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Ethos Financial Group

Latest statistics and disclosures from Ethos Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHB, MOOD, SGOL, VOO, BOXX, and represent 15.51% of Ethos Financial Group's stock portfolio.
Added to shares of these 10 stocks: OEF (+$8.3M), XLU (+$8.3M), XLG (+$8.2M), USMC (+$7.7M), XMMO (+$7.6M), TLT (+$7.2M), EMLC (+$7.2M), XLE (+$6.4M), HGER (+$6.3M), CGDV (+$5.3M).
Started 77 new stock positions in MPWR, TER, GDMA, XBI, HBAN, BABA, TE, BAI, VRTX, XLF.
Reduced shares in these 10 stocks: JBBB (-$11M), SPMO (-$9.8M), IVW (-$8.2M), IWY (-$8.2M), VOOG (-$7.8M), GLD, GPIQ, RDVY, CTA, SCHB.
Sold out of its positions in IMOM, FDG, ATH.PA, BAC.PK, BITB, Blackrock Income Tr, HIMU, BX, ABNDX, CI.
Ethos Financial Group was a net buyer of stock by $79M.
Ethos Financial Group has $1.4B in assets under management (AUM), dropping by 6.23%.
Central Index Key (CIK): 0001954242

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Portfolio Holdings for Ethos Financial Group

Ethos Financial Group holds 532 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Ethos Financial Group has 532 total positions. Only the first 250 positions are shown.

Sign up to view all of the Ethos Financial Group Dec. 31, 2025 positions
Download the Ethos Financial Group December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab U.S. Broad Market Etf Etf (SCHB)	3.8	$51M	-5%	2.0M	26.23	View chart
Relative Sentiment Tactical Allocation Etf Etf (MOOD)	3.1	$43M	+7%	1.1M	38.43	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	3.0	$41M	+2%	997k	41.08	View chart
Vanguard S&P 500 Etf Etf (VOO)	2.8	$39M		61k	627.13	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	2.7	$37M	+4%	318k	115.10	View chart
Schwab Us Large Cap Etf Etf (SCHX)	2.4	$33M		1.2M	26.91	View chart
Vanguard Total World Stock Etf Etf (VT)	2.2	$30M	+2%	215k	141.06	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	2.1	$29M	-3%	874k	32.62	View chart
Apple (AAPL)	1.7	$23M	+23%	85k	271.86	View chart
Ishares Tips Bond Etf Etf (TIP)	1.7	$23M	+17%	209k	109.91	View chart
Spdr S&P 500 Etf Trust Etf (SPY)	1.7	$22M	+6%	33k	683.63	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	1.6	$22M	-6%	208k	103.56	View chart
Schwab Us Large Cap Value Etf Etf (SCHV)	1.5	$20M		682k	29.61	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.3	$18M		38k	473.31	View chart
Select Sector Spdr Tr Etf (XLU)	1.3	$17M	+94%	398k	42.69	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.2	$17M		173k	96.03	View chart
Alphabet Inc Class C cs (GOOG)	1.2	$16M		50k	313.80	View chart
Invesco S&P 500 Equal Weight Etf Etf (RSP)	1.1	$15M	+3%	80k	191.56	View chart
Alpha Architect Us Quant Value Etf (QVAL)	1.0	$14M	+10%	291k	48.79	View chart
Spdr Gold Shares Etf (GLD)	1.0	$14M	-25%	36k	396.31	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	1.0	$14M	+15%	136k	102.39	View chart
