Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ethos Financial Group, LLC (CIK 1954242) reported $1.37B across 536 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHB ($50.9M, 3.72%), MOOD ($49.1M, 3.59%), BOXX ($47.0M, 3.44%), SGOL ($45.7M, 3.34%), VOO ($36.4M, 2.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab U.S. Broad Market Etf | $50.9M | 3.72% | 2.0M | Added |
| 2 | MOOD | Relative Sentiment Tactical Allocation Etf | $49.1M | 3.59% | 1.2M | Added |
| 3 | BOXX | Alpha Architect 1-3 Month Box Etf | $47.0M | 3.44% | 404,551 | Added |
| 4 | SGOL | Abrdn Physical Gold Shares Etf | $45.7M | 3.34% | 1.0M | Added |
| 5 | VOO | Vanguard S&P 500 Etf | $36.4M | 2.66% | 61,011 | Trimmed |
| 6 | VT | Vanguard Total World Stock Etf | $33.1M | 2.42% | 239,483 | Added |
| 7 | SCHX | Schwab U.S. Large-Cap Etf | $31.8M | 2.33% | 1.2M | Added |
| 8 | SCHG | Schwab U.S. Large-Cap Growth Etf | $25.2M | 1.84% | 865,812 | Trimmed |
| 9 | TIP | Ishares Tips Bond Etf | $25.2M | 1.84% | 228,072 | Added |
| 10 | AAPL | Apple Inc Com | $22.1M | 1.61% | 86,024 | Added |
| 11 | SCHV | Schwab Us Large Cap Value Etf | $21.1M | 1.54% | 693,268 | Added |
| 12 | MOAT | Vaneck Morningstar Wide Moat Etf | $19.7M | 1.44% | 203,930 | Trimmed |
| 13 | XLE | State Street Energy Select Sector Spdr Etf | $18.3M | 1.34% | 299,969 | Added |
| 14 | EFA | Ishares Msci Eafe Etf | $17.4M | 1.27% | 185,393 | Added |
| 15 | XLU | Select Sector Spdr Tr | $17.0M | 1.24% | 397,734 | Hold |
| 16 | SPY | State Street Spdr S&P 500 Etf | $16.9M | 1.24% | 25,879 | Trimmed |
| 17 | GOOG | Alphabet Inc Cap Stk Cl C | $16.2M | 1.19% | 56,017 | Added |
| 18 | RSP | Invesco S&P 500 Equal Weight Etf | $15.5M | 1.13% | 80,898 | Added |
| 19 | STIP | Ishares 0-5 Year Tips Bond Etf | $14.7M | 1.07% | 141,659 | Added |
| 20 | QVAL | Alpha Architect Us Quant Value | $13.6M | 0.99% | 260,869 | Trimmed |
| 21 | DBEF | Xtrackers Msci Eafe Hedged Equity Etf | $13.4M | 0.98% | 271,799 | Added |
| 22 | FTLS | First Trust Long/Short Equity | $13.3M | 0.97% | 189,146 | Added |
| 23 | BIL | Spdr Bloomberg Barclays 1-3 Mnth T Bill Etf New | $11.5M | 0.84% | 125,756 | Added |
| 24 | GLD | Spdr Gold Shares | $11.3M | 0.83% | 26,833 | Trimmed |
| 25 | VTIP | Vanguard Short-Term Inflation-Protected Securities Etf | $11.1M | 0.81% | 222,456 | Added |
Source: SEC Form 13F filings · as of 2026-03-31