Ethos Financial Group, LLC
Top Portfolio Positions
268 positions ·
$365,515,940 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
1,024,396 | $45,708,549 | 12.51% | |
| AAPL |
Apple Inc.
Technology
|
86,024 | $21,832,030 | 5.97% | |
| SPY |
Spdr S&P 500 ETF Trust
|
25,879 | $16,830,148 | 4.60% | |
| GLD |
Spdr Gold Trust
|
26,833 | $11,545,971 | 3.16% | |
| NVDA |
Nvidia Corp
Technology
|
60,983 | $10,635,435 | 2.91% | |
| MSFT |
Microsoft Corp
Technology
|
23,845 | $8,826,703 | 2.41% | |
| XOM |
Exxon Mobil Corp
Energy
|
52,021 | $8,825,882 | 2.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
36,095 | $7,517,505 | 2.06% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
25,349 | $7,456,661 | 2.04% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,526 | $7,340,256 | 2.01% |
Portfolio Trend
14 quarters · across all stocks
Holdings in SURG
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,663 | 12,867 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $21,487 | 12,867 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $136,998 | 48,754 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $151,624 | 48,754 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $57,065 | 27,568 | Shares | Sole | 2025-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||