ENCOMPASS WEALTH ADVISORS, LLC

Portfolio Overview

The SEC 13F filing for Encompass Wealth Advisors, LLC reveals a period of significant expansion and strategic restructuring. As of December 31, 2025, the total portfolio value surged to $293.88 million, a substantial increase of 296.3% from the $74.15 million reported in the previous quarter. This rapid growth suggests a substantial influx of new client capital or a major consolidation of assets under management. The portfolio consists of 101 holdings, indicating a high d...