Encompass More Asset Management has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $340 Million distributed in 192 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $25M, Wisdomtree Floating Rate Treas with a value of $23.3M, Invesco Qqq Trust, Series 1 with a value of $20.5M, World Gold Trust with a value of $14M, and Sector 10, Inc. with a value of $13M.
Examining the 13F form we can see an decrease of $335B in the current position value, from $335B to 340M.
Encompass More Asset Management is based out at Danville, CA
Below you can find more details about Encompass More Asset Management portfolio as well as his latest detailed transactions.
Portfolio value
$340 Million
ETFs: $242 Million
Technology: $23.7 Million
Consumer Cyclical: $16.9 Million
Communication Services: $9.82 Million
Financial Services: $9.53 Million
Consumer Defensive: $4.41 Million
Industrials: $4.27 Million
Healthcare: $4.16 Million
Other: $7.02 Million
Stock Holdings Table Market Cap. of $200 Billions or more
