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4Thought Financial Group

Latest statistics and disclosures from 4Thought Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, IVV, VO, IJR, EFA, and represent 52.53% of 4Thought Financial Group's stock portfolio.
Added to shares of these 10 stocks: VO (+$8.8M), TLT, IBDW, IBDX, IBDV, IBDU, IBDS, IBDR, IBDT, IWF.
Reduced shares in these 10 stocks: IVV (-$6.9M), SPY, IJH, IJR, IEMG, VB, QQQ, IEFA, DSI, SPYX.
4Thought Financial Group was a net buyer of stock by $2.4M.
4Thought Financial Group has $213M in assets under management (AUM), dropping by 5.23%.
Central Index Key (CIK): 0001840261

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Portfolio Holdings for 4Thought Financial Group

4Thought Financial Group holds 99 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	29.6	$63M	-5%	85k	746.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.0	$15M	-31%	20k	748.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.7	$12M	+261%	151k	80.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.6	$12M	-16%	81k	148.31	View chart
Ishares Tr Msci Eafe Etf (EFA)	4.5	$9.6M	+3%	93k	103.88	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.5	$9.6M		160k	59.69	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	3.5	$7.4M	+102%	86k	86.42	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	3.0	$6.3M	+20%	261k	24.22	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	3.0	$6.3M	+21%	290k	21.80	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	3.0	$6.3M	+22%	250k	25.19	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	3.0	$6.3M	+23%	302k	20.84	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	2.6	$5.5M	+23%	227k	24.23	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	2.6	$5.4M	+23%	215k	25.25	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	2.5	$5.4M	+25%	234k	23.16	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	2.3	$4.9M	+7%	65k	75.25	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	2.3	$4.8M	+6%	185k	26.05	View chart
Ishares Tr Ibonds Dec 2035 (IBCA)	2.3	$4.8M	+4%	187k	25.61	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	2.2	$4.8M	+5%	186k	25.74	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$2.6M	-32%	31k	82.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$2.5M	-26%	26k	96.58	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$1.7M		7.8k	217.94	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.5	$1.1M	+4%	56k	20.37	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.4	$897k	+3%	44k	20.37	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.4	$895k	+3%	46k	19.52	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.4	$891k	+3%	48k	18.58	View chart
Apple (AAPL)	0.3	$594k		2.1k	289.36	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$557k	+248%	4.5k	124.18	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.2	$527k	+4%	23k	22.95	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.2	$449k	+4%	21k	21.74	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.2	$447k	+4%	20k	22.35	View chart
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU)	0.2	$439k	+4%	17k	25.81	View chart
Invesco Exch Trd Slf Idx Bull 2031 Hi Etf (BSJV)	0.2	$437k	+4%	17k	26.25	View chart
Invesco Exch Trd Slf Idx Bulletshares (BSJX)	0.2	$437k	+4%	17k	25.17	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.2	$436k	+4%	21k	21.13	View chart
Invesco Exch Trd Slf Idx Bull 2032 Hi Etf (BSJW)	0.2	$433k	+4%	17k	25.29	View chart
Ishares Tr Ibonds Oct 2026 (IBIC)	0.2	$368k	+2%	14k	26.09	View chart
Ishares Tr Ibonds Oct 2027 (IBID)	0.2	$366k	+3%	14k	26.24	View chart
Ishares Tr Ibonds Oct 2028 (IBIE)	0.2	$365k	+3%	14k	26.30	View chart
Ishares Tr Ibonds Oct 2034 (IBIK)	0.2	$364k	+3%	14k	25.89	View chart
Ishares Tr Ibonds Oct 2031 (IBIH)	0.2	$364k	+3%	14k	26.29	View chart
Ishares Tr Ibonds Oct 2033 (IBIJ)	0.2	$364k	+3%	14k	26.09	View chart
Ishares Tr Ibonds Oct 2029 (IBIF)	0.2	$364k	+3%	14k	26.29	View chart
Ishares Tr Ibonds Oct 2032 (IBII)	0.2	$364k	+3%	14k	26.00	View chart
Ishares Tr Ibonds Oct 2035 (IBIL)	0.2	$364k	+3%	14k	25.65	View chart
Ishares Tr Ibonds Oct 2030 (IBIG)	0.2	$363k	+3%	14k	26.26	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$301k	+5%	3.1k	96.45	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$293k		5.1k	57.84	View chart
Spdr Series Trust St Str Ftse Etf (WIP)	0.1	$292k	+5%	7.4k	39.39	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$270k	-8%	1.9k	142.40	View chart
Spdr Series Trust ST STR SP500FF (SPYX)	0.1	$269k	-6%	4.4k	61.09	View chart
