Chris Chatto
Encompass More Asset Management
Assets Managed
$687.34M
Holdings
270
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
15.23%(2Q avg: 12.61%)
Sustained Growth
10 quarters
Portfolio positions
This chart displays the top 10 holdings in Encompass More Asset Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 270 positions.
Assets under management
The assets under management (AUM) of Encompass More Asset Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 687.34M in assets, with a quarterly growth rate of 15.23% and a 2-quarter average growth rate of 12.61%. The portfolio is managed by Chris Chatto, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
USFR Wisdomtree Floating Rate Tre
| 10.8% | $74.181M 1.473M shares@ $50.36 avg price | Increased 58.32% |
BIL Spdr Bloomberg 1-3 Month T-b
| 6.65% | $45.672M 498,380 shares@ $91.65 avg price | Increased 8.74% |
QQQ Invesco Qqq Trust Series 1
| 5.03% | $34.572M 46,946 shares@ $736.42 avg price | Increased 3795.94% |
SPLG Spdr Portfolio S&p 500 Etf
| 3.31% | $22.732M 258,674 shares@ $87.89 avg price | Decreased -53.42% |
XLK Technology Select Sect Spdr
| 3.06% | $21.026M 110,362 shares@ $190.53 avg price | Increased 26.66% |
SGOL Abrdn Physical Gold Shares
| 2.76% | $18.944M 495,540 shares@ $38.23 avg price | Decreased -2.23% |
QTAC Q3 All-season Tactic Adv Etf
| 2.48% | $17.01M 668,467 shares@ $25.45 avg price | Decreased -7.33% |
BUYW Main Buywrite Etf
| 2.38% | $16.32M 1.129M shares@ $14.46 avg price | Increased 2.85% |
IBIT Ishares Bitcoin Trust Etf
| 2.27% | $15.589M 468,282 shares@ $33.3 avg price | Increased 9.01% |
DIA Spdr Djia Trust
| 2.03% | $13.903M 26,613 shares@ $522.4 avg price | New Position |
1-10 of 270