4Thought Financial Group Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 3, 2025), 4Thought Financial Group Inc. reported 88 stock positions worth $197.8 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 27.8% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 12.0%) and iShares Core S&P Small-Cap E (IJR, 6.2%). Compared with Q2 2025, it sold out of 1, added to 36 and reduced 38. The biggest buy was iShares 20+ Year Treasury BD (TLT, shares +51%) and the biggest sale iShares Core S&P Midcap ETF (IJH, shares −57%).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0001840261
- Portfolio Value
- $197.8M (Q3 2025)
- SEC Filing
- 0001213900-25-104890 ↗ filed Nov 3, 2025
Holdings Value
Holdings 88 stocks · $197.8M
| SPY SS SPDR S&P 500 ETF Trust-US | 27.78% | 82,490 | $55.0M | Reduce -1.8% |
| IVV iShares Core S&P 500 ETF | 11.97% | 35,373 | $23.7M | Reduce -1.3% |
| IJR iShares Core S&P Small-Cap E | 6.16% | 102,476 | $12.2M | Reduce -1.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 6.07% | 40,873 | $12.0M | Reduce -0.8% |
| VWO Vanguard Ftse Emerging Marke | 4.29% | 156,466 | $8.5M | Reduce -2.0% |
| EFA iShares MSCI Eafe ETF | 4.12% | 87,272 | $8.1M | Reduce -0.8% |
| IBDV iShares Ibonds Dec 2030 Corp. | 2.55% | 227,892 | $5.0M | Add +3.0% |
| IBDX iShares Ibonds Dec 2032 TC | 2.55% | 196,980 | $5.0M | Add +2.6% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.51% | 204,224 | $5.0M | Add +3.4% |
| IBDW iShares Ibonds Dec 2031 Corp. | 2.51% | 233,956 | $5.0M | Add +0.3% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 2.28% | 170,739 | $4.5M | Add +3.2% |
| IBDY iShares Ibonds Dec 2033 Corp. | 2.27% | 171,534 | $4.5M | Add +1.8% |
| IBDQ iShares Ibonds Dec 2025 Term | 2.20% | 173,031 | $4.4M | Add +6.8% |
| IBDR iShares Ibonds Dec 2026 Term | 2.19% | 178,139 | $4.3M | Add +5.1% |
| IBDU iShares Ibonds Dec 2029 Term | 2.16% | 181,845 | $4.3M | Add +4.8% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.15% | 166,716 | $4.3M | Add +5.0% |
| VCLT Vanguard Long-Term Corp. Bond | 2.13% | 54,246 | $4.2M | Add +2.9% |
| IEMG iShares Core MSCI Emerging | 2.09% | 62,771 | $4.1M | Reduce -1.2% |
| TLT iShares 20+ Year Treasury BD | 2.06% | 45,488 | $4.1M | Add +51.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.92% | 43,472 | $3.8M | Reduce -1.9% |
| IWF iShares Russell 1000 Growth | 0.86% | 3,641 | $1.7M | Reduce -4.8% |
| IJH iShares Core S&P Midcap ETF | 0.50% | 15,167 | $990K | Reduce -56.8% |
| BSCS Invesco Bulletshares 2028 CB | 0.39% | 37,452 | $770K | Reduce -2.3% |
| BSCQ Invesco Bulletshares 2026 CB | 0.39% | 39,116 | $765K | Reduce -2.4% |
| BSCP Invesco Bulletshares 2025 CB | 0.39% | 36,898 | $763K | Reduce -2.4% |
| BSCT Invesco Bulletshares 2029 CB | 0.36% | 38,263 | $720K | Reduce -2.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.29% | 3,038 | $567K | Add +8.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.26% | 2,012 | $512K | Add +13.7% |
| BSJP Invesco Bulletshares 2025 HY | 0.26% | 22,126 | $510K | Reduce -0.4% |
| BSJQ Invesco Bulletshares 2026 HY | 0.25% | 20,950 | $490K | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 810 | $486K | Reduce -24.1% |
