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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 MOOD, SCHB, VOO, SGOL, VT, and represent 14.29% of Ethos Financial Group's stock portfolio.
Added to shares of these 10 stocks: GLD (+$13M), SPY (+$11M), SPYG (+$9.2M), VO (+$9.2M), IWF (+$8.7M), COWG (+$7.7M), VOOG (+$7.2M), HEGD (+$7.0M), Exxon Mobil Corp (+$6.7M), Jpmorgan Europe Dynamic I (+$5.7M).
Started 172 new stock positions in SVAIX, Anchor Risk Mgd Income S Trategies Instl, SHEL, THNQ, Franklin Fed Tax Free Income Fd Adv Cl mutual fund, FEHIX, PAYX, SLS, CLSE, FIBK.
Reduced shares in these 10 stocks: BOXX (-$22M), TLT (-$8.9M), COWZ (-$7.4M), FPX (-$7.2M), PWB (-$7.1M), SCHB (-$6.5M), XOM (-$5.8M), SCHX (-$5.6M), GOOG, BIL.
Sold out of its positions in Aberdeen Global Income Fund, GQGIX, ABIMX, CAOS, BKR, Cadence Bank, CAPIX, CAPVX, ACRNX, CTMX.
Ethos Financial Group was a net buyer of stock by $60M.
Ethos Financial Group has $1.5B in assets under management (AUM), dropping by 9.28%.
Central Index Key (CIK): 0001954242

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Portfolio Holdings for Ethos Financial Group

Ethos Financial Group holds 648 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Ethos Financial Group has 648 total positions. Only the first 250 positions are shown.

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Download the Ethos Financial Group June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Relative Sentiment Tactical Allocation Etf Etf (MOOD)	3.4	$52M		1.2M	43.25	View chart
Schwab U.S. Broad Market Etf Etf (SCHB)	3.4	$51M	-11%	1.8M	28.22	View chart
Vanguard S&P 500 Etf Etf (VOO)	2.8	$41M		61k	671.76	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	2.4	$36M	-9%	928k	38.51	View chart
Vanguard Total World Stock Etf Etf (VT)	2.3	$35M	-5%	227k	152.26	View chart
State Street Spdr S&P 500 Etf Etf (SPY)	2.0	$30M	+59%	41k	732.50	View chart
Schwab Us Large Cap Etf Etf (SCHX)	2.0	$30M	-15%	1.0M	28.81	View chart
Apple (AAPL)	1.9	$29M		87k	330.58	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	1.8	$27M	+21%	247k	107.91	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	1.7	$26M	-45%	222k	117.60	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	1.7	$26M	-10%	777k	33.24	View chart
Spdr Gold Shares Etf (GLD)	1.5	$22M	+126%	61k	369.22	View chart
Ishares Tips Bond Etf Etf (TIP)	1.5	$22M	-10%	204k	107.77	View chart
Schwab Us Large Cap Value Etf Etf (SCHV)	1.4	$21M	-11%	610k	33.76	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.4	$20M	+5%	195k	103.88	View chart
Select Sector Spdr Tr Etf (XLU)	1.1	$17M	-4%	378k	45.34	View chart
Invesco S&P 500 Equal Weight Etf Etf (RSP)	1.0	$15M	-16%	68k	215.73	View chart
Energy Select Sector Spdr Etf Etf (XLE)	1.0	$15M	-17%	247k	58.53	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.9	$14M	-5%	258k	54.48	View chart
