Ethos Capital Management, Inc.
All 13F Filings
- Location
- Newtown, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 140,457
- 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 | 7/16/2026 | 59 | 140,457 | 13F-HR | Ethos Capital Management, Inc. |
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 80.42 K | 57.3% | 16.18 K | 0 | 16.18 K |
| ETFs | 58.42 K | 41.6% | 7.921 K | 0 | 7.921 K |
| Debt | 1.626 K | 1.2% | 0 | 212 | -212 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
140,457
Holdings
59
QoQ value change ($000)
23,886
(20.5%)
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.