4Thought Financial Group Inc. — 13F Holdings & Portfolio
CIK 1840261 · latest 13F-HR filed 2026-04-24
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$202.2M
Long-equity book
Holdings
99
Distinct positions
Period
2026-03-31
Filed 2026-04-24
Q/Q Activity
+11 / −2 / ↑20 / ↓28
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$1.3M +52.3%
- INVESCO EXCH TRADED FD TR II$799.9K +271.8%
- VANGUARD SCOTTSDALE FDS$319.5K +7.6%
- VANGUARD INDEX FDS$296.3K +36.4%
- INVESCO QQQ TR$229.2K +30.4%
Top Trims
- ISHARES TR-$3.5M -15.6%
- ISHARES INC-$587.1K -15.5%
- ISHARES TR-$477.2K -12.9%
- ISHARES TR-$440.7K -17.5%
- VANGUARD INDEX FDS-$149.9K -8.8%
New Positions
- APPLE INC$528.6K
- ISHARES TR$356.3K
- ISHARES TR$352.4K
- ISHARES TR$351.7K
- ISHARES TR$351.3K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $58.4M | 28.87% | 89,773 | SH |
| 2 | ISHARES TR | IVV | 464287200 | $19.0M | 9.42% | 29,150 | SH |
| 3 | ISHARES TR | IJR | 464287804 | $12.0M | 5.93% | 96,497 | SH |
| 4 | VANGUARD INDEX FDS | VO | 922908629 | $12.0M | 5.92% | 41,677 | SH |
| 5 | ISHARES TR | EFA | 464287465 | $8.7M | 4.29% | 89,262 | SH |
| 6 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $8.6M | 4.24% | 158,477 | SH |
| 7 | ISHARES TR | IBDS | 46435UAA9 | $5.3M | 2.60% | 216,807 | SH |
| 8 | ISHARES TR | IBDV | 46436E726 | $5.2M | 2.59% | 238,935 | SH |
| 9 | ISHARES TR | IBDX | 46436E312 | $5.2M | 2.56% | 205,076 | SH |
| 10 | ISHARES TR | IBDW | 46436E486 | $5.1M | 2.53% | 244,684 | SH |
| 11 | ISHARES TR | IBCA | 46438G372 | $4.6M | 2.28% | 179,466 | SH |
| 12 | ISHARES TR | IBDY | 46436E130 | $4.5M | 2.25% | 175,675 | SH |
| 13 | ISHARES TR | IBDZ | 46438G653 | $4.5M | 2.24% | 174,091 | SH |
| 14 | VANGUARD SCOTTSDALE FDS | VCLT | 92206C813 | $4.5M | 2.24% | 60,490 | SH |
| 15 | ISHARES TR | IBDR | 46435GAA0 | $4.5M | 2.21% | 184,581 | SH |
| 16 | ISHARES TR | IBDT | 46435U515 | $4.4M | 2.18% | 174,348 | SH |
| 17 | ISHARES TR | IBDU | 46436E205 | $4.3M | 2.15% | 186,651 | SH |
| 18 | ISHARES TR | TLT | 464287432 | $3.7M | 1.82% | 42,450 | SH |
| 19 | ISHARES TR | IEFA | 46432F842 | $3.2M | 1.59% | 35,601 | SH |
| 20 | ISHARES INC | IEMG | 46434G103 | $3.2M | 1.58% | 45,915 | SH |
| 21 | ISHARES TR | IJH | 464287507 | $2.1M | 1.03% | 30,720 | SH |
| 22 | VANGUARD INDEX FDS | VTV | 922908744 | $1.5M | 0.77% | 7,891 | SH |
| 23 | VANGUARD INDEX FDS | VB | 922908751 | $1.1M | 0.55% | 4,238 | SH |
| 24 | INVESCO EXCH TRADED FD TR II | BKLN | 46138G508 | $1.1M | 0.54% | 53,610 | SH |
| 25 | INVESCO QQQ TR | QQQ | 46090E103 | $982.9K | 0.49% | 1,703 | SH |
| 26 | INVESCO EXCH TRD SLF IDX FD | BSCS | 46138J643 | $868.1K | 0.43% | 42,508 | SH |
| 27 | INVESCO EXCH TRD SLF IDX FD | BSCQ | 46138J791 | $864.4K | 0.43% | 44,261 | SH |
| 28 | INVESCO EXCH TRD SLF IDX FD | BSCT | 46138J577 | $863.2K | 0.43% | 46,259 | SH |
| 29 | ISHARES TR | IWF | 464287614 | $549.2K | 0.27% | 1,288 | SH |
| 30 | APPLE INC | AAPL | 037833100 | $528.6K | 0.26% | 2,083 | SH |
| 31 | INVESCO EXCH TRD SLF IDX FD | BSJQ | 46138J635 | $511.3K | 0.25% | 22,062 | SH |
| 32 | INVESCO EXCH TRD SLF IDX FD | BSJR | 46138J585 | $428.2K | 0.21% | 19,144 | SH |
| 33 | INVESCO EXCH TRD SLF IDX FD | BSJS | 46138J452 | $427.4K | 0.21% | 19,711 | SH |
| 34 | INVESCO EXCH TRD SLF IDX FD | BSJU | 46139W841 | $415.0K | 0.21% | 16,217 | SH |
| 35 | INVESCO EXCH TRD SLF IDX FD | PDBC | 46138J395 | $413.6K | 0.20% | 19,663 | SH |
| 36 | INVESCO EXCH TRD SLF IDX FD | BSJV | 46139W817 | $412.6K | 0.20% | 15,871 | SH |
| 37 | INVESCO EXCH TRD SLF IDX FD | BSJX | 46139W742 | $412.2K | 0.20% | 16,546 | SH |
| 38 | INVESCO EXCH TRD SLF IDX FD | BSJW | 46139W775 | $411.6K | 0.20% | 16,348 | SH |
| 39 | ISHARES TR | IBIC | 46438G505 | $356.3K | 0.18% | 13,742 | SH |
| 40 | ISHARES TR | IBID | 46438G604 | $352.4K | 0.17% | 13,495 | SH |
| 41 | ISHARES TR | IBIE | 46438G703 | $351.7K | 0.17% | 13,402 | SH |
| 42 | ISHARES TR | IBIG | 46438G885 | $351.3K | 0.17% | 13,380 | SH |
| 43 | ISHARES TR | IBIH | 46438G877 | $351.1K | 0.17% | 13,389 | SH |
| 44 | ISHARES TR | IBIF | 46438G802 | $351.0K | 0.17% | 13,375 | SH |
| 45 | ISHARES TR | IBII | 46438G869 | $350.7K | 0.17% | 13,536 | SH |
| 46 | ISHARES TR | IBIJ | 46438G851 | $350.2K | 0.17% | 13,481 | SH |
| 47 | ISHARES TR | IBIK | 46438G679 | $350.2K | 0.17% | 13,601 | SH |
| 48 | ISHARES TR | IBIL | 46438G380 | $349.5K | 0.17% | 13,717 | SH |
| 49 | MONDELEZ INTL INC | MDLZ | 609207105 | $289.6K | 0.14% | 5,024 | SH |
| 50 | ISHARES TR | EMB | 464288281 | $279.0K | 0.14% | 2,970 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-24 | $202.2M | 99 | 0001213900-26-047485 |
| 2025-12-31 | 2026-01-29 | $201.9M | 90 | 0001213900-26-009186 |