Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Ethos Financial Group

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

Top 5 stock holdings are SCHB, MOOD, BOXX, SGOL, VOO, and represent 16.74% of Ethos Financial Group's stock portfolio.
Added to shares of these 10 stocks: BOXX (+$10M), BIL (+$8.5M), DGRW (+$7.5M), COWZ (+$7.5M), FPX (+$7.2M), PWB (+$7.1M), VBIL, FDVV, MOOD, GSST.
Started 49 new stock positions in ICLN, FDX, GQGIX, FXN, INCE, VBIL, SLB, Lumos Diagnostics Ordf, VBR, OILK.
Reduced shares in these 10 stocks: EEM (-$8.3M), OEF (-$7.7M), USMC (-$7.7M), XLG (-$7.5M), VUG (-$7.0M), IWF (-$6.7M), XMMO (-$6.3M), BIDD, SPY, TOTL.
Sold out of its positions in A, BABA, AGDYX, Ea Series Trust, BIDU, BIEL, BAI, CRL, CRWD, DFAU.
Ethos Financial Group was a net buyer of stock by $19M.
Ethos Financial Group has $1.4B in assets under management (AUM), dropping by 1.12%.
Central Index Key (CIK): 0001954242

Tip: Access up to 7 years of quarterly data

Positions held by Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Ethos Financial Group

Ethos Financial Group holds 540 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Ethos Financial Group has 540 total positions. Only the first 250 positions are shown.

Sign up to view all of the Ethos Financial Group March 31, 2026 positions
Download the Ethos Financial Group March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab U.S. Broad Market Etf Etf (SCHB)	3.7	$51M	+3%	2.0M	25.10	View chart
Relative Sentiment Tactical Allocation Etf Etf (MOOD)	3.6	$49M	+8%	1.2M	40.87	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	3.4	$47M	+27%	405k	116.29	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	3.3	$46M	+2%	1.0M	44.61	View chart
Vanguard S&P 500 Etf Etf (VOO)	2.7	$36M		61k	596.33	View chart
Vanguard Total World Stock Etf Etf (VT)	2.4	$33M	+11%	240k	138.29	View chart
Schwab U.S. Large-Cap Etf Etf (SCHX)	2.3	$32M		1.2M	25.64	View chart
Schwab U.S. Large-Cap Growth Etf Etf (SCHG)	1.8	$25M		866k	29.13	View chart
Ishares Tips Bond Etf Etf (TIP)	1.8	$25M	+9%	228k	110.36	View chart
Apple (AAPL)	1.6	$22M		86k	256.33	View chart
Schwab Us Large Cap Value Etf Etf (SCHV)	1.5	$21M		693k	30.50	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	1.4	$20M		204k	96.70	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	1.3	$18M	+8%	300k	60.99	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.3	$17M	+6%	185k	94.10	View chart
Select Sector Spdr Tr Etf (XLU)	1.2	$17M		398k	42.69	View chart
State Street Spdr S&P 500 Etf Etf (SPY)	1.2	$17M	-21%	26k	654.80	View chart
Alphabet Inc Class C cs (GOOG)	1.2	$16M	+12%	56k	289.56	View chart
Invesco S&P 500 Equal Weight Etf Etf (RSP)	1.1	$16M		81k	191.92	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	1.1	$15M	+4%	142k	103.43	View chart
Alpha Architect Us Quant Value Etf (QVAL)	1.0	$14M	-10%	261k	52.14	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	1.0	$13M	+10%	272k	49.40	View chart
First Trust Long/Short Equity Etf (FTLS)	1.0	$13M	+3%	189k	70.36	View chart
Spdr Bloomberg Barclays 1-3 Mnth T Bill Etf Etf (BIL)	0.8	$12M	+283%	126k	91.64	View chart
