IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ethos Financial Group, LLC

Q1 2026 Holdings

Filed 2026-05-05 | 540 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Schwab U.S. Broad Market Etf(SCHB)ETF808524102$50.9M2,026,3333.7%
Relative Sentiment Tactical Allocation Etf(MOOD)ETF02072L813$49.1M1,202,2603.6%
Alpha Architect 1-3 Month Box Etf(BOXX)ETF02072L565$47.0M404,5513.4%
Abrdn Physical Gold Shares Etf(SGOL)ETF00326A104$45.7M1,024,3963.3%
Vanguard S&P 500 Etf(VOO)ETF922908363$36.4M61,0112.7%
Vanguard Total World Stock Etf(VT)ETF922042742$33.1M239,4832.4%
Schwab U.S. Large-Cap Etf(SCHX)ETF808524201$31.8M1,242,0032.3%
Schwab U.S. Large-Cap Growth Etf(SCHG)ETF808524300$25.2M865,8121.8%
Ishares Tips Bond Etf(TIP)ETF464287176$25.2M228,0721.8%
Apple Inc Com(AAPL)COM037833100$22.1M86,0241.6%
Schwab Us Large Cap Value Etf(SCHV)ETF808524409$21.1M693,2681.5%
Vaneck Morningstar Wide Moat Etf(MOAT)ETF92189F643$19.7M203,9301.4%
State Street Energy Select Sector Spdr Etf(XLE)ETF81369Y506$18.3M299,9691.3%
Ishares Msci Eafe Etf(EFA)ETF464287465$17.4M185,3931.3%
Select Sector Spdr Tr(XLU)ETF81369Y886$17.0M397,7341.2%
State Street Spdr S&P 500 Etf(SPY)ETF78462F103$16.9M25,8791.2%
Alphabet Inc Cap Stk Cl C(GOOG)COM02079K107$16.2M56,0171.2%
Invesco S&P 500 Equal Weight Etf(RSP)ETF46137V357$15.5M80,8981.1%
Ishares 0-5 Year Tips Bond Etf(STIP)ETF46429B747$14.7M141,6591.1%
Alpha Architect Us Quant Value(QVAL)ETF02072L102$13.6M260,8691.0%
Xtrackers Msci Eafe Hedged Equity Etf(DBEF)ETF233051200$13.4M271,7991.0%
First Trust Long t Equity(FTLS)ETF33739P103$13.3M189,1461.0%
Spdr Bloomberg Barclays 1-3 Mnth T Bill Etf New(BIL)ETF78468R663$11.5M125,7560.8%
Spdr Gold Shares(GLD)ETF78463V107$11.3M26,8330.8%
Ishares Russell 1000 Etf(IWB)ETF464287622$11.2M29,9890.8%
Vanguard Short-Term Inflation-Protected Securities Etf(VTIP)ETF922020805$11.1M222,4560.8%
Defiance Quantum Etf(QTUM)ETF26922A420$11.0M102,8590.8%
Nvidia Corporation Com(NVDA)COM67066G104$10.8M60,9830.8%
State Street Spdr Us Large Cap Low Volatility Index Etf(LGLV)ETF78468R804$10.6M60,0290.8%
Ishares Russell 1000 Growth Etf(IWF)ETF464287614$10.5M23,4120.8%
Simplify Mbs Etf(MTBA)ETF82889N525$10.5M211,8890.8%
State Street Spdr Portfolio S&P 500 Etf(SPYM)ETF78464A854$10.4M138,6310.8%
Vanguard Mid-Cap Etf(VO)ETF922908629$10.0M35,5750.7%
Invsc S P 500 Momentum Etf(SPMO)ETF46138E339$9.7M86,1530.7%
Ishares 20 Year Treasury Bond Etf(TLT)ETF464287432$9.7M111,2990.7%
Spdr Msci Global Stock Market Etf(SPGM)ETF78463X475$9.6M127,1080.7%
Microsoft Corp Com(MSFT)COM594918104$9.6M23,8450.7%
Strive 500 Etf(STRV)ETF02072L680$9.4M230,8750.7%
Harbor Comm All Weathr Strtgy Etf(HGER)ETF41151J505$9.1M293,5740.7%
Ishares Core S&P 500 Etf(IVV)ETF464287200$9.1M13,9940.7%
Exxon Mobil Corp Com(XOM)COM30231G102$8.3M52,0210.6%
Berkshire Hathaway Inc Del Cl B New(BRK/B)COM084670702$8.2M10,3720.6%
Vaneck Vectors J P Morgan Emerging Mkts Loc(EMLC)ETF92189H300$8.2M325,2510.6%
Pacer Us Cash Cows 100(COWZ)ETF69374H881$7.8M124,9690.6%
Ishares Msci Emerging Markets Ex China Etf(EMXC)ETF46434G764$7.8M102,9210.6%
Alps h Core Plus Bond Etf(SMTH)ETF00162Q346$7.7M298,4410.6%
Jpmorgan Chase & Co Com(JPM)COM46625H100$7.6M25,3490.6%
Amazon Com Inc Com(AMZN)COM023135106$7.6M36,0950.6%
Wisdomtree Us Quality Dividend Growth Fund(DGRW)ETF97717X669$7.5M85,7370.6%
Alphabet Inc Cap Stk Cl A(GOOGL)COM02079K305$7.5M25,5260.5%
Page 1 of 11Next