4Thought Financial Group Inc.
13F Reported Value
ⓘ$212.8M
Holdings
99
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
4Thought Financial Group Inc. disclosed 99 positions worth $212.8M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 29.6% of the equity portfolio. 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
StableSector Allocation
13fpro.ai/research/fund/4thought-financial-group-inc-1840261
AUM History
13fpro.ai/research/fund/4thought-financial-group-inc-1840261
Top Equity Holdings by Value
13fpro.ai/research/fund/4thought-financial-group-inc-1840261
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$63.1M84,481 sh ISHARES TR - CORE S&P500 ETF
—Quality
$15.0M19,967 shVANGUARD INDEX FDS - MID CAP ETF
—Quality
$12.1M150,486 shISHARES TR - CORE S&P SCP ETF
—Quality
$12.0M80,910 shISHARES TR - MSCI EAFE ETF
—Quality
$9.6M92,594 shVANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
—Quality
$9.6M160,051 shISHARES TR - 20 YR TR BD ETF
—Quality
$7.4M85,831 shISHARES TR - IBONDS 27 ETF
—Quality
$6.3M261,333 shISHARES TR - IBONDS DEC 2030
—Quality
$6.3M289,935 shISHARES TR - IBONDS DEC 2032
—Quality
$6.3M250,276 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| — | $63.1M | 84,481 | |
| ISHARES TR - CORE S&P500 ETF | — | $15.0M | 19,967 |
| VANGUARD INDEX FDS - MID CAP ETF | — | $12.1M | 150,486 |
| ISHARES TR - CORE S&P SCP ETF | — | $12.0M | 80,910 |
| ISHARES TR - MSCI EAFE ETF | — | $9.6M | 92,594 |
| VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $9.6M | 160,051 |
| ISHARES TR - 20 YR TR BD ETF | — | $7.4M | 85,831 |
| ISHARES TR - IBONDS 27 ETF | — | $6.3M | 261,333 |
| ISHARES TR - IBONDS DEC 2030 | — | $6.3M | 289,935 |
| ISHARES TR - IBONDS DEC 2032 | — | $6.3M | 250,276 |
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
$207.7M
Financials
$4.0M
Technology
$598,610
Consumer Staples
$293,191
Industrials
$204,039
Full Holdings — 4Thought Financial Group Inc. (Q2 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 | SPDR S&P 500 ETF TRUST | $63.1M | 29.6% | -6% | — | |
| 2 | — | ISHARES TR - CORE S&P500 ETF | $15.0M | 7.0% | -32% | — |
| 3 | — | VANGUARD INDEX FDS - MID CAP ETF | $12.1M | 5.7% | +261% | — |
| 4 | — | ISHARES TR - CORE S&P SCP ETF | $12.0M | 5.6% | -16% | — |
| 5 | — | ISHARES TR - MSCI EAFE ETF | $9.6M | 4.5% | +4% | — |
| 6 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $9.6M | 4.5% | +1% | — |
| 7 | — | ISHARES TR - 20 YR TR BD ETF | $7.4M | 3.5% | +102% | — |
| 8 | — | ISHARES TR - IBONDS 27 ETF | $6.3M | 3.0% | +21% | — |
| 9 | — | ISHARES TR - IBONDS DEC 2030 | $6.3M | 3.0% | +21% | — |
| 10 | — | ISHARES TR - IBONDS DEC 2032 | $6.3M | 3.0% | +22% | — |
| 11 | — | ISHARES TR - IBONDS DEC 2031 | $6.3M | 3.0% | +23% | — |
| 12 | — | ISHARES TR - IBONDS DEC2026 | $5.5M | 2.6% | +23% | — |
| 13 | — | ISHARES TR - IBDS DEC28 ETF | $5.4M | 2.5% | +23% | — |
| 14 | — | ISHARES TR - IBONDS DEC 29 | $5.4M | 2.5% | +25% | — |
| 15 | — | VANGUARD SCOTTSDALE FDS - LG-TERM COR BD | $4.9M | 2.3% | +8% | — |