Spdr Gold Shares Etf (GLD)	0.8	$11M	-24%	27k	421.85	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.8	$11M	+2%	30k	371.92	View chart
Vanguard Short-Term Inflation-Protected Securities Etf Etf (VTIP)	0.8	$11M	+5%	223k	49.95	View chart
Defiance Quantum Etf Etf (QTUM)	0.8	$11M		103k	107.30	View chart
NVIDIA Corporation (NVDA)	0.8	$11M	+8%	61k	176.31	View chart
State Street Spdr Us Large Cap Low Volatility Index Etf Etf (LGLV)	0.8	$11M	+9%	60k	176.17	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.8	$11M	-39%	23k	448.08	View chart
Simplify Mbs Etf Etf (MTBA)	0.8	$11M	+11%	212k	49.32	View chart
State Street Spdr Portfolio S&P 500 Etf Etf (SPYM)	0.8	$10M	-9%	139k	74.72	View chart
Vanguard Mid-Cap Etf Etf (VO)	0.7	$10M	+11%	36k	281.15	View chart
Invsc S P 500 Momentum Etf Etf (SPMO)	0.7	$9.7M		86k	112.11	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.7	$9.7M	+29%	111k	86.78	View chart
Spdr Msci Global Stock Market Etf Etf (SPGM)	0.7	$9.6M	+6%	127k	75.71	View chart
Microsoft Corporation (MSFT)	0.7	$9.6M		24k	403.46	View chart
Strive 500 Etf Etf (STRV)	0.7	$9.4M	+2%	231k	40.69	View chart
Harbor Comm All Weathr Strtgy Etf Etf (HGER)	0.7	$9.1M	+15%	294k	31.01	View chart
Ishares Core S&P 500 Etf Etf (IVV)	0.7	$9.1M		14k	650.27	View chart
Exxon Mobil Corporation (XOM)	0.6	$8.3M		52k	160.48	View chart
Berkshire Hathaway (BRK.B)	0.6	$8.2M		10k	790.31	View chart
Vaneck Vectors J P Morgan Emerging Mkts Loc Etf (EMLC)	0.6	$8.2M	+9%	325k	25.11	View chart
Pacer Us Cash Cows 100 Etf (COWZ)	0.6	$7.8M	+2366%	125k	62.46	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.6	$7.8M	-3%	103k	75.54	View chart
Alps/Smith Core Plus Bond Etf Etf (SMTH)	0.6	$7.7M	+9%	298k	25.68	View chart
JPMorgan Chase & Co. (JPM)	0.6	$7.6M		25k	299.15	View chart
Amazon (AMZN)	0.6	$7.6M		36k	210.05	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.6	$7.5M	NEW	86k	87.82	View chart
Alphabet Inc Class A cs (GOOGL)	0.5	$7.5M	+2%	26k	294.72	View chart
First Trust Us Equity Oprtnt Etf Etf (FPX)	0.5	$7.2M	NEW	46k	158.81	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.5	$7.2M	+10%	134k	54.05	View chart
Invesco Dynamic Large Cap Growth Etf Etf (PWB)	0.5	$7.1M	NEW	56k	125.93	View chart
Franklin Intl Low Vol Hi Div Etf (LVHI)	0.5	$7.0M	+27%	172k	40.54	View chart
Invesco Qqq Trust Series Etf (QQQ)	0.4	$6.1M		11k	577.19	View chart
Tesla Motors (TSLA)	0.4	$5.8M		14k	405.90	View chart
Open Lending Corp (LPRO)	0.4	$5.4M		3.5M	1.55	View chart
Jpmorgan Income Etf Etf (JPIE)	0.4	$5.3M	+32%	115k	46.07	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		646k	7.83	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.4	$5.0M		68k	74.34	View chart
Select Stoxx Europe Aerospace & Defense Etf Etf (EUAD)	0.4	$5.0M	+9%	123k	40.74	View chart
Alpha Architect Us Quant Momentum Etf (QMOM)	0.4	$4.9M	-29%	72k	68.31	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.4	$4.9M		56k	86.62	View chart
First Trust Rising Dividend Achievers Etf (RDVY)	0.4	$4.9M		71k	68.28	View chart
Janus Henderson Aaa Clo Etf (JAAA)	0.3	$4.7M	+59%	93k	50.57	View chart
Alpha Architect Us Equity 2 Etf Etf (AAEQ)	0.3	$4.7M		101k	46.52	View chart
Strive Total Return Bond Etf Etf (STXT)	0.3	$4.7M	+82%	235k	19.91	View chart
