SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Encompass More Asset Management

CIK 0002011218 · 390 DIABLO RD, SUITE 100, DANVILLE, CA, 94526 · 9252728850

Reported Value
$542M
Q4 2025
Positions
243
Filings on Record
10
2019–present window
Filed
Feb 3, 2026
original filing

Summary

Encompass More Asset Management reported $542M in U.S.-listed holdings across 243 positions for Q4 2025.

Its largest position, Northern Lts Fd Tr IV, represents 6.4% of the portfolio.

Compared with Q3 2025, the fund opened 52 new positions and exited 46.

Portfolio Metrics

Turnover
+16.0%
vs prior filed quarter
Top-10 Concentration
+35.8%
share of reported value
Largest Position
+6.4%
Northern Lts Fd Tr IV
New / Exited
52 / 46
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $89MQ4 ’23Q1 ’24: $121MQ2 ’24: $140MQ2 ’24Q3 ’24: $262MQ4 ’24: $303MQ4 ’24Q1 ’25: $335MQ2 ’25: $427MQ2 ’25Q3 ’25: $522MQ4 ’25: $542MQ4 ’25Q1 ’26: $597Mfilingsflow.com

Portfolio Composition

By security type
ETP: 80.7%Common Stock: 17.7%Other: 0.9%Closed-End Fund: 0.5%ADR: 0.2%
  • ETP · 80.7% · $438M
  • Common Stock · 17.7% · $96M
  • Other · 0.9% · $5M
  • Closed-End Fund · 0.5% · $3M
  • ADR · 0.2% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
FIRST TR EXCHNG TRADED FD VINEW+66.2K66.2K+$3M$3M
OKLOOKLO INCNEW+43.3K43.3K+$3M$3M
CEGCONSTELLATION ENERGY CORPNEW+4.6K4.6K+$2M$2M
IONQIONQ INCNEW+31.1K31.1K+$1M$1M
AAAUGOLDMAN SACHS PHYSICAL GOLDNEW+28.1K28.1K+$1M$1M
TCW ETF TRUSTNEW+28.7K28.7K+$1M$1M
DASHDOORDASH INCNEW+4.9K4.9K+$1M$1M
BBIOBRIDGEBIO PHARMA INCNEW+14.2K14.2K+$1M$1M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2025

33 positions
#IssuerClass% PortfolioValueShares
1NORTHERN LTS FD TR IVMAIN BUYWRITE · MAIN SECTR ROTN8.75%$47M2.62M
2WISDOMTREE TRFLOATNG RAT TREA5.60%$30M603.1K
3XLUSELECT SECTOR SPDR TRSTATE STREET TEC · STATE STREET UTI · STATE STREET CON · STATE STREET COM4.69%$25M260.6K
4SPDR S&P 500 ETF TRTR UNIT4.36%$24M34.7K
5ISHARES TR20 YR TR BD ETF · 0-3 MNTH TREASRY · CORE S&P500 ETF · LARGE CAP MAX BU4.12%$22M279.1K
6IBITISHARES BITCOIN TRUST ETFhistory →SHS BEN INT3.55%$19M388.0K
7SPDR DOW JONES INDL AVERAGEUT SER 13.23%$18M36.4K
8WORLD GOLD TRSPDR GLD MINIS3.02%$16M192.0K
9STARBOARD INVT TRADAPTIVE ALPHA · ADAPTIVE HDGD MU2.95%$16M1.04M
10INNOVATOR ETFS TRUSTGROWTH 100 POWER · US EQUITY ACCELE · GROWTH ACCELERAT2.94%$16M487.8K
11ETFS GOLD TRPHYSCL GOLD SHS2.81%$15M371.3K
12FIRST TR EXCHNG TRADED FD VIFT VEST LADDERED · FT VEST US EQT · FT VEST US EQUTY2.36%$13M356.8K
13SPDR SERIES TRUSTSTATE STREET SPD2.00%$11M130.9K
14NVDANVIDIA CORPORATIONhistory →COM1.99%$11M57.9K
15ADVISORSHARES TRQ DYNAMIC GROWTH1.97%$11M239.9K
16TSLATESLA INChistory →COM1.96%$11M23.7K
17VANECK ETF TRUSTGOLD MINERS ETF1.85%$10M117.1K
18NDQINVESCO QQQ TRhistory →UNIT SER 11.46%$8M12.9K
19BONDBLOXX ETF TRUSTJP MORGAN USD EM · BLOOMBERG SIX MN1.41%$8M162.8K
20SLVISHARES SILVER TRhistory →ISHARES1.28%$7M108.1K
21PROSHARES TRULTRAPRO QQQ · ULTRPRO S&P5001.21%$7M92.2K
22DIREXION SHS ETF TRDRX S&P500BULL · DLY SMCAP BULL3X1.16%$6M83.2K
23AAPLAPPLE INChistory →COM1.15%$6M23.0K
24SIVRABRDN SILVER ETF TRUSThistory →PHYSCL SILVR SHS1.11%$6M89.3K
25HARDSIMPLIFY EXCHANGE TRADED FUNCOMMODITIES STRA · AGGREGATE BOND E1.08%$6M238.9K
26MSFTMICROSOFT CORPCOM0.98%$5M10.9K
27SCHWAB STRATEGIC TRGOVERNMENT MONEY0.92%$5M49.8K
28GOOGLALPHABET INCCAP STK CL A0.85%$5M14.7K
29GLOBAL X FDSGLOBAL X SILVER0.75%$4M48.6K
30FRANKLIN TEMPLETON ETF TRFRANKLIN FOCUSED0.72%$4M83.0K
31OKLOOKLO INCCOM CL A0.57%$3M43.3K
32AMZNAMAZON COM INCCOM0.55%$3M13.0K
33METAMETA PLATFORMS INCCL A0.52%$3M4.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$597M251Apr 28, 202613F-HRchanges · EDGAR ↗
Q4 2025$542M243Feb 3, 202613F-HRchanges · EDGAR ↗
Q3 2025$522M238Oct 17, 202513F-HRchanges · EDGAR ↗
Q2 2025$427M214Aug 7, 202513F-HRchanges · EDGAR ↗
Q1 2025$335M192May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$303M189Jan 21, 202513F-HRchanges · EDGAR ↗
Q3 2024$262M189Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$140M110Jul 26, 202413F-HRchanges · EDGAR ↗
Q1 2024$121M99May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$89M91Feb 15, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.