4Thought Financial Group Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), 4Thought Financial Group Inc. reported 89 stock positions worth $188.2 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 27.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 11.8%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 6.1%). Compared with Q1 2025, it opened 1 new position, added to 57 and reduced 27. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +152%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0001840261
- Portfolio Value
- $188.2M (Q2 2025)
- SEC Filing
- 0001213900-25-066335 ↗ filed Jul 22, 2025
Holdings Value
Holdings 89 stocks · $188.2M
| SPY SS SPDR S&P 500 ETF Trust-US | 27.57% | 83,998 | $51.9M | Reduce -4.8% |
| IVV iShares Core S&P 500 ETF | 11.82% | 35,828 | $22.2M | Add +152.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 6.13% | 41,203 | $11.5M | Add +25.1% |
| IJR iShares Core S&P Small-Cap E | 6.05% | 104,252 | $11.4M | Add +29.8% |
| VWO Vanguard Ftse Emerging Marke | 4.19% | 159,631 | $7.9M | Add +1.9% |
| EFA iShares MSCI Eafe ETF | 4.18% | 87,973 | $7.9M | Add +0.5% |
| IBDW iShares Ibonds Dec 2031 Corp. | 2.61% | 233,230 | $4.9M | Reduce -6.7% |
| IBDV iShares Ibonds Dec 2030 Corp. | 2.58% | 221,195 | $4.9M | Reduce -7.0% |
| IBDX iShares Ibonds Dec 2032 TC | 2.58% | 192,006 | $4.9M | Add +13.3% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.55% | 197,511 | $4.8M | Reduce -7.5% |
| IBDY iShares Ibonds Dec 2033 Corp. | 2.32% | 168,539 | $4.4M | Add +2.4% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 2.30% | 165,429 | $4.3M | Add +1.9% |
| IBDR iShares Ibonds Dec 2026 Term | 2.18% | 169,473 | $4.1M | Reduce -9.6% |
| IBDQ iShares Ibonds Dec 2025 Term | 2.17% | 162,067 | $4.1M | Reduce -9.4% |
| IBDU iShares Ibonds Dec 2029 Term | 2.15% | 173,554 | $4.0M | Reduce -9.6% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.14% | 158,729 | $4.0M | Reduce -10.3% |
| VCLT Vanguard Long-Term Corp. Bond | 2.13% | 52,712 | $4.0M | Add +6.3% |
| IEMG iShares Core MSCI Emerging | 2.03% | 63,534 | $3.8M | Add +142.9% |
| IEFA iShares Core MSCI Eafe ETF | 1.96% | 44,299 | $3.7M | Add +155.1% |
| TLT iShares 20+ Year Treasury BD | 1.41% | 30,111 | $2.7M | Reduce -50.3% |
| IJH iShares Core S&P Midcap ETF | 1.16% | 35,125 | $2.2M | Add +12.1% |
| IWF iShares Russell 1000 Growth | 0.86% | 3,826 | $1.6M | Add +207.8% |
| BSCS Invesco Bulletshares 2028 CB | 0.42% | 38,339 | $786K | Add +9.1% |
| BSCQ Invesco Bulletshares 2026 CB | 0.42% | 40,064 | $782K | Add +9.1% |
| BSCP Invesco Bulletshares 2025 CB | 0.42% | 37,795 | $782K | Add +9.1% |
| BSCT Invesco Bulletshares 2029 CB | 0.39% | 39,228 | $734K | Add +2.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 1,067 | $589K | Add +106.4% |
| BSJP Invesco Bulletshares 2025 HY | 0.27% | 22,213 | $512K | Reduce -3.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.26% | 2,804 | $496K | Reduce -68.3% |
| BSJQ Invesco Bulletshares 2026 HY | 0.26% | 20,993 | $490K | Reduce -3.0% |
| BSJU Invesco Bulletshares 2030 HY | 0.25% | 17,910 | $466K | Reduce -3.3% |
| BSJS Invesco Bulletshares 2028 HY | 0.24% | 20,899 | $461K | Reduce -3.3% |
| BSJT Invesco Bulletshares 2029 HY | 0.24% | 21,412 | $461K | Reduce -3.2% |
| BSJR Invesco Bulletshares 2027 HY | 0.24% | 20,066 | $456K | Reduce -3.3% |
| BSJW Invesco Bulletshares 2032 HY | 0.24% | 17,344 | $444K | Reduce -3.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.22% | 1,770 | $419K | Add +1652.5% |
| EMB iShares JP Morgan Usd Emergi | 0.19% | 3,953 | $366K | Reduce -2.9% |
| BSJV Invesco Bulletshares 2031 HY | 0.19% | 13,686 | $365K | Reduce -3.3% |
| WIP State Street SPDR Ftse Inter | 0.18% | 8,674 | $346K | Reduce -2.8% |
| MDLZ Mondelez International Inc. Class A | 0.18% | 4,936 | $333K | Add +0.7% |
| JNK SS SPDR BB High Yield Bond | 0.17% | 3,211 | $312K | Reduce -3.3% |
| BWX SS SPDR BB Intl Treasury BD | 0.16% | 12,551 | $295K | Reduce -4.5% |
| BKLN Invesco Senior Loan ETF | 0.15% | 13,948 | $292K | Reduce -3.1% |
| TIP iShares Tips Bond ETF | 0.15% | 2,620 | $288K | Reduce -3.6% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.13% | 2,182 | $253K | Add +4.3% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.13% | 4,942 | $252K | Add +5.3% |
| RSSS Research Solutions Inc. | 0.13% | 84,185 | $242K | No change |
| EAGG iShares ESG Aware US Aggrega | 0.12% | 4,773 | $227K | Add +1.3% |
| SUSB iShares ESG Aware 1-5 Year U | 0.12% | 8,957 | $225K | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 649 | $197K | Add +1.3% |
| DBEU Xtrackers MSCI Europe Hedged | 0.07% | 3,192 | $141K | Add +4.2% |
| GXC State Street SPDR S&P China | 0.07% | 1,598 | $140K | Add +2.0% |
| NUHY Nuveen ESG Hi YLD Corp. BND | 0.06% | 5,238 | $114K | Add +0.7% |
| UUP Invesco DB US Dollar Index B | 0.05% | 3,418 | $92K | Add +0.9% |
| ETHO Amplify Etho Climate Leaders | 0.04% | 1,372 | $80K | Add +6.2% |
| ESGE iShares Inc. iShares ESG Awar | 0.04% | 1,855 | $73K | Reduce -2.5% |
| ESGD iShares Trust iShares ESG Aw | 0.04% | 801 | $71K | Reduce -1.1% |
| ESML iShares ESG Aware MSCI USA S | 0.04% | 1,688 | $70K | Reduce -1.9% |
| OPPE Wisdomtree European Opport | 0.02% | 864 | $40K | Add +3.5% |
| EWX State Street SPDR S&P Emergi | 0.02% | 520 | $32K | Add +2.0% |
| HEWJ Isha Curr Hedged MSCI Japan | 0.01% | 617 | $28K | Add +0.8% |
| GLD SPDR Gold Shares | 0.01% | 81 | $25K | No change |
| INDA iShares MSCI India ETF | 0.01% | 428 | $24K | Add +0.7% |
| AFK Vaneck Africa Index ETF | 0.01% | 1,065 | $21K | Add +0.8% |
| ASEA Global X Ftse Southeast Asia | 0.01% | 1,239 | $20K | Add +1.0% |
| EWC iShares MSCI Canada ETF | 0.01% | 409 | $19K | Add +1.5% |
| EWY iShares MSCI South Korea ETF | 0.01% | 257 | $18K | Add +0.8% |
| ECNS iShares MSCI China Small-Cap | 0.01% | 541 | $17K | Add +2.7% |
| EWZ iShares MSCI Brazil ETF | 0.01% | 578 | $17K | Add +2.9% |
| EWA iShares MSCI Australia ETF | 0.01% | 570 | $15K | Add +2.5% |
| EWW iShares MSCI Mexico ETF | 0.01% | 233 | $14K | Add +2.2% |
| GOOGL Alphabet Inc. Class A | 0.01% | 74 | $13K | New |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.01% | 57 | $12K | Add +90.0% |
| VUSE Vident US Eqty Strat ETF | 0.01% | 187 | $12K | Add +87.0% |
| SDG Ish MSCI Glob Sust Deve Goal | 0.01% | 153 | $12K | Add +98.7% |
| EPOL iShares MSCI Poland ETF | 0.00% | 229 | $7K | Add +2.7% |
| OPPJ Wisdomtree Japan Opportuniti | 0.00% | 198 | $7K | Add +2.6% |
| TUR iShares MSCI Turkey ETF | 0.00% | 193 | $6K | Add +2.7% |
| KSA Ishrs MSCI Saudi Arabia ETF | 0.00% | 159 | $6K | Add +1.3% |
| EWT iShares MSCI Taiwan ETF | 0.00% | 90 | $5K | Add +1.1% |
| VT Vanguard Tot World STK ETF | 0.00% | 38 | $5K | No change |
| EIS iShares MSCI Israel ETF | 0.00% | 39 | $4K | Add +2.6% |
| EWH iShares MSCI Hong Kong ETF | 0.00% | 184 | $4K | Add +3.4% |
| UAE iShares MSCI Uae ETF | 0.00% | 192 | $4K | Add +4.3% |
| ECH iShares MSCI Chile ETF | 0.00% | 81 | $3K | Add +2.5% |
| BSV Vanguard Short-Term Bond ETF | 0.00% | 30 | $2K | Add +3.5% |
| EPU iShares MSCI Peru and Global | 0.00% | 40 | $2K | No change |
| ENZL iShares MSCI New Zealand ETF | 0.00% | 43 | $2K | Add +2.4% |
| QAT iShares MSCI Qatar ETF | 0.00% | 76 | $1K | Add +2.7% |
Lines left out (1) · $4 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| EPD Enterprise Products Partners | COM | 0 | $4 |
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: $188.2M.
Portfolio Sells Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.8% | 27.57% | −2.94 |
| TLT iShares 20+ Year Treasury BD | Reduce -50.3% | 1.41% | −2.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -68.3% | 0.26% | −0.68 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Reduce -7.5% | 2.55% | −0.64 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -9.6% | 2.18% | −0.62 |
| IBDT iShares Ibonds Dec 2028 ETF | Reduce -10.3% | 2.14% | −0.62 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -9.4% | 2.17% | −0.61 |
| IBDV iShares Ibonds Dec 2030 Corp. | Reduce -7.0% | 2.58% | −0.61 |
| IBDW iShares Ibonds Dec 2031 Corp. | Reduce -6.7% | 2.61% | −0.60 |
| IBDU iShares Ibonds Dec 2029 Term | Reduce -9.6% | 2.15% | −0.59 |
| BSJP Invesco Bulletshares 2025 HY | Reduce -3.4% | 0.27% | −0.06 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -3.0% | 0.26% | −0.05 |
| BSJR Invesco Bulletshares 2027 HY | Reduce -3.3% | 0.24% | −0.05 |
| BSJU Invesco Bulletshares 2030 HY | Reduce -3.3% | 0.25% | −0.04 |
| BSJS Invesco Bulletshares 2028 HY | Reduce -3.3% | 0.24% | −0.04 |
| BSJT Invesco Bulletshares 2029 HY | Reduce -3.2% | 0.24% | −0.04 |
| BSJW Invesco Bulletshares 2032 HY | Reduce -3.5% | 0.24% | −0.04 |
| BSJV Invesco Bulletshares 2031 HY | Reduce -3.3% | 0.19% | −0.03 |
| TIP iShares Tips Bond ETF | Reduce -3.6% | 0.15% | −0.03 |
| EMB iShares JP Morgan Usd Emergi | Reduce -2.9% | 0.19% | −0.03 |
| JNK SS SPDR BB High Yield Bond | Reduce -3.3% | 0.17% | −0.03 |
| BKLN Invesco Senior Loan ETF | Reduce -3.1% | 0.15% | −0.03 |
| WIP State Street SPDR Ftse Inter | Reduce -2.8% | 0.18% | −0.02 |
| BWX SS SPDR BB Intl Treasury BD | Reduce -4.5% | 0.16% | −0.02 |
| ESML iShares ESG Aware MSCI USA S | Reduce -1.9% | 0.04% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Reduce -1.1% | 0.04% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -2.5% | 0.04% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| IVV iShares Core S&P 500 ETF | Add +152.3% | 11.82% | +6.89 |
| IEMG iShares Core MSCI Emerging | Add +142.9% | 2.03% | +1.15 |
