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Home > Institutional Investor > Encompass Wealth Advisors, Llc > 13F Holdings

Instuitional Investor - Encompass Wealth Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 378,086 $45,642,537 15.54%
2.
Ishares Trust
 IEF 170,493 $35,208,601 11.99%
3.
Ishares Trust
 VLUE 263,748 $23,027,858 7.84%
4.
Ishares Trust
 IEF 145,022 $17,232,955 5.87%
5.
Ishares Trust
 IEF 215,026 $14,032,604 4.78%
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%

Returns since its inception in May 2014 (through August 15th, 2025)

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