Encompass More Asset Management
RIA/Wealth
Encompass More Asset Management is a RIA/Wealth based in Danville, CA led by Brock Michael Mckinley, reporting $581.9M in AUM as of Q3 2025 with 72% ETF concentration.
ChairmanBrock Michael Mckinley
- Portfolio Value
- $496.6M
- Positions
- 224
- Top Holding
- USFR at 8.92%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Encompass More Asset Management's portfolio (40.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $44.3M | 8.92% | +$21.0M Bought | — 881.3K shares | |
ETF ETF | $25.3M | 5.10% | -$330.0K Sold | — 389.5K shares | |
ETF ETF | $23.3M | 4.68% | -$3.7M Sold | — 34.9K shares | |
ETF ETF | $22.4M | 4.51% | +$1.8M Bought | — 1.6M shares | |
ETF ETF | $19.1M | 3.85% | -$3.2M Sold | — 31.8K shares | |
ETF ETF | $14.8M | 2.97% | +$5.6M Bought | — 165.2K shares | |
Unknown Unknown | $14.8M | 2.97% | -$1.6M Sold | — 193.0K shares | |
Unknown Unknown | $13.4M | 2.70% | +$1.8M Bought | — 364.6K shares | |
ETF ETF | $12.7M | 2.56% | -$1.4M Sold | — 201.6K shares | |
ETF ETF | $12.1M | 2.44% | +$7.1M Bought | — 43.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Encompass More Asset Management's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Encompass More Asset Management
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