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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 4 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PINK SIMPLIFY EXCHANGE TRADED FUN 60,533.0 $2.4M 0.34% NEW $39.15 +2.7%
62 FESM FIDELITY COVINGTON TRUST 48,092.0 $2.3M 0.34% +2K +5.3% $48.29 -0.7%
63 XLV SELECT SECTOR SPDR TR 14,541.0 $2.3M 0.34% NEW $158.66 +10.1%
64 SQLV LEGG MASON ETF INVT 42,144.0 $2.2M 0.32% +2K +5.2% $52.11 +4.8%
65 COM DIREXION SHARES ETF TRUST 64,938.0 $2.1M 0.31% NEW $32.60 +6.6%
66 TSLA PUT TESLA INC Consumer Cyclical 5,000.0 $2.1M 0.31% NEW $420.60 -13.7%
67 KNRG SIMPLIFY EXCHANGE TRADED FUN 79,747.0 $2.0M 0.30% NEW $25.70 +0.1%
68 BNDS SERIES PORTFOLIOS TR 40,296.0 $2.0M 0.30% NEW $50.42 -0.4%
69 EMLP FIRST TR EXCHANGE-TRADED FD 46,412.0 $2.0M 0.29% +2K +5.3% $43.50 +0.5%
70 BALT INNOVATOR ETFS TRUST 56,158.0 $1.9M 0.28% +11K +23.2% $34.27 +1.3%
71 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,558.0 $1.9M 0.28% -477.0 -15.7% $746.77 +2.5%
72 EALT INNOVATOR ETFS TRUST 53,236.0 $1.9M 0.28% +9K +20.9% $35.86 +2.0%
73 XEMD BONDBLOXX ETF TRUST 42,470.0 $1.9M 0.28% +2K +3.8% $44.92 -1.1%
74 SCHB SCHWAB STRATEGIC TR 64,924.0 $1.9M 0.27% +16K +33.9% $28.96 +2.2%
75 SMH VANECK ETF TRUST 2,766.0 $1.8M 0.26% +988.0 +55.6% $655.91 -14.6%
76 OKLO OKLO INC Utilities 34,512.0 $1.8M 0.26% -5K -11.8% $52.33 -19.6%
77 USHY ISHARES TR 44,376.0 $1.6M 0.24% +2K +4.6% $37.02 -0.5%
78 JAJL INNOVATOR ETFS TRUST 53,059.0 $1.6M 0.23% +16K +43.3% $29.91 +1.0%
79 BOXX EA SERIES TRUST 13,364.0 $1.6M 0.23% -51K -79.3% $117.10 +0.7%
80 SHYL DBX ETF TR 35,149.0 $1.6M 0.23% +2K +6.9% $44.43 -0.8%
Page 4 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%