You're signed outSign in or to get full access.
Encompass Wealth Advisors, LLC
Encompass Wealth Advisors, LLC is a Portland, Oregon-based investment advisory firm founded in 2021. They provide wealth management, life planning, and financial advice, including retirement, estate, and investment management. The firm is registered with the SEC and as of March 2025 has approximately 5 employees, primarily investment-focused professionals, offering fiduciary services to individuals and institutions.
Investment Strategy
Encompass Wealth Advisors follows a disciplined, diversified portfolio strategy focused on long-term growth and capital preservation. Their investment approach often centers on ETFs and broad market exposures, as indicated by major holdings in S&P 500 Growth/Value and Core MSCI EAFE funds. The firm emphasizes fiduciary responsibility, tailoring strategies to client needs for retirement, estate, and life planning, with an aim to balance growth, risk, and liquidity.
Latest 13F Filing Activity
Encompass Wealth Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 109 equity positions with a total 13F market value of $294M. The fund increased holdings in Ishares TR, Ishares TR, Apple Inc. among other positions. Encompass Wealth Advisors, LLC reduced exposure to Airbnb Inc., Roper Technologies Inc., Costco WHSL Corp. New among others.
Top Holdings
Equity Positions (109)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES TR | 15.54% | $45.6M | 378,086 | $66.39 | $120.72 | +$4.1M |
I IVE | ISHARES TR | 11.99% | $35.2M | 170,493 | $143.55 | $206.51 | +$2.5M |
I IEFA | ISHARES TR | 7.84% | $23.0M | 263,748 | $71.64 | $87.31 | +$1.5M |
I IJR | ISHARES TR | 5.87% | $17.2M | 145,022 | $99.41 | $118.83 | +$1.7M |
I IJH | ISHARES TR | 4.78% | $14.0M | 215,026 | $50.52 | $65.26 | +$1.1M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more