Encompass More Asset Management
All 13F Filings
- Location
- Danville, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 542,396
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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):
2.66 K
(0.5% of total reported value)
· QoQ Δ:
-64
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 472.6 K | 87.6% | 14.29 K | 0 | 14.29 K |
| ETFs | 58.57 K | 10.9% | 5.715 K | 0 | 5.715 K |
| Debt | 4.549 K | 0.8% | 92 | 0 | 92 |
| Other | 4.028 K | 0.7% | 138 | 0 | 138 |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
542,396
Holdings
243
QoQ value change ($000)
20,166
(3.9%)
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.