account_balance

Investment manager · 13F filer · SEC CIK 2011218

Encompass More Asset Management

Reported value$706Mas of Sep 30, 2026
Positions264 56 new, 62 sold out
Top 10 weight40.5%SGOV alone is 8%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SGOV iShares Tr 7.9% Added +852%
USFR Wisdomtree Tr 7.7% Trimmed −27%
SPY SPDR S&P 500 ETF Trust 6.3% Added +2191%
XLK Select Sector SPDR Tr 5.4% Added +75%
GLDM World Gold Trust 2.8% Added +248%SGOL abrdn Gold ETF Trust 2.8% Held
BUYW Northern LTS Fd Tr IV 2.2% Trimmed −4%
XLY Select Sector SPDR Tr 1.9% Added +17%
SECT Northern LTS Fd Tr IV 1.8% Added +3%
MQQQ Investment Managers Ser Tr I 1.7% New
QPX Advisorshares Tr 1.5% Trimmed −5%
NJAN Innovator Etfs Trust 1.5% Trimmed −2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 14, 2026 filing
add_circleNew
  • MQQQ $11.7M
  • HGER $7.83M
  • RAAX $7.8M
  • XLB $4.56M
arrow_upwardAdded
  • SPY +2191%
  • GDX +1416%
  • DBMF +930%
  • SGOV +852%
arrow_downwardTrimmed
  • QQQ −96%
  • HARD −64%
  • SPYM −63%
  • HFGM −55%
remove_circleSold out
  • DIA $13.9M
  • VTWO $10.7M
  • TUA $8.71M
  • FOXY $5.21M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist