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Portfolio (Quarterly) Guide ↗

Ethos Financial Group, LLC

· CIK 0001954242
13F Portfolio $1.5B AUM 648 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 648 New
Page 33 of 33  ·  648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 Labor Smart Inc 483,861.0 $48.0 NEW $0.00
642 Tauriga Sciences Inc Com 13,251.0 $48.0 NEW $0.00
643 Bioelectronics Corp 20,000.0 $6.0 NEW $0.00
644 North American Cannabis 999,900.0 $1.0 NEW
645 Cannabis Science Inc Xxx Registration Revoked By 100,000.0 NEW
646 Hemp Inc 10,000.0 NEW
647 Jpx Global Inc 14,500.0 NEW
648 Sedona Corporation Xxx Registration Revoked By 72,000.0 NEW
Page 33 of 33  ·  648 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 44.3%
Technology 20.3%
Communication Services 7.8%
Consumer Cyclical 5.8%
Industrials 5.3%
Utilities 5.2%
Healthcare 4.1%
Consumer Defensive 2.7%
Energy 2.4%
Real Estate 1.5%