13F Insight
DOSSIER · 13F-HR · Q1 2026

Ethos Financial Group, LLC

Ethos Financial's hedge fund based in San Francisco, CA — $1.4B in tracked AUM across 540 positions as of Q1 2026.

EF
Ethos Financial·San Francisco, CA·Hedge Fund
CIK 0001954242 · last filed Mar 31, 2026
Total AUM
$1.4B
▲ 12.4%
vs prior
Holdings
540
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Ethos Financial Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHB
Schwab U.S. Broad Market Etf
$51M2.0M3.7%
02
MOOD
Relative Sentiment Tactical Allocation Etf
$49M1.2M3.6%
03
BOXX
Alpha Architect 1-3 Month Box Etf
$47M405K3.4%
04
SGOL
Abrdn Physical Gold Shares Etf
$46M1.0M3.3%
05
VOO
Vanguard S&P 500 Etf
$36M61K2.7%
06
VT
Vanguard Total World Stock Etf
$33M239K2.4%
07
SCHX
Schwab U.S. Large-Cap Etf
$32M1.2M2.3%
08
SCHG
Schwab U.S. Large-Cap Growth Etf
$25M866K1.8%
09
TIP
Ishares Tips Bond Etf
$25M228K1.8%
10
AAPL
Apple Inc Com
$22M86K1.6%

Filing history

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