4Thought Financial Group Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), 4Thought Financial Group Inc. reported 90 stock positions worth $201.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 28.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 11.2%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 6.0%). Compared with Q3 2025, it opened 9 new positions, sold out of 7, added to 44 and reduced 35. The biggest buy was a new position in iShares Ibonds Dec 2035 TC (IBCA) and the biggest sale an exit from iShares Ibonds Dec 2025 Term (IBDQ).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0001840261
- Portfolio Value
- $201.9M (Q4 2025)
- SEC Filing
- 0001213900-26-009186 ↗ filed Jan 29, 2026
Holdings Value
Holdings 90 stocks · $201.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 28.90% | 85,587 | $58.4M | Add +3.8% |
| IVV iShares Core S&P 500 ETF | 11.18% | 32,955 | $22.6M | Reduce -6.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 6.05% | 42,077 | $12.2M | Add +3.0% |
| IJR iShares Core S&P Small-Cap E | 6.04% | 101,475 | $12.2M | Reduce -1.0% |
| EFA iShares MSCI Eafe ETF | 4.26% | 89,494 | $8.6M | Add +2.5% |
| VWO Vanguard Ftse Emerging Marke | 4.21% | 158,272 | $8.5M | Add +1.1% |
| IBDV iShares Ibonds Dec 2030 Corp. | 2.62% | 239,722 | $5.3M | Add +5.2% |
| IBDX iShares Ibonds Dec 2032 TC | 2.60% | 205,895 | $5.3M | Add +4.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.57% | 213,833 | $5.2M | Add +4.7% |
| IBDW iShares Ibonds Dec 2031 Corp. | 2.57% | 245,470 | $5.2M | Add +4.9% |
| IBCA iShares Ibonds Dec 2035 TC | 2.31% | 180,113 | $4.7M | New |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 2.27% | 173,923 | $4.6M | Add +1.9% |
| IBDY iShares Ibonds Dec 2033 Corp. | 2.27% | 175,251 | $4.6M | Add +2.2% |
| IBDR iShares Ibonds Dec 2026 Term | 2.23% | 186,110 | $4.5M | Add +4.5% |
| IBDU iShares Ibonds Dec 2029 Term | 2.20% | 189,820 | $4.4M | Add +4.4% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.19% | 173,556 | $4.4M | Add +4.1% |
| VCLT Vanguard Long-Term Corp. Bond | 2.08% | 55,376 | $4.2M | Add +2.1% |
| IEMG iShares Core MSCI Emerging | 1.88% | 56,378 | $3.8M | Reduce -10.2% |
| IEFA iShares Core MSCI Eafe ETF | 1.83% | 41,361 | $3.7M | Reduce -4.9% |
| IJH iShares Core S&P Midcap ETF | 1.25% | 38,110 | $2.5M | Add +151.3% |
| TLT iShares 20+ Year Treasury BD | 1.20% | 27,725 | $2.4M | Reduce -39.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.84% | 8,891 | $1.7M | Add +192.7% |
| BSCS Invesco Bulletshares 2028 CB | 0.41% | 39,749 | $819K | Add +6.1% |
| BSCT Invesco Bulletshares 2029 CB | 0.40% | 43,262 | $815K | Add +13.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.40% | 3,154 | $814K | Add +56.8% |
| BSCQ Invesco Bulletshares 2026 CB | 0.40% | 41,384 | $810K | Add +5.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.37% | 1,227 | $754K | Add +51.5% |
| IWF iShares Russell 1000 Growth | 0.28% | 1,182 | $559K | Reduce -67.5% |
| BSJQ Invesco Bulletshares 2026 HY | 0.26% | 22,154 | $517K | Add +5.8% |
| BSJW Invesco Bulletshares 2032 HY | 0.22% | 17,243 | $445K | Reduce -0.4% |
| BSJR Invesco Bulletshares 2027 HY | 0.22% | 19,575 | $443K | Reduce -2.2% |
| BSJV Invesco Bulletshares 2031 HY | 0.22% | 16,403 | $438K | Add +20.0% |
| BSJU Invesco Bulletshares 2030 HY | 0.22% | 16,750 | $437K | Reduce -6.4% |
| BSJS Invesco Bulletshares 2028 HY | 0.22% | 19,836 | $436K | Reduce -5.0% |
