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 151–200 of 532
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ED | Consolidated Edison Inc | 17K | $1M+ | SH |
| EVV | Eaton Vance Limited Duration | 172K | $1M+ | SH |
| PPL | Ppl Corp | 49K | $1M+ | SH |
| DUK | Duke Energy Corp New | 15K | $1M+ | SH |
| WHF | Whitehorse Fin Inc | 244K | $1M+ | SH |
| HD | Home Depot | 5K | $1M+ | SH |
| BLW | Blackrock Ltd Duration Incom | 120K | $1M+ | SH |
| AEP | American Elec Pwr Co Inc | 14K | $1M+ | SH |
| MCD | Mcdonald'S | 5K | $1M+ | SH |
| WTMF | Wisdomtree Managed Futures Strategy | 40K | $1M+ | SH |
| IBIT | Ishares Bitcoin Trust | 30K | $1M+ | SH |
| FLRN | Spdr Bloomberg Int Grd Flt Rt Etf | 47K | $1M+ | SH |
| SCHD | Schwab Us Dividend Equity Etf | 52K | $1M+ | SH |
| FNDE | Schwab Fundamental Emerging Markets Etf | 39K | $1M+ | SH |
| IWD | Ishares Russell 1000 Value Etf | 7K | $1M+ | SH |
| TPL | Texas Pacific Land Corp | 5K | $1M+ | SH |
| VIG | Vanguard Dividend Appreciation Etf | 6K | $1M+ | SH |
| IEF | Ishares 7-10 Year Treasury Bond Etf | 14K | $1M+ | SH |
| AMD | Advanced Micro Devices Inc | 6K | $1M+ | SH |
| AFSM | First Trust Activ Fct Sml Cap Etf | 41K | $1M+ | SH |
| POR | Portland Gen Elec Co | 28K | $1M+ | SH |
| BAC | Bank Of America | 24K | $1M+ | SH |
| ETR | Entergy Corp | 14K | $1M+ | SH |
| HBAN | Huntington Bancshs | 72K | $1M+ | SH |
| VTI | Vanguard Total Stock Market Etf | 4K | $1M+ | SH |
| SLV | Ishares Silver Trust Etf | 19K | $1M+ | SH |
| ISCF | Ishares Intl Small Cap Equity Factor Etf | 30K | $1M+ | SH |
| SAR | Saratoga Invt Corp | 53K | $1M+ | SH |
| — | Vanguard 500 Index Adm | 2K | $1M+ | SH |
| SBRA | Sabra Health Care Reit Inc | 62K | $1M+ | SH |
| MO | Altria Group Inc | 20K | $1M+ | SH |
| SPYG | Spdr S&P 500 Growth Etf | 11K | $1M+ | SH |
| SCHO | Schwab Short Term Us Treasury Etf | 47K | $1M+ | SH |
| ORCL | Oracle Corp | 6K | $1M+ | SH |
| IBM | Ibm | 4K | $1M+ | SH |
| CSCO | Cisco Systems | 15K | $1M+ | SH |
| LAMR | Lamar Advertising Co New | 9K | $1M+ | SH |
| GBTC | Grayscale Bitcoin Trust Etf | 16K | $1M+ | SH |
| — | Harleysville Finl Co0050 | 43K | $1M+ | SH |
| IJH | Ishares Core S&P Mid-Cap Etf | 16K | $1M+ | SH |
| FBTC | Fidelity Wise Origin Bitcoin Fund | 13K | $1M+ | SH |
| — | John Hancock Fdmtl | 14K | $1M+ | SH |
| MU | Micron Technology | 4K | $1M+ | SH |
| — | American Funds Balanced Fund A | 26K | $500K+ | SH |
| ENIC | Enel Chile S.A. | 245K | $500K+ | SH |
| IYE | Ishares Tr | 20K | $500K+ | SH |
| VTEB | Vanguard Tax-Exempt Bond Etf | 19K | $500K+ | SH |
| SUB | Ishares Short Term Ntnl Mun Bnd Etf | 9K | $500K+ | SH |
| PLTR | Palantir Technologies In Class A | 5K | $500K+ | SH |
| — | Ab Global Core Equity Ad Visor | 54K | $500K+ | SH |