4Thought Financial Group Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), 4Thought Financial Group Inc. reported 99 stock positions worth $212.8 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 29.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 7.0%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 5.7%). Compared with Q1 2026, it added to 49 and reduced 47. The biggest buy was iShares 20+ Year Treasury BD (TLT, shares +102%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0001840261
- Portfolio Value
- $212.8M (Q2 2026)
- SEC Filing
- 0001213900-26-082062 ↗ filed Jul 28, 2026
Holdings Value
Holdings 99 stocks · $212.8M
| SPY SS SPDR S&P 500 ETF Trust-US | 29.65% | 84,481 | $63.1M | Reduce -5.9% |
| IVV iShares Core S&P 500 ETF | 7.03% | 19,967 | $15.0M | Reduce -31.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.70% | 150,486 | $12.1M | Reduce -9.7% |
| IJR iShares Core S&P Small-Cap E | 5.64% | 80,910 | $12.0M | Reduce -16.1% |
| EFA iShares MSCI Eafe ETF | 4.52% | 92,594 | $9.6M | Add +3.7% |
| VWO Vanguard Ftse Emerging Marke | 4.49% | 160,051 | $9.6M | Add +1.0% |
| TLT iShares 20+ Year Treasury BD | 3.49% | 85,831 | $7.4M | Add +102.2% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.97% | 261,333 | $6.3M | Add +20.5% |
| IBDV iShares Ibonds Dec 2030 Corp. | 2.97% | 289,935 | $6.3M | Add +21.3% |
| IBDX iShares Ibonds Dec 2032 TC | 2.96% | 250,276 | $6.3M | Add +22.0% |
| IBDW iShares Ibonds Dec 2031 Corp. | 2.95% | 301,622 | $6.3M | Add +23.3% |
| IBDR iShares Ibonds Dec 2026 Term | 2.59% | 227,209 | $5.5M | Add +23.1% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.55% | 215,180 | $5.4M | Add +23.4% |
| IBDU iShares Ibonds Dec 2029 Term | 2.54% | 233,473 | $5.4M | Add +25.1% |
| VCLT Vanguard Long-Term Corp. Bond | 2.30% | 65,100 | $4.9M | Add +7.6% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 2.26% | 184,936 | $4.8M | Add +6.2% |
| IBCA iShares Ibonds Dec 2035 TC | 2.25% | 187,049 | $4.8M | Add +4.2% |
| IBDY iShares Ibonds Dec 2033 Corp. | 2.25% | 185,959 | $4.8M | Add +5.8% |
| IEMG iShares Core MSCI Emerging | 1.21% | 31,074 | $2.6M | Reduce -32.3% |
| IEFA iShares Core MSCI Eafe ETF | 1.19% | 26,187 | $2.5M | Reduce -26.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.80% | 7,838 | $1.7M | Reduce -0.7% |
| BKLN Invesco Senior Loan ETF | 0.54% | 56,062 | $1.1M | Add +4.6% |
| BSCS Invesco Bulletshares 2028 CB | 0.42% | 44,062 | $897K | Add +3.7% |
| BSCQ Invesco Bulletshares 2026 CB | 0.42% | 45,841 | $895K | Add +3.6% |
| BSCT Invesco Bulletshares 2029 CB | 0.42% | 47,961 | $891K | Add +3.7% |
| AAPL Apple Inc. | 0.28% | 2,051 | $593K | Reduce -1.5% |
| IWF iShares Russell 1000 Growth | 0.26% | 4,486 | $557K | Reduce -12.9% |
| BSJQ Invesco Bulletshares 2026 HY | 0.25% | 22,965 | $527K | Add +4.1% |
| BSJS Invesco Bulletshares 2028 HY | 0.21% | 20,662 | $449K | Add +4.8% |
| BSJR Invesco Bulletshares 2027 HY | 0.21% | 20,013 | $447K | Add +4.5% |
