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Home > Institutional Investor > Encompass Wealth Advisors, Llc > Profile

Instuitional Investor - Encompass Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Encompass Wealth Advisors, Llc
Portfolio Value $272,790,079
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 377,513 $41,564,181 15.24%
2.
Ishares Trust
 IEF 167,380 $32,709,433 11.99%
3.
Ishares Tr - CORE MSCI EAFE
 257,837 $21,524,260 7.89%
4.
Ishares Trust
 IEF 141,815 $15,498,973 5.68%
5.
Ishares Trust
 IEF 208,174 $12,910,969 4.73%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)