Encompass Wealth Advisors
Encompass Wealth Advisors reported 118 stocks worth $676M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are IVW (15.6%), IVE (12.0%) and IEFA (8.6%). Compared with Q2 2026, the fund opened new positions in XOM, INFQ and BABA, added to IVW, IVE and IEFA and sold out of XOM, MS and COLB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVW Ishares TR | $105M | 15.6% | 740K | +371K (+101%) | 8 of 8 | |
| 2 |  IVE Ishares TR | $81.1M | 12.0% | 355K | +182K (+105%) | 8 of 8 | |
| 3 |  IEFA Ishares TR | $57.9M | 8.6% | 598K | +308K (+106%) | 8 of 8 | |
| 4 |  IJR Ishares TR | $40.5M | 6.0% | 298K | +151K (+103%) | 8 of 8 | |
| 5 |  IJH Ishares TR | $33.4M | 4.9% | 465K | +240K (+107%) | 8 of 8 | |
| 6 |  AAPL Apple Inc | $25.2M | 3.7% | 76K | +38K (+101%) | 8 of 8 | |
| 7 |  JPST J P Morgan Exchange Traded F | $23.5M | 3.5% | 467K | +239K (+105%) | 8 of 8 | |
| 8 |  IEMG Ishares Inc | $17.4M | 2.6% | 214K | +111K (+108%) | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $17M | 2.5% | 33K | +17K (+110%) | 8 of 8 | |
| 10 |  VEA Vanguard Tax-Managed Fds | $16.6M | 2.5% | 235K | +118K (+102%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Encompass Wealth Advisors 13F FAQ
What does Encompass Wealth Advisors own?
Encompass Wealth Advisors reported 118 stocks worth $676M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are IVW (15.6%), IVE (12.0%) and IEFA (8.6%). The table above lists every position in the filing (the top 10 without an account).
What did Encompass Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 14 new positions, 104 added to, 0 trimmed and 5 sold out. New positions include XOM, INFQ and BABA. It sold all of XOM, MS and COLB.
When will Encompass Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Encompass Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $676M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.