Facebook Inc cl a (META)	0.3	$4.6M	+4%	7.6k	608.32	View chart
Ishares Tr Etf (IYF)	0.3	$4.6M		35k	128.93	View chart
Imgp Dbi Managed Futures Strategy Etf (DBMF)	0.3	$4.5M	+8%	149k	30.15	View chart
Apollo Investment Corp. (MFIC)	0.3	$4.5M		394k	11.43	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	0.3	$4.4M	-20%	81k	54.88	View chart
Ishares Total Return Active Etf Etf (BRTR)	0.3	$4.4M	+92%	88k	50.19	View chart
Ishares S&P Small-Cap 600 Value Etf Etf (IJS)	0.3	$4.3M		38k	113.72	View chart
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)	0.3	$4.3M	NEW	57k	75.63	View chart
Global X Uranium Etf Etf (URA)	0.3	$4.3M	+3%	90k	47.26	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.3	$4.3M	-18%	100k	42.65	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.3	$4.2M	+3%	129k	32.95	View chart
Nextera Energy (NEE)	0.3	$4.2M	+4%	52k	80.84	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.3	$4.0M	NEW	72k	55.24	View chart
Vanguard Core Bond Etf Etf (VCRB)	0.3	$3.7M	-49%	49k	77.16	View chart
Wasatch-Hoisington Us Tr Easury MF (WHOSX)	0.3	$3.7M	+2%	377k	9.92	View chart
Goldman Sachs Ultra Short Bond Etf Etf (GSST)	0.3	$3.7M	NEW	74k	50.55	View chart
MercadoLibre (MELI)	0.3	$3.7M		1.8k	2014.26	View chart
Purecycle Technologies (PCT)	0.3	$3.6M	+27%	712k	5.06	View chart
Alpha Architect Inflation & Deflation Etf Etf (HIDE)	0.3	$3.5M	-37%	148k	24.00	View chart
Fs Kkr Capital Corp (FSK)	0.3	$3.5M		238k	14.81	View chart
Ishares Broad Usd Hg Yld Crp Bnd Etf Etf (USHY)	0.3	$3.5M		95k	36.84	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.3	$3.4M	-70%	61k	56.55	View chart
Ishares Msci Usa Qlty Fact Etf Etf (QUAL)	0.2	$3.4M	-11%	18k	191.81	View chart
BlackRock Floating Rate Income Trust (BGT)	0.2	$3.4M		297k	11.33	View chart
Alphacentric Incm Oppty Fd I MF (IOFIX)	0.2	$3.4M	+5%	462k	7.26	View chart
Global X Defense Tech Etf Etf (SHLD)	0.2	$3.3M	+38%	47k	70.84	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$3.2M	+20%	31k	106.14	View chart
Wisdomtree Floating Rate Treasry Etf Etf (USFR)	0.2	$3.1M	-29%	62k	50.34	View chart
Panagram Bbb B Clo Etf Etf (CLOZ)	0.2	$3.1M	+55%	121k	25.65	View chart
Broadcom (AVGO)	0.2	$3.1M		9.8k	312.32	View chart
Brclys Bk Ipath Bloom Commodity Etn Etf (DJP)	0.2	$3.0M	+5%	63k	48.14	View chart
Ishares Tr Etf (IYH)	0.2	$3.0M		46k	65.10	View chart
Strive Natural Resources And Security Etf Etf (FTWO)	0.2	$2.9M	+3%	64k	45.43	View chart
Gigacloud Technology (GCT)	0.2	$2.9M		74k	39.28	View chart
Graniteshares Etf Tr Etf (HIPS)	0.2	$2.9M		245k	11.68	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.2	$2.8M	+21%	25k	110.39	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.2	$2.8M	-2%	28k	100.66	View chart
Blackstone Secd Lending (BXSL)	0.2	$2.8M		112k	24.78	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.2	$2.8M	+9%	56k	49.37	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.2	$2.8M	-24%	25k	110.04	View chart
Schwab S&P 500 Index MF (SWPPX)	0.2	$2.7M		163k	16.77	View chart
First Trust Preferred Sec Income Etf Etf (FPE)	0.2	$2.7M	NEW	152k	17.75	View chart
Fidus Invt (FDUS)	0.2	$2.7M		138k	19.30	View chart
Costco Wholesale Corporation (COST)	0.2	$2.7M	-6%	2.8k	964.15	View chart