First Trust Long/Short Equity Etf (FTLS)	1.0	$13M	+6%	182k	70.99	View chart
Energy Select Sector Spdr Etf Etf (XLE)	0.9	$12M	+105%	277k	44.71	View chart
State Street Spdr Portfolio S&P 500 Etf Etf (SPYM)	0.9	$12M	-11%	154k	80.22	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.9	$12M	+3%	245k	48.11	View chart
Microsoft Corporation (MSFT)	0.8	$11M	+5%	24k	483.61	View chart
Defiance Quantum Etf Etf (QTUM)	0.8	$11M		104k	109.66	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.8	$11M	+42%	207k	54.71	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.8	$11M		29k	373.44	View chart
NVIDIA Corporation (NVDA)	0.8	$11M		57k	186.50	View chart
Invsc S P 500 Momentum Etf Etf (SPMO)	0.8	$10M	-48%	87k	119.32	View chart
Vanguard Short Inflation Prot Etf Iv Etf (VTIP)	0.8	$10M	+27%	210k	49.46	View chart
Invesco S&P 500 Top 50 Etf Etf (XLG)	0.7	$10M	+440%	170k	59.28	View chart
Strive 500 Etf Etf (STRV)	0.7	$10M	-21%	226k	44.09	View chart
Vanguard Growth Etf Etf (VUG)	0.7	$9.9M		20k	487.86	View chart
Ishares Core S&P 500 Etf Etf (IVV)	0.7	$9.7M		14k	684.96	View chart
Simplify Mbs Etf Etf (MTBA)	0.7	$9.6M	+34%	190k	50.41	View chart
State Street Spdr Us Large Cap Low Volatility Index Etf Etf (LGLV)	0.7	$9.6M	+45%	55k	175.57	View chart
Vanguard Mid-Cap Etf Etf (VO)	0.7	$9.2M	-5%	32k	290.22	View chart
Spdr Msci Global Stock Market Etf Etf (SPGM)	0.7	$9.1M		119k	76.71	View chart
Ishares S&P 100 Etf Etf (OEF)	0.6	$8.6M	+2421%	25k	342.97	View chart
Amazon (AMZN)	0.6	$8.4M	+9%	37k	230.82	View chart
JPMorgan Chase & Co. (JPM)	0.6	$8.0M	+5%	25k	322.22	View chart
Alphabet Inc Class A cs (GOOGL)	0.6	$7.8M	+4%	25k	313.00	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.6	$7.8M	-8%	107k	72.68	View chart
Principal Us Mega Cap Etf Etf (USMC)	0.6	$7.7M	NEW	112k	68.45	View chart
Vaneck Vectors J P Morgan Emerging Mkts Loc Etf (EMLC)	0.6	$7.7M	+1672%	296k	25.82	View chart
Invesco S&P Mid Cap Momentum Etf Etf (XMMO)	0.6	$7.6M	NEW	55k	138.46	View chart
Vanguard Core Bond Etf Etf (VCRB)	0.6	$7.5M	+9%	96k	77.90	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.6	$7.5M	+2880%	86k	87.16	View chart
Alps/Smith Core Plus Bond Etf Etf (SMTH)	0.5	$7.1M	+4%	273k	26.07	View chart
Alpha Architect Us Quant Momentum Etf (QMOM)	0.5	$6.7M	-13%	102k	65.29	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.5	$6.5M	+6%	121k	53.76	View chart
Invesco Qqq Trust Series Etf (QQQ)	0.5	$6.4M	-20%	11k	614.32	View chart
Tesla Motors (TSLA)	0.5	$6.3M	-9%	14k	449.72	View chart
Harbor Comm All Weathr Strtgy Etf Etf (HGER)	0.5	$6.3M	NEW	255k	24.82	View chart
Exxon Mobil Corporation (XOM)	0.5	$6.3M	-2%	52k	120.34	View chart
Open Lending Corp (LPRO)	0.4	$5.4M		3.5M	1.55	View chart
Alpha Architect Inflation & Deflation Etf Etf (HIDE)	0.4	$5.3M	+43%	235k	22.73	View chart