Alphabet Inc Class C cs (GOOG)	0.9	$14M	-25%	42k	338.16	View chart
NVIDIA Corporation (NVDA)	0.9	$14M	+18%	72k	191.33	View chart
Defiance Quantum Etf Etf (QTUM)	0.9	$14M		102k	132.24	View chart
First Trust Long/Short Equity Etf (FTLS)	0.8	$12M	-12%	166k	74.34	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.8	$12M		30k	409.50	View chart
Vanguard Morningstar Mid-Cap Etf Etf (VO)	0.8	$12M	+320%	150k	80.57	View chart
Alpha Architect Us Quant Value Etf (QVAL)	0.8	$12M	-22%	203k	59.04	View chart
State Street Spdr Us Large Cap Low Volatility Index Etf Etf (LGLV)	0.8	$12M	+8%	65k	181.46	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.8	$12M	-17%	116k	101.41	View chart
Invsc S P 500 Momentum Etf Etf (SPMO)	0.8	$12M		85k	136.37	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.8	$12M	+310%	96k	119.41	View chart
Strive 500 Etf Etf (STXF)	0.8	$11M		234k	48.30	View chart
Alps/Smith Core Plus Bond Etf Etf (SMTH)	0.7	$11M	+42%	425k	25.74	View chart
Spdr Msci Global Stock Market Etf Etf (SPGM)	0.7	$10M	-3%	123k	83.15	View chart
Open Lending Corp (LPRO)	0.7	$10M	-5%	3.3M	3.11	View chart
Vanguard Short Inflation Prot Etf Iv Etf (VTIP)	0.7	$10M	-8%	203k	49.68	View chart
Ishares Core S&P 500 Etf Etf (IVV)	0.7	$10M	-2%	14k	736.07	View chart
State Street Spdr Portfolio S&P 500 Etf Etf (SPYM)	0.7	$10M	-17%	114k	87.88	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.7	$9.9M	-6%	96k	102.30	View chart
Imgp Dbi Managed Futures Strategy Etf (DBMF)	0.6	$9.7M	+108%	312k	31.03	View chart
Harbor Comm All Weathr Strtgy Etf Etf (HGER)	0.6	$9.2M	-2%	286k	32.25	View chart
Spdr S&P 500 Growth Etf Etf (SPYG)	0.6	$9.2M	NEW	82k	111.91	View chart
Alphabet Inc Class A cs (GOOGL)	0.6	$9.1M	+3%	27k	344.27	View chart
Microsoft Corporation (MSFT)	0.6	$9.1M		24k	385.31	View chart
Berkshire Hathaway (BRK.B)	0.6	$8.6M	+62%	17k	508.83	View chart
JPMorgan Chase & Co. (JPM)	0.6	$8.3M	-3%	24k	342.67	View chart
Amazon (AMZN)	0.5	$8.1M		36k	227.75	View chart
Invesco Qqq Trust Series Etf (QQQ)	0.5	$8.0M	+14%	12k	661.74	View chart
Goldman Sachs Ultra Short Bond Etf Etf (GSST)	0.5	$7.8M	+110%	155k	50.55	View chart
Vaneck Vectors J P Morgan Emerging Mkts Loc Etf (EMLC)	0.5	$7.8M	-5%	307k	25.31	View chart
Wisdomtree Us Quality Div Growth Etf (DGRW)	0.5	$7.7M	-5%	81k	95.15	View chart
Pacer Us Lrge Cap Csh Cows Etf Etf (COWG)	0.5	$7.7M	NEW	209k	36.90	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.5	$7.6M		134k	56.92	View chart
Vanguard S&P 500 Growth Etf Etf (VOOG)	0.5	$7.2M	NEW	93k	77.63	View chart
Swan Hedged Equity Us Large Cap Etf Etf (HEGD)	0.5	$7.0M	NEW	268k	26.23	View chart
Purecycle Technologies (PCT)	0.5	$7.0M	+21%	865k	8.11	View chart
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)	0.5	$7.0M	+63%	93k	75.68	View chart
