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 401–450 of 532
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WFC | Wells Fargo & Co | 3K | $100K–$500K | SH |
| PM | Philip Morris Intl | 2K | $100K–$500K | SH |
| GEV | Ge Vernova Llc | 428 | $100K–$500K | SH |
| ICOW | Pacer Fds Tr | 7K | $100K–$500K | SH |
| IQV | Iqvia Holdings Inc | 1K | $100K–$500K | SH |
| MPA | Blackrock Muniyield Penn | 25K | $100K–$500K | SH |
| SCHZ | Schwab Us Aggregate Bond Etf | 12K | $100K–$500K | SH |
| — | Rational Special Situati Ons Income Instl | 15K | $100K–$500K | SH |
| HSY | Hershey Co Com | 2K | $100K–$500K | SH |
| KRBN | Kraneshares Global Carbon Stg Etf | 8K | $100K–$500K | SH |
| CNP | Centerpoint Energy Inc | 7K | $100K–$500K | SH |
| — | American Funds Washingto N Mutual F3 | 4K | $100K–$500K | SH |
| — | American Funds New Econo My A | 4K | $100K–$500K | SH |
| — | Schwab Target 2035 | 14K | $100K–$500K | SH |
| UNP | Union Pacific Corp | 1K | $100K–$500K | SH |
| CRWD | Crowdstrike | 561 | $100K–$500K | SH |
| AMAT | Applied Materials | 1K | $100K–$500K | SH |
| CCAP | Crescent Cap Bdc Inc | 19K | $100K–$500K | SH |
| MCK | Mckesson Corp | 319 | $100K–$500K | SH |
| BNDW | Vanguard Total World Bond Etf Iv | 4K | $100K–$500K | SH |
| — | Hartford Schroders Intl Multi-Cap Value | 19K | $100K–$500K | SH |
| NOW | Service Now Inc | 2K | $100K–$500K | SH |
| — | Vanguard Health Care Fd Admiral Share | 3K | $100K–$500K | SH |
| GD | General Dynamics Co | 754 | $100K–$500K | SH |
| VRT | Vertiv Holdings Co Class A | 2K | $100K–$500K | SH |
| BSL | Blackstone Seni Fltn Rat 202 | 19K | $100K–$500K | SH |
| REM | Ishares Mtg Real Estate Capped Etf New | 11K | $100K–$500K | SH |
| STRC | Strategy Inc | 3K | $100K–$500K | SH |
| ERY | Direxion Shs Etf Tr | 13K | $100K–$500K | SH |
| LRCX | Lam Research Corp | 1K | $100K–$500K | SH |
| MET-PF | Metlife Inc | 13K | $100K–$500K | SH |
| DE | Deere & Co | 522 | $100K–$500K | SH |
| — | American Funds Washington Mutual Inv A | 4K | $100K–$500K | SH |
| — | Vanguard Primecap Adm | 1K | $100K–$500K | SH |
| — | Lazard Global Listed Inf Rastructure Inst | 13K | $100K–$500K | SH |
| — | Columbia Seligman Comm & Info A | 2K | $100K–$500K | SH |
| CALF | Pacer Fds Tr | 5K | $100K–$500K | SH |
| MSI | Motorola Solutions | 610 | $100K–$500K | SH |
| VRTX | Vertex Pharmaceutica | 511 | $100K–$500K | SH |
| LUMN | Lumen Technologies Inc | 30K | $100K–$500K | SH |
| CADE | Cadence Bank | 5K | $100K–$500K | SH |
| ROK | Rockwell Automation | 591 | $100K–$500K | SH |
| IDEV | Ishares Core Msci International Etf | 3K | $100K–$500K | SH |
| — | Pear Tree Polaris Foreign Val Inst Shares | 8K | $100K–$500K | SH |
| BIDU | Baidu Inc Spon Adr | 2K | $100K–$500K | SH |
| STT | State Street Corp | 2K | $100K–$500K | SH |
| QUIZ | Zacks Quality International Etf | 9K | $100K–$500K | SH |
| — | Vanguard Growth Index Fd Admiral Share | 892 | $100K–$500K | SH |
| — | Hartford Capital Appr Fund Cl A | 5K | $100K–$500K | SH |
| — | Ishares Russell 1000 Lar Ge-Cap Idx K | 5K | $100K–$500K | SH |