Ethos Financial Group, LLC
All 13F Filings
- Location
- King Of Prussia, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,495,651
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 648 | 1,495,651 | 13F-HR | Ethos Financial Group, LLC |
| Q1 2026 | 5/5/2026 | 540 | 1,368,647 | 13F-HR | Ethos Financial Group, LLC |
| Q4 2025 | 1/20/2026 | 532 | 1,353,517 | 13F-HR | Ethos Financial Group, LLC |
| Q3 2025 | 10/23/2025 | 511 | 1,274,181 | 13F-HR | Ethos Financial Group, LLC |
| Q2 2025 | 8/6/2025 | 475 | 1,162,833 | 13F-HR | Ethos Financial Group, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 411 K | 27.5% | 84.53 K | 0 | 84.53 K |
| ETFs | 1.085 M | 72.5% | 42.46 K | 0 | 42.46 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
1,495,651
Holdings
648
QoQ value change ($000)
127,004
(9.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.