SEC Form 13F · Q1 2026

Ethos Financial Group, LLC

Institutional Holdings Report

13F-HRPA
$1.4B
Portfolio Value
540
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Ethos Financial Group, LLC
CIK
1954242
Accession No.
0001954242-26-000003
Location
KING OF PRUSSIA, PA
Form Type
13F-HR
Portfolio Value
$1.4B
Holdings Reported
540
Reporting Period
Q1 2026
Filed
May 5, 2026

About this Filing

Ethos Financial Group, LLC is an institutional investment manager based in KING OF PRUSSIA, PA reporting approximately $1.4B in 13(f) securities across 540 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.