Spdr Bloomberg Barclays 1-3 Mnth T Bill Etf Etf (BIL)	0.5	$7.0M	-39%	76k	91.64	View chart
Exxon Mobil Corp	0.4	$6.7M	NEW	43k	156.75	View chart
Simplify Mbs Etf Etf (MTBA)	0.4	$6.7M	-36%	136k	49.07	View chart
Ishares Tr Etf (IYW)	0.4	$6.5M		26k	252.23	View chart
Janus Henderson Aaa Clo Etf (JAAA)	0.4	$6.4M	+34%	126k	50.66	View chart
First Trust Rising Dividend Achievers Etf (RDVY)	0.4	$6.1M	+7%	77k	79.81	View chart
Tesla Motors (TSLA)	0.4	$6.0M	+22%	18k	341.41	View chart
Jpmorgan Income Etf Etf (JPIE)	0.4	$5.9M	+11%	128k	45.84	View chart
Franklin Intl Low Vol Hi Div Etf (LVHI)	0.4	$5.9M	-20%	137k	42.83	View chart
Jpmorgan Europe Dynamic I MF	0.4	$5.7M	NEW	130k	43.89	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.4	$5.6M	+4%	71k	79.09	View chart
First Trust S&P International Di Etf Etf (FID)	0.4	$5.4M	+189%	240k	22.36	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.4	$5.3M	+9%	109k	48.44	View chart
Ishares Core Msci Totl Intl Stck Etf Etf (IXUS)	0.4	$5.3M		57k	92.00	View chart
Select Stoxx Europe Aerospace & Defense Etf Etf (EUAD)	0.3	$5.2M	-4%	117k	43.98	View chart
Vanguard Tax-Managed Bal Anced Adm MF (VTMFX)	0.3	$5.0M	NEW	100k	50.41	View chart
Ishares Tr Etf (IJS)	0.3	$5.0M	-2%	37k	136.68	View chart
Standpoint Multi-Asset I Nstitutional MF	0.3	$5.0M	NEW	304k	16.46	View chart
Facebook Inc cl a (META)	0.3	$4.6M	+5%	8.0k	577.23	View chart
Nuveen Floating Rate Income Fund (JFR)	0.3	$4.5M	-10%	581k	7.67	View chart
Ishares Tr Etf (IYF)	0.3	$4.4M	-2%	34k	127.51	View chart
Global X Uranium Etf Etf (URA)	0.3	$4.4M	+19%	108k	40.44	View chart
Alpha Architect Us Equity 2 Etf Etf (AAEQ)	0.3	$4.2M	-20%	80k	52.00	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.3	$4.1M	-8%	118k	34.88	View chart
Nextera Energy (NEE)	0.3	$4.1M	-10%	47k	87.82	View chart
Federated Strategic Value Dividend Instl MF (SVAIX)	0.3	$4.1M	NEW	552k	7.36	View chart
Janus Henderson Global MF (HFQIX)	0.3	$4.0M	NEW	492k	8.18	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.3	$4.0M	+1174%	47k	83.67	View chart
Vanguard Core Bond Etf Etf (VCRB)	0.3	$4.0M	+5%	51k	77.23	View chart
MercadoLibre (MELI)	0.3	$3.9M	+28%	2.3k	1697.39	View chart
Apollo Investment Corp. (MFIC)	0.3	$3.9M		392k	10.06	View chart
Broadcom (AVGO)	0.3	$3.9M	+6%	10k	370.92	View chart
Alpha Architect Us Quant Momentum Etf (QMOM)	0.3	$3.8M	-25%	54k	71.26	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.3	$3.8M		61k	61.96	View chart
Ishares Msci Usa Qlty Fact Etf Etf (QUAL)	0.3	$3.7M	-2%	17k	215.98	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$3.7M	+12%	34k	106.49	View chart
Alpha Architect Inflation & Deflation Etf Etf (HIDE)	0.2	$3.5M	-3%	142k	24.54	View chart
Fs Kkr Capital Corp (FSK)	0.2	$3.5M	+38%	329k	10.50	View chart
Alphacentric Incm Oppty Fd I MF (IOFIX)	0.2	$3.5M	+4%	484k	7.14	View chart
