shares2.40%2025-09-302025-10-22

ABNB AIRBNB INC57.6K shares-0.22%2025-09-302025-10-22

SCZ ISHARES TR82.7K shares2.01%2025-09-302025-10-22

IEMG ISHARES INC92.5K shares2.66%2025-09-302025-10-22

COST COSTCO WHSL CORP NEW5.4K shares0.00%2025-09-302025-10-22

VOOG VANGUARD ADMIRAL FDS INC10.8K shares-1.27%2025-09-302025-10-22

MGK VANGUARD WORLD FD10.5K shares-0.05%2025-09-302025-10-22

MGV VANGUARD WORLD FD28.9K shares3.46%2025-09-302025-10-22

Sponsored

IVV ISHARES TR5.4K shares-0.06%2025-09-302025-10-22

AMZN AMAZON COM INC15.7K shares-0.34%2025-09-302025-10-22

VNQ VANGUARD INDEX FDS36.3K shares1.84%2025-09-302025-10-22

VO VANGUARD INDEX FDS11.0K shares0.34%2025-09-302025-10-22

GLD SPDR GOLD TR8.1K shares0.00%2025-09-302025-10-22

VOOV VANGUARD ADMIRAL FDS INC14.2K shares1.85%2025-09-302025-10-22

VB VANGUARD INDEX FDS10.7K shares3.90%2025-09-302025-10-22

NVDA NVIDIA CORPORATION14.2K shares2.47%2025-09-302025-10-22

Sponsored

ROP ROPER TECHNOLOGIES INC5.0K shares-0.81%2025-09-302025-10-22

JMST J P MORGAN EXCHANGE TRADED F47.0K shares2.35%2025-09-302025-10-22

QQQ INVESCO QQQ TR3.7K shares-5.08%2025-09-302025-10-22

ASTS AST SPACEMOBILE INC43.3K shares2.61%2025-09-302025-10-22

LRCX LAM RESEARCH CORP14.8K shares0.00%2025-09-302025-10-22

BRK.B BERKSHIRE HATHAWAY INC DEL3.8K shares-1.24%2025-09-302025-10-22

LNG CHENIERE ENERGY INC8.0K shares0.00%2025-09-302025-10-22

IWF ISHARES TR3.6K shares0.00%2025-09-302025-10-22

Sponsored

AMGN AMGEN INC6.0K shares0.00%2025-09-302025-10-22

META META PLATFORMS INC2.1K shares0.00%2025-09-302025-10-22

VWO VANGUARD INTL EQUITY INDEX F26.9K shares1.95%2025-09-302025-10-22

VUG VANGUARD INDEX FDS2.8K shares0.00%2025-09-302025-10-22

IWD ISHARES TR5.8K shares0.02%2025-09-302025-10-22

ACWX ISHARES TR18.0K shares0.00%2025-09-302025-10-22

GOOG ALPHABET INC4.6K shares-2.06%2025-09-302025-10-22

VTEB VANGUARD MUN BD FDS22.0K shares4.76%2025-09-302025-10-22

Sponsored

BA BOEING CO5.0K shares0.94%2025-09-302025-10-22

DFIV DIMENSIONAL ETF TRUST23.1K shares-0.17%2025-09-302025-10-22

PG PROCTER AND GAMBLE CO6.5K shares0.05%2025-09-302025-10-22

VSS VANGUARD INTL EQUITY INDEX F6.9K shares2.94%2025-09-302025-10-22

KLAC KLA CORP911 shares-8.99%2025-09-302025-10-22

SPY SPDR S&P 500 ETF TR1.4K shares0.00%2025-09-302025-10-22

FVD FIRST TR EXCHANGE-TRADED FD17.5K shares0.00%2025-09-302025-10-22

ACN ACCENTURE PLC IRELAND3.1K shares-1.59%2025-09-302025-10-22

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-22

TSLA TESLA INC1.6K shares-3.12%2025-09-302025-10-22

YEAR AB ACTIVE ETFS INC13.0K shares0.46%2025-09-302025-10-22

CB CHUBB LIMITED2.2K shares0.00%2025-09-302025-10-22

JPM JPMORGAN CHASE & CO.2.0K shares-3.11%2025-09-302025-10-22

LLY ELI LILLY & CO797 shares-4.55%2025-09-302025-10-22

IYR ISHARES TR6.3K shares10.69%2025-09-302025-10-22

CSCO CISCO SYS INC8.9K shares0.20%2025-09-302025-10-22

Sponsored

JNJ JOHNSON & JOHNSON3.2K shares-2.54%2025-09-302025-10-22

CVX CHEVRON CORP NEW3.8K shares-1.84%2025-09-302025-10-22

VTI VANGUARD INDEX FDS1.8K shares9.05%2025-09-302025-10-22

