Ethos Financial Group, LLC - Portfolio Stock Holdings

Ethos Financial Group, LLC disclosed 510 stock positions in a recent SEC 13F filing. $1,302,948,765 of stock holdings were filed, with the largest holdings including SCHB, MOOD, and BOXX. This filing represented positions held on March 31, 2026, and was filed on May 5, 2026.

We estimate the fund has a total AUM of $2,144,085,745 and has 38 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.