Ethos Financial Group, LLC

Ethos Financial Group, LLC is an Investment Adviser institutional filer with the SEC under CIK 1954242, reporting 648 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: PA
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-08-07

Top 10 portfolio positions

The largest reported holdings in Ethos Financial Group, LLC's most recent 13F filing, ranked by reported market value.

1. Relative Sentiment Tactical Allocation Etf (MOOD)
2. Schwab U.S. Broad Market Etf (SCHB)
3. Vanguard S&P 500 Etf (VOO)
4. Abrdn Physical Gold Shares Etf (SGOL)
5. Vanguard Total World Stock Etf (VT)
6. State Street Spdr S&P 500 Etf (SPY)
7. Schwab Us Large Cap Etf (SCHX)
8. Apple Inc Com (AAPL)
9. Vaneck Morningstar Wide Moat Etf (MOAT)
10. Alpha Architect 1-3 Month Box Etf (BOXX)