Spdr Series Trust St Intl Bbg Etf (BWX)	0.1	$262k	+3%	12k	21.68	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$246k	+3%	5.2k	47.41	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$244k	+2%	9.8k	24.99	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$232k	-2%	628.00	370.13	View chart
Research Solutions (RSSS)	0.1	$194k		83k	2.32	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$169k		1.9k	88.56	View chart
Nushares Etf Tr Esg Hi Tld Crp (NUHY)	0.1	$123k	+2%	5.8k	21.43	View chart
Spdr Index Shs Fds Sp China Etf (GXC)	0.1	$111k		1.3k	86.55	View chart
Amplify Etf Tr Etho Cli Lea Etf (ETHO)	0.0	$98k	-3%	1.2k	80.63	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$84k		1.5k	55.93	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$81k	-2%	1.5k	54.69	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$79k	+5%	767.00	102.76	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$67k	-94%	221.00	303.15	View chart
Invesco Db Us Dlr Index Tr Bullish Fd (UUP)	0.0	$63k	-6%	2.2k	28.41	View chart
Spdr Index Shs Fds St Marke Cap Etf (EWX)	0.0	$63k		849.00	74.31	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$56k		575.00	96.47	View chart
Schwab Strategic Tr Crypto Thematic (STCE)	0.0	$48k	-13%	683.00	69.99	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$46k	+52%	125.00	369.10	View chart
Spdr Index Shs Fds St Str Nat Etf (GNR)	0.0	$46k	-13%	680.00	67.28	View chart
Ishares Tr Devsmcp Exna Etf (IEUS)	0.0	$40k		581.00	69.17	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$32k		344.00	93.23	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$28k	-2%	560.00	49.36	View chart
Ishares Tr China Sm-cap Etf (ECNS)	0.0	$26k		938.00	28.16	View chart
Global X Fds Gbl X Ftse Etf (ASEA)	0.0	$25k	-2%	1.2k	19.61	View chart
Ishares Msci Sth Kor Etf (EWY)	0.0	$22k		110.00	201.91	View chart
Vaneck Etf Trust Africa Index Etf (AFK)	0.0	$19k	-2%	724.00	25.70	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$18k	-2%	379.00	48.18	View chart
Ishares Msci Cda Etf (EWC)	0.0	$17k		301.00	57.60	View chart
Ishares Msci Brazil Etf (EWZ)	0.0	$15k		425.00	34.50	View chart
Ishares Msci Aust Etf (EWA)	0.0	$14k		482.00	28.18	View chart
Ishares Msci Mexico Etf (EWW)	0.0	$13k		178.00	75.28	View chart
Etf Ser Solutions Vident Us Equity (VUSE)	0.0	$13k	-14%	173.00	72.50	View chart
Ishares Tr Low Ca Op Ms Etf (CRBN)	0.0	$12k	-12%	49.00	252.53	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$12k	-9%	136.00	89.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$11k	-99%	15.00	714.73	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$11k	+8%	67.00	157.28	View chart
Ishares Msci Taiwan Etf (EWT)	0.0	$9.2k	-2%	85.00	108.27	View chart
Ishares Msci Turkey Etf (TUR)	0.0	$9.2k		236.00	38.85	View chart
Ishares Tr Msci Saudi Arbia (KSA)	0.0	$8.7k		233.00	37.26	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$7.0k	-99%	91.00	77.21	View chart
Ishares Tr Msci Poland Etf (EPOL)	0.0	$6.8k		175.00	38.58	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$5.1k	+15%	66.00	77.86	View chart
Ishares Msci Israel Etf (EIS)	0.0	$4.0k	-2%	33.00	121.79	View chart
Ishares Tr Msci Uae Etf (UAE)	0.0	$3.9k		207.00	18.99	View chart
Ishares Msci Hong Kg Etf (EWH)	0.0	$2.7k		127.00	20.94	View chart
Ishares Msci Chile Etf (ECH)	0.0	$2.1k		53.00	39.74	View chart
Ishares Tr Msci Peru Gl Etf (EPU)	0.0	$2.1k		25.00	82.00	View chart
Ishares Tr New Zealand Etf (ENZL)	0.0	$1.8k	-2%	41.00	44.37	View chart
Ishares Tr Msci Qatar Etf (QAT)	0.0	$1.6k		87.00	17.94	View chart

Past Filings by 4Thought Financial Group

SEC 13F filings are viewable for 4Thought Financial Group going back to 2021

4Thought Financial Group 2026 Q2 filed July 28, 2026
4Thought Financial Group 2026 Q1 filed April 24, 2026
4Thought Financial Group 2025 Q4 filed Jan. 29, 2026
4Thought Financial Group 2025 Q3 filed Nov. 3, 2025
4Thought Financial Group 2025 Q2 filed July 22, 2025
4Thought Financial Group 2025 Q1 filed April 24, 2025
4Thought Financial Group 2024 Q4 filed Jan. 31, 2025
4Thought Financial Group 2024 Q3 filed Oct. 24, 2024
4Thought Financial Group 2024 Q2 filed July 29, 2024
4Thought Financial Group 2024 Q1 filed April 24, 2024
4Thought Financial Group 2023 Q4 filed Jan. 30, 2024
4Thought Financial Group 2023 Q3 filed Oct. 18, 2023
4Thought Financial Group 2023 Q2 filed July 14, 2023
4Thought Financial Group 2023 Q1 filed April 25, 2023
4Thought Financial Group 2022 Q4 filed Feb. 8, 2023
4Thought Financial Group 2022 Q3 filed Oct. 24, 2022

View all past filings

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