Panagram Bbb B Clo Etf Etf (CLOZ)	0.2	$3.4M	+5%	127k	26.36	View chart
Micron Technology (MU)	0.2	$3.2M	+70%	3.8k	843.54	View chart
Wisdomtree Floating Rate Treasry Etf Etf (USFR)	0.2	$3.2M	+2%	63k	50.36	View chart
Goldman Sachs Nasdaq 100 Prm Etf Etf (GPIQ)	0.2	$3.2M	+59%	59k	53.47	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$3.2M	NEW	29k	108.20	View chart
Johnson & Johnson (JNJ)	0.2	$3.1M	+13%	12k	262.23	View chart
Schwab S&P 500 Index MF (SWPPX)	0.2	$3.1M		164k	18.86	View chart
Ishares Tr Etf (IYH)	0.2	$3.0M		45k	67.01	View chart
Abbvie (ABBV)	0.2	$3.0M	+6%	12k	255.97	View chart
BlackRock Floating Rate Income Trust (BGT)	0.2	$2.9M	-6%	276k	10.66	View chart
Invesco S&P 500 Equal Weight Energy Etf Etf (RSPG)	0.2	$2.9M	+56%	30k	97.96	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	0.2	$2.9M	-41%	48k	61.25	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.2	$2.9M		25k	117.42	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.2	$2.8M		26k	110.36	View chart
Visa (V)	0.2	$2.8M	-5%	7.6k	362.93	View chart
Caterpillar (CAT)	0.2	$2.8M	-8%	3.0k	924.78	View chart
Select Sector Spdr Tr Etf (XLP)	0.2	$2.7M		33k	83.07	View chart
PNC Financial Services (PNC)	0.2	$2.7M	+671%	11k	248.80	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.2	$2.7M	-3%	27k	100.68	View chart
Costco Wholesale Corporation (COST)	0.2	$2.6M	-3%	2.7k	964.72	View chart
Spdr Blmberg Brcly Conv Secrt Etf Etf (CWB)	0.2	$2.5M	NEW	26k	98.39	View chart
First Trust Smid Cap Rising Divi Etf Etf (SDVY)	0.2	$2.5M	+14%	58k	43.66	View chart
Global X Mlp Etf Etf (MLPA)	0.2	$2.5M	-6%	45k	55.88	View chart
Strive Total Return Bond Etf Etf (STXT)	0.2	$2.5M	-44%	130k	19.46	View chart
Financial Select Sector Spdr Etf Etf (XLF)	0.2	$2.5M	-20%	45k	56.68	View chart
Blackstone Secd Lending (BXSL)	0.2	$2.5M	-3%	108k	23.12	View chart
Fidus Invt (FDUS)	0.2	$2.5M	-5%	131k	19.07	View chart
Ishares Broad Usd Hg Yld Crp Bnd Etf Etf (USHY)	0.2	$2.5M	-28%	68k	36.67	View chart
Alpha Architect Us Equity 4 Etf Etf	0.2	$2.5M	NEW	52k	48.11	View chart
Whitehorse Finance (WHF)	0.2	$2.4M	+47%	361k	6.70	View chart
Wal-Mart Stores (WMT)	0.2	$2.4M	+4%	21k	114.07	View chart
Graniteshares Etf Tr Etf (HIPS)	0.2	$2.4M	-15%	206k	11.54	View chart
Northern Lights Fund Trust Iv Main Sectr Rotn Etf Etf (SECT)	0.2	$2.4M	+468%	34k	68.29	View chart
Advanced Micro Devices (AMD)	0.2	$2.3M	-22%	5.5k	429.56	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.2	$2.3M	+299%	28k	83.11	View chart
Ft Vest Laddered Autocallable Barrier & Etf (ACYN)	0.2	$2.3M	NEW	110k	20.51	View chart
Eli Lilly & Co. (LLY)	0.1	$2.2M	-16%	1.8k	1208.74	View chart
At&t (T)	0.1	$2.2M	+5%	103k	21.18	View chart
Dominion Resources (D)	0.1	$2.2M	-19%	32k	68.29	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$2.2M		7.3k	296.12	View chart
