4Thought Financial Group Inc.

CIK 0001840261 · SYOSSET, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

4Thought Financial Group Inc. reported 99 positions worth $212.8M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: SPY (29.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$212.8M
2026 Q2
Positions
99
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
69.4%
Est. Net Flow (Q)
2026 Q2
10 / 99 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSTATE STR SPDR S&P 500 ETF TSH$63.1M29.65%84,481
2IVVISHARES TRSH$15.0M7.03%19,967
3VOVANGUARD INDEX FDSSH$12.1M5.70%150,486
4IJRISHARES TRSH$12.0M5.64%80,910
5EFAISHARES TRSH$9.6M4.52%92,594
6VWOVANGUARD INTL EQUITY INDEX FSH$9.6M4.49%160,051
7TLTISHARES TRSH$7.4M3.49%85,831
8IBDSISHARES TRSH$6.3M2.97%261,333
9IBDVISHARES TRSH$6.3M2.97%289,935
10IBDXISHARES TRSH$6.3M2.96%250,276

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does 4Thought Financial Group Inc. hold as of Q2 2026?

4Thought Financial Group Inc. reported 99 positions worth $212.8M in its Q2 2026 13F filing. Largest positions: SPY (29.6%), IVV (7.0%), VO (5.7%), IJR (5.6%) and EFA (4.5%).

What did 4Thought Financial Group Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did 4Thought Financial Group Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.