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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 $247,653,342
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 367,564 $37,318,729 15.06%
2.
Ishares Trust
 IEF 156,214 $29,818,104 12.04%
3.
Ishares Tr - CORE MSCI EAFE
 233,834 $16,433,826 6.63%
4.
Ishares Trust
 IEF 131,907 $15,198,307 6.13%
5.
Ishares Trust
 IEF 193,711 $12,070,145 4.87%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)