| 16 | — | ISHARES TR - IBONDS DEC 2034 | $4.8M | 2.3% | +6% | — |
| 17 | — | ISHARES TR - IBONDS DEC 2035 | $4.8M | 2.3% | +4% | — |
| 18 | — | ISHARES TR - IBONDS DEC 2033 | $4.8M | 2.3% | +6% | — |
| 19 | — | ISHARES INC - CORE MSCI EMKT | $2.6M | 1.2% | -32% | — |
| 20 | — | ISHARES TR - CORE MSCI EAFE | $2.5M | 1.2% | -26% | — |
| 21 | — | VANGUARD INDEX FDS - VALUE ETF | $1.7M | 0.8% | -1% | — |
| 22 | Invesco Ltd. | $1.1M | 0.5% | +5% | — | |
| 23 | Invesco Ltd. | $897,325 | 0.4% | +4% | — | |
| 24 | Invesco Ltd. | $895,040 | 0.4% | +4% | — | |
| 25 | Invesco Ltd. | $890,882 | 0.4% | +4% | — | |
| 26 | Apple Inc. | $593,471 | 0.3% | -2% | 76.3 | |
| 27 | — | ISHARES TR - RUS 1000 GRW ETF | $557,080 | 0.3% | +248% | — |
| 28 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO BLSH 26 | $527,153 | 0.3% | +4% | — |
| 29 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO 28 HYCORP | $449,291 | 0.2% | +5% | — |
| 30 | — | INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 | $447,202 | 0.2% | +5% | — |
| 31 | — | INVESCO EXCH TRD SLF IDX FD - BULLETSHS 2030 | $439,084 | 0.2% | +5% | — |
| 32 | — | INVESCO EXCH TRD SLF IDX FD - BULL 2031 HI ETF | $436,952 | 0.2% | +5% | — |
| 33 | — | INVESCO EXCH TRD SLF IDX FD - BULLETSHARES | $436,534 | 0.2% | +5% | — |
| 34 | — | INVESCO EXCH TRD SLF IDX FD - BULETSHS 2029 HG | $435,926 | 0.2% | +5% | — |
| 35 | — | INVESCO EXCH TRD SLF IDX FD - BULL 2032 HI ETF | $433,346 | 0.2% | +5% | — |
| 36 | — | ISHARES TR - IBONDS OCT 2026 | $368,197 | 0.2% | +3% | — |
| 37 | — | ISHARES TR - IBONDS OCT 2027 | $366,410 | 0.2% | +3% | — |
| 38 | — | ISHARES TR - IBONDS OCT 2028 | $364,581 | 0.2% | +3% | — |
| 39 | — | ISHARES TR - IBONDS OCT 2034 | $364,351 | 0.2% | +3% | — |
| 40 | — | ISHARES TR - IBONDS OCT 2031 | $364,336 | 0.2% | +4% | — |
| 41 | — | ISHARES TR - IBONDS OCT 2033 | $363,887 | 0.2% | +3% | — |
| 42 | — | ISHARES TR - IBONDS OCT 2029 | $363,841 | 0.2% | +3% | — |
| 43 | — | ISHARES TR - IBONDS OCT 2032 | $363,827 | 0.2% | +3% | — |
| 44 | — | ISHARES TR - IBONDS OCT 2035 | $363,803 | 0.2% | +3% | — |
| 45 | — | ISHARES TR - IBONDS OCT 2030 | $363,309 | 0.2% | +3% | — |
| 46 | — | ISHARES TR - JPMORGAN USD EMG | $301,018 | 0.1% | +5% | — |
| 47 | Mondelez International, Inc. | $293,191 | 0.1% | +1% | 56.2 | |
| 48 | — | SPDR SERIES TRUST - ST STR FTSE ETF | $291,766 | 0.1% | +5% | — |
| 49 | — | ISHARES TR - ESG MSCI KLD ETF | $269,714 | 0.1% | -8% | — |
| 50 | — | SPDR SERIES TRUST - ST STR SP500FF | $268,935 | 0.1% | -7% | — |
| 51 | — | SPDR SERIES TRUST - ST INTL BBG ETF | $262,313 | 0.1% | +4% | — |
| 52 | — | ISHARES TR - ESG AWR US AGRGT | $245,868 | 0.1% | +4% | — |
| 53 | — | ISHARES TR - ESG AWRE 1 5 YR | $243,795 | 0.1% | +2% | — |
| 54 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $232,441 | 0.1% | -2% | — |
| 55 | Research Solutions, Inc. | $193,501 | 0.1% | +0% | 45.2 | |
| 56 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $169,238 | 0.1% | -1% | — |
| 57 | — | NUSHARES ETF TR - ESG HI TLD CRP | $123,328 | 0.1% | +3% | — |
