Ethos Financial Group, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.2 Billion distributed in 532 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $50.5M, Alpha Architect ETF Tr Rel Sen with a value of $40.8M, Abrdn Gold ETF Trust with a value of $38.8M, Vanguard Index Fds S&P 500 ETF with a value of $37.9M, and Utilities Sector Spdr with a value of $35.3M.
Examining the 13F form we can see an increase of $97.1M in the current position value, from $1.1B to 1.2B.
Ethos Financial Group, LLC is based out at King Of Prussia, PA
Below you can find more details about Ethos Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.2 Billion
ETFs: $900 Million
Financial Services: $83 Million
Technology: $65.8 Million
Communication Services: $32.3 Million
Consumer Cyclical: $24.3 Million
Utilities: $24 Million
Healthcare: $14.4 Million
Industrials: $14 Million
Other: $30.3 Million
Stock Holdings Table Market Cap. of Under $50 Millions
