Ethos Capital Management, Inc. has released its latest holdings report, revealing a total value of approximately $150 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and portfolio allocations in a rapidly changing market.

Ethos Capital Management, based in Newtown, Pennsylvania, is classified under the SEC’s other entity type and has been actively managing investments across various sectors. The firm’s recent filings include a series of 13F reports, with the latest being filed on November 3, 2026, under accession number 0002106214-26-000005.

What the Filing Says

The 13F filing indicates that Ethos Capital Management holds a total of 61 positions, with a reported total value of $149,998,966. The filing states, "The total value of the holdings reflects the firm’s strategic investments across various sectors." This highlights the firm’s focus on maintaining a diversified portfolio.

Impact

This report may affect various stakeholders, including investors and analysts tracking Ethos Capital Management’s strategies. Notable holdings include significant positions in companies such as NVIDIA Corporation, Microsoft Corporation, and Broadcom Inc., which are key players in the technology sector. These investments reflect the firm’s commitment to capitalizing on growth opportunities in high-demand industries.

What's Next

The filing does not say what happens next, but it is expected that Ethos Capital Management will continue to adjust its portfolio in response to market conditions and investment opportunities.