Notify me when ENCOMPASS WEALTH ADVISORS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 101 | $293,884,698 | +$6,207,256 | -$13,134,179 | -$6,926,923 | IVW, IVE, IEFA, IJR, IJH | 13F-HR | 22 Jan 2026, 12:35 |
| Q3 2025 | 109 | $293,731,697 | +$5,136,528 | -$939,296 | +$4,197,232 | IVW, IVE, IEFA, IJR, IJH | 13F-HR | 22 Oct 2025, 13:13 |
| Q2 2025 | 104 | $272,790,079 | +$7,223,599 | -$3,041,566 | +$4,182,033 | IVW, IVE, IEFA, IJR, IJH | 13F-HR | 16 Jul 2025, 15:23 |
| Q1 2025 | 100 | $245,682,480 | +$7,533,189 | -$2,786,037 | +$4,747,152 | IVW, IVE, IEFA, IJR, IJH | 13F-HR | 22 Apr 2025, 16:30 |
| Q4 2024 | 99 | $247,653,342 | +$11,418,002 | -$161,083,411 | -$149,665,409 | IVW, IVE, IEFA, IJR, IJH | 13F-HR | 27 Jan 2025, 17:54 |
| Q3 2024 | 291 | $399,664,322 | +$19,305,769 | -$13,158,576 | +$6,147,193 | IVW, IVE, IEFA, IJR, IJH | 13F-HR | 05 Nov 2024, 14:52 |
| Q2 2024 | 280 | $377,378,992 | +$23,355,233 | -$25,621,724 | -$2,266,491 | IVW, IVE, IEFA, IJR, IJH | 13F-HR | 08 Aug 2024, 12:26 |
| Q1 2024 | 297 | $376,651,935 | +$44,387,301 | -$12,984,298 | +$31,403,003 | IVW, IVE, IEFA, IJR, IJH | 13F-HR | 10 May 2024, 17:33 |
| Q4 2023 | 271 | $333,345,872 | +$17,676,418 | -$10,734,116 | +$6,942,302 | IVW, IVE, IEFA, IJR, Lord Abbett Ultra Short Bond I | 13F-HR | 13 Feb 2024, 14:56 |
| Q3 2023 | 288 | $300,584,199 | +$16,070,751 | -$13,676,733 | +$2,394,018 | IVW, IVE, IEFA, Lord Abbett Ultra Short Bond I, IJR | 13F-HR | 07 Nov 2023, 10:47 |
| Q2 2023 | 292 | $307,481,775 | +$7,180,852 | -$7,209,376 | -$28,524 | IVW, IVE, IEFA, Lord Abbett Ultra Short Bond I, IJR | 13F-HR | 09 Aug 2023, 17:17 |
| Q1 2023 | 280 | $293,839,324 | +$8,730,901 | -$6,779,684 | +$1,951,217 | IVW, IVE, IEFA, Lord Abbett Ultra Short Bond I, IJR | 13F-HR | 04 May 2023, 19:51 |
| Q4 2022 | 263 | $274,227,998 | +$10,528,775 | -$11,291,199 | -$762,424 | IVW, IVE, Lord Abbett Ultra Short Bond I, IEFA, IJR | 13F-HR | 01 Feb 2023, 13:08 |
| Q3 2022 | 237 | $262,949,000 | +$11,358,104 | -$16,128,870 | -$4,770,766 | IVW, IVE, Lord Abbett Ultra Short Bond I, IEFA, IJR | 13F-HR | 28 Oct 2022, 17:10 |
| Q2 2022 | 234 | $282,709,000 | +$7,531,670 | -$61,971,029 | -$54,439,359 | IVW, IVE, Lord Abbett Ultra Short Bond I, IEFA, IJR | 13F-HR | 03 Aug 2022, 14:55 |
| Q1 2022 | 359 | $396,338,000 | +$15,455,405 | -$9,439,383 | +$6,016,022 | IVW, IVE, IEFA, ABNB, IJR | 13F-HR | 28 Apr 2022, 13:57 |
| Q4 2021 | 370 | $411,096,000 | +$18,968,699 | -$7,241,185 | +$11,727,514 | IVW, IVE, IEFA, IJR, ABNB | 13F-HR | 20 Jan 2022, 14:55 |
| Q3 2021 | 359 | $383,466,000 | +$8,219,749 | -$28,816,834 | -$20,597,085 | IVW, IVE, IEFA, ABNB, Lord Abbett Ultra Short Bond I | 13F-HR | 16 Nov 2021, 13:16 |
| Q2 2021 | 355 | $406,588,000 | +$24,263,207 | -$17,884,371 | +$6,378,836 | IVW, IVE, IEFA, ABNB, Lord Abbett Ultra Short Bond I | 13F-HR | 03 Aug 2021, 12:10 |
| Q1 2021 | 351 | $392,183,000 | +$207,876,123 | -$5,513,731 | +$202,362,392 | IVW, IVE, IEFA, Lord Abbett Ultra Short Bond I, IJR | 13F-HR | 25 May 2021, 11:02 |
| Q4 2020 | 112 | $173,655,000 | $0 | $0 | $0 | IVW, IVE, IEFA, IJR, JPST | Restatement | 09 Mar 2021, 17:00 |