Ethos Financial Group, LLC Q4 2025 Filing

Filed January 20, 2026

Portfolio Value

$1.4T

Holdings

532

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (532 positions)

#StockSharesValue% PortfolioType
501
DBLTXDoubleline Total Return Bd Fd Cl I
12,564$112.0M0.01%
502
SELFGlobal Self Storage Inc
21,810$111.0M0.01%
503
MMTMfs Multimarket Income Tr
23,772$110.0M0.01%
504
PSECProspect Cap Corp
40,459$104.0M0.01%
505
CTMXCytomx Therapeutics Inc
23,697$100.0M0.01%
506
LIXTLixte Biotech Hldg
24,808$97.0M0.01%
507
FFRHXFidelity Adv Floating Rate High Incm Fd
10,353$94.0M0.01%
508
CMPSCompass Pathways Plc
13,532$93.0M0.01%
509
PPTPutnam Premier Income Tr
26,526$93.0M0.01%
510
PLUNPlug Power Inc
42,607$83.0M0.01%
511
OXSQOxford Square Cap Corp
41,967$73.0M0.01%
512
WDHWaterdrop Inc
38,401$72.0M0.01%
513
ORGOOrganogenesis Hldgs Inc
12,987$67.0M0.00%
514
ARECAmerican Res Corp
26,464$65.0M0.00%
515
RXRXRecursion Pharmaceuticals Inc Class A
13,020$53.0M0.00%
516
HIVEHive Digital Technolog F
20,000$51.0M0.00%
517
FCOAbrdn Global Income Fund Inc
13,722$40.0M0.00%
518
SUIGMill City Ventures Iii L
23,282$38.0M0.00%
519
ZNOGZION OIL & GAS INC
158,613$34.0M0.00%
520
NRXPNrx Pharmaceuticals Inc Class Equity
11,900$32.0M0.00%
521
SURGSurgepays Inc
12,867$21.0M0.00%
522
NBYBNw Biotherapeutics
28,350$6.0M0.00%
523
FBLGFibrobiologics Inc
24,424$5.0M0.00%
524
HHDSHighlands Reit Inc Real Estate Invst Trust
15,529$4.0M0.00%
525
KAYSKaya Holdings, Inc.
100,000$3.0M0.00%
526
NTARNextech3D Ai Corp F
20,000$2.0M0.00%
527
JPEXJpx Global Inc
14,500$00.00%
528
HEMPHemp Inc
10,000$00.00%
529
LTNCLabor Smart Inc
483,861$00.00%
530
USMJNorth American Cannabis
999,900$00.00%
531
BIELBioelectronics Corp
20,000$00.00%
532
Tauriga Sciences Inc Com
13,251$00.00%
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