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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, IJR, VO, EFA, and represent 54.43% of 4Thought Financial Group's stock portfolio.
Added to shares of these 10 stocks: SPY, TLT, BKLN, AAPL, VCLT, IBIC, IBID, IBIE, IBIG, IBIH.
Started 11 new stock positions in IBID, IBIJ, IBIG, IBII, IBIK, AAPL, IBIE, IBIC, IBIL, IBIH. IBIF.
Reduced shares in these 10 stocks: IVV, IEMG, IJR, IEFA, IJH, JNK, TIP, VTV, VO, IBDU.
Sold out of its positions in TIP, JNK.
4Thought Financial Group was a net buyer of stock by $4.0M.
4Thought Financial Group has $202M in assets under management (AUM), dropping by 0.15%.
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 March 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)	28.9	$58M	+4%	90k	650.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.4	$19M	-11%	29k	653.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.9	$12M	-4%	97k	124.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.9	$12M		42k	287.18	View chart
Ishares Tr Msci Eafe Etf (EFA)	4.3	$8.7M		89k	97.13	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.2	$8.6M		159k	54.05	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	2.6	$5.3M		217k	24.24	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	2.6	$5.2M		239k	21.89	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	2.6	$5.2M		205k	25.27	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	2.5	$5.1M		245k	20.93	View chart
Ishares Tr Ibonds Dec 2035 (IBCA)	2.3	$4.6M		180k	25.64	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	2.2	$4.5M		176k	25.85	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	2.2	$4.5M		174k	26.06	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	2.2	$4.5M	+9%	61k	74.72	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	2.2	$4.5M		185k	24.24	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	2.2	$4.4M		174k	25.33	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	2.1	$4.3M		187k	23.26	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.8	$3.7M	+53%	43k	86.69	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$3.2M	-13%	36k	90.53	View chart
Ishares Core Msci Emkt (IEMG)	1.6	$3.2M	-18%	46k	69.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$2.1M	-19%	31k	67.53	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$1.5M	-11%	7.9k	196.20	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$1.1M	+34%	4.2k	261.90	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.5	$1.1M	+282%	54k	20.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$983k	+38%	1.7k	577.18	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.4	$868k	+6%	43k	20.42	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.4	$864k	+6%	44k	19.53	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.4	$863k	+6%	46k	18.66	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$549k	+8%	1.3k	426.40	View chart
Apple (AAPL)	0.3	$529k	NEW	2.1k	253.79	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.3	$511k		22k	23.18	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.2	$428k	-2%	19k	22.37	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.2	$427k		20k	21.69	View chart
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU)	0.2	$415k	-3%	16k	25.59	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.2	$414k	-3%	20k	21.03	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSJV)	0.2	$413k	-3%	16k	25.99	View chart
Invesco Exch Trd Slf Idx Bulletshares (BSJX)	0.2	$412k	-3%	17k	24.91	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSJW)	0.2	$412k	-5%	16k	25.18	View chart
Ishares Tr Ibonds Oct 2026 (IBIC)	0.2	$356k	NEW	14k	25.92	View chart
Ishares Tr Ibonds Oct 2027 (IBID)	0.2	$352k	NEW	14k	26.11	View chart
Ishares Tr Ibonds Oct 2028 (IBIE)	0.2	$352k	NEW	13k	26.24	View chart
Ishares Tr Ibonds Oct 2030 (IBIG)	0.2	$351k	NEW	13k	26.26	View chart
Ishares Tr Ibonds Oct 2031 (IBIH)	0.2	$351k	NEW	13k	26.22	View chart
Ishares Tr Ibonds Oct 2029 (IBIF)	0.2	$351k	NEW	13k	26.25	View chart
Ishares Tr Ibonds Oct 2032 (IBII)	0.2	$351k	NEW	14k	25.91	View chart