Prosh K-1 Free Crude Oil Stgy Etf Etf (OILK)	0.2	$2.6M	NEW	49k	54.10	View chart
Global X Mlp Etf Etf (MLPA)	0.2	$2.6M	-4%	49k	53.87	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.2	$2.6M	-25%	7.1k	367.44	View chart
Select Sector Spdr Tr Etf (XLP)	0.2	$2.6M		33k	77.68	View chart
Visa (V)	0.2	$2.5M		8.1k	312.41	View chart
Stellus Capital Investment (SCM)	0.2	$2.5M		198k	12.68	View chart
At&t (T)	0.2	$2.5M		98k	25.47	View chart
Abbvie (ABBV)	0.2	$2.5M		11k	225.21	View chart
Wal-Mart Stores (WMT)	0.2	$2.5M	-13%	20k	122.33	View chart
Johnson & Johnson (JNJ)	0.2	$2.4M		10k	233.99	View chart
Dominion Resources (D)	0.2	$2.3M	+3%	39k	58.71	View chart
Eaton Vance Senior Floating Rate Fund (EFR)	0.2	$2.3M		206k	11.14	View chart
Vanguard Short-Term Bond Etf Etf (BSV)	0.2	$2.3M	+14%	29k	78.40	View chart
Eaton Vance Floating-Rate Income Trust (EFT)	0.2	$2.2M		198k	11.29	View chart
First Trust Nasdaq Cybrscrty Etf Etf (CIBR)	0.2	$2.2M	+29%	35k	62.68	View chart
Ishares Core S&P Small Cap Etf Etf (IJR)	0.2	$2.1M	+19%	18k	122.11	View chart
Caterpillar (CAT)	0.2	$2.1M	+3%	3.3k	646.67	View chart
First Trust Energy Alphadex Etf Etf (FXN)	0.2	$2.1M	NEW	95k	22.46	View chart
Invesco S&P 500 Equal Weight Energy Etf Etf (RSPG)	0.2	$2.1M	-48%	19k	110.77	View chart
Grayscale Bitcoin Mini Tr Et Etf (BTC)	0.2	$2.1M		54k	38.73	View chart
Eli Lilly & Co. (LLY)	0.2	$2.1M		2.2k	951.90	View chart
First Trust Smid Cap Rising Divi Etf Etf (SDVY)	0.1	$2.0M	NEW	51k	39.43	View chart
Schwab Fundamental Inl Large Com Etf Etf (FNDF)	0.1	$1.9M		40k	48.93	View chart
MasterCard Incorporated (MA)	0.1	$1.9M		3.8k	509.26	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$1.9M	-3%	72k	26.59	View chart
Saba Capital Income & Oprnt Etf (BRW)	0.1	$1.9M		266k	7.01	View chart
Netflix (NFLX)	0.1	$1.9M	+2%	19k	96.13	View chart
Texas Pacific Land Corp (TPL)	0.1	$1.8M	-19%	3.9k	474.56	View chart
Goldman Sachs Nasdaq 100 Prm Etf Etf (GPIQ)	0.1	$1.8M	-29%	37k	49.49	View chart
Southern Company (SO)	0.1	$1.8M		21k	87.20	View chart
Invesco S&P 500 Top 50 Etf Etf (XLG)	0.1	$1.8M	-80%	33k	54.55	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.8M	-2%	7.3k	242.66	View chart
Tcg Bdc (CGBD)	0.1	$1.8M		140k	12.49	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.7M	+9%	57k	30.68	View chart
Direxion Shs Etf Tr Etf (UTSL)	0.1	$1.7M		43k	40.54	View chart
First Trust S&P International Di Etf Etf (FID)	0.1	$1.7M	NEW	83k	20.95	View chart
PPL Corporation (PPL)	0.1	$1.7M		49k	35.05	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		172k	9.91	View chart
Duke Energy (DUK)	0.1	$1.7M		15k	117.22	View chart
Whitehorse Finance (WHF)	0.1	$1.7M		244k	6.95	View chart
Home Depot (HD)	0.1	$1.7M	+2%	5.0k	336.05	View chart
Invesco S&P Mid Cap Momentum Etf Etf (XMMO)	0.1	$1.7M	-79%	11k	145.02	View chart
BlackRock Ltd. Duration Income Trust (BLW)	0.1	$1.7M		120k	13.74	View chart
American Electric Power Company (AEP)	0.1	$1.6M		14k	115.31	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$1.6M	-81%	3.7k	422.72	View chart
Vanguard Value Etf Etf (VTV)	0.1	$1.6M	+141%	8.0k	195.45	View chart
Wisdomtree Managed Futures Strategy Etf (WTMF)	0.1	$1.5M		40k	38.31	View chart