VZ VERIZON COMMUNICATIONS INC12.8K shares-0.09%2025-09-302025-10-22

BTT BLACKROCK MUN TARGET TERM TR24.4K shares0.00%2025-09-302025-10-22

NKE NIKE INC7.6K shares0.01%2025-09-302025-10-22

VTV VANGUARD INDEX FDS2.8K shares-10.90%2025-09-302025-10-22

IWR ISHARES TR5.3K shares0.00%2025-09-302025-10-22

Sponsored

T AT&T INC17.7K shares1.33%2025-09-302025-10-22

IBIT ISHARES BITCOIN TRUST ETF7.7K shares2.20%2025-09-302025-10-22

VGT VANGUARD WORLD FD646 shares108.39%2025-09-302025-10-22

CCL CARNIVAL CORP16.5K shares0.00%2025-09-302025-10-22

ABBV ABBVIE INC2.0K shares0.05%2025-09-302025-10-22

ORCL ORACLE CORP1.6K shares-2.24%2025-09-302025-10-22

ITOT ISHARES TR3.1K shares-1.55%2025-09-302025-10-22

XOM EXXON MOBIL CORP4.0K shares3.61%2025-09-302025-10-22

Sponsored

TAFI AB ACTIVE ETFS INC17.7K shares0.00%2025-09-302025-10-22

IWM ISHARES TR1.8K shares0.00%2025-09-302025-10-22

CRM SALESFORCE INC1.7K shares-0.23%2025-09-302025-10-22

UNP UNION PAC CORP1.7K shares0.00%2025-09-302025-10-22

INTC INTEL CORP12.0K shares0.14%2025-09-302025-10-22

PFE PFIZER INC15.3K shares2.85%2025-09-302025-10-22

IWB ISHARES TR1.1K shares0.00%2025-09-302025-10-22

AXP AMERICAN EXPRESS CO1.2K shares0.00%2025-09-302025-10-22

Sponsored

CAT CATERPILLAR INC805 shares-2.42%2025-09-302025-10-22

V VISA INC1.1K shares-0.27%2025-09-302025-10-22

DIS DISNEY WALT CO3.1K shares0.00%2025-09-302025-10-22

MHD BLACKROCK MUNIHOLDINGS FD IN29.2K shares0.00%2025-09-302025-10-22

IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.00%2025-09-302025-10-22

AMAT APPLIED MATLS INC1.6K shares0.00%2025-09-302025-10-22

GE GE AEROSPACE1.0K shares0.10%2025-09-302025-10-22

ABT ABBOTT LABS2.2K shares-10.49%2025-09-302025-10-22

Sponsored

TJX TJX COS INC NEW2.0K shares0.00%2025-09-302025-10-22

VOO VANGUARD INDEX FDS472 sharesnew addition2025-09-302025-10-22

SBUX STARBUCKS CORP3.2K shares-4.81%2025-09-302025-10-22

GOOGL ALPHABET INC1.1K sharesnew addition2025-09-302025-10-22

ICSH ISHARES TR5.2K shares0.00%2025-09-302025-10-22

BP BP PLC7.3K shares0.29%2025-09-302025-10-22

BAC BANK AMERICA CORP4.8K shares0.02%2025-09-302025-10-22

EPD ENTERPRISE PRODS PARTNERS L7.8K shares0.00%2025-09-302025-10-22

Sponsored

MPC MARATHON PETE CORP1.3K shares0.00%2025-09-302025-10-22

USB US BANCORP DEL5.0K shares0.00%2025-09-302025-10-22

MDT MEDTRONIC PLC2.4K shares0.25%2025-09-302025-10-22

MCHP MICROCHIP TECHNOLOGY INC.3.5K shares0.00%2025-09-302025-10-22

NFLX NETFLIX INC187 shares-8.33%2025-09-302025-10-22

NOW SERVICENOW INC243 shares-5.08%2025-09-302025-10-22

VBR VANGUARD INDEX FDS1.0K sharesnew addition2025-09-302025-10-22

FCX FREEPORT-MCMORAN INC5.3K shares0.00%2025-09-302025-10-22

Sponsored

RKLB ROCKET LAB CORP4.3K sharesnew addition2025-09-302025-10-22

RODM LATTICE STRATEGIES TR5.8K sharesnew addition2025-09-302025-10-22

BXMX NUVEEN S&P 500 BUY-WRITE INC14.2K shares0.00%2025-09-302025-10-22

FTSM FIRST TR EXCHANGE-TRADED FD3.3K sharesnew addition2025-09-302025-10-22

GT GOODYEAR TIRE & RUBR CO11.4K shares0.00%2025-09-302025-10-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available