Encompass Wealth Advisors, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 15, 2026, disclosing equity holdings as of September 30, 2026. The filing indicates the firm manages a portfolio of 236 distinct positions.
The largest position disclosed in the portfolio is the iShares S&P 500 Growth ETF, which holds 369,888 shares. Other significant equity holdings include the iShares S&P 500 Value ETF with 177,601 shares and the iShares Core MSCI EAFE ETF with 298,818 shares. The firm also holds substantial positions in Apple Inc., with 37,848 shares, and J.P. Morgan Ultra Short ETF, with 233,577 shares.
The filing lists a diverse mix of individual stocks and exchange-traded funds. Major technology names such as Microsoft, NVIDIA, and Amazon appear in the portfolio, alongside companies like Costco Wholesale, Chevron, and Eli Lilly & Co. The firm also holds positions in various ETFs tracking global markets, including the Vanguard Total Stock Market ETF and the iShares Core S&P 500 ETF.
Encompass Wealth Advisors, LLC is headquartered at 15350 SW Sequoia Parkway, Suite 250, Portland, OR 97224. The filing was signed by Michelle Eldridge, the Chief Compliance Officer.