| BSJU Invesco Bulletshares 2030 HY | 0.24% | 17,891 | $468K | Reduce -0.1% |
| BSJT Invesco Bulletshares 2029 HY | 0.23% | 21,405 | $462K | Reduce -0.0% |
| BSJS Invesco Bulletshares 2028 HY | 0.23% | 20,874 | $461K | Reduce -0.1% |
| BSJR Invesco Bulletshares 2027 HY | 0.23% | 20,022 | $455K | Reduce -0.2% |
| BSJW Invesco Bulletshares 2032 HY | 0.23% | 17,319 | $447K | Reduce -0.1% |
| BSJV Invesco Bulletshares 2031 HY | 0.19% | 13,674 | $366K | Reduce -0.1% |
| EMB iShares JP Morgan Usd Emergi | 0.18% | 3,669 | $349K | Reduce -7.2% |
| WIP State Street SPDR Ftse Inter | 0.17% | 8,684 | $340K | Add +0.1% |
| JNK SS SPDR BB High Yield Bond | 0.16% | 3,208 | $314K | Reduce -0.1% |
| RSSS Research Solutions Inc. | 0.16% | 84,185 | $314K | No change |
| MDLZ Mondelez International Inc. Class A | 0.16% | 4,971 | $311K | Add +0.7% |
| BKLN Invesco Senior Loan ETF | 0.15% | 13,947 | $292K | Reduce -0.0% |
| TIP iShares Tips Bond ETF | 0.15% | 2,601 | $289K | Reduce -0.7% |
| BWX SS SPDR BB Intl Treasury BD | 0.14% | 12,425 | $286K | Reduce -1.0% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.13% | 2,087 | $263K | Reduce -4.3% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.13% | 4,777 | $262K | Reduce -3.3% |
| EAGG iShares ESG Aware US Aggrega | 0.12% | 4,903 | $236K | Add +2.7% |
| SUSB iShares ESG Aware 1-5 Year U | 0.12% | 9,237 | $234K | Add +3.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 651 | $214K | Add +0.3% |
| GXC State Street SPDR S&P China | 0.08% | 1,598 | $168K | No change |
| DBEU Xtrackers MSCI Europe Hedged | 0.07% | 3,193 | $147K | Add +0.0% |
| NUHY Nuveen ESG Hi YLD Corp. BND | 0.06% | 5,395 | $117K | Add +3.0% |
| UUP Invesco DB US Dollar Index B | 0.05% | 3,418 | $94K | No change |
| ETHO Amplify Etho Climate Leaders | 0.04% | 1,376 | $88K | Add +0.3% |
| ESGE iShares Inc. iShares ESG Awar | 0.04% | 1,764 | $77K | Reduce -4.9% |
| ESML iShares ESG Aware MSCI USA S | 0.04% | 1,661 | $75K | Reduce -1.6% |
| ESGD iShares Trust iShares ESG Aw | 0.04% | 780 | $73K | Reduce -2.6% |
| OPPE Wisdomtree European Opport | 0.02% | 867 | $42K | Add +0.3% |
| EWX State Street SPDR S&P Emergi | 0.02% | 520 | $35K | No change |
| HEWJ Isha Curr Hedged MSCI Japan | 0.02% | 623 | $31K | Add +1.0% |
| GLD SPDR Gold Shares | 0.01% | 81 | $29K | No change |
| AFK Vaneck Africa Index ETF | 0.01% | 1,066 | $26K | Add +0.1% |
| INDA iShares MSCI India ETF | 0.01% | 428 | $22K | No change |
| ASEA Global X Ftse Southeast Asia | 0.01% | 1,266 | $22K | Add +2.2% |
| ECNS iShares MSCI China Small-Cap | 0.01% | 542 | $21K | Add +0.2% |
| EWC iShares MSCI Canada ETF | 0.01% | 408 | $21K | Reduce -0.2% |
| EWY iShares MSCI South Korea ETF | 0.01% | 258 | $21K | Add +0.4% |
| EWZ iShares MSCI Brazil ETF | 0.01% | 579 | $18K | Add +0.2% |
| EWW iShares MSCI Mexico ETF | 0.01% | 234 | $16K | Add +0.4% |
| EWA iShares MSCI Australia ETF | 0.01% | 570 | $15K | No change |
| VUSE Vident US Eqty Strat ETF | 0.01% | 193 | $13K | Add +3.2% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.01% | 56 | $13K | Reduce -1.8% |
| SDG Ish MSCI Glob Sust Deve Goal | 0.01% | 151 | $13K | Reduce -1.3% |