First Trust Activ Fct Sml Cap Etf Etf (AFSM)	0.1	$1.5M	+10%	45k	32.86	View chart
Fpa Crescent Fund Inst Cl Shares MF (FPACX)	0.1	$1.5M	NEW	34k	42.43	View chart
McDonald's Corporation (MCD)	0.1	$1.4M	-9%	4.6k	312.54	View chart
Advanced Micro Devices (AMD)	0.1	$1.4M	+9%	7.0k	203.40	View chart
Ishares Core S&P Mid-Cap Etf Etf (IJH)	0.1	$1.4M	+35%	21k	66.36	View chart
Abrdn Physical Silver Shares Etf Etf (SIVR)	0.1	$1.4M	+186%	20k	71.34	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.4M		6.6k	209.80	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$1.4M	+10%	33k	42.06	View chart
Entergy Corporation (ETR)	0.1	$1.4M		14k	98.60	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$1.4M		6.3k	215.06	View chart
Ishares Silver Trust Etf (SLV)	0.1	$1.3M		20k	68.09	View chart
Ishares Short-Term National Muni Bond Etf Etf (SUB)	0.1	$1.3M	+38%	12k	106.49	View chart
Portland General Electric Company (POR)	0.1	$1.3M		28k	47.99	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.1	$1.3M	-4%	14k	95.27	View chart
Spdr Bloomberg Int Grd Flt Rt Etf Etf (FLRN)	0.1	$1.3M	-11%	42k	30.78	View chart
Cisco Systems (CSCO)	0.1	$1.3M	+11%	17k	77.59	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.1	$1.3M	NEW	69k	18.29	View chart
Bank of America Corporation (BAC)	0.1	$1.2M		24k	51.52	View chart
Schwab Short Term Us Treasury Etf Etf (SCHO)	0.1	$1.2M	+8%	51k	24.27	View chart
Saratoga Investment (SAR)	0.1	$1.2M		53k	23.07	View chart
Sabra Health Care REIT (SBRA)	0.1	$1.2M		62k	18.94	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$1.2M	+2%	74k	15.80	View chart
Altria (MO)	0.1	$1.2M		20k	57.66	View chart
Harleysville Financial (HARL)	0.1	$1.2M		43k	26.85	View chart
Lamar Advertising Co-a (LAMR)	0.1	$1.1M		9.0k	126.58	View chart
Vanguard 500 Index Adm MF (VFIAX)	0.1	$1.1M		1.9k	602.41	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.1	$1.1M		16k	68.36	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$1.1M	+17%	16k	69.44	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$1.1M	-7%	3.4k	314.89	View chart
Amgen (AMGN)	0.1	$1.1M	+17%	3.1k	351.82	View chart
Vanguard Total Stock Mkt Idx Adm MF (VTSAX)	0.1	$1.1M	+172%	6.9k	156.23	View chart
Goldman Sachs Gqg Intl Opps MF (GSIMX)	0.1	$1.1M	NEW	45k	23.54	View chart
Goldmansachsbdc (GSBD)	0.1	$1.1M	+23%	115k	9.22	View chart
Franklin Income Equity Focus Etf Etf (INCE)	0.1	$1.1M	NEW	16k	65.00	View chart
KLA-Tencor Corporation (KLAC)	0.1	$1.0M	+4%	706.00	1472.57	View chart
Janus Henderson B-Bbb Clo Etf Etf (JBBB)	0.1	$1.0M	-49%	22k	46.83	View chart
Chevron Corporation (CVX)	0.1	$1.0M	+64%	4.9k	207.05	View chart
Merck & Co (MRK)	0.1	$992k		8.1k	121.74	View chart
Stone Ridge Hi Yld Reins Urance Risk Prmi MF (SHRIX)	0.1	$990k	+14%	111k	8.91	View chart
Halliburton Company (HAL)	0.1	$990k	+56%	25k	38.99	View chart
Coca-Cola Company (KO)	0.1	$988k		13k	76.57	View chart
Enersis Chile Sa (ENIC)	0.1	$985k		245k	4.02	View chart
Ishares Preferred Income Sec Etf Etf (PFF)	0.1	$981k	+6%	32k	30.32	View chart
Ishares Core U.S. Aggregate Bond Etf Etf (AGG)	0.1	$980k	+29%	9.9k	99.23	View chart
Ishares Tr Etf (IYE)	0.1	$973k		21k	47.53	View chart
Ab Global Core Equity Ad Visor MF (GCEYX)	0.1	$968k	+8%	58k	16.59	View chart
