4Thought Financial Group Inc.
13F Reported Value
ⓘ$202.2M
Holdings
99
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
4Thought Financial Group Inc. disclosed 99 positions worth $202.2M in its Form 13F-HR for Q1 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 28.9% of the equity portfolio. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $AAPL. The portfolio is most concentrated in Other (97.6% of disclosed assets). All figures are sourced directly from 4Thought Financial Group Inc.’s Form 13F-HR filing with the SEC under CIK 1840261.
AI Fund Analysis
Diversifying
$SPYSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$58.4M89,773 sh ISHARES TR
—Quality
$19.0M29,150 shISHARES TR
—Quality
$12.0M96,497 shVANGUARD INDEX FDS
—Quality
$12.0M41,677 shISHARES TR
—Quality
$8.7M89,262 shVANGUARD INTL EQUITY INDEX F
—Quality
$8.6M158,477 shISHARES TR
—Quality
$5.3M216,807 shISHARES TR
—Quality
$5.2M238,935 shISHARES TR
—Quality
$5.2M205,076 shISHARES TR
—Quality
$5.1M244,684 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $58.4M | 89,773 |
| ISHARES TR | — | $19.0M | 29,150 |
| ISHARES TR | — | $12.0M | 96,497 |
| VANGUARD INDEX FDS | — | $12.0M | 41,677 |
| ISHARES TR | — | $8.7M | 89,262 |
| VANGUARD INTL EQUITY INDEX F | — | $8.6M | 158,477 |
| ISHARES TR | — | $5.3M | 216,807 |
| ISHARES TR | — | $5.2M | 238,935 |
| ISHARES TR | — | $5.2M | 205,076 |
| ISHARES TR | — | $5.1M | 244,684 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of 4Thought Financial Group Inc.'s 99 positions.
Showing top 10 of 99 holdings.
Sector Allocation
Other
$197.3M
Financials
$3.9M
Technology
$533,111
Consumer Staples
$289,612
Industrials
$197,007
Full Holdings — 4Thought Financial Group Inc. (Q1 2026)
All 99 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $58.4M | 28.9% | +5% | — |
| 2 | — | ISHARES TR | $19.0M | 9.4% | -12% | — |
| 3 | — | ISHARES TR | $12.0M | 5.9% | -5% | — |
| 4 | — | VANGUARD INDEX FDS | $12.0M | 5.9% | -1% | — |
| 5 | — | ISHARES TR | $8.7M | 4.3% | -0% | — |
| 6 | — | VANGUARD INTL EQUITY INDEX F | $8.6M | 4.2% | +0% | — |
| 7 | — | ISHARES TR | $5.3M | 2.6% | +1% | — |
| 8 | — | ISHARES TR | $5.2M | 2.6% | -0% | — |
| 9 | — | ISHARES TR | $5.2M | 2.6% | -0% | — |
| 10 | — | ISHARES TR | $5.1M | 2.5% | -0% | — |
| 11 | — | ISHARES TR | $4.6M | 2.3% | -0% | — |
| 12 | — | ISHARES TR | $4.5M | 2.3% | +0% | — |
| 13 | — | ISHARES TR | $4.5M | 2.2% | +0% | — |
| 14 | — | VANGUARD SCOTTSDALE FDS | $4.5M | 2.2% | +9% | — |
| 15 | — | ISHARES TR | $4.5M | 2.2% | -1% | — |
| 16 | — | ISHARES TR | $4.4M | 2.2% | +0% | — |
| 17 | — | ISHARES TR | $4.3M | 2.1% | -2% | — |
| 18 | — | ISHARES TR | $3.7M | 1.8% | +53% | — |
| 19 | — | ISHARES TR | $3.2M | 1.6% | -14% | — |
| 20 | — | ISHARES INC | $3.2M | 1.6% | -19% | — |
| 21 | — | ISHARES TR | $2.1M | 1.0% | -19% | — |
| 22 | — | VANGUARD INDEX FDS | $1.5M | 0.8% | -11% | — |
| 23 | — | VANGUARD INDEX FDS | $1.1M | 0.6% | +34% | — |
| 24 |  $IVZ | Invesco Ltd. | $1.1M | 0.5% | +282% | — |
| 25 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $982,939 | 0.5% | +39% | — |
| 26 | $IVZ | Invesco Ltd. | $868,141 | 0.4% | +7% | — |
| 27 | $IVZ | Invesco Ltd. | $864,416 | 0.4% | +7% | — |
| 28 | $IVZ | Invesco Ltd. | $863,208 | 0.4% | +7% | — |
| 29 | — | ISHARES TR | $549,209 | 0.3% | +9% | — |
| 30 |  $AAPL | Apple Inc. | $528,645 | 0.3% | NEW | 76.1 |
| 31 | — | INVESCO EXCH TRD SLF IDX FD | $511,298 | 0.3% | -0% | — |
| 32 | — | INVESCO EXCH TRD SLF IDX FD | $428,165 | 0.2% | -2% | — |
| 33 | — | INVESCO EXCH TRD SLF IDX FD | $427,436 | 0.2% | -1% | — |
| 34 | — | INVESCO EXCH TRD SLF IDX FD | $415,005 | 0.2% | -3% | — |
| 35 | — | INVESCO EXCH TRD SLF IDX FD | $413,606 | 0.2% | -3% | — |
