Ethos Financial Group, LLC - Portfolio overview

Ethos Financial Group, LLC has 541 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SCHB - Schwab U.S. Broad Market Etf, 3.67%
2. MOOD - Relative Sentiment Tactical Allocation Etf, 3.54%
3. BOXX - Alpha Architect 1-3 Month Box Etf, 3.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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