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DOSSIER · 13F-HR · Q3 2026

ENCOMPASS WEALTH ADVISORS, LLC

$676M in tracked AUM across 236 positions as of Q3 2026.

EW
CIK 0001849614 · last filed Sep 30, 2026
Total AUM
$676M
as of Q3 2026
Holdings
236
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

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