4F

4Thought Financial Group Inc.

Sector-focusedMomentum followerLong-term holder

Total reported value

$202.2M

Reporting period: 2026-03-31 · Number of holdings: 99

4Thought Financial Group Inc. disclosed 99 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $202.2M and a quarterly turnover rate of 7.2%.

Personality snowflake

Concentration
44.08
Portfolio Stability
7.15
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
68.36

Recent moves

  • Trim IVV

    -11.5%　-$3.5M

  • Add TLT

    +53.1%　$1.3M

  • Add BKLN

    +282.5%　$799.9K

  • Trim IEMG

    -18.6%　-$587.1K

  • Trim IEFA

    -13.9%　-$477.2K

  • Trim IJH

    -19.4%　-$440.7K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth28.87%-0.03%+4.89%
2IVVIshares Core S&p 500 ETFETF-Large Cap & Growth9.42%-1.76%-11.55%
3IJRIshares Core S&p Small-cap EETF-Small Cap5.93%-0.11%-4.91%
4VOVanguard Mid-cap ETFETF-Other5.92%-0.13%-0.95%
5EFAIshares Msci Eafe ETFETF-Other4.29%+0.03%-0.26%
6VWOVanguard Ftse Emerging MarkeETF-Emerging Markets4.24%+0.03%+0.13%
7IBDSIshrs Ibnds Dec 27 CORP ETFETF-Other2.60%+0.03%+1.39%
8IBDVIshares Ibonds Dec 2030 CORPETF-Other2.59%-0.03%-0.33%
9IBDXIshares Ibonds Dec 2032 TcETF-Other2.56%-0.04%-0.40%
10IBDWIshares Ibonds Dec 2031 CORPETF-Other2.53%-0.04%-0.32%
11IBCAIshares Ibonds Dec 2035 TcETF-Other2.28%-0.03%-0.36%
12IBDYIshares Ibonds Dec 2033 CORPETF-Other2.25%-0.02%+0.24%
13IBDZIsharesibondsdec2034tmcorpETF-Other2.24%-0.03%+0.10%
14VCLTVanguard Long-term CORP BondETF-Corp Bonds2.24%+0.16%+9.23%
15IBDRIshares Ibonds Dec 2026 TermETF-Other2.21%-0.02%-0.82%
16IBDTIshares Ibonds Dec 2028 ETFETF-Other2.18%—+0.46%
17IBDUIshares Ibonds Dec 2029 TermETF-Other2.15%-0.05%-1.67%
18TLTIshares 20+ Year Treasury BdETF-Gov Bonds1.82%+0.62%+53.11%
19IEFAIshares Core Msci Eafe ETFETF-Other1.59%-0.24%-13.93%
20IEMGIshares Core Msci EmergingETF-Emerging Markets1.58%-0.30%-18.56%
21IJHIshares Core S&p Midcap ETFETF-Other1.03%-0.22%-19.39%
22VTVVanguard Value ETFETF-Other0.77%-0.07%-11.25%
23VBVanguard Small-cap ETFETF-Other0.55%+0.15%+34.37%
24BKLNInvesco Senior Loan ETFETF-Other0.54%+0.39%+282.49%
25QQQInvesco Qqq Trust Series 1ETF-Tech0.49%+0.12%+38.79%
26BSCSInvesco Bulletshares 2028 CbETF-Other0.43%+0.02%+6.94%
27BSCQInvesco Bulletshares 2026 CbETF-Other0.43%+0.03%+6.95%
28BSCTInvesco Bulletshares 2029 CbETF-Other0.43%+0.03%+6.93%
29IWFIshares Russell 1000 GrowthETF-Other0.27%—+8.97%
30AAPLApple INCStock-Tech0.26%+0.26%NEW
31BSJQInvesco Bulletshares 2026 HyETF-Other0.25%—-0.42%
32BSJRInvesco Bulletshares 2027 HyETF-Other0.21%—-2.20%
33BSJSInvesco Bulletshares 2028 HyETF-Other0.21%—-0.63%
34BSJUInvesco Bulletshares 2030 HyETF-Other0.21%-0.01%-3.18%
35BSJTInvesco Bulletshares 2029 HyETF-Other0.20%-0.02%-3.08%
36BSJVInvesco Bulletshares 2031 HyETF-Other0.20%-0.02%-3.24%
37BSJXInvesco Bulletshares 2033 HyETF-Other0.20%-0.02%-3.26%
38BSJWInvesco Bulletshares 2032 HyETF-Other0.20%-0.02%-5.19%
39IBICIshares Ibonds Oct 2026 TtETF-Other0.18%+0.18%NEW
40IBIDIshares Ibonds Oct 2027 TtETF-Other0.17%+0.17%NEW
41IBIEIshares Ibonds Oct 2028 TtETF-Other0.17%+0.17%NEW
42IBIGIshares Ibonds Oct 2030 TtETF-Other0.17%+0.17%NEW
43IBIHIshares Ibonds Oct 2031 TtETF-Other0.17%+0.17%NEW
44IBIFIshares Ibonds Oct 2029 TtETF-Other0.17%+0.17%NEW
45IBIIIshares Ibonds Oct 2032 TtETF-Other0.17%+0.17%NEW
46IBIJIshrs Ibnds Oct 2033 TrmETF-Other0.17%+0.17%NEW
47IBIKIsharesibondsoct2034tmtipsETF-Other0.17%+0.17%NEW
48IBILIshares Ibonds Oct 2035 TipsETF-Other0.17%+0.17%NEW
49MDLZMondelez International Inc-aStock-Consumer Staples0.14%+0.01%+0.28%
50EMBIshares Jp Morgan Usd EmergiETF-Other0.14%-0.01%-6.75%
1–50 of 99

Holding changes this quarter

4Thought Financial Group Inc.'s most significant position changes for 2026-03-31: New buy: Apple INC (AAPL); New buy: Ishares Ibonds Oct 2026 Tt (IBIC); New buy: Ishares Ibonds Oct 2027 Tt (IBID); New buy: Ishares Ibonds Oct 2028 Tt (IBIE); New buy: Ishares Ibonds Oct 2030 Tt (IBIG).