| OPPJ Wisdomtree Japan Opportuniti | 0.00% | 199 | $8K | Add +0.5% |
| EPOL iShares MSCI Poland ETF | 0.00% | 229 | $7K | No change |
| VT Vanguard Tot World STK ETF | 0.00% | 49 | $7K | Add +28.9% |
| TUR iShares MSCI Turkey ETF | 0.00% | 193 | $7K | No change |
| KSA Ishrs MSCI Saudi Arabia ETF | 0.00% | 157 | $6K | Reduce -1.3% |
| EWT iShares MSCI Taiwan ETF | 0.00% | 90 | $6K | No change |
| EWH iShares MSCI Hong Kong ETF | 0.00% | 183 | $4K | Reduce -0.5% |
| EIS iShares MSCI Israel ETF | 0.00% | 39 | $4K | No change |
| UAE iShares MSCI Uae ETF | 0.00% | 193 | $4K | Add +0.5% |
| BSV Vanguard Short-Term Bond ETF | 0.00% | 41 | $3K | Add +36.7% |
| ECH iShares MSCI Chile ETF | 0.00% | 81 | $3K | No change |
| EPU iShares MSCI Peru and Global | 0.00% | 41 | $2K | Add +2.5% |
| ENZL iShares MSCI New Zealand ETF | 0.00% | 43 | $2K | No change |
| QAT iShares MSCI Qatar ETF | 0.00% | 76 | $1K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| IJH iShares Core S&P Midcap ETF | Reduce -56.8% | 0.50% | −0.66 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -24.1% | 0.25% | −0.07 |
| EFA iShares MSCI Eafe ETF | Reduce -0.8% | 4.12% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.8% | 6.07% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.9% | 1.92% | −0.05 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -2.4% | 0.39% | −0.03 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -2.4% | 0.39% | −0.03 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -2.3% | 0.39% | −0.03 |
| BSCT Invesco Bulletshares 2029 CB | Reduce -2.5% | 0.36% | −0.03 |
| EMB iShares JP Morgan Usd Emergi | Reduce -7.2% | 0.18% | −0.02 |
| BSJP Invesco Bulletshares 2025 HY | Reduce -0.4% | 0.26% | −0.01 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -0.2% | 0.25% | −0.01 |
| BWX SS SPDR BB Intl Treasury BD | Reduce -1.0% | 0.14% | −0.01 |
| BSJR Invesco Bulletshares 2027 HY | Reduce -0.2% | 0.23% | −0.01 |
| BSJS Invesco Bulletshares 2028 HY | Reduce -0.1% | 0.23% | −0.01 |
| BSJT Invesco Bulletshares 2029 HY | Reduce -0.0% | 0.23% | −0.01 |
| BSJU Invesco Bulletshares 2030 HY | Reduce -0.1% | 0.24% | −0.01 |
| BSJW Invesco Bulletshares 2032 HY | Reduce -0.1% | 0.23% | −0.01 |
| BSJV Invesco Bulletshares 2031 HY | Reduce -0.1% | 0.19% | −0.01 |
| BKLN Invesco Senior Loan ETF | Reduce -0.0% | 0.15% | −0.01 |
| JNK SS SPDR BB High Yield Bond | Reduce -0.1% | 0.16% | −0.01 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.01 |
| TIP iShares Tips Bond ETF | Reduce -0.7% | 0.15% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -4.3% | 0.13% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Reduce -2.6% | 0.04% | −0.00 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -3.3% | 0.13% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -4.8% | 0.86% | −0.00 |
| KSA Ishrs MSCI Saudi Arabia ETF | Reduce -1.3% | 0.00% | 0.00 |
| EWH iShares MSCI Hong Kong ETF | Reduce -0.5% | 0.00% | +0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -4.9% | 0.04% | +0.00 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Reduce -1.8% | 0.01% | +0.00 |
