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 351–400 of 532
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ADM | Archer Daniels Midland C | 6K | $100K–$500K | SH |
| — | Lord Abbett Short Durati On Income I | 94K | $100K–$500K | SH |
| GE | General Electric Co | 1K | $100K–$500K | SH |
| MRGR | Proshares Tr | 8K | $100K–$500K | SH |
| IEFA | Ishares Core Msci Eafe Etf | 4K | $100K–$500K | SH |
| ABT | Abbott Laboratories | 3K | $100K–$500K | SH |
| WAT | Waters Corp | 917 | $100K–$500K | SH |
| KHPI | Managed Portfolio Series | 14K | $100K–$500K | SH |
| VBF | Invesco Bd Fd | 23K | $100K–$500K | SH |
| VZ | Verizon | 8K | $100K–$500K | SH |
| VICR | Vicor Corp | 3K | $100K–$500K | SH |
| — | Fidelity Contrafund | 14K | $100K–$500K | SH |
| DIS | Walt Disney | 3K | $100K–$500K | SH |
| SOUN | Soundhound Ai Inc | 34K | $100K–$500K | SH |
| IWO | Ishares Tr | 1K | $100K–$500K | SH |
| CB | Chubb Ltd F | 1K | $100K–$500K | SH |
| LMT | Lockheed Martin Corp | 693 | $100K–$500K | SH |
| DGRO | Ishares Core Dividend Growth Etf | 5K | $100K–$500K | SH |
| — | Schwab Total Stock Marke T Index | 20K | $100K–$500K | SH |
| ET | Energy Transfer Lp | 20K | $100K–$500K | SH |
| CRL | Charles River Labs | 2K | $100K–$500K | SH |
| PICK | Ishares Msci Global Metals & Mng Producers | 6K | $100K–$500K | SH |
| NVS | Novartis Ag F Sponsored Adr | 2K | $100K–$500K | SH |
| HON | Honeywell Intl Inc | 2K | $100K–$500K | SH |
| MINT | Pimco Enhanced Shrt Maturty Actv Etf | 3K | $100K–$500K | SH |
| VDE | Vanguard Energy Etf | 3K | $100K–$500K | SH |
| IDCC | Interdigital Inc. | 1K | $100K–$500K | SH |
| LIN | Linde Plc | 741 | $100K–$500K | SH |
| EQR | Equity Residential | 5K | $100K–$500K | SH |
| IYM | Ishares Tr | 2K | $100K–$500K | SH |
| VOE | Vanguard Mid Cap Value Etf | 2K | $100K–$500K | SH |
| SOJD | The Southern Co | 15K | $100K–$500K | SH |
| BG | Bunge Global Sa F | 3K | $100K–$500K | SH |
| COWZ | Pacer Fds Tr | 5K | $100K–$500K | SH |
| DBC | Invesco Db Commdy Indx Trck | 14K | $100K–$500K | SH |
| PINS | Pinterest Inc Class A | 12K | $100K–$500K | SH |
| ATH-PB | Athene Holdi | 15K | $100K–$500K | SH |
| A | Agilent Technologies | 2K | $100K–$500K | SH |
| MPWR | Monolithic Power Sys | 330 | $100K–$500K | SH |
| EXR | Extra Space Storage Inc | 2K | $100K–$500K | SH |
| MMM | 3M | 2K | $100K–$500K | SH |
| BK | Bank Of Ny Mellon Co | 3K | $100K–$500K | SH |
| ROBO | Exchange Traded Concepts Tru | 4K | $100K–$500K | SH |
| UBER | Uber Technologies Inc | 4K | $100K–$500K | SH |
| PSN | Parsons Corp | 5K | $100K–$500K | SH |
| WSFS | Wsfs Financial Corp | 5K | $100K–$500K | SH |
| — | 1St Colonial Bancorp | 14K | $100K–$500K | SH |
| NQP | Nuveen Pnsylvania Qlty M | 24K | $100K–$500K | SH |
| TPVG | Triplepoint Venture Grow | 44K | $100K–$500K | SH |
| HUM | Humana Inc | 1K | $100K–$500K | SH |