Ethos Financial Group
$1.4B Assets Reported
580 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHB | Schwab U.S. Broad Market Etf | 2,026,333 | $51M | 3.7% |
| MOOD | Relative Sentiment Tactical Allocation Etf | 1,202,260 | $49M | 3.6% |
| BOXX | Alpha Architect 1-3 Month Box Etf | 404,551 | $47M | 3.4% |
| SGOL | Abrdn Physical Gold Shares Etf | 1,024,396 | $46M | 3.3% |
| VOO | Vanguard S&P 500 Etf | 61,011 | $36M | 2.7% |
| VT | Vanguard Total World Stock Etf | 239,483 | $33M | 2.4% |
| SCHX | Schwab U.S. Large-Cap Etf | 1,242,003 | $32M | 2.3% |
| SCHG | Schwab U.S. Large-Cap Growth Etf | 865,812 | $25M | 1.8% |
| TIP | Ishares Tips Bond Etf | 228,072 | $25M | 1.8% |
| AAPL | Apple Inc Com | 86,024 | $22M | 1.6% |
Track Ethos Financial Group's 13F portfolio: $1.4B in reported holdings, 580 positions. Top holdings, AUM, and quarterly changes on SentiSense.