| BSJU Invesco Bulletshares 2030 HY | 0.21% | 17,011 | $439K | Add +4.9% |
| BSJV Invesco Bulletshares 2031 HY | 0.21% | 16,646 | $437K | Add +4.9% |
| BSJX Invesco Bulletshares 2033 HY | 0.21% | 17,344 | $437K | Add +4.8% |
| BSJT Invesco Bulletshares 2029 HY | 0.20% | 20,631 | $436K | Add +4.9% |
| BSJW Invesco Bulletshares 2032 HY | 0.20% | 17,132 | $433K | Add +4.8% |
| IBIC iShares Ibonds Oct 2026 TT | 0.17% | 14,113 | $368K | Add +2.7% |
| IBID iShares Ibonds Oct 2027 TT | 0.17% | 13,964 | $366K | Add +3.5% |
| IBIE iShares Ibonds Oct 2028 TT | 0.17% | 13,862 | $365K | Add +3.4% |
| IBIK ISHARESIBONDSOCT2034TMTIPS | 0.17% | 14,073 | $364K | Add +3.5% |
| IBIH iShares Ibonds Oct 2031 TT | 0.17% | 13,858 | $364K | Add +3.5% |
| IBIJ Ishrs Ibnds Oct 2033 TRM | 0.17% | 13,945 | $364K | Add +3.4% |
| IBIF iShares Ibonds Oct 2029 TT | 0.17% | 13,840 | $364K | Add +3.5% |
| IBII iShares Ibonds Oct 2032 TT | 0.17% | 13,994 | $364K | Add +3.4% |
| IBIL iShares Ibonds Oct 2035 Tips | 0.17% | 14,186 | $364K | Add +3.4% |
| IBIG iShares Ibonds Oct 2030 TT | 0.17% | 13,835 | $363K | Add +3.4% |
| EMB iShares JP Morgan Usd Emergi | 0.14% | 3,121 | $301K | Add +5.1% |
| MDLZ Mondelez International Inc. Class A | 0.14% | 5,069 | $293K | Add +0.9% |
| WIP State Street SPDR Ftse Inter | 0.14% | 7,407 | $292K | Add +5.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.13% | 1,894 | $270K | Reduce -8.1% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.13% | 4,402 | $269K | Reduce -6.9% |
| BWX SS SPDR BB Intl Treasury BD | 0.12% | 12,099 | $262K | Add +3.6% |
| EAGG iShares ESG Aware US Aggrega | 0.12% | 5,186 | $246K | Add +4.0% |
| SUSB iShares ESG Aware 1-5 Year U | 0.11% | 9,756 | $244K | Add +2.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 628 | $232K | Reduce -2.0% |
| RSSS Research Solutions Inc. | 0.09% | 83,406 | $194K | No change |
| VGK Vanguard Ftse Europe ETF | 0.08% | 1,911 | $169K | Reduce -1.0% |
| NUHY Nuveen ESG Hi YLD Corp. BND | 0.06% | 5,754 | $123K | Add +2.8% |
| GXC State Street SPDR S&P China | 0.05% | 1,285 | $111K | Reduce -1.7% |
| ETHO Amplify Etho Climate Leaders | 0.05% | 1,212 | $98K | Reduce -3.8% |
| ESML iShares ESG Aware MSCI USA S | 0.04% | 1,504 | $84K | Reduce -0.5% |
| ESGE iShares Inc. iShares ESG Awar | 0.04% | 1,487 | $81K | Reduce -2.5% |
| ESGD iShares Trust iShares ESG Aw | 0.04% | 767 | $79K | Add +5.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.03% | 221 | $67K | Reduce -94.8% |
| UUP Invesco DB US Dollar Index B | 0.03% | 2,224 | $63K | Reduce -6.5% |
| EWX State Street SPDR S&P Emergi | 0.03% | 849 | $63K | Reduce -1.5% |
| VNQ Vanguard Real Estate ETF | 0.03% | 575 | $55K | Reduce -1.5% |
| STCE Schwab Crypto TNLP ETF | 0.02% | 683 | $48K | Reduce -13.1% |
| GLD SPDR Gold Shares | 0.02% | 125 | $46K | Add +52.4% |
| GNR State Street SPDR S&P Global | 0.02% | 680 | $46K | Reduce -13.9% |
| IEUS iShares MSCI Europe Small-Ca | 0.02% | 581 | $40K | Reduce -0.2% |
| EWJ iShares MSCI Japan ETF | 0.02% | 344 | $32K | Reduce -1.7% |
