DOSSIER · 13F-HR · Q1 2026
ENCOMPASS WEALTH ADVISORS, LLC
$287M in tracked AUM across 100 positions as of Q1 2026.
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CIK 0001849614 · last filed Mar 31, 2026
AI Analysis · Q1 2026
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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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