Encompass More Asset Management
All 13F Filings
- Location
- Danville, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 687,340
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 283 | 687,340 | 13F-HR | Encompass More Asset Management |
| Q1 2026 | 4/28/2026 | 251 | 596,531 | 13F-HR | Encompass More Asset Management |
| Q4 2025 | 2/3/2026 | 243 | 542,396 | 13F-HR | Encompass More Asset Management |
| Q3 2025 | 10/17/2025 | 238 | 522,230 | 13F-HR | Encompass More Asset Management |
| Q2 2025 | 8/7/2025 | 214 | 427,324 | 13F-HR | Encompass More Asset Management |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
6.267 K
(0.9% of total reported value)
· QoQ Δ:
+2.337 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 312.9 K | 46.0% | 11.57 K | 0 | 11.57 K |
| ETFs | 366.5 K | 53.9% | 75.64 K | 0 | 75.64 K |
| Debt | 309 | 0.0% | 0 | 102 | -102 |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
687,340
Holdings
283
QoQ value change ($000)
90,809
(15.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.