Top 50 Encompass More Asset Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 7.91% | 930.6K | $46.8M | +54.30%(+327.50K) | $50.30(+0.23%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 7.17% | 555.4K | $42.5M | +444.71%(+453.41K) | $76.58(+14.10%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 7.09% | 458.3K | $42.0M | +1482.46%(+429.38K) | $91.52(-0.04%) | 2026-03-31 | |
| SGOL | ETFS GOLD TR | 3.82% | 506.9K | $22.6M | +36.51%(+135.57K) | $30.84(+44.82%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 3.29% | 210.0K | $19.5M | +9.39%(+18.03K) | $52.79(+75.75%) | 2026-03-31 | |
| SGOV | ISHARES TR | 3.01% | 177.5K | $17.9M | +238.71%(+125.09K) | $100.56(-0.04%) | 2026-03-31 | |
| QTAC | ULTIMUS MANAGERS TR | 2.8% | 721.4K | $16.6M | new | $24.13(+1.64%) | 2026-03-31 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 2.72% | 420.3K | $16.1M | +8.33%(+32.30K) | $48.18(-6.35%) | 2026-03-31 | |
| BUYW | NORTHERN LTS FD TR IV | 2.61% | 1.10M | $15.5M | -54.59%(-1.32M) | $13.79(+4.58%) | 2026-03-31 | |
| HARD | SIMPLIFY EXCHANGE TRADED FUN | 2.42% | 405.2K | $14.3M | +298.25%(+303.47K) | $31.67(+14.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.61% | +35.33% |
| Top 20 Holdings Unweighted | +12.18% | +41.16% |
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