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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 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DIA STATE STR SPDR DOW JONES IND Financial Services 26,613.0 $13.9M 2.02% NEW $522.40 +1.9%
2 XLY SELECT SECTOR SPDR TR 104,366.0 $12.2M 1.78% NEW $117.28 +0.6%
3 VTWO VANGUARD SCOTTSDALE FDS 88,061.0 $10.7M 1.56% NEW $121.42 -0.1%
4 TUA SIMPLIFY EXCHANGE TRADED FUN 426,294.0 $8.7M 1.27% NEW $20.43 -0.2%
5 IAUM ISHARES GOLD TRUST MICRO Financial Services 94,367.0 $3.8M 0.55% NEW $40.01 +14.9%
6 CAOS EA SERIES TRUST 39,820.0 $3.6M 0.52% NEW $90.36 +0.1%
7 UPRO PROSHARES TR 21,478.0 $3.0M 0.44% NEW $141.79 +5.7%
8 SPXL DIREXION SHARES ETF TRUST 11,227.0 $3.0M 0.44% NEW $270.67 +5.9%
9 TNA DIREXION SHARES ETF TRUST 40,316.0 $3.0M 0.44% NEW $75.11 -2.7%
10 TQQQ PROSHARES TR 36,276.0 $2.9M 0.43% NEW $81.00 -12.1%
11 UDOW PROSHARES TR 39,283.0 $2.8M 0.40% NEW $70.09 +4.0%
12 QLD PROSHARES TR 25,391.0 $2.5M 0.36% NEW $96.76 -7.5%
13 PINK SIMPLIFY EXCHANGE TRADED FUN 60,533.0 $2.4M 0.34% NEW $39.15 +2.7%
14 XLV SELECT SECTOR SPDR TR 14,541.0 $2.3M 0.34% NEW $158.66 +10.1%
15 COM DIREXION SHARES ETF TRUST 64,938.0 $2.1M 0.31% NEW $32.60 +6.6%
16 TSLA PUT TESLA INC Consumer Cyclical 5,000.0 $2.1M 0.31% NEW $420.60 -13.7%
17 KNRG SIMPLIFY EXCHANGE TRADED FUN 79,747.0 $2.0M 0.30% NEW $25.70 +0.1%
18 BNDS SERIES PORTFOLIOS TR 40,296.0 $2.0M 0.30% NEW $50.42 -0.4%
19 STIP ISHARES TR 13,816.0 $1.4M 0.20% NEW $102.16 -1.2%
20 XCCC BONDBLOXX ETF TRUST 37,346.0 $1.4M 0.20% NEW $36.56 -2.1%
Page 1 of 5  ·  87 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%