Encompass Wealth Advisors, LLC

SEC CIK: 0001849614
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by Encompass Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 37,570
Value: $10.9M
% of portfolio: 3.3%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Encompass Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	37,570	$10.9M	3.3%	−103−0.3%	Reduced	Holders
Q1 2026	37,673	$9.56M	3.3%	−120.0%	Reduced	Holders
Q4 2025	37,685	$10.2M	3.5%	−677−1.8%	Reduced	Holders
Q3 2025	38,362	$9.77M	3.3%	−23−0.1%	Reduced	Holders
Q2 2025	38,385	$7.88M	2.9%	−920−2.3%	Reduced	Holders
Q1 2025	39,305	$8.73M	3.6%	−263−0.7%	Reduced	Holders
Q4 2024	39,568	$9.91M	4.0%	−4,527−10.3%	Reduced	Holders
Q3 2024	44,095	$10.3M	2.6%	+870+2.0%	Added	Holders
Q2 2024	43,225	$9.10M	2.4%	−3,413−7.3%	Reduced	Holders
Q1 2024	46,638	$8.00M	2.1%	+9,655+26.1%	Added	Holders
Q4 2023	36,983	$7.12M	2.1%	−2,225−5.7%	Reduced	Holders
Q3 2023	39,208	$6.71M	2.2%	+2,505+6.8%	Added	Holders
Q2 2023	36,703	$7.12M	2.3%	−1,718−4.5%	Reduced	Holders
Q1 2023	38,421	$6.34M	2.2%	+868+2.3%	Added	Holders
Q4 2022	37,553	$4.88M	1.8%	+53+0.1%	Added	Holders
Q3 2022	37,500	$5.18M	2.0%	−483−1.3%	Reduced	Holders
Q2 2022	37,983	$5.19M	1.8%	−2,243−5.6%	Reduced	Holders
Q1 2022	40,226	$7.02M	1.8%	+876+2.2%	Added	Holders
Q4 2021	39,350	$6.99M	1.7%	+246+0.6%	Added	Holders
Q3 2021	39,104	$5.53M	1.4%	+2,204+6.0%	Added	Holders
Q2 2021	36,900	$5.05M	1.2%	+2,246+6.5%	Added	Holders
Q1 2021	34,654	$4.43M	1.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.