Ishares Total Return Active Etf Etf (BRTR)	0.1	$2.1M	-50%	43k	49.53	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.1	$2.1M	+70%	5.9k	363.92	View chart
Ishares Core S&P Small Cap Etf Etf (IJR)	0.1	$2.1M	-17%	15k	147.77	View chart
Schwab Fundamental Inl Large Com Etf Etf (FNDF)	0.1	$2.1M	+2%	41k	52.83	View chart
Ishares Expanded Tech Stw Sctr Etf Etf (IGV)	0.1	$2.1M	NEW	23k	92.37	View chart
Innovator Us Equity Power Buffer Etf Etf (PJUN)	0.1	$2.1M	NEW	50k	42.80	View chart
Eaton Vance Floating-Rate Income Trust (EFT)	0.1	$2.1M		194k	10.80	View chart
Wisdomtree Japan Hedged Equity Etf Etf (DXJ)	0.1	$2.1M	+186%	12k	173.39	View chart
Eaton Vance Senior Floating Rate Fund (EFR)	0.1	$2.0M	-5%	193k	10.60	View chart
Home Depot (HD)	0.1	$2.0M	+15%	5.8k	344.42	View chart
First Trust Nyse Arca Biotech Id Etf Etf (FBT)	0.1	$2.0M	NEW	7.8k	250.47	View chart
First Trust Nasdaq Cybrscrty Etf Etf (CIBR)	0.1	$1.9M	-36%	22k	88.79	View chart
First Trust Activ Fct Sml Cap Etf Etf (AFSM)	0.1	$1.9M	+6%	48k	39.48	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.9M		56k	33.83	View chart
MasterCard Incorporated (MA)	0.1	$1.9M	-10%	3.4k	556.47	View chart
Direxion Shares Etf Trust Etf (UTSL)	0.1	$1.9M	-3%	41k	45.61	View chart
Brclys Bk Ipath Bloom Commodity Etn Etf (DJP)	0.1	$1.9M	-37%	40k	47.40	View chart
Invesco S&P 500 Top 50 Etf Etf (XLG)	0.1	$1.9M	-2%	32k	58.64	View chart
Stellus Capital Investment (SCM)	0.1	$1.8M	+9%	217k	8.42	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$1.8M	-4%	69k	26.33	View chart
Consolidated Edison (ED)	0.1	$1.8M	-5%	16k	110.63	View chart
Bank of America Corporation (BAC)	0.1	$1.8M	+24%	30k	59.60	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.8M	+10%	7.3k	243.26	View chart
Cisco Systems (CSCO)	0.1	$1.8M	-5%	16k	112.48	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.1	$1.8M		8.0k	219.36	View chart
Federated Hermes Muni An D Stock Adv Is MF	0.1	$1.7M	NEW	105k	16.56	View chart
Ishares Short-Term National Muni Bond Etf Etf (SUB)	0.1	$1.7M	+31%	16k	106.13	View chart
Citigroup (C)	0.1	$1.7M	+109%	13k	127.13	View chart
Saba Capital Income & Oprnt Etf (BRW)	0.1	$1.6M	-5%	251k	6.57	View chart
American Electric Power Company (AEP)	0.1	$1.6M	-15%	12k	136.81	View chart
Southern Company (SO)	0.1	$1.6M	-19%	17k	95.71	View chart
Netflix (NFLX)	0.1	$1.6M	+12%	22k	73.63	View chart
Altria (MO)	0.1	$1.6M	+9%	22k	71.95	View chart
Fpa Crescent Fund Inst Cl Shares MF (FPACX)	0.1	$1.6M		35k	46.07	View chart
Ishares Bitcoin Trust Etf (IBIT)	0.1	$1.6M	+40%	46k	34.75	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.1	$1.5M	-4%	165k	9.37	View chart
Apollo Diversified Re Fd Cl A 0 (GIREX)	0.1	$1.5M	NEW	64k	24.01	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$1.5M	+2%	6.4k	238.57	View chart
Texas Pacific Land Corp (TPL)	0.1	$1.5M		3.9k	389.41	View chart