| INDA iShares MSCI India ETF | 0.01% | 560 | $28K | Reduce -2.3% |
| ECNS iShares MSCI China Small-Cap | 0.01% | 938 | $26K | Reduce -0.9% |
| ASEA Global X Ftse Southeast Asia | 0.01% | 1,248 | $24K | Reduce -2.4% |
| EWY iShares MSCI South Korea ETF | 0.01% | 110 | $22K | Reduce -1.8% |
| AFK Vaneck Africa Index ETF | 0.01% | 724 | $19K | Reduce -2.2% |
| SCHC Schwab Intl Small-Cap Equity | 0.01% | 379 | $18K | Reduce -2.3% |
| EWC iShares MSCI Canada ETF | 0.01% | 301 | $17K | Reduce -1.6% |
| EWZ iShares MSCI Brazil ETF | 0.01% | 425 | $15K | Reduce -1.4% |
| EWA iShares MSCI Australia ETF | 0.01% | 482 | $14K | Reduce -1.0% |
| EWW iShares MSCI Mexico ETF | 0.01% | 178 | $13K | Reduce -0.6% |
| VUSE Vident US Eqty Strat ETF | 0.01% | 173 | $13K | Reduce -14.4% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.01% | 49 | $12K | Reduce -12.5% |
| SDG Ish MSCI Glob Sust Deve Goal | 0.01% | 136 | $12K | Reduce -9.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.01% | 15 | $11K | Reduce -99.1% |
| VT Vanguard Tot World STK ETF | 0.01% | 67 | $11K | Add +8.1% |
| EWT iShares MSCI Taiwan ETF | 0.00% | 85 | $9K | Reduce -2.3% |
| TUR iShares MSCI Turkey ETF | 0.00% | 236 | $9K | Reduce -1.3% |
| KSA Ishrs MSCI Saudi Arabia ETF | 0.00% | 233 | $9K | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 0.00% | 91 | $7K | Reduce -99.7% |
| EPOL iShares MSCI Poland ETF | 0.00% | 175 | $7K | Reduce -1.7% |
| BSV Vanguard Short-Term Bond ETF | 0.00% | 66 | $5K | Add +15.8% |
| EIS iShares MSCI Israel ETF | 0.00% | 33 | $4K | Reduce -2.9% |
| UAE iShares MSCI Uae ETF | 0.00% | 207 | $4K | Add +1.5% |
| EWH iShares MSCI Hong Kong ETF | 0.00% | 127 | $3K | Add +0.8% |
| ECH iShares MSCI Chile ETF | 0.00% | 53 | $2K | Reduce -1.9% |
| EPU iShares MSCI Peru and Global | 0.00% | 25 | $2K | No change |
| ENZL iShares MSCI New Zealand ETF | 0.00% | 41 | $2K | Reduce -2.4% |
| QAT iShares MSCI Qatar ETF | 0.00% | 87 | $2K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | Reduce -31.5% | 7.03% | −2.39 |
| IJH iShares Core S&P Midcap ETF | Reduce -99.7% | 0.00% | −1.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -94.8% | 0.03% | −0.52 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -99.1% | 0.01% | −0.48 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -26.4% | 1.19% | −0.41 |
| IEMG iShares Core MSCI Emerging | Reduce -32.3% | 1.21% | −0.37 |
| IJR iShares Core S&P Small-Cap E | Reduce -16.1% | 5.64% | −0.29 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -9.7% | 5.70% | −0.22 |
| IWF iShares Russell 1000 Growth | Reduce -12.9% | 0.26% | −0.01 |
| GXC State Street SPDR S&P China | Reduce -1.7% | 0.05% | −0.01 |
| GNR State Street SPDR S&P Global | Reduce -13.9% | 0.02% | −0.01 |
| UUP Invesco DB US Dollar Index B | Reduce -6.5% | 0.03% | −0.00 |
| ECNS iShares MSCI China Small-Cap | Reduce -0.9% | 0.01% | −0.00 |
| EWZ iShares MSCI Brazil ETF | Reduce -1.4% | 0.01% | −0.00 |
| ASEA Global X Ftse Southeast Asia | Reduce -2.4% | 0.01% | −0.00 |
