Encompass Wealth Advisors, LLC
Annual return '25
+16.9%
SPY '25
+17.7%
Alpha
-0.9ptsvs SPY
Invested
$817.2M
Holdings
865
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC COM
Q1 2026: Sold 4.0% (19.0k → 18.2k shares)
10.0%
02
$IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
Held since at least Q1 2024
9.7%
03
$VOO
VANGUARD S&P 500 ETF
Held since at least Q1 2024
5.6%
04
$NVDA
NVIDIA CORPORATION COM
Q1 2026: Sold 7.1% (9.5k → 8.8k shares)
4.2%
05
$VOE
VANGUARD MID-CAP VALUE ETF
Held since at least Q1 2024
2.8%
06
$FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
Held since at least Q1 2024
2.6%
07
$MSFT
MICROSOFT CORP COM
Q1 2026: Sold 2.4% (13.1k → 12.8k shares)
2.4%
08
$AMZN
AMAZON COM INC COM
Q1 2026: Sold 13.0% (10.7k → 9.3k shares)
2.2%
09
$EFIV
STATE STREET SPDR S&P 500 ESG ETF
Held since at least Q1 2024
2.0%
10
$DVY
ISHARES SELECT DIVIDEND ETF
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:14 UTC.