| 58 | — | SPDR INDEX SHS FDS - SP CHINA ETF | $111,219 | 0.1% | -2% | — |
| 59 | — | AMPLIFY ETF TR - ETHO CLI LEA ETF | $97,724 | 0.1% | -4% | — |
| 60 | — | ISHARES TR - ESG AWARE MSCI | $84,115 | 0.0% | -1% | — |
| 61 | MITSUBISHI UFJ FINANCIAL GROUP INC | $81,330 | 0.0% | -2% | — | |
| 62 | — | ISHARES TR - ESG AW MSCI EAFE | $78,817 | 0.0% | +5% | — |
| 63 | — | VANGUARD INDEX FDS - SMALL CP ETF | $66,997 | 0.0% | -95% | — |
| 64 | Invesco DB US Dollar Index Bullish Fund | $63,176 | 0.0% | -6% | — | |
| 65 | — | SPDR INDEX SHS FDS - ST MARKE CAP ETF | $63,086 | 0.0% | -2% | — |
| 66 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $55,471 | 0.0% | -2% | — |
| 67 | — | SCHWAB STRATEGIC TR - CRYPTO THEMATIC | $47,806 | 0.0% | -13% | — |
| 68 | SPDR GOLD TRUST | $46,138 | 0.0% | +52% | — | |
| 69 | — | SPDR INDEX SHS FDS - ST STR NAT ETF | $45,748 | 0.0% | -14% | — |
| 70 | — | ISHARES TR - DEVSMCP EXNA ETF | $40,186 | 0.0% | -0% | — |
| 71 | — | ISHARES INC - MSCI JAPAN ETF | $32,071 | 0.0% | -2% | — |
| 72 | — | ISHARES TR - MSCI INDIA ETF | $27,644 | 0.0% | -2% | — |
| 73 | — | ISHARES TR - CHINA SM-CAP ETF | $26,412 | 0.0% | -1% | — |
| 74 | — | GLOBAL X FDS - GBL X FTSE ETF | $24,477 | 0.0% | -2% | — |
| 75 | — | ISHARES INC - MSCI STH KOR ETF | $22,210 | 0.0% | -2% | — |
| 76 | — | VANECK ETF TRUST - AFRICA INDEX ETF | $18,606 | 0.0% | -2% | — |
| 77 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | $18,261 | 0.0% | -2% | — |
| 78 | — | ISHARES INC - MSCI CDA ETF | $17,338 | 0.0% | -2% | — |
| 79 | — | ISHARES INC - MSCI BRAZIL ETF | $14,662 | 0.0% | -1% | — |
| 80 | — | ISHARES INC - MSCI AUST ETF | $13,583 | 0.0% | -1% | — |
| 81 | — | ISHARES INC - MSCI MEXICO ETF | $13,400 | 0.0% | -1% | — |
| 82 | — | ETF SER SOLUTIONS - VIDENT US EQUITY | $12,542 | 0.0% | -14% | — |
| 83 | — | ISHARES TR - LOW CA OP MS ETF | $12,374 | 0.0% | -13% | — |
| 84 | — | ISHARES TR - MSCI GBL SUS DEV | $12,142 | 0.0% | -10% | — |
| 85 | INVESCO QQQ TRUST, SERIES 1 | $10,721 | 0.0% | -99% | — | |
| 86 | DOVER Corp | $10,538 | 0.0% | +8% | 57.8 | |
| 87 | — | ISHARES INC - MSCI TAIWAN ETF | $9,203 | 0.0% | -2% | — |
| 88 | — | ISHARES INC - MSCI TURKEY ETF | $9,169 | 0.0% | -1% | — |
| 89 | — | ISHARES TR - MSCI SAUDI ARBIA | $8,681 | 0.0% | -1% | — |
| 90 | — | ISHARES TR - CORE S&P MCP ETF | $7,026 | 0.0% | -100% | — |
| 91 | — | ISHARES TR - MSCI POLAND ETF | $6,752 | 0.0% | -2% | — |
| 92 | Meta Platforms, Inc. | $5,139 | 0.0% | +16% | 79.6 | |
| 93 | — | ISHARES INC - MSCI ISRAEL ETF | $4,019 | 0.0% | -3% | — |
| 94 | — | ISHARES TR - MSCI UAE ETF | $3,931 | 0.0% | +1% | — |
| 95 | — | ISHARES INC - MSCI HONG KG ETF | $2,659 | 0.0% | +1% | — |
| 96 | — | ISHARES INC - MSCI CHILE ETF | $2,106 | 0.0% | -2% | — |
| 97 | — | ISHARES TR - MSCI PERU GL ETF | $2,050 | 0.0% | +0% | — |
| 98 | — | ISHARES TR - NEW ZEALAND ETF | $1,819 | 0.0% | -2% | — |
| 99 | — | ISHARES TR - MSCI QATAR ETF | $1,561 | 0.0% | +0% | — |
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