Ethos Financial Group, LLC
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.6ptsvs SPY
Invested
$1.4B
Holdings
537
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHB
Schwab U.S. Broad Market Etf
Held since at least Q1 2024
3.7%
02
$MOOD
Relative Sentiment Tactical Allocation Etf
Held since at least Q1 2024
3.6%
03
$BOXX
Alpha Architect 1-3 Month Box Etf
Held since at least Q1 2024
3.4%
04
$SGOL
Abrdn Physical Gold Shares Etf
Held since at least Q1 2024
3.3%
05
$VOO
Vanguard S&P 500 Etf
Held since at least Q1 2024
2.7%
06
$VT
Vanguard Total World Stock Etf
Held since at least Q1 2024
2.4%
07
$SCHX
Schwab U.S. Large-Cap Etf
Held since at least Q1 2024
2.3%
08
$SCHG
Schwab U.S. Large-Cap Growth Etf
Held since at least Q1 2024
1.8%
09
$TIP
Ishares Tips Bond Etf
Held since at least Q1 2024
1.8%
10
$AAPL
Apple Inc Com
Q1 2026: New position (6.5k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:23 UTC.