Ethos Capital Management, Inc.
All 13F Filings
- Location
- Newtown, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 116,571
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/7/2026 | 56 | 116,571 | 13F-HR | Ethos Capital Management, Inc. |
| Q4 2025 | 1/21/2026 | 55 | 106,156 | 13F-HR | Ethos Capital Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 64.24 K | 55.1% | 0 | 13.09 K | -13.09 K |
| ETFs | 50.49 K | 43.3% | 24.85 K | 0 | 24.85 K |
| Debt | 1.838 K | 1.6% | 0 | 742 | -742 |
| Other | 0 | 0.0% | 0 | 606 | -606 |
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Fund Snapshot
Q1 2026
Latest filed
4/7/2026
Total value ($000)
116,571
Holdings
56
QoQ value change ($000)
10,415
(9.8%)
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.