Q2 2026 13F · SEC CIK 1840261

4Thought Financial Group Inc.

Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $212.8M
Reported positions: 99
Top holdings a year, 3 yrs: +12.6%
Assets under management: $214.3M

4Thought Financial Group Inc. is a wealth manager that reported 99 positions worth $212.8M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Spdr S&p 500 ETF Tr (SPY, 29.6%), Ishares Core S&p 500 ETF (IVV, 7.0%), Vanguard Index Fds (VO, 5.7%). A portfolio copying its top holdings returned 12.6% a year over the last 3 years, against 20.4% for the S&P 500.

4Thought Financial Group Inc. holdings largest 50 of 99 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

4Thought Financial Group Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYSpdr S&p 500 ETF Tr	29.6%	28.9%	84,481	-5.9%	$63.1M
IVVIshares Core S&p 500 ETF	7.0%	9.4%	19,967	-31.5%	$15.0M
VOVanguard Index Fds	5.7%	5.9%	150,486	+261.1%	$12.1M
IJRIshares Core S&p Small Cap ETF	5.6%	5.9%	80,910	-16.2%	$12.0M
EFAiShs MSCI EAFE	4.5%	4.3%	92,594	+3.7%	$9.6M
VWOVanguard Intl Equity Index F	4.5%	4.2%	160,051	+1.0%	$9.6M
TLTIshares 20 Year Treasury Bond ETF	3.5%	1.8%	85,831	+102.2%	$7.4M
IBDSIshares Tr	3.0%	2.6%	261,333	+20.5%	$6.3M
IBDVIshares Tr ETF Ibonds Dec 2030 Term Corp	3.0%	2.6%	289,935	+21.3%	$6.3M
IBDXIshares Tr	3.0%	2.6%	250,276	+22.0%	$6.3M
IBDWIshares Tr	3.0%	2.5%	301,622	+23.3%	$6.3M
IBDRIshares Tr ETF Ibonds Dec 2026 Term Corp	2.6%	2.2%	227,209	+23.1%	$5.5M
IBDTIshares Tr	2.6%	2.2%	215,180	+23.4%	$5.4M
IBDUIshares Tr ETF Ibonds Dec 2029 Term Corp	2.5%	2.1%	233,473	+25.1%	$5.4M
VCLTVanguard Scottsdale Fds	2.3%	2.2%	65,100	+7.6%	$4.9M
IBDZIshares Tr	2.3%	2.2%	184,936	+6.2%	$4.8M
46438G372Ishares Tr	2.3%	2.3%	187,049	+4.2%	$4.8M
IBDYIshares Tr	2.3%	2.2%	185,959	+5.9%	$4.8M
IEMGIshares	1.2%	1.6%	31,074	-32.3%	$2.6M
IEFAIshares Core Msci Eafe ETF	1.2%	1.6%	26,187	-26.4%	$2.5M
VTVVanguard Value ETF	0.8%	0.8%	7,838	-0.7%	$1.7M
BKLNInvesco Exch Traded Fd Tr II	0.5%	0.5%	56,062	+4.6%	$1.1M
BSCSInvesco Exch Trd Slf Idx Fd	0.4%	0.4%	44,062	+3.7%	$897K
BSCQInvesco Exch Trd Slf Idx Fd	0.4%	0.4%	45,841	+3.6%	$895K
BSCTInvesco Exch Trd Slf Idx Fd	0.4%	0.4%	47,961	+3.7%	$891K
AAPLApple Inc	0.3%	0.3%	2,051	-1.5%	$593K
IWFIshares Russell 1000 Growth ETF	0.3%	0.3%	4,486	+248.3%	$557K
BSJQInvesco Exch Trd Slf Idx Fd	0.2%	0.3%	22,965	+4.1%	$527K
BSJSInvesco Exch Trd Slf Idx Fd	0.2%	0.2%	20,662	+4.8%	$449K
BSJRInvesco Exch Trd Slf Idx Fd	0.2%	0.2%	20,013	+4.5%	$447K
BSJUInvesco Exchange-Traded Self-Indexed FD	0.2%	0.2%	17,011	+4.9%	$439K
BSJVInvesco Exch Trd Slf Idx Fd	0.2%	0.2%	16,646	+4.9%	$437K
BSJXInvesco Exch Trd Slf Idx Fd	0.2%	0.2%	17,344	+4.8%	$437K
BSJTInvesco Exch Trd Slf Idx Fd	0.2%	0.2%	20,631	+4.9%	$436K
BSJWInvesco Exch Trd Slf Idx Fd	0.2%	0.2%	17,132	+4.8%	$433K
IBICIshares Tr	0.2%	0.2%	14,113	+2.7%	$368K
IBIDIshares Tr	0.2%	0.2%	13,964	+3.5%	$366K
IBIEIshares Tr	0.2%	0.2%	13,862	+3.4%	$365K
IBIKIshares Ibonds Oct 2034 Term Tips ETF	0.2%	0.2%	14,073	+3.5%	$364K
IBIHIshares Tr	0.2%	0.2%	13,858	+3.5%	$364K
IBIJIshares Ibonds Oct 2033 Term Tips ETF	0.2%	0.2%	13,945	+3.4%	$364K
IBIFIshares Tr	0.2%	0.2%	13,840	+3.5%	$364K
IBIIIshares Tr	0.2%	0.2%	13,994	+3.4%	$364K
IBILIshares Ibonds Oct 2035 Term Tips ETF	0.2%	0.2%	14,186	+3.4%	$364K
IBIGIshares Tr	0.2%	0.2%	13,835	+3.4%	$363K
EMBIshares Tr	0.1%	0.1%	3,121	+5.1%	$301K
MDLZMondelez International Inc.	0.1%	0.1%	5,069	+0.9%	$293K
WIPSpdr Series Trust	0.1%	—	7,407	—	$292K
DSIiShares ESG MSCI KLD 400 ETF	0.1%	—	1,894	—	$270K
SPYXSPDR S&P 500 Fossil Fuel Reserv	0.1%	—	4,402	—	$269K

