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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 372,247 $42,104,846 14.65%
2.
Ishares Trust
 IEF 171,699 $36,254,311 12.62%
3.
Ishares Trust
 VLUE 278,148 $25,180,732 8.76%
4.
Ishares Trust
 IEF 148,244 $18,428,263 6.41%
5.
Ishares Trust
 IEF 223,490 $15,092,295 5.25%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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