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American Funds mutual funds - shares owned by Ethos Financial Group

Quarter-by-quarter ownership of American Funds mutual funds - (FWMIX) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in American Funds mutual funds -

Tip: Access up to 7 years of quarterly data

All positions including American Funds mutual funds - held by Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Funds mutual funds - by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $271k 4.2k 65.14
2025-09-30 $265k 4.0k 66.91
2025-06-30 $252k 3.9k 63.83
2025-03-31 $231k 3.8k 61.52
2024-12-31 $231k 3.8k 61.52
2024-09-30 $231k 3.6k 64.42
2024-06-30 $216k 3.6k 60.49
2024-03-31 $211k 3.4k 62.08

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Schwab Us Large Cap Value Etf Etf (SCHV)
Ishares Russell 1000 Growth Etf Etf (IWF)
Select Sector Spdr Tr Etf (XLU)

View all positions for Ethos Financial Group

Top funds holding American Funds mutual funds -

Vermillion Wealth Management
Kohmann Bosshard Financial Services
Wall Street Access Asset Management
Ethos Financial Group
Garton & Associates Financial Advisors
Coston, McIsaac & Partners
Game Plan Financial Advisors

View all funds holding American Funds mutual funds -