Position changes disclosed by 4Thought Financial Group Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1TLTIshares 20+ Year Treasury Bd+0.6%+53.11%Add
2BKLNInvesco Senior Loan ETF+0.4%+282.49%Add
3VCLTVanguard Long-term CORP Bond+0.2%+9.23%Add
4VBVanguard Small-cap ETF+0.2%+34.37%Add
5QQQInvesco Qqq Trust Series 1+0.1%+38.79%Add
6EFAIshares Msci Eafe ETF0%-0.26%Trim
7IBDSIshrs Ibnds Dec 27 CORP ETF0%+1.39%Add
8VWOVanguard Ftse Emerging Marke0%+0.13%Add
9BSCQInvesco Bulletshares 2026 Cb0%+6.95%Add
10BSCTInvesco Bulletshares 2029 Cb0%+6.93%Add
11BSCSInvesco Bulletshares 2028 Cb0%+6.94%Add
12MDLZMondelez International Inc-a0%+0.28%Add
13EMBIshares Jp Morgan Usd Emergi0%-6.75%Trim
14BSJUInvesco Bulletshares 2030 Hy0%-3.18%Trim
15BWXState Street Spdr Bloomberg0%-4.65%Trim
16WIPState Street Spdr Ftse Inter0%-5.73%Trim
17IBDYIshares Ibonds Dec 2033 CORP0%+0.24%Add
18IBDRIshares Ibonds Dec 2026 Term0%-0.82%Trim
19BSJWInvesco Bulletshares 2032 Hy0%-5.19%Trim
20BSJVInvesco Bulletshares 2031 Hy0%-3.24%Trim
21BSJXInvesco Bulletshares 2033 Hy0%-3.26%Trim
22BSJTInvesco Bulletshares 2029 Hy0%-3.08%Trim
23IBCAIshares Ibonds Dec 2035 Tc0%-0.36%Trim
24IBDVIshares Ibonds Dec 2030 CORP0%-0.33%Trim
25RSSSResearch Solutions INC0%-0.93%Trim
26IBDZIsharesibondsdec2034tmcorp0%+0.10%Add
27SPYSs Spdr S&p 500 ETF Trust-us0%+4.89%Add
28IBDXIshares Ibonds Dec 2032 Tc0%-0.40%Trim
29IBDWIshares Ibonds Dec 2031 CORP0%-0.32%Trim
30IBDUIshares Ibonds Dec 2029 Term-0.1%-1.67%Trim
31VTVVanguard Value ETF-0.1%-11.25%Trim
32IJRIshares Core S&p Small-cap E-0.1%-4.91%Trim
33VOVanguard Mid-cap ETF-0.1%-0.95%Trim
34IJHIshares Core S&p Midcap ETF-0.2%-19.39%Trim
35IEFAIshares Core Msci Eafe ETF-0.2%-13.93%Trim
36IEMGIshares Core Msci Emerging-0.3%-18.56%Trim
37IVVIshares Core S&p 500 ETF-1.8%-11.55%Trim
38AAPLApple INC—NEWNew buy
39IBICIshares Ibonds Oct 2026 Tt—NEWNew buy
40IBIDIshares Ibonds Oct 2027 Tt—NEWNew buy
41IBIEIshares Ibonds Oct 2028 Tt—NEWNew buy
42IBIGIshares Ibonds Oct 2030 Tt—NEWNew buy
43IBIHIshares Ibonds Oct 2031 Tt—NEWNew buy
44IBIFIshares Ibonds Oct 2029 Tt—NEWNew buy
45IBIIIshares Ibonds Oct 2032 Tt—NEWNew buy
46IBIJIshrs Ibnds Oct 2033 Trm—NEWNew buy
47IBIKIsharesibondsoct2034tmtips—NEWNew buy
48IBILIshares Ibonds Oct 2035 Tips—NEWNew buy
49JNKSs Spdr Bb High Yield Bond—EXITSold out
50TIPIshares Tips Bond ETF—EXITSold out

FAQ

What is 4Thought Financial Group Inc. and what type of investor is it?
4Thought Financial Group Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $202.2M, spread across 99 disclosed positions.
What are 4Thought Financial Group Inc.'s largest equity positions?
Based on the latest 13F filing, 4Thought Financial Group Inc.'s top holdings by market value are: 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $58.4M (28.9%) 2. Ishares Core S&p 500 ETF (IVV) — $19.0M (9.4%) 3. Ishares Core S&p Small-cap E (IJR) — $12.0M (5.9%) 4. Vanguard Mid-cap ETF (VO) — $12.0M (5.9%) 5. Ishares Msci Eafe ETF (EFA) — $8.7M (4.3%)
What changes did 4Thought Financial Group Inc. make in its most recent portfolio filing?
In the latest reported quarter, 4Thought Financial Group Inc. made 50 notable position adjustments: 11 new positions were initiated, 14 existing holdings were added to, 23 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Apple INC (AAPL); New buy: Ishares Ibonds Oct 2026 Tt (IBIC); New buy: Ishares Ibonds Oct 2027 Tt (IBID); New buy: Ishares Ibonds Oct 2028 Tt (IBIE); New buy: Ishares Ibonds Oct 2030 Tt (IBIG)
What sectors does 4Thought Financial Group Inc. focus on?
4Thought Financial Group Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 100.0%