| AFK Vaneck Africa Index ETF | Reduce -2.2% | 0.01% | −0.00 |
| KSA Ishrs MSCI Saudi Arabia ETF | Reduce -0.8% | 0.00% | −0.00 |
| SDG Ish MSCI Glob Sust Deve Goal | Reduce -9.9% | 0.01% | −0.00 |
| VUSE Vident US Eqty Strat ETF | Reduce -14.4% | 0.01% | −0.00 |
| EWW iShares MSCI Mexico ETF | Reduce -0.6% | 0.01% | −0.00 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -2.3% | 0.01% | −0.00 |
| EWA iShares MSCI Australia ETF | Reduce -1.0% | 0.01% | −0.00 |
| TUR iShares MSCI Turkey ETF | Reduce -1.3% | 0.00% | −0.00 |
| INDA iShares MSCI India ETF | Reduce -2.3% | 0.01% | −0.00 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Reduce -12.5% | 0.01% | −0.00 |
| IEUS iShares MSCI Europe Small-Ca | Reduce -0.2% | 0.02% | −0.00 |
| EWC iShares MSCI Canada ETF | Reduce -1.6% | 0.01% | −0.00 |
| EIS iShares MSCI Israel ETF | Reduce -2.9% | 0.00% | −0.00 |
| ECH iShares MSCI Chile ETF | Reduce -1.9% | 0.00% | −0.00 |
| ENZL iShares MSCI New Zealand ETF | Reduce -2.4% | 0.00% | 0.00 |
| EPOL iShares MSCI Poland ETF | Reduce -1.7% | 0.00% | 0.00 |
| VNQ Vanguard Real Estate ETF | Reduce -1.5% | 0.03% | +0.00 |
| EWJ iShares MSCI Japan ETF | Reduce -1.7% | 0.02% | +0.00 |
| VGK Vanguard Ftse Europe ETF | Reduce -1.0% | 0.08% | +0.00 |
| EWT iShares MSCI Taiwan ETF | Reduce -2.3% | 0.00% | +0.00 |
| EWX State Street SPDR S&P Emergi | Reduce -1.5% | 0.03% | +0.00 |
| STCE Schwab Crypto TNLP ETF | Reduce -13.1% | 0.02% | +0.00 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -6.9% | 0.13% | +0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -8.1% | 0.13% | +0.00 |
| EWY iShares MSCI South Korea ETF | Reduce -1.8% | 0.01% | +0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -2.5% | 0.04% | +0.00 |
| ESML iShares ESG Aware MSCI USA S | Reduce -0.5% | 0.04% | +0.00 |
| ETHO Amplify Etho Climate Leaders | Reduce -3.8% | 0.05% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.0% | 0.11% | +0.01 |
| AAPL Apple Inc. | Reduce -1.5% | 0.28% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.7% | 0.80% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.9% | 29.65% | +0.78 |
Portfolio Buys Q1 2026 → Q2 2026
| TLT iShares 20+ Year Treasury BD | Add +102.2% | 3.49% | +1.67 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +23.3% | 2.95% | +0.42 |
| IBDX iShares Ibonds Dec 2032 TC | Add +22.0% | 2.96% | +0.40 |
| IBDU iShares Ibonds Dec 2029 Term | Add +25.1% | 2.54% | +0.39 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +21.3% | 2.97% | +0.38 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +20.5% | 2.97% | +0.38 |
| IBDR iShares Ibonds Dec 2026 Term | Add +23.1% | 2.59% | +0.37 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +23.4% | 2.55% | +0.37 |
| VWO Vanguard Ftse Emerging Marke | Add +1.0% | 4.49% | +0.25 |
| EFA iShares MSCI Eafe ETF | Add +3.7% | 4.52% | +0.23 |
| VCLT Vanguard Long-Term Corp. Bond | Add +7.6% | 2.30% | +0.07 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Add +6.2% | 2.26% | +0.02 |
