§ 13F · FUND PROFILE
Ethos Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1162.8T (13F)Positions · 475Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$86.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab U.S. Broad Market Etf | 1.96M | $51.3T | 3.8% | −6% |
| 2 | MOOD | Relative Sentiment Tactical Allocation Etf | 1.11M | $42.5T | 3.1% | +7% |
| 3 | SGOL | Abrdn Physical Gold Shares Etf | 997K | $41.0T | 3.0% | +2% |
| 4 | VOO | Vanguard S&P 500 Etf | 61K | $38.5T | 2.8% | −1% |
| 5 | BOXX | Alpha Architect 1-3 Month Box Etf | 318K | $36.6T | 2.7% | +4% |
| 6 | SCHX | Schwab Us Large Cap Etf | 1.22M | $32.8T | 2.4% | +1% |
| 7 | VT | Vanguard Total World Stock Etf | 215K | $30.4T | 2.2% | +3% |
| 8 | SCHG | Schwab Us Large Cap Growth Etf | 874K | $28.5T | 2.1% | −3% |
| 9 | AAPL | Apple Inc Com | 85K | $23.0T | 1.7% | +23% |
| 10 | TIP | Ishares Tips Bond Etf | 209K | $22.9T | 1.7% | +18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ETHOS SIGNAL
AC read
Ethos Financial Group, LLC is a Other fund managing $1162832.5 trillion in assets. The fund runs a broad portfolio of 475 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed