4Thought Financial Group Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), 4Thought Financial Group Inc. reported 88 stock positions worth $161.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 30.5% of the portfolio, followed by Vngrd Mrngstr MD-Cap ETF-Usd (VO, 5.3%) and iShares Core S&P Small-Cap E (IJR, 5.2%). Compared with Q4 2024, it sold out of 1, added to 53 and reduced 33. The biggest buy was iShares Core S&P Midcap ETF (IJH, shares +62582%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0001840261
- Portfolio Value
- $161.9M (Q1 2025)
- SEC Filing
- 0001213900-25-034707 ↗ filed Apr 24, 2025
Holdings Value
Holdings 88 stocks · $161.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 30.51% | 88,276 | $49.4M | Add +6.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.26% | 32,939 | $8.5M | Reduce -0.5% |
| IJR iShares Core S&P Small-Cap E | 5.19% | 80,330 | $8.4M | Add +1.1% |
| IVV iShares Core S&P 500 ETF | 4.93% | 14,202 | $8.0M | Reduce -25.4% |
| EFA iShares MSCI Eafe ETF | 4.42% | 87,557 | $7.2M | Reduce -8.1% |
| VWO Vanguard Ftse Emerging Marke | 4.38% | 156,664 | $7.1M | Reduce -5.7% |
| TLT iShares 20+ Year Treasury BD | 3.41% | 60,627 | $5.5M | Reduce -21.1% |
| IBDW iShares Ibonds Dec 2031 Corp. | 3.21% | 250,015 | $5.2M | Add +12.3% |
| IBDV iShares Ibonds Dec 2030 Corp. | 3.19% | 237,754 | $5.2M | Add +11.8% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 3.19% | 213,453 | $5.2M | Add +12.8% |
| IBDR iShares Ibonds Dec 2026 Term | 2.80% | 187,396 | $4.5M | Add +15.6% |
| IBDQ iShares Ibonds Dec 2025 Term | 2.78% | 178,938 | $4.5M | Add +15.4% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.76% | 176,930 | $4.5M | Add +15.4% |
| IBDU iShares Ibonds Dec 2029 Term | 2.74% | 191,908 | $4.4M | Add +14.8% |
| IBDX iShares Ibonds Dec 2032 TC | 2.62% | 169,417 | $4.2M | Add +2.0% |
| IBDY iShares Ibonds Dec 2033 Corp. | 2.60% | 164,606 | $4.2M | Add +1.9% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 2.59% | 162,405 | $4.2M | Add +0.7% |
| VCLT Vanguard Long-Term Corp. Bond | 2.33% | 49,581 | $3.8M | Add +4.3% |
| IJH iShares Core S&P Midcap ETF | 1.13% | 31,341 | $1.8M | Add +62582.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.94% | 8,851 | $1.5M | Add +208.5% |
| IEMG iShares Core MSCI Emerging | 0.87% | 26,157 | $1.4M | Reduce -27.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.81% | 17,366 | $1.3M | Reduce -34.0% |
| BSCP Invesco Bulletshares 2025 CB | 0.44% | 34,657 | $717K | Reduce -3.6% |
| BSCQ Invesco Bulletshares 2026 CB | 0.44% | 36,736 | $716K | Reduce -3.6% |
| BSCS Invesco Bulletshares 2028 CB | 0.44% | 35,129 | $715K | Reduce -3.5% |
| BSCT Invesco Bulletshares 2029 CB | 0.44% | 38,233 | $708K | Reduce -3.5% |
| BSJP Invesco Bulletshares 2025 HY | 0.33% | 22,982 | $530K | Add +1.0% |
| BSJQ Invesco Bulletshares 2026 HY | 0.31% | 21,654 | $502K | Add +1.0% |
| BSJU Invesco Bulletshares 2030 HY | 0.29% | 18,522 | $472K | Add +1.2% |
| BSJS Invesco Bulletshares 2028 HY | 0.29% | 21,601 | $467K | Add +1.3% |
| BSJT Invesco Bulletshares 2029 HY | 0.29% | 22,122 | $466K | Add +1.3% |
| BSJR Invesco Bulletshares 2027 HY | 0.29% | 20,756 | $465K | Add +1.2% |
| BSJW Invesco Bulletshares 2032 HY | 0.28% | 17,981 | $449K | Add +0.7% |
| IWF iShares Russell 1000 Growth | 0.28% | 1,243 | $449K | Reduce -68.0% |
| EMB iShares JP Morgan Usd Emergi | 0.23% | 4,069 | $369K | Add +2.3% |
| BSJV Invesco Bulletshares 2031 HY | 0.23% | 14,149 | $368K | Add +1.2% |
| WIP State Street SPDR Ftse Inter | 0.21% | 8,919 | $334K | Add +2.9% |
| MDLZ Mondelez International Inc. Class A | 0.21% | 4,902 | $333K | Add +0.8% |
| JNK SS SPDR BB High Yield Bond | 0.20% | 3,320 | $316K | Add +0.9% |
| TIP iShares Tips Bond ETF | 0.19% | 2,719 | $302K | Reduce -0.3% |
| BKLN Invesco Senior Loan ETF | 0.18% | 14,388 | $298K | Add +1.3% |
| BWX SS SPDR BB Intl Treasury BD | 0.18% | 13,138 | $287K | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 517 | $242K | Add +8516.7% |
| SUSB iShares ESG Aware 1-5 Year U | 0.14% | 8,952 | $224K | Reduce -2.3% |
| EAGG iShares ESG Aware US Aggrega | 0.14% | 4,711 | $224K | Reduce -2.2% |
| RSSS Research Solutions Inc. | 0.14% | 84,185 | $219K | No change |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.13% | 4,692 | $215K | Reduce -10.9% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.13% | 2,093 | $214K | Reduce -8.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 641 | $176K | Reduce -5.5% |
| DBEU Xtrackers MSCI Europe Hedged | 0.08% | 3,064 | $135K | Add +7.0% |
| GXC State Street SPDR S&P China | 0.08% | 1,566 | $135K | Reduce -3.0% |
| NUHY Nuveen ESG Hi YLD Corp. BND | 0.07% | 5,203 | $110K | Reduce -3.2% |
| UUP Invesco DB US Dollar Index B | 0.06% | 3,389 | $97K | Add +3.8% |
| ETHO Amplify Etho Climate Leaders | 0.04% | 1,292 | $71K | Reduce -6.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.04% | 1,903 | $67K | Reduce -2.3% |
| ESGD iShares Trust iShares ESG Aw | 0.04% | 810 | $66K | Reduce -6.8% |
| ESML iShares ESG Aware MSCI USA S | 0.04% | 1,721 | $66K | Add +4.9% |
| OPPE Wisdomtree European Opport | 0.02% | 835 | $35K | Add +7.6% |
| EWX State Street SPDR S&P Emergi | 0.02% | 510 | $29K | Add +12.6% |
| HEWJ Isha Curr Hedged MSCI Japan | 0.02% | 612 | $26K | Reduce -4.2% |
| GLD SPDR Gold Shares | 0.01% | 81 | $23K | Reduce -10.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 101 | $22K | Add +2.0% |
| INDA iShares MSCI India ETF | 0.01% | 425 | $22K | Add +11.6% |
| ASEA Global X Ftse Southeast Asia | 0.01% | 1,227 | $19K | Add +7.8% |
| AFK Vaneck Africa Index ETF | 0.01% | 1,056 | $18K | Reduce -4.3% |
| EWC iShares MSCI Canada ETF | 0.01% | 403 | $16K | Reduce -2.4% |
| ECNS iShares MSCI China Small-Cap | 0.01% | 527 | $15K | Add +1.4% |
| EWZ iShares MSCI Brazil ETF | 0.01% | 562 | $15K | Add +71.3% |
| EWY iShares MSCI South Korea ETF | 0.01% | 255 | $14K | Add +33.5% |
| EWA iShares MSCI Australia ETF | 0.01% | 556 | $13K | Add +5.1% |
| EWW iShares MSCI Mexico ETF | 0.01% | 228 | $12K | Add +81.0% |
| OPPJ Wisdomtree Japan Opportuniti | 0.00% | 193 | $7K | Reduce -3.0% |
| KSA Ishrs MSCI Saudi Arabia ETF | 0.00% | 157 | $6K | Add +7.5% |
| EPOL iShares MSCI Poland ETF | 0.00% | 223 | $6K | Add +21.9% |
| TUR iShares MSCI Turkey ETF | 0.00% | 188 | $6K | Add +27.9% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.00% | 30 | $6K | Reduce -57.8% |
| VUSE Vident US Eqty Strat ETF | 0.00% | 100 | $6K | Reduce -57.8% |
| SDG Ish MSCI Glob Sust Deve Goal | 0.00% | 77 | $6K | Reduce -55.2% |
| VT Vanguard Tot World STK ETF | 0.00% | 38 | $4K | Add +65.2% |
| EWT iShares MSCI Taiwan ETF | 0.00% | 89 | $4K | Reduce -9.2% |
| EWH iShares MSCI Hong Kong ETF | 0.00% | 178 | $3K | Add +14.1% |
| UAE iShares MSCI Uae ETF | 0.00% | 184 | $3K | Add +1.1% |
| EIS iShares MSCI Israel ETF | 0.00% | 38 | $3K | Reduce -25.5% |
| ECH iShares MSCI Chile ETF | 0.00% | 79 | $2K | Add +23.4% |
| BSV Vanguard Short-Term Bond ETF | 0.00% | 29 | $2K | Add +61.1% |
| ENZL iShares MSCI New Zealand ETF | 0.00% | 42 | $2K | Add +13.5% |
| EPU iShares MSCI Peru and Global | 0.00% | 40 | $2K | No change |
| QAT iShares MSCI Qatar ETF | 0.00% | 74 | $1K | Add +5.7% |
Lines left out (1) · $5 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| EPD Enterprise Products Partners | COM | 0 | $5 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $161.9M.
Portfolio Sells Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | Reduce -25.4% | 4.93% | −2.03 |
| TLT iShares 20+ Year Treasury BD | Reduce -21.1% | 3.41% | −0.76 |
| IWF iShares Russell 1000 Growth | Reduce -68.0% | 0.28% | −0.69 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -34.0% | 0.81% | −0.34 |
| IEMG iShares Core MSCI Emerging | Reduce -27.1% | 0.87% | −0.29 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.5% | 5.26% | −0.16 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.7% | 4.38% | −0.16 |
| EFA iShares MSCI Eafe ETF | Reduce -8.1% | 4.42% | −0.05 |
| FM iShares Frontier and Select | Sold out | 0.00% | −0.04 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -10.9% | 0.13% | −0.02 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -8.0% | 0.13% | −0.02 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -3.6% | 0.44% | −0.02 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -3.6% | 0.44% | −0.02 |
| BSCT Invesco Bulletshares 2029 CB | Reduce -3.5% | 0.44% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.5% | 0.11% | −0.01 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -3.5% | 0.44% | −0.01 |
| ETHO Amplify Etho Climate Leaders | Reduce -6.4% | 0.04% | −0.01 |
| VUSE Vident US Eqty Strat ETF | Reduce -57.8% | 0.00% | −0.01 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Reduce -57.8% | 0.00% | −0.01 |
| SDG Ish MSCI Glob Sust Deve Goal | Reduce -55.2% | 0.00% | −0.00 |
| NUHY Nuveen ESG Hi YLD Corp. BND | Reduce -3.2% | 0.07% | −0.00 |
| SUSB iShares ESG Aware 1-5 Year U | Reduce -2.3% | 0.14% | −0.00 |
| HEWJ Isha Curr Hedged MSCI Japan | Reduce -4.2% | 0.02% | −0.00 |
| EIS iShares MSCI Israel ETF | Reduce -25.5% | 0.00% | −0.00 |
| EAGG iShares ESG Aware US Aggrega | Reduce -2.2% | 0.14% | −0.00 |
| EWT iShares MSCI Taiwan ETF | Reduce -9.2% | 0.00% | −0.00 |
| EWC iShares MSCI Canada ETF | Reduce -2.4% | 0.01% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Reduce -6.8% | 0.04% | −0.00 |
| OPPJ Wisdomtree Japan Opportuniti | Reduce -3.0% | 0.00% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -2.3% | 0.04% | +0.00 |
| AFK Vaneck Africa Index ETF | Reduce -4.3% | 0.01% | +0.00 |
| GLD SPDR Gold Shares | Reduce -10.0% | 0.01% | +0.00 |
| TIP iShares Tips Bond ETF | Reduce -0.3% | 0.19% | +0.01 |
| GXC State Street SPDR S&P China | Reduce -3.0% | 0.08% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| IJH iShares Core S&P Midcap ETF | Add +62582.0% | 1.13% | +1.13 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +208.5% | 0.94% | +0.64 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +12.3% | 3.21% | +0.39 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +15.4% | 2.76% | +0.39 |