Capital One Financial (COF)	0.1	$1.5M	+281%	7.2k	208.71	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$1.5M	+19%	89k	16.97	View chart
Applied Materials (AMAT)	0.1	$1.5M	+65%	3.0k	493.54	View chart
Via Transn (VIA)	0.1	$1.5M	+200%	72k	20.67	View chart
Wisdomtree Managed Futures Strategy Etf (WTMF)	0.1	$1.5M	-9%	36k	40.81	View chart
Technology Select Sector Spdr Etf Etf (XLK)	0.1	$1.5M	+64%	8.5k	171.77	View chart
Coca-Cola Company (KO)	0.1	$1.5M	+26%	16k	89.08	View chart
Duke Energy (DUK)	0.1	$1.4M	-21%	11k	126.58	View chart
Tcg Bdc (CGBD)	0.1	$1.4M	-2%	137k	10.53	View chart
Portland General Electric Company (POR)	0.1	$1.4M		28k	51.83	View chart
Ishares Core S&P Mid-Cap Etf Etf (IJH)	0.1	$1.4M	-12%	19k	76.37	View chart
Taiwan Semiconductor Mfg (TSM)	0.1	$1.4M	+60%	3.8k	374.65	View chart
PPL Corporation (PPL)	0.1	$1.4M	-21%	39k	36.35	View chart
Swan Enhanced Dividend Income Etf Etf (SCLZ)	0.1	$1.4M	NEW	26k	53.99	View chart
Lamar Advertising Co-a (LAMR)	0.1	$1.4M		8.9k	155.98	View chart
BlackRock Ltd. Duration Income Trust (BLW)	0.1	$1.4M	-7%	111k	12.49	View chart
Direxion Shares Etf Trust Etf (ERY)	0.1	$1.4M	+748%	106k	13.06	View chart
Spdr Bloomberg Int Grd Flt Rt Etf Etf (FLRN)	0.1	$1.4M	+6%	44k	30.83	View chart
Vanguard Short-Term Bond Etf Iv Etf (BSV)	0.1	$1.3M	-40%	17k	77.62	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.3M	-81%	9.8k	136.72	View chart
Dell Technologies (DELL)	0.1	$1.3M		3.5k	382.22	View chart
Proshares S&P 500 Div Aristoc Etf Iv Etf (NOBL)	0.1	$1.3M	NEW	23k	58.21	View chart
Western Digital (WDC)	0.1	$1.3M	-7%	2.8k	462.04	View chart
Pfizer (PFE)	0.1	$1.3M	+75%	52k	24.40	View chart
Saratoga Investment (SAR)	0.1	$1.3M	+6%	57k	22.31	View chart
Palo Alto Networks (PANW)	0.1	$1.2M	+68%	3.8k	324.41	View chart
Strive Enhanced Income Short Maturity Etf Etf (BUXX)	0.1	$1.2M	+31%	60k	20.24	View chart
Vanguard 500 Index Adm MF (VFIAX)	0.1	$1.2M	-3%	1.8k	675.27	View chart
Dodge & Cox Income MF	0.1	$1.2M	NEW	95k	12.52	View chart
General Dynamics Corporation (GD)	0.1	$1.2M	+278%	3.0k	382.50	View chart
Ishares Tr Etf (IYE)	0.1	$1.2M		20k	56.59	View chart
Ishares Msci Europe Financials Etf Etf (EUFN)	0.1	$1.1M	+2%	28k	40.30	View chart
Entergy Corporation (ETR)	0.1	$1.1M	-26%	10k	111.91	View chart
Intel Corporation (INTC)	0.1	$1.1M	-36%	14k	81.88	View chart
Goldman Sachs (GS)	0.1	$1.1M	+23%	1.1k	988.92	View chart
Enersis Chile Sa (ENIC)	0.1	$1.1M	+2%	251k	4.50	View chart
Invesco Steelpath Mlp Se Lect 40 Y MF (MLPTX)	0.1	$1.1M	NEW	95k	11.83	View chart
Western Asset Managed Mu Nicipals I MF	0.1	$1.1M	NEW	73k	15.23	View chart
International Business Machines (IBM)	0.1	$1.1M	+76%	4.8k	226.46	View chart
Freyr Battery (TE)	0.1	$1.1M	-19%	116k	9.48	View chart
Goldmansachsbdc (GSBD)	0.1	$1.1M	+4%	120k	9.03	View chart
