Encompass More Asset Management
Top Portfolio Positions
129 positions ·
$185,990,785 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
506,872 | $22,616,628 | 12.16% | |
| GLDM |
World Gold Trust
|
210,028 | $19,467,495 | 10.47% | |
| IBIT |
iShares Bitcoin Trust ETF
|
429,578 | $16,504,386 | 8.87% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
25,732 | $9,565,871 | 5.14% | |
| AAPL |
Apple Inc.
Technology
|
35,813 | $9,088,981 | 4.89% | |
| SLV |
iShares Silver Trust
|
121,096 | $8,251,481 | 4.44% | |
| NVDA |
Nvidia Corp
Technology
|
41,864 | $7,301,081 | 3.93% | |
| SIVR |
abrdn Silver ETF Trust
|
83,075 | $5,949,000 | 3.20% | |
| GLD |
Spdr Gold Trust
|
9,759 | $4,199,200 | 2.26% | |
| SPY |
Spdr S&P 500 ETF Trust
|
6,335 | $4,119,903 | 2.22% |
Portfolio Trend
10 quarters · across all stocks
Holdings in SRI
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,473 | 21,009 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $121,642 | 21,009 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $160,088 | 21,009 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $147,903 | 21,009 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $96,431 | 21,009 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $131,726 | 21,009 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $235,090 | 21,009 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||