Ethos Financial Group
$1.5B 13F equity value
710 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Ethos Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MOOD | Relative Sentiment Tactical Allocation Etf | 1,190,547 | $51M | 3.4% |
| SCHB | Schwab U.S. Broad Market Etf | 1,795,643 | $51M | 3.4% |
| VOO | Vanguard S&P 500 Etf | 61,398 | $41M | 2.8% |
| SGOL | Abrdn Physical Gold Shares Etf | 928,068 | $36M | 2.4% |
| VT | Vanguard Total World Stock Etf | 226,605 | $35M | 2.3% |
| SPY | State Street Spdr S&P 500 Etf | 41,164 | $30M | 2.0% |
| SCHX | Schwab Us Large Cap Etf | 1,046,192 | $30M | 2.0% |
| AAPL | Apple Inc Com | 86,531 | $29M | 1.9% |
| MOAT | Vaneck Morningstar Wide Moat Etf | 246,848 | $27M | 1.8% |
| BOXX | Alpha Architect 1-3 Month Box Etf | 222,040 | $26M | 1.7% |
Track Ethos Financial Group's 13F portfolio: $1.5B in reported holdings, 710 positions. Top holdings and quarterly changes on SentiSense.
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