Current Market Value 1,162,832,516
Current Holdings 475
Most Recent File Date 2025-08-06
Total Filings on Record 11
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Ethos Financial Group, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-06 2025-06-30 13F-HR 475 1,162,833
2025-05-13 2025-03-31 13F-HR 447 1,045,809
2025-02-06 2024-12-31 13F-HR 397 767,053
2024-11-07 2024-09-30 13F-HR 307 606,397
2024-08-12 2024-06-30 13F-HR 296 568
2024-05-08 2024-03-31 13F-HR 291 529
2024-02-07 2023-12-31 13F-HR 269 470
2023-11-13 2023-09-30 13F-HR 179 386,662
2023-07-19 2023-06-30 13F-HR 150 296,097
2023-04-20 2023-03-31 13F-HR 193 321,261
2023-02-09 2022-12-31 13F-HR 146 295,281