Ishares Tr Ibonds Oct 2033 (IBIJ)	0.2	$350k	NEW	14k	25.98	View chart
Ishares Tr Ibonds Oct 2034 (IBIK)	0.2	$350k	NEW	14k	25.75	View chart
Ishares Tr Ibonds Oct 2035 (IBIL)	0.2	$350k	NEW	14k	25.48	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$290k		5.0k	57.65	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$279k	-6%	3.0k	93.93	View chart
Spdr Series Trust Ftse Int Gvt Etf (WIP)	0.1	$279k	-5%	7.0k	39.60	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	0.1	$256k	-4%	12k	21.95	View chart
Spdr Series Trust State Street Spd (SPYX)	0.1	$251k	+2%	4.7k	53.03	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$250k	+2%	2.1k	121.18	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$239k		9.5k	25.07	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$237k		5.0k	47.55	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$206k	+3%	641.00	320.98	View chart
Research Solutions (RSSS)	0.1	$189k		83k	2.26	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$159k		1.9k	82.42	View chart
Spdr Index Shs Fds State Street Spd (GXC)	0.1	$122k	+4%	1.3k	93.13	View chart
Nushares Etf Tr Esg Hi Tld Crp (NUHY)	0.1	$119k		5.6k	21.18	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.0	$83k	-6%	1.3k	66.07	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$71k	-7%	1.5k	47.02	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$70k	-8%	728.00	95.57	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$69k	-8%	1.5k	45.46	View chart
Invesco Db Us Dlr Index Tr Bullish Fd (UUP)	0.0	$66k	+3%	2.4k	27.78	View chart
Spdr Index Shs Fds State Street Spd (GNR)	0.0	$59k		790.00	74.71	View chart
Spdr Index Shs Fds State Street Spd (EWX)	0.0	$57k	+5%	862.00	66.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$52k	+9%	584.00	88.71	View chart
Schwab Strategic Tr Crypto Thematic (STCE)	0.0	$41k	+15%	786.00	51.98	View chart
Ishares Tr Devsmcp Exna Etf (IEUS)	0.0	$39k	-2%	582.00	66.36	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$35k		82.00	428.77	View chart
Ishares Tr China Sm-cap Etf (ECNS)	0.0	$31k	+6%	947.00	32.50	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$30k	-8%	350.00	84.41	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$27k	+19%	573.00	46.82	View chart
Global X Fds Gbl X Ftse Etf (ASEA)	0.0	$25k		1.3k	19.43	View chart
Vaneck Etf Trust Africa Index Etf (AFK)	0.0	$19k	-13%	740.00	25.73	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$18k	-8%	388.00	46.76	View chart
Ishares Msci Cda Etf (EWC)	0.0	$17k		306.00	54.78	View chart
Ishares Msci Brazil Etf (EWZ)	0.0	$17k	-22%	431.00	38.37	View chart
Ishares Msci Sth Kor Etf (EWY)	0.0	$14k	-28%	112.00	123.24	View chart
Ishares Msci Aust Etf (EWA)	0.0	$14k		487.00	27.78	View chart
Ishares Msci Mexico Etf (EWW)	0.0	$14k	-10%	179.00	75.32	View chart
Etf Ser Solutions Vident Us Equity (VUSE)	0.0	$13k		202.00	62.72	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$13k	-3%	151.00	83.77	View chart
Ishares Tr Low Carbon Optim (CRBN)	0.0	$12k		56.00	221.14	View chart
Ishares Tr Msci Saudi Arbia (KSA)	0.0	$9.4k	+22%	235.00	39.79	View chart
Ishares Msci Turkey Etf (TUR)	0.0	$9.2k	-7%	239.00	38.58	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$8.5k	+6%	62.00	137.26	View chart
Ishares Tr Msci Poland Etf (EPOL)	0.0	$6.5k	-3%	178.00	36.49	View chart
Ishares Msci Taiwan Etf (EWT)	0.0	$6.1k	-2%	87.00	70.62	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$4.5k	+9%	57.00	78.35	View chart
Ishares Msci Israel Etf (EIS)	0.0	$3.9k	-12%	34.00	115.44	View chart
Ishares Tr Msci Uae Etf (UAE)	0.0	$3.8k	+4%	204.00	18.62	View chart
Ishares Msci Hong Kg Etf (EWH)	0.0	$2.9k	-6%	126.00	23.17	View chart
Ishares Msci Chile Etf (ECH)	0.0	$2.1k	-26%	54.00	39.59	View chart
Ishares Tr Msci Peru And Gl (EPU)	0.0	$2.0k	-19%	25.00	79.80	View chart
Ishares Tr New Zealand Etf (ENZL)	0.0	$1.8k	+2%	42.00	42.24	View chart
Ishares Tr Msci Qatar Etf (QAT)	0.0	$1.6k		87.00	18.52	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 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
4Thought Financial Group 2022 Q2 filed July 19, 2022

View all past filings

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