Ethos Financial Group, LLC
Top Portfolio Positions
265 positions ·
$358,327,787 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
1,024,396 | $45,708,549 | 12.76% |
| AAPL |
Apple Inc.
Technology
|
86,024 | $21,832,030 | 6.09% |
| SPY |
Spdr S&P 500 Etf Trust
|
25,879 | $16,830,148 | 4.70% |
| GLD |
Spdr Gold Trust
|
26,833 | $11,545,971 | 3.22% |
| NVDA |
Nvidia Corp
Technology
|
60,983 | $10,635,435 | 2.97% |
| MSFT |
Microsoft Corp
Technology
|
23,845 | $8,826,703 | 2.46% |
| XOM |
Exxon Mobil Corp
Energy
|
52,021 | $8,825,882 | 2.46% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
36,095 | $7,517,505 | 2.10% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
25,349 | $7,456,661 | 2.08% |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,526 | $7,340,256 | 2.05% |
Holdings in BKT
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $476,791 | 45,108 | Shares | Sole | 2026-05-05 | |
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