Goldman Sachs Gqg Intl Opps MF (GSIMX)	0.1	$1.1M		45k	24.15	View chart
Sabra Health Care REIT (SBRA)	0.1	$1.1M	-10%	55k	19.51	View chart
Ishares Silver Trust Etf Etf (SLV)	0.1	$1.1M	+4%	21k	51.77	View chart
Ab Global Core Equity Ad Visor MF (GCEYX)	0.1	$1.1M		58k	18.21	View chart
Schwab Fundamental U.S. Small Company Etf Etf (FNDA)	0.1	$1.1M	+7%	28k	38.06	View chart
Ab Small Cap Value Advis Or MF (SCYVX)	0.1	$1.1M		59k	17.90	View chart
Franklin Income Adv MF (FRIAX)	0.1	$1.0M	NEW	416k	2.52	View chart
Franklin Federal Tax Fre E Income Adv MF	0.1	$1.0M	NEW	95k	11.01	View chart
Health Care Select Sector Spdr Etf Etf (XLV)	0.1	$1.0M		6.2k	166.24	View chart
John Hancock Fdmtl MF (JLVIX)	0.1	$1.0M		14k	71.89	View chart
Sprott Critical Materials Etf Etf (SETM)	0.1	$1.0M	NEW	36k	27.79	View chart
Erie Indemnity Company (ERIE)	0.1	$1.0M	NEW	4.0k	248.55	View chart
Stone Ridge Hi Yld Reins Urance Risk Prmi MF (SHRIX)	0.1	$1.0M		112k	8.95	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.0M		9.6k	104.47	View chart
Ab Small Cap Growth Advi Sor MF (QUAYX)	0.1	$994k		12k	85.72	View chart
Vanguard Us Momentum Factor Etf Etf (VFMO)	0.1	$986k	NEW	4.6k	214.65	View chart
Amgen (AMGN)	0.1	$980k	-17%	2.5k	387.60	View chart
Ishares Preferred Income Sec Etf Etf (PFF)	0.1	$974k		32k	30.10	View chart
Direxion Shares Etf Trust Etf (LABU)	0.1	$968k	-15%	3.3k	292.10	View chart
Nuveen Preferred Secs & Inc I MF (NPSRX)	0.1	$954k	NEW	60k	15.94	View chart
Neuberger Berman Strat Incm Inst MF (NSTLX)	0.1	$940k		95k	9.92	View chart
Spdr Mid Cap Etf Etf (SPMD)	0.1	$935k		14k	65.46	View chart
Cullen High Dividend Equ Ity I MF (CHDVX)	0.1	$932k	NEW	61k	15.28	View chart
Schwab Short Term Us Treasury Etf Etf (SCHO)	0.1	$932k	-24%	39k	24.09	View chart
Hawaiian Electric Industries (HE)	0.1	$924k	-8%	68k	13.53	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.1	$924k	-28%	9.8k	94.57	View chart
Ea Ser Tr Alpha Architect Etf Etf (GDMA)	0.1	$922k		22k	42.38	View chart
Aberdeen Standard Silver Etf Etf (SIVR)	0.1	$915k	-14%	17k	54.43	View chart
Merck & Co (MRK)	0.1	$907k	-14%	7.0k	130.35	View chart
Janus Henderson B-Bbb Clo Etf Etf (JBBB)	0.1	$903k	-13%	19k	47.47	View chart
Ishares Core Msci Emerging Etf Etf (IEMG)	0.1	$902k	-22%	12k	74.15	View chart
Gigacloud Technology (GCT)	0.1	$889k	-61%	28k	31.60	View chart
Business First Bancshares (BFST)	0.1	$885k		28k	32.01	View chart
Vanguard Russell 1000 Etf Iv Etf (VONE)	0.1	$880k	-2%	2.7k	330.44	View chart
Palantir Technologies (PLTR)	0.1	$879k	+34%	7.3k	121.21	View chart

Past Filings by Ethos Financial Group

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

Ethos Financial Group 2026 Q2 filed Aug. 7, 2026
Ethos Financial Group 2026 Q1 filed May 5, 2026
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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