CIK 1954242
Ethos Financial Group, LLC
Institutional 13F holdings & portfolio
Holdings
532
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 532
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JAAA | Janus Henderson Aaa Clo | 59K | $1M+ | SH |
| GCT | Gigacloud Technology Inc | 74K | $1M+ | SH |
| HIPS | Graniteshares Etf Tr | 245K | $1M+ | SH |
| V | Visa Inc Class A | 8K | $1M+ | SH |
| — | Schwab S&P 500 Index | 162K | $1M+ | SH |
| SGOV | Ishares 0-3 Month Treasury Bond Etf | 28K | $1M+ | SH |
| XLF | Financial Select Sector Spdr Etf | 51K | $1M+ | SH |
| GPIQ | Goldman Sachs Nasdaq 100 Prm Etf | 53K | $1M+ | SH |
| XBI | Spdr S&P Biotech Etf | 22K | $1M+ | SH |
| MUB | Ishares National Muni Bond Etf | 25K | $1M+ | SH |
| FDUS | Fidus Invt Corp | 138K | $1M+ | SH |
| WMT | Wal-Mart | 23K | $1M+ | SH |
| STXT | Strive Total Return Bond Etf | 128K | $1M+ | SH |
| XLP | Select Sector Spdr Tr | 33K | $1M+ | SH |
| COST | Costco Wholesale Co | 3K | $1M+ | SH |
| SCM | Stellus Cap Invt Corp | 198K | $1M+ | SH |
| FTWO | Strive Natural Resrc And Scrt Etf | 62K | $1M+ | SH |
| ABBV | Abbvie Inc | 11K | $1M+ | SH |
| MLPA | Global X Mlp Etf | 51K | $1M+ | SH |
| T | At&T | 98K | $1M+ | SH |
| LLY | Lilly Eli & Co | 2K | $1M+ | SH |
| BRTR | Ishares Total Return Active Etf | 46K | $1M+ | SH |
| SHV | Ishares Short Treasury Bond Etf | 21K | $1M+ | SH |
| EFR | Eaton Vance Sr Fltng Rte Tr | 206K | $1M+ | SH |
| FCG | Frst Trst Ise Rev Ntrl Gs Ind Etf | 98K | $1M+ | SH |
| DJP | Brclys Bk Ipath Bloom Commodity Etn | 60K | $1M+ | SH |
| EFT | Eaton Vance Flting Rate Inc | 198K | $1M+ | SH |
| D | Dominion Energy Inc | 38K | $1M+ | SH |
| SHLD | Global X Defense Tech Etf | 34K | $1M+ | SH |
| MA | Mastercard Inc Class A | 4K | $1M+ | SH |
| JNJ | Johnson & Johnson | 10K | $1M+ | SH |
| CAOS | Alpha Architect Tail Risk Etf | 24K | $1M+ | SH |
| BTC | Grayscale Bitcoin Mini Tr Et | 54K | $1M+ | SH |
| CLOZ | Panagram Bbb B Clo Etf | 78K | $1M+ | SH |
| JBBB | Janus Henderson B-Bbb Clo Etf | 43K | $1M+ | SH |
| BSV | Vanguard Short-Term Bond Etf Iv | 25K | $1M+ | SH |
| SCHP | Schwab Us Tips Etf | 75K | $1M+ | SH |
| VV | Vanguard Large Cap Etf | 6K | $1M+ | SH |
| CIBR | First Trust Nasdaq Cybrscrty Etf | 27K | $1M+ | SH |
| SCHR | Schwab Interm Term Us Treasury | 75K | $1M+ | SH |
| BRW | Saba Capital Income & Oprnt | 266K | $1M+ | SH |
| IWM | Ishares Russell 2000 Etf | 7K | $1M+ | SH |
| SO | Southern Co | 21K | $1M+ | SH |
| VEA | Vanguard Ftse Developed Markets Etf | 29K | $1M+ | SH |
| CAT | Caterpillar | 3K | $1M+ | SH |
| NFLX | Netflix Inc | 19K | $1M+ | SH |
| FNDF | Schwab Fundamental Inl Large Com Etf | 39K | $1M+ | SH |
| IJR | Ishares Core S&P Small Cap Etf | 15K | $1M+ | SH |
| CGBD | Carlyle Secured Lending Inc | 140K | $1M+ | SH |
| UTSL | Direxion Shs Etf Tr | 43K | $1M+ | SH |