Ishares International Dd At Etf Etf (BIDD)	0.4	$5.3M	-13%	185k	28.82	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.4	$5.3M	NEW	122k	43.64	View chart
Berkshire Hathaway (BRK.B)	0.4	$5.2M	+6%	10k	502.65	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	0.4	$5.2M	+85%	102k	51.27	View chart
Ishares Tr Etf (IYW)	0.4	$5.2M		26k	199.68	View chart
Nuveen Floating Rate Income Fund (JFR)	0.4	$5.1M	-6%	646k	7.83	View chart
Franklin Intl Low Vol Hi Div Etf (LVHI)	0.4	$5.0M	+2%	135k	36.82	View chart
First Trust Rising Dividend Achievers Etf (RDVY)	0.4	$5.0M	-42%	71k	69.47	View chart
Alpha Architect Us Equity 2 Etf Etf (AAEQ)	0.4	$5.0M	NEW	101k	49.33	View chart
Spdr Doubleline Ttl Rtrn Ttcl Etf Etf (TOTL)	0.4	$4.8M	+99%	120k	40.25	View chart
Facebook Inc cl a (META)	0.4	$4.8M	+6%	7.3k	660.10	View chart
Purecycle Technologies (PCT)	0.4	$4.8M	+41%	557k	8.59	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.4	$4.8M		69k	69.52	View chart
Ishares Core Msci Totl Intl Stck Etf Etf (IXUS)	0.4	$4.8M	NEW	56k	84.64	View chart
Select Stoxx Europe Aerospace & Defense Etf Etf (EUAD)	0.3	$4.7M	+4%	112k	42.13	View chart
Ishares Tr Etf (IYF)	0.3	$4.6M	-5%	35k	128.93	View chart
Apollo Investment Corp. (MFIC)	0.3	$4.5M	-6%	394k	11.44	View chart
Wisdomtree Floating Rate Treasry Etf Etf (USFR)	0.3	$4.4M	+36%	87k	50.32	View chart
Ishares Tr Etf (IJS)	0.3	$4.3M	-2%	38k	113.72	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.3	$4.1M		124k	32.75	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.3	$4.0M		33k	121.75	View chart
Jpmorgan Income Etf Etf (JPIE)	0.3	$4.0M	NEW	87k	46.50	View chart
Ishares Msci Usa Qlty Fact Etf Etf (QUAL)	0.3	$4.0M	-6%	20k	198.62	View chart
Nextera Energy (NEE)	0.3	$4.0M		50k	80.28	View chart
Technology Select Sector Spdr Etf Etf (XLK)	0.3	$3.9M	+167%	27k	143.97	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.3	$3.9M		9.4k	412.77	View chart
Imgp Dbi Managed Futures Strategy Etf (DBMF)	0.3	$3.8M	+953%	137k	28.06	View chart
Global X Uranium Etf Etf (URA)	0.3	$3.8M	-3%	88k	43.98	View chart
Ea Ser Tr Alpha Architect Etf Etf (GDMA)	0.3	$3.8M	NEW	99k	38.55	View chart
Wasatch-Hoisington Us Tr Easury MF (WHOSX)	0.3	$3.7M	+2%	368k	10.17	View chart
MercadoLibre (MELI)	0.3	$3.7M	-4%	1.8k	2014.26	View chart
Fs Kkr Capital Corp (FSK)	0.3	$3.5M	-3%	238k	14.81	View chart
Ishares Broad Usd Hg Yld Crp Bnd Etf Etf (USHY)	0.3	$3.5M	-2%	94k	37.40	View chart
First Trust Gbl Ttcl Comdty Stra Etf Etf (FTGC)	0.3	$3.4M	NEW	148k	23.23	View chart
Broadcom (AVGO)	0.3	$3.4M	+29%	9.8k	346.10	View chart
BlackRock Floating Rate Income Trust (BGT)	0.2	$3.4M	-6%	297k	11.33	View chart
Alphacentric Incm Oppty Fd I MF (IOFIX)	0.2	$3.2M		440k	7.39	View chart
Blackstone Secd Lending (BXSL)	0.2	$3.0M	-18%	112k	26.97	View chart
Spdr Bloomberg Barclays 1-3 Mnth T Bill Etf Etf (BIL)	0.2	$3.0M		33k	91.38	View chart
