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 201–250 of 532
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PFF | Ishares Preferred Income Sec Etf | 30K | $500K+ | SH |
| HE | Hawaiian Elec Industries | 75K | $500K+ | SH |
| SPGP | Invesco S&P 500 Garp Etf | 8K | $500K+ | SH |
| FNDA | Schwab Fundamental U.S. Small Company Etf | 29K | $500K+ | SH |
| XLV | Health Care Select Sector Spdr Etf | 6K | $500K+ | SH |
| IEMG | Ishares Core Msci Emerging Etf | 13K | $500K+ | SH |
| — | Ab Small Cap Growth Advi Sor | 12K | $500K+ | SH |
| FEZ | Put Spdr Stoxx 50 | 14K | $500K+ | SH |
| KO | Coca-Cola | 13K | $500K+ | SH |
| GSBD | Goldman Sachs Bdc Inc Shs | 93K | $500K+ | SH |
| — | Stone Ridge Hi Yld Reins Urance Risk Prmi | 97K | $500K+ | SH |
| MRK | Merck & Co. Inc. | 8K | $500K+ | SH |
| IYR | Ishares Tr | 9K | $500K+ | SH |
| FAS | Direxion Shs Etf Tr | 5K | $500K+ | SH |
| DSU | Blackrock Debt Strategies Fd | 85K | $500K+ | SH |
| AMGN | Amgen Inc. | 3K | $500K+ | SH |
| VONE | Vanguard Russell 1000 Etf Iv | 3K | $500K+ | SH |
| BUXX | Strive Enhanced Income Short Maturity Etf | 42K | $500K+ | SH |
| SCHW | Charles Schwab Corp | 8K | $500K+ | SH |
| LOW | Lowes Companies Inc | 4K | $500K+ | SH |
| STXI | Strive International Developed Markets Etf | 27K | $500K+ | SH |
| — | Ab Small Cap Value Advis Or | 59K | $500K+ | SH |
| SPMD | Spdr Mid Cap Etf | 14K | $500K+ | SH |
| PG | Procter & Gamble | 6K | $500K+ | SH |
| KLAC | Kla Corp | 676 | $500K+ | SH |
| GS | Goldman Sachs Group | 934 | $500K+ | SH |
| XLC | Communicat Svs Slct Sec Spdr Etf | 7K | $500K+ | SH |
| BML-PJ | Bank Of America | 41K | $500K+ | SH |
| IVOG | Vanguard S&P Mid Cap 400 Growth Etf | 7K | $500K+ | SH |
| INTC | Intel | 22K | $500K+ | SH |
| LEAD | Siren Etf Tr Divcon Leaders Divid Etf | 10K | $500K+ | SH |
| RTX | Raytheon Technologies Co | 4K | $500K+ | SH |
| BBDC | Barings Bdc Inc | 84K | $500K+ | SH |
| ADP | Auto Data Processing | 3K | $500K+ | SH |
| AGG | Ishares Core Us Aggregate Bond Etf | 8K | $500K+ | SH |
| TE | T1 Energy Inc Com New | 114K | $500K+ | SH |
| — | Neuberger Berman Strat Incm Inst | 74K | $500K+ | SH |
| PFE | Pfizer | 30K | $500K+ | SH |
| EUFN | Ishares Msci Europe Financials Etf | 20K | $500K+ | SH |
| C | Citigroup Inc | 6K | $500K+ | SH |
| MOO | Vaneck Etf Trust | 10K | $500K+ | SH |
| — | Private Shares Fd A | 15K | $500K+ | SH |
| FE | Firstenergy Corp | 16K | $500K+ | SH |
| BFST | Business First Bancshare | 28K | $500K+ | SH |
| TSM | Taiwan Semiconductr F Sponsored Adr | 2K | $500K+ | SH |
| RPV | Invesco S&P 500 Pure Value Etf | 7K | $500K+ | SH |
| CEG | Constellation Energy Cor | 2K | $500K+ | SH |
| — | Ab Sustainable International | 31K | $500K+ | SH |
| DFSD | Dimensional Short Duration Fixed Income Etf | 14K | $500K+ | SH |
| DXJ | Wisdomtree Japan Hedged Equity Etf | 5K | $500K+ | SH |