Intel Corporation (INTC)	0.1	$968k		22k	44.27	View chart
Goldman Sachs (GS)	0.1	$966k		930.00	1038.81	View chart
Ishares Msci Europe Financials Etf Etf (EUFN)	0.1	$965k	+38%	28k	34.85	View chart
Neuberger Berman Strat Incm Inst MF (NSTLX)	0.1	$944k	+27%	94k	10.04	View chart
Lowe's Companies (LOW)	0.1	$934k	+12%	4.0k	236.31	View chart
John Hancock Fdmtl MF (JLVIX)	0.1	$932k		14k	65.03	View chart
Ishares Msci Usa Momntum Fct Etf Etf (MTUM)	0.1	$926k	NEW	3.9k	239.99	View chart
Strive Enhanced Income Short Maturity Etf Etf (BUXX)	0.1	$925k	+8%	46k	20.23	View chart
Hawaiian Electric Industries (HE)	0.1	$923k		75k	12.30	View chart
Health Care Select Sector Spdr Etf Etf (XLV)	0.1	$904k	+4%	6.2k	146.61	View chart
Charles Schwab Corporation (SCHW)	0.1	$903k	+13%	9.6k	93.98	View chart
Ab Small Cap Value Advis Or MF (SCYVX)	0.1	$896k		59k	15.21	View chart
Oracle Corporation (ORCL)	0.1	$891k	+2%	6.1k	147.10	View chart
Ea Ser Tr Alpha Architect Etf Etf (GDMA)	0.1	$886k	-77%	22k	40.69	View chart
Ab Small Cap Growth Advi Sor MF (QUAYX)	0.1	$872k		12k	75.19	View chart
Procter & Gamble Company (PG)	0.1	$867k	+3%	6.0k	145.20	View chart
Citigroup (C)	0.1	$863k		6.3k	137.99	View chart
Ishares Tr Etf (IYR)	0.1	$862k		9.2k	93.89	View chart
Direxion Shs Etf Tr Etf (FAS)	0.1	$861k		5.1k	168.33	View chart
Blackrock Debt Strat (DSU)	0.1	$861k		85k	10.18	View chart
Vanguard S&P Mid Cap 400 Growth Etf Etf (IVOG)	0.1	$856k		6.8k	125.03	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$855k	-54%	13k	64.27	View chart
Albemarle Corporation (ALB)	0.1	$851k	+82%	4.7k	179.94	View chart
Spdr Mid Cap Etf Etf (SPMD)	0.1	$845k		14k	59.22	View chart
Vanguard Tax-Exempt Bond Etf Etf (VTEB)	0.1	$841k	-12%	17k	49.77	View chart
Private Shares FD A (PRIVX)	0.1	$840k	+14%	18k	47.42	View chart
Schwab Fundamental U.S. Small Company Etf Etf (FNDA)	0.1	$820k	-10%	26k	31.61	View chart
Western Digital (WDC)	0.1	$815k	+7%	3.0k	270.49	View chart
Raytheon Technologies Corp (RTX)	0.1	$813k		4.2k	192.87	View chart
Vanguard Russell 1000 Etf Iv Etf (VONE)	0.1	$805k		2.7k	295.12	View chart
Freyr Battery (TE)	0.1	$803k	+25%	143k	5.62	View chart
American Funds Balanced Fund A MF (ABALX)	0.1	$795k	-18%	22k	36.96	View chart
Taiwan Semiconductor Mfg (TSM)	0.1	$795k		2.3k	338.74	View chart
Palantir Technologies (PLTR)	0.1	$788k		5.4k	146.27	View chart
Pfizer (PFE)	0.1	$778k		30k	25.97	View chart
Bank Of America Pfd Perpetua (BML.PJ)	0.1	$776k		41k	19.05	View chart
Siren Etf Tr Divcon Leaders Divid Etf Etf (LEAD)	0.1	$774k		10k	76.70	View chart
Barings Bdc (BBDC)	0.1	$771k		84k	9.18	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$760k		4.0k	191.76	View chart
Corning Incorporated (GLW)	0.1	$756k	+5%	5.6k	135.97	View chart
Stratgy Var Rt Srs A Prptl Strch Prf (STRC)	0.1	$753k	+198%	7.5k	100.02	View chart
Global X Copper Miners Etf Etf (COPX)	0.1	$751k	+88%	9.8k	76.35	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.1	$751k	-5%	13k	59.03	View chart
Business First Bancshares (BFST)	0.1	$747k		28k	27.04	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 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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z