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CIK: 0001840261
Total reported value
$212.8M
$212.8M
99 檔
51.7%
The Q1 2026 SEC filing reveals that 4Thought Financial Group Inc. held a total portfolio value of $212.8M, covering 99 public equity positions.
4Thought Financial Group Inc. executed strategic sector rebalancing during Q1 2026, establishing 11 new positions while fully exiting 2 holdings and trimming 50 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 28.87% | +0.78% | +4.89% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.42% | -2.39% | -11.55% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.93% | -0.29% | -4.91% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.92% | -0.22% | -0.95% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.29% | +0.23% | -0.26% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.24% | +0.25% | +0.13% | |
| 7 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.60% | +0.37% | +1.39% | |
| 8 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.59% | +0.38% | -0.33% | |
| 9 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 2.56% | +0.40% | -0.40% | |
| 10 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 2.53% | +0.42% | -0.32% | |
| 11 | IBCA | Ishares Ibonds Dec 2035 Tc | ETF-Other | 2.28% | -0.03% | -0.36% | |
| 12 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 2.25% | — | +0.24% | |
| 13 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 2.24% | +0.02% | +0.10% | |
| 14 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.24% | +0.06% | +9.23% | |
| 15 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.21% | +0.38% | -0.82% | |
| 16 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.18% | +0.37% | +0.46% | |
| 17 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.15% | +0.39% | -1.67% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.82% | +1.67% | +53.11% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.59% | -0.40% | -13.93% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.58% | -0.37% | -18.56% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.03% | -1.03% | -19.39% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.77% | +0.03% | -11.25% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | -0.52% | +34.37% | |
| 24 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.54% | — | +282.49% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | -0.49% | +38.79% | |
| 26 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.43% | -0.01% | +6.94% | |
| 27 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.43% | -0.01% | +6.95% | |
| 28 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.43% | -0.01% | +6.93% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.27% | -0.01% | +8.97% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.26% | +0.02% | — | |
| 31 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.25% | — | -0.42% | |
| 32 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.21% | — | -2.20% | |
| 33 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 0.21% | — | -0.63% | |
| 34 | BSJU | Invesco Bulletshares 2030 Hy | ETF-Other | 0.21% | — | -3.18% | |
| 35 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 0.20% | — | -3.08% | |
| 36 | BSJV | Invesco Bulletshares 2031 Hy | ETF-Other | 0.20% | +0.01% | -3.24% | |
| 37 | BSJX | Invesco Bulletshares 2033 Hy | ETF-Other | 0.20% | +0.01% | -3.26% | |
| 38 | BSJW | Invesco Bulletshares 2032 Hy | ETF-Other | 0.20% | — | -5.19% | |
| 39 | IBIC | Ishares Ibonds Oct 2026 Tt | ETF-Other | 0.18% | -0.01% | — | |
| 40 | IBID | Ishares Ibonds Oct 2027 Tt | ETF-Other | 0.17% | — | — | |
| 41 | IBIE | Ishares Ibonds Oct 2028 Tt | ETF-Other | 0.17% | — | — | |
| 42 | IBIG | Ishares Ibonds Oct 2030 Tt | ETF-Other | 0.17% | — | — | |
| 43 | IBIH | Ishares Ibonds Oct 2031 Tt | ETF-Other | 0.17% | — | — | |
| 44 | IBIF | Ishares Ibonds Oct 2029 Tt | ETF-Other | 0.17% | — | — | |
| 45 | IBII | Ishares Ibonds Oct 2032 Tt | ETF-Other | 0.17% | — | — | |
| 46 | IBIJ | Ishrs Ibnds Oct 2033 Trm | ETF-Other | 0.17% | — | — | |
| 47 | IBIK | Isharesibondsoct2034tmtips | ETF-Other | 0.17% | — | — | |
| 48 | IBIL | Ishares Ibonds Oct 2035 Tips | ETF-Other | 0.17% | — | — | |
| 49 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.14% | — | +0.28% | |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.14% | — | -6.75% |
According to official SEC Form 13F filings, 4Thought Financial Group Inc. reported a total U.S. public equity portfolio value of $212.8M across 99 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, IJR) accounted for 51.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
AAPL
市值: $528.6K
Top Position Liquidated / Trimmed
JNK
前期市值: $313.3K
During Q1 2026, 4Thought Financial Group Inc.'s top holdings by market value included SPY (28.9%)、IVV (9.4%)、IJR (5.9%). The largest single position, SPY, represented 28.9% of total portfolio value.
In Q1 2026, 4Thought Financial Group Inc. made 98 total portfolio adjustments, initiating 11 new buys, adding to 35 positions, trimming 50 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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