| GLD SPDR Gold Shares | Add +52.4% | 0.02% | +0.00 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +5.8% | 2.25% | +0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +5.1% | 0.14% | +0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +5.4% | 0.04% | +0.00 |
| BSJX Invesco Bulletshares 2033 HY | Add +4.8% | 0.21% | +0.00 |
| BSJV Invesco Bulletshares 2031 HY | Add +4.9% | 0.21% | +0.00 |
| BSJU Invesco Bulletshares 2030 HY | Add +4.9% | 0.21% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +8.1% | 0.01% | +0.00 |
| BSJT Invesco Bulletshares 2029 HY | Add +4.9% | 0.20% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +15.8% | 0.00% | +0.00 |
| BSJW Invesco Bulletshares 2032 HY | Add +4.8% | 0.20% | +0.00 |
| UAE iShares MSCI Uae ETF | Add +1.5% | 0.00% | 0.00 |
| BSJS Invesco Bulletshares 2028 HY | Add +4.8% | 0.21% | −0.00 |
| EWH iShares MSCI Hong Kong ETF | Add +0.8% | 0.00% | −0.00 |
| NUHY Nuveen ESG Hi YLD Corp. BND | Add +2.8% | 0.06% | −0.00 |
| WIP State Street SPDR Ftse Inter | Add +5.2% | 0.14% | −0.00 |
| BSJR Invesco Bulletshares 2027 HY | Add +4.5% | 0.21% | −0.00 |
| EAGG iShares ESG Aware US Aggrega | Add +4.0% | 0.12% | −0.00 |
| IBIL iShares Ibonds Oct 2035 Tips | Add +3.4% | 0.17% | −0.00 |
| IBIK ISHARESIBONDSOCT2034TMTIPS | Add +3.5% | 0.17% | −0.00 |
| IBID iShares Ibonds Oct 2027 TT | Add +3.5% | 0.17% | −0.00 |
| IBIJ Ishrs Ibnds Oct 2033 TRM | Add +3.4% | 0.17% | −0.00 |
| IBIH iShares Ibonds Oct 2031 TT | Add +3.5% | 0.17% | −0.00 |
| IBII iShares Ibonds Oct 2032 TT | Add +3.4% | 0.17% | −0.00 |
| IBIE iShares Ibonds Oct 2028 TT | Add +3.4% | 0.17% | −0.00 |
| IBIF iShares Ibonds Oct 2029 TT | Add +3.5% | 0.17% | −0.00 |
| IBIG iShares Ibonds Oct 2030 TT | Add +3.4% | 0.17% | −0.00 |
| IBIC iShares Ibonds Oct 2026 TT | Add +2.7% | 0.17% | −0.00 |
| BWX SS SPDR BB Intl Treasury BD | Add +3.6% | 0.12% | −0.00 |
| SUSB iShares ESG Aware 1-5 Year U | Add +2.4% | 0.11% | −0.00 |
| BKLN Invesco Senior Loan ETF | Add +4.6% | 0.54% | −0.00 |
| BSJQ Invesco Bulletshares 2026 HY | Add +4.1% | 0.25% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Add +0.9% | 0.14% | −0.01 |
| BSCQ Invesco Bulletshares 2026 CB | Add +3.6% | 0.42% | −0.01 |
| BSCS Invesco Bulletshares 2028 CB | Add +3.7% | 0.42% | −0.01 |
| BSCT Invesco Bulletshares 2029 CB | Add +3.7% | 0.42% | −0.01 |
| IBCA iShares Ibonds Dec 2035 TC | Add +4.2% | 2.25% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 99 | $212.8M | SPY, IVV, VO, IJR, EFA |
| Q1 2026 | 99 | $202.2M | SPY, IVV, IJR, VO, EFA |
| Q4 2025 | 90 | $201.9M | SPY, IVV, VO, IJR, EFA |
| Q3 2025 | 88 | $197.8M | SPY, IVV, IJR, VO, VWO |
| Q2 2025 | 89 | $188.2M | SPY, IVV, VO, IJR, VWO |
| Q1 2025 | 88 | $161.9M | SPY, VO, IJR, IVV, EFA |
| Q4 2024 | 89 | $161.1M | SPY, IVV, IJR, VO, VWO |
| Q3 2024 | 107 | $162.1M | SPY, IVV, VO, IJR, VWO |
| Q2 2024 | 108 | $160.9M | SPY, IVV, IJR, VO, VWO |
| Q1 2024 | 107 | $152.0M | SPY, IVV, VO, IJR, VWO |