The Analysis of ENCOMPASS WEALTH ADVISORS, LLC's Holdings

Currently, ENCOMPASS WEALTH ADVISORS, LLC holds 101 types of securities in its portfolio with a total value $293.9M. In the most recent quarter, they have increased their positions in IEFA (+10.7K shares, valued at $957.7K), NVDA (+2.9K shares, valued at $537.3K), N/A (+3.0K shares, valued at $513.5K); decreased their positions in COST (-3.1K shares, valued at $2.7M), AMGN (-3.0K shares, valued at $985.1K), N/A (-1.5K shares, valued at $735.4K); initiated new positions in IREN (+7.9K shares, valued at $299.9K), SGOV (+2.5K shares, valued at $247.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVW ISHARES TR373.9K shares-1.10%2025-12-312026-01-22

IVE ISHARES TR172.4K shares1.10%2025-12-312026-01-22

IEFA ISHARES TR274.5K shares4.06%2025-12-312026-01-22

IJR ISHARES TR148.5K shares2.37%2025-12-312026-01-22

IJH ISHARES TR222.2K shares3.34%2025-12-312026-01-22

JPST J P MORGAN EXCHANGE TRADED F225.1K shares3.66%2025-12-312026-01-22

AAPL APPLE INC37.7K shares-1.76%2025-12-312026-01-22

MSFT MICROSOFT CORP17.7K shares-3.28%2025-12-312026-01-22

Sponsored

ABNB AIRBNB INC57.5K shares-0.13%2025-12-312026-01-22

VEA VANGUARD TAX-MANAGED FDS117.5K shares0.25%2025-12-312026-01-22

SCZ ISHARES TR87.4K shares5.77%2025-12-312026-01-22

IEMG ISHARES INC96.8K shares4.63%2025-12-312026-01-22

VOOG VANGUARD ADMIRAL FDS INC11.5K shares6.98%2025-12-312026-01-22

MGK VANGUARD WORLD FD10.6K shares0.76%2025-12-312026-01-22

MGV VANGUARD WORLD FD29.0K shares0.28%2025-12-312026-01-22

IVV ISHARES TR5.4K shares-0.28%2025-12-312026-01-22

Sponsored

AMZN AMAZON COM INC15.3K shares-2.44%2025-12-312026-01-22

ASTS AST SPACEMOBILE INC46.1K shares6.64%2025-12-312026-01-22

VO VANGUARD INDEX FDS11.1K shares1.17%2025-12-312026-01-22

VNQ VANGUARD INDEX FDS36.1K shares-0.34%2025-12-312026-01-22

VOOV VANGUARD ADMIRAL FDS INC15.6K shares9.74%2025-12-312026-01-22

NVDA NVIDIA CORPORATION17.1K shares20.31%2025-12-312026-01-22

LAM RESEARCH CORP LAM RESEARCH CORP17.8K shares20.25%2025-12-312026-01-22

GLD SPDR GOLD TR7.3K shares-9.88%2025-12-312026-01-22

Sponsored

VB VANGUARD INDEX FDS10.7K shares0.71%2025-12-312026-01-22

JMST J P MORGAN EXCHANGE TRADED F43.9K shares-6.52%2025-12-312026-01-22

ROP ROPER TECHNOLOGIES INC4.7K shares-5.56%2025-12-312026-01-22

COST COSTCO WHSL CORP NEW2.3K shares-57.34%2025-12-312026-01-22

IWF ISHARES TR3.6K shares0.00%2025-12-312026-01-22

INVESCO QQQ TR INVESCO QQQ TR2.7K shares-27.32%2025-12-312026-01-22

VWO VANGUARD INTL EQUITY INDEX F27.2K shares1.07%2025-12-312026-01-22

ALPHABET INC ALPHABET INC4.6K shares-0.11%2025-12-312026-01-22

Sponsored

LNG CHENIERE ENERGY INC7.2K shares-9.50%2025-12-312026-01-22

META META PLATFORMS INC2.1K shares0.33%2025-12-312026-01-22

VUG VANGUARD INDEX FDS2.8K shares-1.27%2025-12-312026-01-22

IWD ISHARES TR5.8K shares0.02%2025-12-312026-01-22

ACWX ISHARES TR18.0K shares0.00%2025-12-312026-01-22

VTEB VANGUARD MUN BD FDS23.8K shares8.17%2025-12-312026-01-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.4K shares-38.37%2025-12-312026-01-22