| SDG Ish MSCI Glob Sust Deve Goal | Reduce -1.3% | 0.01% | +0.00 |
| EWC iShares MSCI Canada ETF | Reduce -0.2% | 0.01% | +0.00 |
| ESML iShares ESG Aware MSCI USA S | Reduce -1.6% | 0.04% | +0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -1.2% | 2.09% | +0.07 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.0% | 4.29% | +0.09 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.7% | 6.16% | +0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -1.3% | 11.97% | +0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.8% | 27.78% | +0.21 |
Portfolio Buys Q2 2025 → Q3 2025
| TLT iShares 20+ Year Treasury BD | Add +51.1% | 2.06% | +0.64 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +13.7% | 0.26% | +0.04 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +6.8% | 2.20% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +8.3% | 0.29% | +0.02 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +5.0% | 2.15% | +0.01 |
| IBDU iShares Ibonds Dec 2029 Term | Add +4.8% | 2.16% | +0.01 |
| IBDR iShares Ibonds Dec 2026 Term | Add +5.1% | 2.19% | +0.01 |
| VCLT Vanguard Long-Term Corp. Bond | Add +2.9% | 2.13% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.11% | +0.00 |
| ETHO Amplify Etho Climate Leaders | Add +0.3% | 0.04% | +0.00 |
| ECNS iShares MSCI China Small-Cap | Add +0.2% | 0.01% | +0.00 |
| AFK Vaneck Africa Index ETF | Add +0.1% | 0.01% | +0.00 |
| HEWJ Isha Curr Hedged MSCI Japan | Add +1.0% | 0.02% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +28.9% | 0.00% | +0.00 |
| EWY iShares MSCI South Korea ETF | Add +0.4% | 0.01% | +0.00 |
| EWW iShares MSCI Mexico ETF | Add +0.4% | 0.01% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +36.7% | 0.00% | +0.00 |
| OPPJ Wisdomtree Japan Opportuniti | Add +0.5% | 0.00% | +0.00 |
| VUSE Vident US Eqty Strat ETF | Add +3.2% | 0.01% | +0.00 |
| ASEA Global X Ftse Southeast Asia | Add +2.2% | 0.01% | +0.00 |
| EWZ iShares MSCI Brazil ETF | Add +0.2% | 0.01% | +0.00 |
| EPU iShares MSCI Peru and Global | Add +2.5% | 0.00% | +0.00 |
| OPPE Wisdomtree European Opport | Add +0.3% | 0.02% | 0.00 |
| UAE iShares MSCI Uae ETF | Add +0.5% | 0.00% | −0.00 |
| DBEU Xtrackers MSCI Europe Hedged | Add +0.0% | 0.07% | −0.00 |
| NUHY Nuveen ESG Hi YLD Corp. BND | Add +3.0% | 0.06% | −0.00 |
| EAGG iShares ESG Aware US Aggrega | Add +2.7% | 0.12% | −0.00 |
| SUSB iShares ESG Aware 1-5 Year U | Add +3.1% | 0.12% | −0.00 |
| WIP State Street SPDR Ftse Inter | Add +0.1% | 0.17% | −0.01 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Add +3.2% | 2.28% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Add +0.7% | 0.16% | −0.02 |
| IBDX iShares Ibonds Dec 2032 TC | Add +2.6% | 2.55% | −0.03 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +3.0% | 2.55% | −0.03 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +3.4% | 2.51% | −0.03 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +1.8% | 2.27% | −0.04 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +0.3% | 2.51% | −0.10 |
Notes & Other Activity Q2 2025 → Q3 2025
| EPD Enterprise Products Partners | COM | Sold out | 0 | $4before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |