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Ethos Financial Group, LLC

Q2 2026 13F filing

Updated 34 days ago

648 disclosed positions worth $1.5B

Portfolio value
$1.5B
Total holdings
648
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-07

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

Relative Sentiment Tactical Allocation Etf

Value
$51.5M
Shares
1.19M
% Port
3.44%
S

Schwab U.S. Broad Market Etf

Value
$50.7M
Shares
1.80M
% Port
3.39%
V

Vanguard S&P 500 Etf

Value
$41.2M
Shares
61.4K
% Port
2.76%
S

Abrdn Physical Gold Shares Etf

Value
$35.7M
Shares
928.1K
% Port
2.39%
V

Vanguard Total World Stock Etf

Value
$34.5M
Shares
226.6K
% Port
2.31%
S
6.SPY

State Street Spdr S&P 500 Etf

Value
$30.2M
Shares
41.2K
% Port
2.02%
S

Schwab Us Large Cap Etf

Value
$30.1M
Shares
1.05M
% Port
2.02%
A

Apple Inc Com

Value
$28.6M
Shares
86.5K
% Port
1.91%
H

Vaneck Morningstar Wide Moat Etf

Value
$26.6M
Shares
246.8K
% Port
1.78%
?
10.N/A

Alpha Architect 1-3 Month Box Etf

Value
$26.1M
Shares
222.0K
% Port
1.75%
S

Schwab Us Large Cap Growth Etf

Value
$25.8M
Shares
776.9K
% Port
1.73%
G
12.GLD

Spdr Gold Shares

Value
$22.4M
Shares
60.8K
% Port
1.50%
B
13.BLK

Ishares Tips Bond Etf

Value
$22M
Shares
204.0K
% Port
1.47%
S

Schwab Us Large Cap Value Etf

Value
$20.6M
Shares
610.2K
% Port
1.38%
E
15.ETHA

Ishares Msci Eafe Etf

Value
$20.3M
Shares
195.1K
% Port
1.36%
S

Select Sector Spdr Tr

Value
$17.1M
Shares
378.2K
% Port
1.15%
I
17.IVZ

Invesco S&P 500 Equal Weight Etf

Value
$14.6M
Shares
67.8K
% Port
0.98%
S

Energy Select Sector Spdr Etf

Value
$14.5M
Shares
247.1K
% Port
0.97%
?
19.N/A

Xtrackers Msci Eafe Hedged Equity Etf

Value
$14M
Shares
257.5K
% Port
0.94%
G

Alphabet Inc. Class C

Value
$14M
Shares
41.5K
% Port
0.94%
N
21.NVDA

Nvidia Corp

Value
$13.9M
Shares
72.4K
% Port
0.93%
Q
22.QUBT

Defiance Quantum Etf

Value
$13.5M
Shares
102.0K
% Port
0.90%
F
23.FPF

First Trust Long/Short Equity

Value
$12.3M
Shares
166.1K
% Port
0.83%
E
24.ETHA

Ishares Russell 1000 Etf

Value
$12.1M
Shares
29.5K
% Port
0.81%
V
25.VGES

Vanguard Morningstar Mid-Cap Etf

Value
$12M
Shares
149.5K
% Port
0.81%
?
26.N/A

Alpha Architect Us Quant Value

Value
$12M
Shares
203.3K
% Port
0.80%
S

State Street Spdr Us Large Cap Low Volatility Index Etf

Value
$11.9M
Shares
65.4K
% Port
0.79%
E
28.ETHA

Ishares 0-5 Year Tips Bond Etf

Value
$11.8M
Shares
116.3K
% Port
0.79%
I
29.IVZ

Invsc S P 500 Momentum Etf

Value
$11.6M
Shares
84.8K
% Port
0.77%
E
30.ETHA

Ishares Russell 1000 Growth Etf

Value
$11.5M
Shares
96.1K
% Port
0.77%
?
31.N/A

Strive 500 Etf

Value
$11.3M
Shares
233.5K
% Port
0.75%
?
32.N/A

Alps/Smith Core Plus Bond Etf

Value
$10.9M
Shares
424.9K
% Port
0.73%
S

Spdr Msci Global Stock Market Etf

Value
$10.2M
Shares
122.7K
% Port
0.68%
L
34.LPRO

Open Lending Corp

Value
$10.2M
Shares
3.27M
% Port
0.68%
V
35.VGES

Vanguard Short Inflation Prot Etf Iv

Value
$10.1M
Shares
202.8K
% Port
0.67%
E
36.ETHA

Ishares Core S&P 500 Etf

Value
$10.1M
Shares
13.7K
% Port
0.67%
S

State Street Spdr Portfolio S&P 500 Etf

Value
$10M
Shares
114.2K
% Port
0.67%
E
38.ETHA

Ishares Msci Emerging Markets Ex China Etf

Value
$9.9M
Shares
96.4K
% Port
0.66%
?
39.N/A

Imgp Dbi Managed Futures Strategy

Value
$9.7M
Shares
311.9K
% Port
0.65%
?
40.N/A

Harbor Comm All Weathr Strtgy Etf

Value
$9.2M
Shares
286.0K
% Port
0.62%
S

Spdr S&P 500 Growth Etf

Value
$9.2M
Shares
82.3K
% Port
0.62%
G

Alphabet Inc Cap Stk Cl A

Value
$9.1M
Shares
26.5K
% Port
0.61%
M
43.MSFT

Microsoft Corp

Value
$9.1M
Shares
23.5K
% Port
0.61%
B

Berkshire Hathaway Class B

Value
$8.6M
Shares
16.9K
% Port
0.57%
J

Jpmorgan Chase

Value
$8.3M
Shares
24.3K
% Port
0.56%
A
46.AMZN

Amazon.Com Inc

Value
$8.1M
Shares
35.5K
% Port
0.54%
Q
47.QQQ

Invesco Qqq Trust Series

Value
$8M
Shares
12.1K
% Port
0.54%
G

Goldman Sachs Ultra Short Bond Etf

Value
$7.8M
Shares
155.0K
% Port
0.52%
?
49.N/A

Vaneck Vectors J P Morgan Emerging Mkts Loc

Value
$7.8M
Shares
307.1K
% Port
0.52%
B
50.BTCW

Wisdomtree Us Quality Div Growth

Value
$7.7M
Shares
81.3K
% Port
0.52%