ENCOMPASS WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Portland, OR
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 676,326
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/15/2026 | 118 | 676,326 | 13F-HR | ENCOMPASS WEALTH ADVISORS, LLC |
| Q2 2026 | 7/21/2026 | 109 | 328,466 | 13F-HR | ENCOMPASS WEALTH ADVISORS, LLC |
| Q1 2026 | 4/21/2026 | 100 | 287,378 | 13F-HR | ENCOMPASS WEALTH ADVISORS, LLC |
| Q4 2025 | 1/22/2026 | 101 | 293,885 | 13F-HR | ENCOMPASS WEALTH ADVISORS, LLC |
| Q3 2025 | 10/22/2025 | 109 | 293,732 | 13F-HR | ENCOMPASS WEALTH ADVISORS, LLC |
| Q2 2025 | 7/16/2025 | 104 | 272,790 | 13F-HR | ENCOMPASS WEALTH ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 158.5 K | 23.4% | 81.96 K | 0 | 81.96 K |
| ETFs | 515.7 K | 76.2% | 264.1 K | 0 | 264.1 K |
| Debt | 2.187 K | 0.3% | 1.809 K | 0 | 1.809 K |
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Fund Snapshot
Q3 2026
Latest filed
10/15/2026
Total value ($000)
676,326
Holdings
118
QoQ value change ($000)
347,860
(105.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.