| IBDR iShares Ibonds Dec 2026 Term | Add +15.6% | 2.80% | +0.38 |
| IBDU iShares Ibonds Dec 2029 Term | Add +14.8% | 2.74% | +0.38 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +12.8% | 3.19% | +0.38 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +11.8% | 3.19% | +0.37 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +15.4% | 2.78% | +0.37 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.0% | 30.51% | +0.23 |
| QQQ Invesco QQQ Trust Series 1 | Add +8516.7% | 0.15% | +0.15 |
| VCLT Vanguard Long-Term Corp. Bond | Add +4.3% | 2.33% | +0.12 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +1.9% | 2.60% | +0.08 |
| IBDX iShares Ibonds Dec 2032 TC | Add +2.0% | 2.62% | +0.08 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Add +0.7% | 2.59% | +0.04 |
| MDLZ Mondelez International Inc. Class A | Add +0.8% | 0.21% | +0.03 |
| WIP State Street SPDR Ftse Inter | Add +2.9% | 0.21% | +0.01 |
| DBEU Xtrackers MSCI Europe Hedged | Add +7.0% | 0.08% | +0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +2.3% | 0.23% | +0.01 |
| EWZ iShares MSCI Brazil ETF | Add +71.3% | 0.01% | +0.00 |
| EWW iShares MSCI Mexico ETF | Add +81.0% | 0.01% | +0.00 |
| OPPE Wisdomtree European Opport | Add +7.6% | 0.02% | +0.00 |
| BWX SS SPDR BB Intl Treasury BD | Add +0.1% | 0.18% | +0.00 |
| EWY iShares MSCI South Korea ETF | Add +33.5% | 0.01% | +0.00 |
| BSJR Invesco Bulletshares 2027 HY | Add +1.2% | 0.29% | +0.00 |
| BSJS Invesco Bulletshares 2028 HY | Add +1.3% | 0.29% | +0.00 |
| BSJV Invesco Bulletshares 2031 HY | Add +1.2% | 0.23% | +0.00 |
| BSJP Invesco Bulletshares 2025 HY | Add +1.0% | 0.33% | +0.00 |
| EPOL iShares MSCI Poland ETF | Add +21.9% | 0.00% | +0.00 |
| EWX State Street SPDR S&P Emergi | Add +12.6% | 0.02% | +0.00 |
| INDA iShares MSCI India ETF | Add +11.6% | 0.01% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +65.2% | 0.00% | +0.00 |
| ECNS iShares MSCI China Small-Cap | Add +1.4% | 0.01% | +0.00 |
| BSJQ Invesco Bulletshares 2026 HY | Add +1.0% | 0.31% | +0.00 |
| ASEA Global X Ftse Southeast Asia | Add +7.8% | 0.01% | +0.00 |
| JNK SS SPDR BB High Yield Bond | Add +0.9% | 0.20% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +61.1% | 0.00% | +0.00 |
| TUR iShares MSCI Turkey ETF | Add +27.9% | 0.00% | +0.00 |
| ECH iShares MSCI Chile ETF | Add +23.4% | 0.00% | +0.00 |
| EWH iShares MSCI Hong Kong ETF | Add +14.1% | 0.00% | +0.00 |
| KSA Ishrs MSCI Saudi Arabia ETF | Add +7.5% | 0.00% | +0.00 |
| BSJU Invesco Bulletshares 2030 HY | Add +1.2% | 0.29% | +0.00 |
| EWA iShares MSCI Australia ETF | Add +5.1% | 0.01% | +0.00 |
| UUP Invesco DB US Dollar Index B | Add +3.8% | 0.06% | +0.00 |
| ENZL iShares MSCI New Zealand ETF | Add +13.5% | 0.00% | +0.00 |
| UAE iShares MSCI Uae ETF | Add +1.1% | 0.00% | +0.00 |
| QAT iShares MSCI Qatar ETF | Add +5.7% | 0.00% | 0.00 |
| BSJW Invesco Bulletshares 2032 HY | Add +0.7% | 0.28% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.0% | 0.01% | −0.00 |
| BKLN Invesco Senior Loan ETF | Add +1.3% | 0.18% | −0.00 |
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 |