Ethos Financial Group, LLC: 13F holdings
CIK 19542422026Q2
| Positions | 648 |
|---|
| Reported value | $1.5bn |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 648 (+108 vs prior quarter) |
|---|
| Reported value | $1.5bn (+9.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| Relative Sentiment Tactical Allocation Etf | 1,190,547 | $51.5m | 3.4% |
| SCHB Schwab U.S. Broad Market Etf | 1,795,643 | $50.7m | 3.4% |
| VOO Vanguard S&P 500 Etf | 61,398 | $41.2m | 2.8% |
| SGOL Abrdn Physical Gold Shares Etf | 928,068 | $35.7m | 2.4% |
| ACWI Vanguard Total World Stock Etf | 226,605 | $34.5m | 2.3% |
| SPY State Street Spdr S&P 500 Etf | 41,164 | $30.2m | 2.0% |
| SCHX Schwab Us Large Cap Etf | 1,046,192 | $30.1m | 2.0% |
| AAPL Apple Inc Com | 86,531 | $28.6m | 1.9% |
| MOAT Vaneck Morningstar Wide Moat Etf | 246,848 | $26.6m | 1.8% |
| BOXX Alpha Architect 1-3 Month Box Etf | 222,040 | $26.1m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1954242")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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