Invesco S&P 500 Equal Weight Energy Etf Etf (RSPG)	0.2	$3.0M	-18%	37k	79.59	View chart
Ishares Tr Etf (IYH)	0.2	$3.0M	-4%	46k	65.10	View chart
Janus Henderson Aaa Clo Etf (JAAA)	0.2	$3.0M	+61%	59k	50.58	View chart
Gigacloud Technology (GCT)	0.2	$2.9M	+6%	74k	39.28	View chart
Graniteshares Etf Tr Etf (HIPS)	0.2	$2.9M	-16%	245k	11.68	View chart
Visa (V)	0.2	$2.9M	+8%	8.1k	350.69	View chart
Schwab S&P 500 Index MF (SWPPX)	0.2	$2.8M		162k	17.54	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.2	$2.8M	-49%	28k	100.38	View chart
Financial Select Sector Spdr Etf Etf (XLF)	0.2	$2.8M	NEW	51k	54.77	View chart
Goldman Sachs Nasdaq 100 Prm Etf Etf (GPIQ)	0.2	$2.8M	-60%	53k	52.87	View chart
Spdr S&P Biotech Etf Etf (XBI)	0.2	$2.7M	NEW	22k	121.93	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$2.7M		25k	107.11	View chart
Fidus Invt (FDUS)	0.2	$2.7M	-3%	138k	19.30	View chart
Wal-Mart Stores (WMT)	0.2	$2.6M	+4%	23k	111.61	View chart
Strive Total Return Bond Etf Etf (STXT)	0.2	$2.6M		128k	20.10	View chart
Select Sector Spdr Tr Etf (XLP)	0.2	$2.6M		33k	77.68	View chart
Costco Wholesale Corporation (COST)	0.2	$2.5M	+15%	2.9k	862.33	View chart
Stellus Capital Investment (SCM)	0.2	$2.5M	-3%	198k	12.68	View chart
Strive Natural Resrc And Scrt Etf Etf (FTWO)	0.2	$2.5M	-26%	62k	40.64	View chart
Abbvie (ABBV)	0.2	$2.5M	-5%	11k	228.48	View chart
Global X Mlp Etf Etf (MLPA)	0.2	$2.5M	-30%	51k	48.41	View chart
At&t (T)	0.2	$2.4M	-5%	98k	24.84	View chart
Eli Lilly & Co. (LLY)	0.2	$2.3M	+44%	2.2k	1074.76	View chart
Ishares Total Return Active Etf Etf (BRTR)	0.2	$2.3M	NEW	46k	50.77	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.2	$2.3M	-2%	21k	110.15	View chart
Eaton Vance Senior Floating Rate Fund (EFR)	0.2	$2.3M	-16%	206k	11.14	View chart
Frst Trst Ise Rev Ntrl Gs Ind Etf Etf (FCG)	0.2	$2.3M	NEW	98k	23.41	View chart
Brclys Bk Ipath Bloom Commodity Etn Etf (DJP)	0.2	$2.3M	NEW	60k	37.61	View chart
Eaton Vance Floating-Rate Income Trust (EFT)	0.2	$2.2M	-12%	198k	11.29	View chart
Dominion Resources (D)	0.2	$2.2M	-4%	38k	58.59	View chart
Global X Defense Tech Etf Etf (SHLD)	0.2	$2.2M	-8%	34k	65.03	View chart
MasterCard Incorporated (MA)	0.2	$2.2M	+13%	3.8k	570.93	View chart
Johnson & Johnson (JNJ)	0.2	$2.1M	+13%	10k	206.95	View chart
Alpha Architect Tail Risk Etf Etf (CAOS)	0.2	$2.1M	-16%	24k	89.78	View chart
Grayscale Bitcoin Mini Tr Et Etf (BTC)	0.2	$2.1M	+412%	54k	38.73	View chart
Panagram Bbb B Clo Etf Etf (CLOZ)	0.2	$2.1M	+138%	78k	26.64	View chart
Janus Henderson B-Bbb Clo Etf Etf (JBBB)	0.2	$2.1M	-84%	43k	47.70	View chart
Vanguard Short-Term Bond Etf Iv Etf (BSV)	0.1	$2.0M	NEW	26k	78.81	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$2.0M	+28%	75k	26.49	View chart
Vanguard Large Cap Etf Etf (VV)	0.1	$2.0M	+97%	6.3k	314.79	View chart
First Trust Nasdaq Cybrscrty Etf Etf (CIBR)	0.1	$1.9M	+48%	27k	71.45	View chart