What 4Thought Financial Group Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VO Vanguard Index Fds+261.1% shares
IWF Ishares Russell 1000 Growth ETF+248.3% shares
TLT Ishares 20 Year Treasury Bond ETF+102.2% shares
IBDU Ishares Tr ETF Ibonds Dec 2029 Term Corp+25.1% shares
IBDT Ishares Tr+23.4% shares
IBDW Ishares Tr+23.3% shares
IBDR Ishares Tr ETF Ibonds Dec 2026 Term Corp+23.1% shares
IBDX Ishares Tr+22.0% shares

Reduced

IEMG Ishares-32.3% shares
IVV Ishares Core S&p 500 ETF-31.5% shares
IEFA Ishares Core Msci Eafe ETF-26.4% shares
IJR Ishares Core S&p Small Cap ETF-16.2% shares
SPY Spdr S&p 500 ETF Tr-5.9% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.1% /yr; S&P 500 +20.1%
3 years: +12.6% /yr; S&P 500 +20.4%
5 years: +5.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$212.8M	99
Q1 2026	$202.2M	99
Q4 2025	$201.9M	90
Q3 2025	$197.8M	88
Q2 2025	$188.2M	90
Q1 2025	$161.9M	89
Q4 2024	$161.1M	90
Q3 2024	$162.1M	108
Q2 2024	$160.9M	108
Q1 2024	$152.0M	108
Q4 2023	$138.3M	113
Q3 2023	$124.4M	90

Questions about 4Thought Financial Group Inc.'s portfolio

What stocks does 4Thought Financial Group Inc. own?

4Thought Financial Group Inc.'s latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 99 positions worth $212.8M. The largest are Spdr S&p 500 ETF Tr (SPY) at 29.6%, Ishares Core S&p 500 ETF (IVV) at 7.0%, Vanguard Index Fds (VO) at 5.7%, Ishares Core S&p Small Cap ETF (IJR) at 5.6% and iShs MSCI EAFE (EFA) at 4.5%.

What did 4Thought Financial Group Inc. buy last quarter?

In Q2 2026, 4Thought Financial Group Inc. added Vanguard Index Fds (VO) (+261.1% shares), Ishares Russell 1000 Growth ETF (IWF) (+248.3% shares) and Ishares 20 Year Treasury Bond ETF (TLT) (+102.2% shares), compared with its Q1 2026 filing.

What did 4Thought Financial Group Inc. sell last quarter?

In Q2 2026, 4Thought Financial Group Inc. cut from its top 50 Ishares Tr (IJH), cut from its top 50 Vanguard Indx Fd (VB), cut from its top 50 Invesco Qqq Tr (QQQ), Ishares (IEMG) (-32.3% shares), Ishares Core S&p 500 ETF (IVV) (-31.5% shares) and Ishares Core Msci Eafe ETF (IEFA) (-26.4% shares), compared with its Q1 2026 filing.

How has 4Thought Financial Group Inc.'s portfolio performed?

A portfolio copying 4Thought Financial Group Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.1% against +20.1%. Over 5 years: +5.2% a year against +11.6%.

When is 4Thought Financial Group Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. 4Thought Financial Group Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does 4Thought Financial Group Inc. manage?

4Thought Financial Group Inc. reported $214.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $212.8M.