Ethos Capital Management, Inc. has filed its latest Form 13F-HR, disclosing equity holdings as of September 30, 2026. The filing reveals that the firm manages a total of 61 distinct equity positions.
The largest holding disclosed in the report is Vanguard Malvern Funds Stream Indexed Portfolio, which holds 825,578 shares. The firm also holds significant positions in several major technology and financial companies, including NVIDIA Corporation (317,777 shares), Broadcom Inc. (183,000 shares), and Advanced Micro Devices Inc. (7,732 shares). In the financial sector, Goldman Sachs Group Inc. is held with 4,900 shares, while Microsoft Corporation and Meta Platforms Inc. are held with 8,299 and 5,167 shares, respectively.
The portfolio also includes substantial positions in Chevron Corporation (16,017 shares), AbbVie Inc. (11,531 shares), JPMorgan Chase & Co. (9,050 shares), and Cisco Systems Inc. (27,389 shares). Other notable holdings include Berkshire Hathaway Inc. Class B (5,542 shares), Eli Lilly & Co. (2,068 shares), and Tesla Inc. (5,229 shares).
The filing lists Steven Toto as the Chief Compliance Officer and indicates the report was filed on November 3, 2026.
