13F Insight
DOSSIER · 13F-HR · Q2 2026

Ethos Financial Group, LLC

$1.5B in tracked AUM across 648 positions as of Q2 2026.

EF
CIK 0001954242 · last filed Jun 30, 2026
Total AUM
$1.5B
as of Q2 2026
Holdings
648
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Ethos Financial Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MOOD
Relative Sentiment Tactical Allocation Etf
$51M1.2M3.4%02
SCHB
Schwab U.S. Broad Market Etf
$51M1.8M3.4%03
VOO
Vanguard S&P 500 Etf
$41M61K2.8%04
SGOL
Abrdn Physical Gold Shares Etf
$36M928K2.4%05
VT
Vanguard Total World Stock Etf
$35M227K2.3%06
SPY
State Street Spdr S&P 500 Etf
$30M41K2.0%07
SCHX
Schwab Us Large Cap Etf
$30M1.0M2.0%08
AAPL
Apple Inc Com
$29M87K1.9%09
MOAT
Vaneck Morningstar Wide Moat Etf
$27M247K1.8%10
BOXX
Alpha Architect 1-3 Month Box Etf
$26M222K1.7%

Filing history

2026Q2Jun 30
$1.5B▲ 9.3%
648 positionsView →2026Q1Mar 31
$1.4B▲ 1.1%
540 positionsView →2025Q4Dec 31
$1.4B▲ 6.2%
532 positionsView →2025Q3Sep 30
$1.3B▲ 9.6%
511 positionsView →2025Q2Jun 30
$1.2B▲ 11.2%
475 positionsLocked2025Q1Mar 31
$1.0B▲ 36.3%
466 positionsLocked2024Q4Dec 31
$767M▲ 26.5%
397 positionsLocked2024Q3Sep 30
$606M▲ 6.8%
307 positionsLocked2024Q2Jun 30
$568M▲ 7.4%
296 positionsLocked2024Q1Mar 31
$529M▲ 12.5%
291 positionsLocked2023Q4Dec 31
$470M▲ 21.5%
270 positionsLocked2023Q3Sep 30
$387M▲ 30.6%
179 positionsLocked
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