ENCOMPASS WEALTH ADVISORS, LLC

Position in RKLB — Rocket Lab Corp

CIK 1849614 PORTLAND, OR

Position in RKLB

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$467,691

+$157,573 QoQ

Shares Held

4,601

-4.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#626

of 1,116 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

ENCOMPASS WEALTH ADVISORS, LLC holds $1,204,474 across 3 Aerospace & Defense names. RKLB ranks #1 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKLB	Rocket Lab Corp This page	4,601	$467,691
2	GE	General Electric Co	1,036	$387,184
3	BA	Boeing Co	1,615	$349,599

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$467,691	4,601	-4.7%	Shares	Sole	2026-07-21
2026-03-31	$310,118	4,829	0.0%	Shares	Sole	2026-04-21
2025-12-31	$336,871	4,829	+11.6%	Shares	Sole	2026-01-22
2025-09-30	$207,402	4,329	—	Shares	Sole	2025-10-22
No filing history on record for this holder in this stock.