account_balance
Investment manager · 13F filer · SEC CIK 1954242
Ethos Financial Group, LLC
Reported value$1.88Bas of Sep 30, 2026
Positions471 57 new, 233 sold out
Top 10 weight24.4%MOOD alone is 4%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MOODRelative Sentiment Tactical Allocation ETF
4.1%Added +44%
SCHBSchwab U.S. Broad Market ETF
3.0%Added +8%
VOOVanguard S&P 500 ETF
2.5%Added +6%
VTVanguard Total World Stock ETF
2.2%Added +17%
SGOLAbrdn Physical Gold Shares ETF
2.2%Added +13%
SPYMState Street Spdr Portfolio S&P 500 ETF
2.2%Added +298%
EFAIshares MSCI EAFE ETF
2.1%Added +97%
AAPLApple Inc Com
2.1%Added +25%
SPYState Street Spdr S&P 500 ETF
2.1%Added +20%
SCHXSchwab U.S. Large-Cap ETF
1.8%Added +11%
SCHGSchwab U.S. Large-Cap Growth ETF
1.6%Added +10%
BOXXAlpha Architect 1-3 Month Box ETF
1.6%Added +17%
MOODRelative Sentiment Tactical Allocation ETF
4.1%Added +44%
SCHBSchwab U.S. Broad Market ETF
3.0%Added +8%
VOO2.5%
VT2.2%
SGOL2.2%SPYM2.2%
EFA2.1%
AAPL2.1%SPY2.1%SCHX1.8%
SCHG1.6%
BOXX1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MOOD Relative Sentiment Tactical Allocation ETF 4.1% Added +44%
SCHB Schwab U.S. Broad Market ETF 3.0% Added +8%
VOO Vanguard S&P 500 ETF 2.5% Added +6%
VT Vanguard Total World Stock ETF 2.2% Added +17%
SGOL Abrdn Physical Gold Shares ETF 2.2% Added +13%SPYM State Street Spdr Portfolio S&P 500 ETF 2.2% Added +298%
EFA Ishares MSCI EAFE ETF 2.1% Added +97%
AAPL Apple Inc Com 2.1% Added +25%SPY State Street Spdr S&P 500 ETF 2.1% Added +20%SCHX Schwab U.S. Large-Cap ETF 1.8% Added +11%
SCHG Schwab U.S. Large-Cap Growth ETF 1.6% Added +10%
BOXX Alpha Architect 1-3 Month Box ETF 1.6% Added +17%
What changed