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Portfolio (Quarterly) Guide ↗

Encompass More Asset Management

· CIK 0002011218
13F Portfolio $687M AUM 283 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 87 New 107 Added 69 Reduced 55 Exited
Page 1 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 USFR WISDOMTREE TR 1,473,313.0 $74.2M 10.79% +543K +58.3% $50.35 +0.3%
2 BIL SPDR SERIES TRUST 498,380.0 $45.7M 6.64% +40K +8.7% $91.64 -0.0%
3 QQQ INVESCO QQQ TR Financial Services 46,946.0 $34.6M 5.03% +46K +3795.9% $736.41 -3.1%
4 SPYM SPDR SERIES TRUST 258,674.0 $22.7M 3.31% -297K -53.4% $87.88 +2.6%
5 XLK SELECT SECTOR SPDR TR 110,262.0 $21.0M 3.06% +23K +26.7% $190.52 -3.8%
6 SGOL ETFS GOLD TR Financial Services 495,540.0 $18.9M 2.76% -11K -2.2% $38.23 +15.0%
7 ULTIMUS MANAGERS TR 668,467.0 $17.0M 2.48% -53K -7.3% $25.45
8 BUYW NORTHERN LTS FD TR IV 1,129,401.0 $16.3M 2.37% +31K +2.9% $14.45 +1.2%
9 IBIT ISHARES BITCOIN TRUST ETF Financial Services 468,282.0 $15.6M 2.27% +48K +11.4% $33.29 +31.2%
10 DIA STATE STR SPDR DOW JONES IND Financial Services 26,613.0 $13.9M 2.02% NEW $522.40 +1.9%
11 SECT NORTHERN LTS FD TR IV 176,200.0 $12.7M 1.85% +7K +4.4% $72.06 -0.6%
12 XLY SELECT SECTOR SPDR TR 104,366.0 $12.2M 1.78% NEW $117.28 +0.6%
13 QPX ADVISORSHARES TR 236,003.0 $11.5M 1.68% +12K +5.1% $48.86 +0.3%
14 VTWO VANGUARD SCOTTSDALE FDS 88,061.0 $10.7M 1.56% NEW $121.42 -0.1%
15 NJAN INNOVATOR ETFS TRUST 181,118.0 $10.7M 1.55% -1K -0.7% $59.02 +1.0%
16 XHLF BONDBLOXX ETF TRUST 203,535.0 $10.2M 1.49% +21K +11.6% $50.30 -0.0%
17 HARD SIMPLIFY EXCHANGE TRADED FUN 328,252.0 $9.7M 1.42% -77K -19.0% $29.66 +12.6%
18 TUA SIMPLIFY EXCHANGE TRADED FUN 426,294.0 $8.7M 1.27% NEW $20.43 -0.2%
19 FYLD CAMBRIA ETF TR 229,396.0 $8.4M 1.22% +15K +6.8% $36.49 +11.6%
20 TSLA TESLA INC Consumer Cyclical 17,820.0 $7.5M 1.09% -8K -30.8% $420.60 -13.7%
Page 1 of 15  ·  283 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 59.1%
Technology 17.2%
Consumer Cyclical 8.7%
Communication Services 3.9%
Industrials 2.9%
Healthcare 2.7%
Energy 1.9%
Consumer Defensive 1.9%
Utilities 1.4%
Basic Materials 0.2%