| IEFA iShares Core MSCI Eafe ETF | Add +155.1% | 1.96% | +1.15 |
| IJR iShares Core S&P Small-Cap E | Add +29.8% | 6.05% | +0.86 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +25.1% | 6.13% | +0.86 |
| IWF iShares Russell 1000 Growth | Add +207.8% | 0.86% | +0.59 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1652.5% | 0.22% | +0.21 |
| QQQ Invesco QQQ Trust Series 1 | Add +106.4% | 0.31% | +0.16 |
| IJH iShares Core S&P Midcap ETF | Add +12.1% | 1.16% | +0.03 |
| GOOGL Alphabet Inc. Class A | New | 0.01% | +0.01 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Add +90.0% | 0.01% | +0.00 |
| VUSE Vident US Eqty Strat ETF | Add +87.0% | 0.01% | +0.00 |
| SDG Ish MSCI Glob Sust Deve Goal | Add +98.7% | 0.01% | +0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +4.3% | 0.13% | +0.00 |
| EWY iShares MSCI South Korea ETF | Add +0.8% | 0.01% | +0.00 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +5.3% | 0.13% | +0.00 |
| EWW iShares MSCI Mexico ETF | Add +2.2% | 0.01% | +0.00 |
| EIS iShares MSCI Israel ETF | Add +2.6% | 0.00% | +0.00 |
| ECNS iShares MSCI China Small-Cap | Add +2.7% | 0.01% | +0.00 |
| EPOL iShares MSCI Poland ETF | Add +2.7% | 0.00% | +0.00 |
| EWT iShares MSCI Taiwan ETF | Add +1.1% | 0.00% | +0.00 |
| AFK Vaneck Africa Index ETF | Add +0.8% | 0.01% | +0.00 |
| EWH iShares MSCI Hong Kong ETF | Add +3.4% | 0.00% | 0.00 |
| UAE iShares MSCI Uae ETF | Add +4.3% | 0.00% | 0.00 |
| EWA iShares MSCI Australia ETF | Add +2.5% | 0.01% | −0.00 |
| EWZ iShares MSCI Brazil ETF | Add +2.9% | 0.01% | −0.00 |
| EWC iShares MSCI Canada ETF | Add +1.5% | 0.01% | −0.00 |
| ECH iShares MSCI Chile ETF | Add +2.5% | 0.00% | −0.00 |
| ENZL iShares MSCI New Zealand ETF | Add +2.4% | 0.00% | −0.00 |
| QAT iShares MSCI Qatar ETF | Add +2.7% | 0.00% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +3.5% | 0.00% | −0.00 |
| OPPJ Wisdomtree Japan Opportuniti | Add +2.6% | 0.00% | −0.00 |
| OPPE Wisdomtree European Opport | Add +3.5% | 0.02% | −0.00 |
| TUR iShares MSCI Turkey ETF | Add +2.7% | 0.00% | −0.00 |
| EWX State Street SPDR S&P Emergi | Add +2.0% | 0.02% | −0.00 |
| INDA iShares MSCI India ETF | Add +0.7% | 0.01% | −0.00 |
| KSA Ishrs MSCI Saudi Arabia ETF | Add +1.3% | 0.00% | −0.00 |
| ASEA Global X Ftse Southeast Asia | Add +1.0% | 0.01% | −0.00 |
| HEWJ Isha Curr Hedged MSCI Japan | Add +0.8% | 0.01% | −0.00 |
| ETHO Amplify Etho Climate Leaders | Add +6.2% | 0.04% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.3% | 0.10% | −0.00 |
| NUHY Nuveen ESG Hi YLD Corp. BND | Add +0.7% | 0.06% | −0.01 |
| DBEU Xtrackers MSCI Europe Hedged | Add +4.2% | 0.07% | −0.01 |
| GXC State Street SPDR S&P China | Add +2.0% | 0.07% | −0.01 |
| UUP Invesco DB US Dollar Index B | Add +0.9% | 0.05% | −0.01 |
| EAGG iShares ESG Aware US Aggrega | Add +1.3% | 0.12% | −0.02 |
| SUSB iShares ESG Aware 1-5 Year U | Add +0.1% | 0.12% | −0.02 |
| BSCS Invesco Bulletshares 2028 CB | Add +9.1% | 0.42% | −0.02 |
| BSCQ Invesco Bulletshares 2026 CB | Add +9.1% | 0.42% | −0.03 |
| BSCP Invesco Bulletshares 2025 CB | Add +9.1% | 0.42% | −0.03 |
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 |