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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 $245,682,480
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 373,809 $34,700,649 14.12%
2.
Ishares Trust
 IEF 162,167 $30,905,867 12.58%
3.
Ishares Tr - CORE MSCI EAFE
 247,413 $18,716,765 7.62%
4.
Ishares Trust
 IEF 136,271 $14,249,815 5.8%
5.
Ishares Trust
 IEF 200,130 $11,677,598 4.75%
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)