Encompass More Asset Management Activity Analysis: Q2 2026 Portfolio Shifts

As of June 30th, 2026, Encompass More Asset Management has reported notable shifts within its investment strategy. The firm's portfolio allocation for this quarter reflects a dynamic approach with significant buying activity in certain sectors or ETFs and selling activity elsewhere.

Major Portfolio Changes

The most pronounced change involves the USFR holding, which saw a substantial increase of 542,673 shares (representing a ~58.31% quarter-over-quarter rise). This significant growth in holdings suggests confidence or alignment with the performance of WisdomTree TR ETF.

Significant Purchases

Several other positions also experienced substantial increases this quarter:

• The QQQ holding increased dramatically by 45,741 shares (3795.93% change), indicating strong interest in the tech sector.
• The newly added position TUA, Simplify Exchange Traded Fund, showed remarkable growth with a 361.37% increase in shares.
• Additionally, positions like VTWO (Vanguard Scottsdale FDS) and XLY (Select Sector SPDR TR) also saw their allocations double exactly, reflecting strategic additions.

Significant Sales

Conversely, the investor divested substantial portions of other holdings:

• The SPLG, SPDR Series Trust ETF (SPLG), allocation decreased significantly by -53.42% in terms of share value change.
• Similarly, the holding SGOV, IShares TR, experienced a large decrease with an ~67.2% reduction in shares over the quarter.
• The GLDM holding also saw substantial selling activity (-66.96%).

This analysis focuses solely on the changes reported by Encompass More Asset Management for Q2 2026, as detailed in their filings.