DFIV DIMENSIONAL ETF TRUST23.1K shares0.00%2025-12-312026-01-22

Sponsored

KLAC KLA CORP911 shares0.00%2025-12-312026-01-22

VSS VANGUARD INTL EQUITY INDEX F7.0K shares0.43%2025-12-312026-01-22

AMGN AMGEN INC3.0K shares-50.11%2025-12-312026-01-22

FVD FIRST TR EXCHANGE-TRADED FD17.5K shares0.00%2025-12-312026-01-22

BA BOEING CO3.6K shares-28.34%2025-12-312026-01-22

LLY ELI LILLY & CO695 shares-12.80%2025-12-312026-01-22

YEAR AB ACTIVE ETFS INC13.6K shares4.80%2025-12-312026-01-22

CSCO CISCO SYS INC8.9K shares0.19%2025-12-312026-01-22

Sponsored

TSLA TESLA INC1.5K shares-6.25%2025-12-312026-01-22

IYR ISHARES TR7.0K shares11.57%2025-12-312026-01-22

PG PROCTER AND GAMBLE CO4.6K shares-30.05%2025-12-312026-01-22

CVX CHEVRON CORP NEW3.9K shares1.74%2025-12-312026-01-22

VTI VANGUARD INDEX FDS1.7K shares-2.24%2025-12-312026-01-22

VTV VANGUARD INDEX FDS3.0K shares7.19%2025-12-312026-01-22

BTT BLACKROCK MUN TARGET TERM TR24.4K shares0.00%2025-12-312026-01-22

JPM JPMORGAN CHASE & CO.1.7K shares-12.47%2025-12-312026-01-22

Sponsored

IWR ISHARES TR5.3K shares0.00%2025-12-312026-01-22

CCL CARNIVAL CORP16.5K shares0.00%2025-12-312026-01-22

NKE NIKE INC7.8K shares2.98%2025-12-312026-01-22

CRM SALESFORCE INC1.8K shares6.08%2025-12-312026-01-22

XOM EXXON MOBIL CORP4.0K shares0.00%2025-12-312026-01-22

ABBV ABBVIE INC2.0K shares0.00%2025-12-312026-01-22

TAFI AB ACTIVE ETFS INC17.7K shares0.00%2025-12-312026-01-22

VGT VANGUARD WORLD FD582 shares-9.91%2025-12-312026-01-22

Sponsored

CAT CATERPILLAR INC765 shares-4.97%2025-12-312026-01-22

INTC INTEL CORP11.8K shares-1.66%2025-12-312026-01-22

IWM ISHARES TR1.8K shares0.00%2025-12-312026-01-22

AXP AMERICAN EXPRESS CO1.2K shares0.00%2025-12-312026-01-22

T AT&T INC17.0K shares-4.24%2025-12-312026-01-22

VZ VERIZON COMMUNICATIONS INC10.2K shares-20.39%2025-12-312026-01-22

UNP UNION PAC CORP1.7K shares0.00%2025-12-312026-01-22

IWB ISHARES TR1.0K shares-1.42%2025-12-312026-01-22

Sponsored

V VISA INC1.1K shares-1.17%2025-12-312026-01-22

ITOT ISHARES TR2.6K shares-17.83%2025-12-312026-01-22

AMAT APPLIED MATLS INC1.5K shares-9.37%2025-12-312026-01-22

IBIT ISHARES BITCOIN TRUST ETF7.2K shares-6.14%2025-12-312026-01-22

IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.17%2025-12-312026-01-22

DIS DISNEY WALT CO3.1K shares0.00%2025-12-312026-01-22

JNJ JOHNSON & JOHNSON1.7K shares-48.39%2025-12-312026-01-22

ALPHABET INC ALPHABET INC1.1K shares0.00%2025-12-312026-01-22

Sponsored

ROCKET LAB CORP ROCKET LAB CORP4.8K shares11.55%2025-12-312026-01-22

ORCL ORACLE CORP1.6K shares-0.74%2025-12-312026-01-22

GE AEROSPACE GE AEROSPACE1.0K shares-1.67%2025-12-312026-01-22

TJX TJX COS INC NEW2.0K shares0.00%2025-12-312026-01-22

IREN IREN LIMITED7.9K sharesnew addition2025-12-312026-01-22

VANGUARD INDEX FDS VANGUARD INDEX FDS475 shares0.64%2025-12-312026-01-22

ABT ABBOTT LABS2.2K shares-0.18%2025-12-312026-01-22

SPY SPDR S&P 500 ETF TR403 shares-71.28%2025-12-312026-01-22

Sponsored

FCX FREEPORT-MCMORAN INC5.3K shares0.00%2025-12-312026-01-22

USB US BANCORP DEL5.0K shares0.00%2025-12-312026-01-22

EPD ENTERPRISE PRODS PARTNERS L7.8K shares0.00%2025-12-312026-01-22

SGOV ISHARES TR2.5K sharesnew addition2025-12-312026-01-22

MHD BLACKROCK MUNIHOLDINGS FD IN19.9K shares-31.84%2025-12-312026-01-22

VBR VANGUARD INDEX FDS1.1K shares7.86%2025-12-312026-01-22

BAC BANK AMERICA CORP4.1K shares-15.20%2025-12-312026-01-22

MCHP MICROCHIP TECHNOLOGY INC.3.5K shares0.00%2025-12-312026-01-22

Sponsored

RODM LATTICE STRATEGIES TR5.8K shares0.00%2025-12-312026-01-22

ICSH ISHARES TR4.2K shares-19.31%2025-12-312026-01-22

BXMX NUVEEN S&P 500 BUY-WRITE INC14.2K shares0.00%2025-12-312026-01-22

MPC MARATHON PETE CORP1.3K shares0.00%2025-12-312026-01-22

FTSM FIRST TR EXCHANGE-TRADED FD3.3K shares0.00%2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available