Schwab Interm Term Us Treasury Etf (SCHR)	0.1	$1.9M	+57%	75k	25.08	View chart
Saba Capital Income & Oprnt Etf (BRW)	0.1	$1.9M	-5%	266k	7.01	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.8M	-3%	7.5k	246.17	View chart
Southern Company (SO)	0.1	$1.8M	-3%	21k	87.20	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$1.8M	+33%	29k	62.47	View chart
Caterpillar (CAT)	0.1	$1.8M	-12%	3.2k	572.86	View chart
Netflix (NFLX)	0.1	$1.8M	+2774%	19k	93.76	View chart
Schwab Fundamental Inl Large Com Etf Etf (FNDF)	0.1	$1.8M	-6%	39k	45.21	View chart
Ishares Core S&P Small Cap Etf Etf (IJR)	0.1	$1.8M		15k	120.18	View chart
Tcg Bdc (CGBD)	0.1	$1.8M	-15%	140k	12.49	View chart
Direxion Shs Etf Tr Etf (UTSL)	0.1	$1.7M	-2%	43k	40.54	View chart
Consolidated Edison (ED)	0.1	$1.7M		17k	99.32	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.1	$1.7M	-5%	172k	9.91	View chart
PPL Corporation (PPL)	0.1	$1.7M	-3%	49k	35.02	View chart
Duke Energy (DUK)	0.1	$1.7M	-6%	15k	117.21	View chart
Whitehorse Finance (WHF)	0.1	$1.7M	+9%	244k	6.95	View chart
Home Depot (HD)	0.1	$1.7M	-12%	4.9k	344.13	View chart
BlackRock Ltd. Duration Income Trust (BLW)	0.1	$1.7M	-9%	120k	13.74	View chart
American Electric Power Company (AEP)	0.1	$1.6M		14k	115.31	View chart
McDonald's Corporation (MCD)	0.1	$1.5M	+24%	5.1k	305.62	View chart
Wisdomtree Managed Futures Strategy Etf (WTMF)	0.1	$1.5M		40k	38.02	View chart
Ishares Bitcoin Trust Etf (IBIT)	0.1	$1.5M	-49%	30k	49.65	View chart
Spdr Bloomberg Int Grd Flt Rt Etf Etf (FLRN)	0.1	$1.5M	-2%	47k	30.73	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.4M	+4%	52k	27.43	View chart
Schwab Fundamental Emerging Markets Etf Etf (FNDE)	0.1	$1.4M	NEW	39k	36.06	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.4M	-5%	6.7k	210.34	View chart
Texas Pacific Land Corp (TPL)	0.1	$1.4M	+200%	4.8k	287.22	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$1.4M	+7%	6.3k	219.76	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.1	$1.4M	-4%	14k	96.16	View chart
Advanced Micro Devices (AMD)	0.1	$1.4M	-12%	6.4k	214.16	View chart
First Trust Activ Fct Sml Cap Etf Etf (AFSM)	0.1	$1.4M	-2%	41k	32.88	View chart
Portland General Electric Company (POR)	0.1	$1.3M		28k	47.99	View chart
Bank of America Corporation (BAC)	0.1	$1.3M	+5%	24k	55.00	View chart
Entergy Corporation (ETR)	0.1	$1.3M	+5%	14k	92.43	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$1.3M	NEW	72k	17.50	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$1.3M	+145%	3.7k	335.24	View chart
Ishares Silver Trust Etf Etf (SLV)	0.1	$1.2M	+58%	19k	64.42	View chart
Ishares Intl Small Cap Equity Factor Etf Etf (ISCF)	0.1	$1.2M	+38%	30k	41.48	View chart
Saratoga Investment (SAR)	0.1	$1.2M		53k	23.07	View chart
Vanguard 500 Index Adm MF (VFIAX)	0.1	$1.2M	-10%	1.9k	631.79	View chart
Sabra Health Care REIT (SBRA)	0.1	$1.2M	-7%	62k	18.94	View chart
