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 251–300 of 532
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OBDC | Blue Owl Capital Corporation | 54K | $500K+ | SH |
| — | Guggenheim Macro Oppty Inst | 26K | $500K+ | SH |
| VGSH | Vanguard Short Term Treasury Etf Iv | 11K | $500K+ | SH |
| FPF | First Tr Inter Duratn Pfd & | 35K | $500K+ | SH |
| TJX | Tjx Companies Inc | 4K | $500K+ | SH |
| ETN | Eaton Corp Plc F | 2K | $500K+ | SH |
| UNH | Unitedhealth Group | 2K | $500K+ | SH |
| VTV | Vanguard Value Etf | 3K | $500K+ | SH |
| TMO | Thermo Fisher Scntfc | 1K | $500K+ | SH |
| LABU | Direxion Shs Etf Tr | 4K | $500K+ | SH |
| PDBC | Invsc Actvly Mng Optm Yd Dvrs Etf | 47K | $500K+ | SH |
| ADC | Agree Rlty Corp | 9K | $500K+ | SH |
| GS-PD | The Goldman Sach | 31K | $500K+ | SH |
| COKE | Coca Cola Consolidated Inc | 4K | $500K+ | SH |
| APH | Amphenol Corp Class A | 4K | $500K+ | SH |
| TSLX | Sixth Street Specialty Lendi | 28K | $500K+ | SH |
| FAX | Abrdn Asia Pacific Income Fu | 38K | $500K+ | SH |
| PKW | Invesco Exchange Traded Fd T | 4K | $500K+ | SH |
| IVW | Ishares S&P 500 Growth Etf | 5K | $500K+ | SH |
| EVF | Eaton Vance Sr Income Tr | 109K | $500K+ | SH |
| MS | Morgan Stanley | 3K | $500K+ | SH |
| QCOM | Qualcomm Inc | 3K | $500K+ | SH |
| MS-PA | Morgan Stanley | 28K | $500K+ | SH |
| GM | General Motors Co | 7K | $500K+ | SH |
| HUT | Hut 8 Corp | 12K | $500K+ | SH |
| MAR | Marriott Intl Inc New | 2K | $500K+ | SH |
| VICI | Vici Pptys Inc | 19K | $500K+ | SH |
| ADBE | Adobe Inc | 2K | $500K+ | SH |
| IEI | Ishares 3-7 Year Trery Bond Etf | 4K | $500K+ | SH |
| RIET | Etf Ser Solutions | 56K | $500K+ | SH |
| EMQQ | Exchange Traded Concepts Tru | 13K | $500K+ | SH |
| GSL | Global Ship Lease Inc New | 15K | $500K+ | SH |
| BCSF | Bain Cap Specialty Fin Inc | 37K | $500K+ | SH |
| GBDC | Golub Cap Bdc Inc | 38K | $500K+ | SH |
| PSTL | Postal Realty Trust Inc | 32K | $500K+ | SH |
| RING | Ishares Msci Global Gold Miners Etf New | 7K | $500K+ | SH |
| BLK | Blackrock Fndg Inc | 470 | $500K+ | SH |
| — | American Funds New Perspective A | 7K | $500K+ | SH |
| BKT | Blackrock Income Tr Inc | 45K | $100K–$500K | SH |
| TCPC | Blackrock Tcp Capital Corp | 91K | $100K–$500K | SH |
| VKTX | Viking Therapeutics Inc | 14K | $100K–$500K | SH |
| RIVN | Rivian Automotive Inc | 25K | $100K–$500K | SH |
| FMQQ | Exchange Traded Concepts Tru | 36K | $100K–$500K | SH |
| — | American Funds Growth Fu Nd Of Amer F3 | 6K | $100K–$500K | SH |
| NEU | Newmarket Corporatn | 703 | $100K–$500K | SH |
| — | American Funds Growth Fund Of America A | 6K | $100K–$500K | SH |
| WDC | Western Digital Corp | 3K | $100K–$500K | SH |
| ZECP | Zacks Earnings Consistent Port Etf | 14K | $100K–$500K | SH |
| DTE | Dte Energy Co | 4K | $100K–$500K | SH |
| COF | Capital One Fc | 2K | $100K–$500K | SH |