| 36 | — | INVESCO EXCH TRD SLF IDX FD | $412,557 | 0.2% | -3% | — |
| 37 | — | INVESCO EXCH TRD SLF IDX FD | $412,178 | 0.2% | -3% | — |
| 38 | — | INVESCO EXCH TRD SLF IDX FD | $411,616 | 0.2% | -5% | — |
| 39 | — | ISHARES TR | $356,259 | 0.2% | -94% | — |
| 40 | — | ISHARES TR | $352,414 | 0.2% | -95% | — |
| 41 | — | ISHARES TR | $351,656 | 0.2% | -95% | — |
| 42 | — | ISHARES TR | $351,327 | 0.2% | -95% | — |
| 43 | — | ISHARES TR | $351,050 | 0.2% | -95% | — |
| 44 | — | ISHARES TR | $351,031 | 0.2% | -95% | — |
| 45 | — | ISHARES TR | $350,739 | 0.2% | -94% | — |
| 46 | — | ISHARES TR | $350,242 | 0.2% | -95% | — |
| 47 | — | ISHARES TR | $350,233 | 0.2% | -94% | — |
| 48 | — | ISHARES TR | $349,506 | 0.2% | -94% | — |
| 49 |  $MDLZ | Mondelez International, Inc. | $289,612 | 0.1% | +0% | 53.9 |
| 50 | — | ISHARES TR | $278,980 | 0.1% | -7% | — |
| 51 | — | SPDR SERIES TRUST | $278,862 | 0.1% | -6% | — |
| 52 | — | SPDR SERIES TRUST | $256,324 | 0.1% | -5% | — |
| 53 | — | SPDR SERIES TRUST | $250,651 | 0.1% | +2% | — |
| 54 | — | ISHARES TR | $249,762 | 0.1% | +3% | — |
| 55 | — | ISHARES TR | $238,854 | 0.1% | +0% | — |
| 56 | — | ISHARES TR | $237,221 | 0.1% | +0% | — |
| 57 | — | VANGUARD INDEX FDS | $205,748 | 0.1% | +3% | — |
| 58 |  $RSSS | Research Solutions, Inc. | $188,497 | 0.1% | -1% | 51.3 |
| 59 | — | VANGUARD INTL EQUITY INDEX F | $159,153 | 0.1% | -2% | — |
| 60 | — | SPDR INDEX SHS FDS | $121,721 | 0.1% | +4% | — |
| 61 | — | NUSHARES ETF TR | $118,499 | 0.1% | -0% | — |
| 62 | — | AMPLIFY ETF TR | $83,246 | 0.0% | -6% | — |
| 63 | — | ISHARES TR | $71,092 | 0.0% | -7% | — |
| 64 | — | ISHARES TR | $69,572 | 0.0% | -8% | — |
| 65 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $69,327 | 0.0% | -8% | — |
| 66 |  $UUP | Invesco DB US Dollar Index Bullish Fund | $66,071 | 0.0% | +3% | — |
| 67 | — | SPDR INDEX SHS FDS | $59,019 | 0.0% | -0% | — |
| 68 | — | SPDR INDEX SHS FDS | $57,008 | 0.0% | +6% | — |
| 69 | — | VANGUARD INDEX FDS | $51,808 | 0.0% | +9% | — |
| 70 | — | SCHWAB STRATEGIC TR | $40,858 | 0.0% | +16% | — |
| 71 | — | ISHARES TR | $38,624 | 0.0% | -2% | — |
| 72 |  $GLD | SPDR GOLD TRUST | $35,159 | 0.0% | +0% | — |
| 73 | — | ISHARES TR | $30,774 | 0.0% | +7% | — |
| 74 | — | ISHARES INC | $29,543 | 0.0% | -9% | — |
| 75 | — | ISHARES TR | $26,826 | 0.0% | +19% | — |
| 76 | — | GLOBAL X FDS | $24,827 | 0.0% | +1% | — |
| 77 | — | VANECK ETF TRUST | $19,043 | 0.0% | -13% | — |
| 78 | — | SCHWAB STRATEGIC TR | $18,144 | 0.0% | -8% | — |
| 79 | — | ISHARES INC | $16,763 | 0.0% | -2% | — |
| 80 | — | ISHARES INC | $16,538 | 0.0% | -23% | — |
| 81 | — | ISHARES INC | $13,803 | 0.0% | -29% | — |
| 82 | — | ISHARES INC | $13,530 | 0.0% | +0% | — |
| 83 | — | ISHARES INC | $13,482 | 0.0% | -11% | — |
| 84 | — | ETF SER SOLUTIONS | $12,670 | 0.0% | +2% | — |
| 85 | — | ISHARES TR | $12,650 | 0.0% | -4% | — |
| 86 | — | ISHARES TR | $12,384 | 0.0% | -2% | — |
| 87 | — | ISHARES TR | $9,351 | 0.0% | +22% | — |
| 88 | — | ISHARES INC | $9,221 | 0.0% | -8% | — |
| 89 |  $DOV | DOVER Corp | $8,510 | 0.0% | +7% | 63.1 |
| 90 | — | ISHARES TR | $6,495 | 0.0% | -4% | — |
| 91 | — | ISHARES INC | $6,144 | 0.0% | -2% | — |
| 92 |  $META | Meta Platforms, Inc. | $4,466 | 0.0% | +10% | 80.9 |
| 93 | — | ISHARES INC | $3,925 | 0.0% | -13% | — |
| 94 | — | ISHARES TR | $3,798 | 0.0% | +4% | — |
| 95 | — | ISHARES INC | $2,919 | 0.0% | -7% | — |
| 96 | — | ISHARES INC | $2,138 | 0.0% | -26% | — |
| 97 | — | ISHARES TR | $1,995 | 0.0% | -19% | — |
| 98 | — | ISHARES TR | $1,774 | 0.0% | +2% | — |
| 99 | — | ISHARES TR | $1,611 | 0.0% | +1% | — |
New Positions (1)
$AAPL Apple Inc.$528,645Browse Top Institutional Investors
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