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

Ethos Financial Group, LLC

$1.4B in tracked AUM across 540 positions as of Q1 2026.

EF
CIK 0001954242 · last filed Mar 31, 2026
Total AUM
$1.4B
as of Q1 2026
Holdings
540
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$296M▲ 100176.3%
150 positionsLocked
Showing 12 of 13