Altria (MO)	0.1	$1.2M	-7%	20k	57.66	View chart
Spdr S&P 500 Growth Etf Etf (SPYG)	0.1	$1.2M	-4%	11k	106.70	View chart
Schwab Short Term Us Treasury Etf Etf (SCHO)	0.1	$1.2M		48k	24.37	View chart
Oracle Corporation (ORCL)	0.1	$1.2M	-22%	5.9k	194.91	View chart
International Business Machines (IBM)	0.1	$1.1M	-7%	3.9k	296.22	View chart
Cisco Systems (CSCO)	0.1	$1.1M	-6%	15k	77.03	View chart
Lamar Advertising Co-a (LAMR)	0.1	$1.1M	-3%	9.0k	126.58	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.1	$1.1M	-69%	16k	68.36	View chart
Harleysville Financial (HARL)	0.1	$1.1M		43k	25.50	View chart
Ishares Core S&P Mid-Cap Etf Etf (IJH)	0.1	$1.0M	-2%	16k	66.00	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.1	$1.0M	+43%	14k	76.23	View chart
John Hancock Fdmtl MF (JLVIX)	0.1	$1.0M	+11%	14k	70.87	View chart
Micron Technology (MU)	0.1	$1.0M	+27%	3.5k	285.50	View chart
American Funds Balanced Fund A MF (ABALX)	0.1	$989k	-9%	26k	37.49	View chart
Enersis Chile Sa (ENIC)	0.1	$985k	-2%	245k	4.02	View chart
Ishares Tr Etf (IYE)	0.1	$973k		21k	47.53	View chart
Vanguard Tax-Exempt Bond Etf Etf (VTEB)	0.1	$966k	-16%	19k	50.29	View chart
Ishares Short Term Ntnl Mun Bnd Etf Etf (SUB)	0.1	$960k	-2%	9.0k	106.70	View chart
Palantir Technologies (PLTR)	0.1	$952k	-8%	5.4k	177.75	View chart
Ab Global Core Equity Ad Visor MF (GCEYX)	0.1	$946k	NEW	54k	17.56	View chart
Ishares Preferred Income Sec Etf Etf (PFF)	0.1	$937k	+16%	30k	30.96	View chart
Hawaiian Electric Industries (HE)	0.1	$923k	-2%	75k	12.30	View chart
Invesco S&P 500 Garp Etf Etf (SPGP)	0.1	$922k		8.1k	113.86	View chart
Schwab Fundamental U.S. Small Company Etf Etf (FNDA)	0.1	$916k	-45%	29k	31.51	View chart
Health Care Select Sector Spdr Etf Etf (XLV)	0.1	$913k	+3%	5.9k	154.80	View chart
Ishares Core Msci Emerging Etf Etf (IEMG)	0.1	$905k	NEW	14k	67.22	View chart
Ab Small Cap Growth Advi Sor MF (QUAYX)	0.1	$897k	NEW	12k	77.28	View chart
Put Spdr Stoxx 50 Etf (FEZ)	0.1	$895k	+275%	14k	64.39	View chart
Coca-Cola Company (KO)	0.1	$888k	+183%	13k	69.91	View chart
Goldmansachsbdc (GSBD)	0.1	$884k	+247%	93k	9.50	View chart
Stone Ridge Hi Yld Reins Urance Risk Prmi MF (SHRIX)	0.1	$865k	NEW	97k	8.91	View chart
Merck & Co (MRK)	0.1	$863k	+25%	8.1k	106.12	View chart
Ishares Tr Etf (IYR)	0.1	$862k		9.2k	93.89	View chart
Direxion Shs Etf Tr Etf (FAS)	0.1	$861k	-5%	5.1k	168.33	View chart
Blackrock Debt Strat (DSU)	0.1	$861k	-2%	85k	10.18	View chart
Amgen (AMGN)	0.1	$853k	-13%	2.6k	327.26	View chart
Vanguard Russell 1000 Etf Iv Etf (VONE)	0.1	$852k		2.8k	309.04	View chart
Strive Enhanced Income Short Maturity Etf Etf (BUXX)	0.1	$851k	+161%	42k	20.24	View chart
Charles Schwab Corporation (SCHW)	0.1	$846k	+7%	8.5k	99.91	View chart
Lowe's Companies (LOW)	0.1	$845k	-10%	3.5k	241.19	View chart
Strive International Developed Markets Etf Etf (STXI)	0.1	$844k		27k	31.18	View chart
