StockDriftsStockDriftsTop 50 Encompass More Asset Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 7.9% | 554.0K | $55.8M | +851.61%(+495.81K) | $100.66(-0.07%) | 2026-09-30 | |
| USFR | WISDOMTREE TR | 7.68% | 1.08M | $54.2M | -27.02%(-398.07K) | $50.32(+0.36%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.33% | 58.6K | $44.7M | +2191.09%(+56.05K) | $747.00(+2.61%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 5.36% | 193.4K | $37.9M | +75.37%(+83.11K) | $157.13(+18.35%) | 2026-09-30 | |
| GLDM | WORLD GOLD TR | 2.81% | 241.3K | $19.8M | +247.67%(+171.87K) | $72.74(+12.64%) | 2026-09-30 | |
| SGOL | ETFS GOLD TR | 2.79% | 496.8K | $19.7M | +0.26%(+1.31K) | $30.86(+27.74%) | 2026-09-30 | |
| BUYW | NORTHERN LTS FD TR IV | 2.23% | 1.09M | $15.7M | -3.78%(-42.66K) | $13.80(+5.66%) | 2026-09-30 | |
| XLY | SELECT SECTOR SPDR TR | 1.89% | 122.6K | $13.3M | +17.46%(+18.22K) | $110.69(+3.41%) | 2026-09-30 | |
| SECT | NORTHERN LTS FD TR IV | 1.83% | 180.8K | $12.9M | +2.63%(+4.64K) | $50.62(+40.16%) | 2026-09-30 | |
| MQQQ | INVESTMENT MANAGERS SER TR I | 1.66% | 48.6K | $11.7M | new | $239.89(-5.63%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +31.37% |
| Top 20 Holdings Unweighted | — | — | — | — | +37.78% |
Encompass More Asset Management reports $711.59M in US-listed equity holdings across 264 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (7.9%), USFR (7.7%) and SPY (6.3%). The top 20 holdings account for 54.17% of reported assets. Its disclosed equity book has returned +31.37% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Encompass More Asset Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011218). View Encompass More Asset Management’s 13F filings on SEC