Ab Small Cap Value Advis Or MF (SCYVX)	0.1	$833k	NEW	59k	14.14	View chart
Spdr Mid Cap Etf Etf (SPMD)	0.1	$827k		14k	57.91	View chart
Procter & Gamble Company (PG)	0.1	$825k	+13%	5.8k	143.30	View chart
KLA-Tencor Corporation (KLAC)	0.1	$822k	-47%	676.00	1215.20	View chart
Goldman Sachs (GS)	0.1	$821k	+9%	934.00	878.77	View chart
Communicat Svs Slct Sec Spdr Etf Etf (XLC)	0.1	$814k	-68%	6.9k	117.71	View chart
Bank Of America Pfd Perpetua (BML.PJ)	0.1	$810k		41k	19.90	View chart
Vanguard S&P Mid Cap 400 Growth Etf Etf (IVOG)	0.1	$807k	NEW	6.7k	120.20	View chart
Intel Corporation (INTC)	0.1	$799k	+74%	22k	36.90	View chart
Siren Etf Tr Divcon Leaders Divid Etf Etf (LEAD)	0.1	$780k	-2%	10k	76.23	View chart
Raytheon Technologies Corp (RTX)	0.1	$777k	-3%	4.2k	183.39	View chart
Barings Bdc (BBDC)	0.1	$771k	-3%	84k	9.18	View chart
Automatic Data Processing (ADP)	0.1	$763k	+25%	2.9k	258.96	View chart
Ishares Core Us Aggregate Bond Etf Etf (AGG)	0.1	$760k		7.6k	99.88	View chart
Freyr Battery (TE)	0.1	$759k	NEW	114k	6.68	View chart
Neuberger Berman Strat Incm Inst MF (NSTLX)	0.1	$755k		74k	10.23	View chart
Pfizer (PFE)	0.1	$754k	+40%	30k	24.90	View chart
Ishares Msci Europe Financials Etf Etf (EUFN)	0.1	$741k	NEW	20k	37.09	View chart
Citigroup (C)	0.1	$735k	+7%	6.3k	116.70	View chart
Vaneck Etf Trust Etf (MOO)	0.1	$733k	-5%	10k	72.79	View chart
Private Shares FD A (PRIVX)	0.1	$732k	-12%	16k	47.30	View chart
FirstEnergy (FE)	0.1	$725k		16k	44.77	View chart
Business First Bancshares (BFST)	0.1	$722k		28k	26.14	View chart
Taiwan Semiconductor Mfg (TSM)	0.1	$721k	+57%	2.4k	304.62	View chart
Invesco S&P 500 Pure Value Etf Etf (RPV)	0.1	$711k		6.9k	103.36	View chart
Constellation Energy (CEG)	0.1	$698k	+27%	2.0k	353.27	View chart
Ab Sustainable International MF (AWPYX)	0.1	$698k	NEW	31k	22.40	View chart
Dimensional Short Duration Fixed Income Etf Etf (DFSD)	0.1	$692k	-4%	14k	47.95	View chart
Wisdomtree Japan Hedged Equity Etf Etf (DXJ)	0.1	$691k	+78%	4.8k	144.16	View chart

Past Filings by Ethos Financial Group

SEC 13F filings are viewable for Ethos Financial Group going back to 2022

Ethos Financial Group 2025 Q4 filed Jan. 20, 2026
Ethos Financial Group 2025 Q3 filed Oct. 23, 2025
Ethos Financial Group 2025 Q2 filed Aug. 6, 2025
Ethos Financial Group 2025 Q1 filed May 13, 2025
Ethos Financial Group 2024 Q4 filed Feb. 6, 2025
Ethos Financial Group 2024 Q3 filed Nov. 7, 2024
Ethos Financial Group 2024 Q2 filed Aug. 12, 2024
Ethos Financial Group 2024 Q1 filed May 8, 2024
Ethos Financial Group 2023 Q4 filed Feb. 7, 2024
Ethos Financial Group 2023 Q3 filed Nov. 13, 2023
Ethos Financial Group 2023 Q2 filed July 19, 2023
Ethos Financial Group 2023 Q1 filed April 20, 2023
Ethos Financial Group 2022 Q4 filed Feb. 9, 2023

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