| BSJT Invesco Bulletshares 2029 HY | 0.22% | 20,287 | $436K | Reduce -5.2% |
| BSJX Invesco Bulletshares 2033 HY | 0.22% | 17,103 | $435K | New |
| JNK SS SPDR BB High Yield Bond | 0.16% | 3,223 | $313K | Add +0.5% |
| EMB iShares JP Morgan Usd Emergi | 0.15% | 3,185 | $307K | Reduce -13.2% |
| BKLN Invesco Senior Loan ETF | 0.15% | 14,016 | $294K | Add +0.5% |
| WIP State Street SPDR Ftse Inter | 0.15% | 7,470 | $294K | Reduce -14.0% |
| TIP iShares Tips Bond ETF | 0.14% | 2,575 | $283K | Reduce -1.0% |
| BWX SS SPDR BB Intl Treasury BD | 0.14% | 12,247 | $276K | Reduce -1.4% |
| MDLZ Mondelez International Inc. Class A | 0.13% | 5,010 | $270K | Add +0.8% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.13% | 4,624 | $260K | Reduce -3.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.13% | 2,003 | $258K | Reduce -4.0% |
| RSSS Research Solutions Inc. | 0.12% | 84,185 | $248K | No change |
| SUSB iShares ESG Aware 1-5 Year U | 0.12% | 9,510 | $240K | Add +3.0% |
| EAGG iShares ESG Aware US Aggrega | 0.12% | 4,989 | $239K | Add +1.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 620 | $208K | Reduce -4.8% |
| VGK Vanguard Ftse Europe ETF | 0.08% | 1,967 | $164K | New |
| GXC State Street SPDR S&P China | 0.06% | 1,253 | $121K | Reduce -21.6% |
| NUHY Nuveen ESG Hi YLD Corp. BND | 0.06% | 5,600 | $121K | Add +3.8% |
| ETHO Amplify Etho Climate Leaders | 0.04% | 1,343 | $88K | Reduce -2.4% |
| ESGD iShares Trust iShares ESG Aw | 0.04% | 795 | $76K | Add +1.9% |
| ESML iShares ESG Aware MSCI USA S | 0.04% | 1,631 | $75K | Reduce -1.8% |
| ESGE iShares Inc. iShares ESG Awar | 0.04% | 1,658 | $73K | Reduce -6.0% |
| UUP Invesco DB US Dollar Index B | 0.03% | 2,307 | $62K | Reduce -32.5% |
| EWX State Street SPDR S&P Emergi | 0.03% | 817 | $54K | Add +57.1% |
| GNR State Street SPDR S&P Global | 0.02% | 793 | $49K | New |
| VNQ Vanguard Real Estate ETF | 0.02% | 535 | $47K | New |
| STCE Schwab Crypto TNLP ETF | 0.02% | 680 | $41K | New |
| IEUS iShares MSCI Europe Small-Ca | 0.02% | 594 | $41K | New |
| GLD SPDR Gold Shares | 0.02% | 82 | $32K | Add +1.2% |
| EWJ iShares MSCI Japan ETF | 0.02% | 384 | $31K | New |
| ECNS iShares MSCI China Small-Cap | 0.01% | 888 | $29K | Add +63.8% |
| INDA iShares MSCI India ETF | 0.01% | 480 | $26K | Add +12.2% |
| ASEA Global X Ftse Southeast Asia | 0.01% | 1,268 | $23K | Add +0.2% |
| AFK Vaneck Africa Index ETF | 0.01% | 852 | $23K | Reduce -20.1% |
| SCHC Schwab Intl Small-Cap Equity | 0.01% | 424 | $19K | New |
| EWZ iShares MSCI Brazil ETF | 0.01% | 557 | $18K | Reduce -3.8% |
| EWC iShares MSCI Canada ETF | 0.01% | 312 | $17K | Reduce -23.5% |
| EWY iShares MSCI South Korea ETF | 0.01% | 157 | $15K | Reduce -39.1% |
| EWW iShares MSCI Mexico ETF | 0.01% | 200 | $14K | Reduce -14.5% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.01% | 57 | $13K | Add +1.8% |
| SDG Ish MSCI Glob Sust Deve Goal | 0.01% | 157 | $13K | Add +4.0% |
| VUSE Vident US Eqty Strat ETF | 0.01% | 199 | $13K | Add +3.1% |
| EWA iShares MSCI Australia ETF | 0.01% | 487 | $13K | Reduce -14.6% |
| TUR iShares MSCI Turkey ETF | 0.00% | 259 | $9K | Add +34.2% |
| VT Vanguard Tot World STK ETF | 0.00% | 58 | $8K | Add +18.4% |
| KSA Ishrs MSCI Saudi Arabia ETF | 0.00% | 192 | $7K | Add +22.3% |
| EPOL iShares MSCI Poland ETF | 0.00% | 185 | $6K | Reduce -19.2% |
| EWT iShares MSCI Taiwan ETF | 0.00% | 89 | $6K | Reduce -1.1% |
| EIS iShares MSCI Israel ETF | 0.00% | 39 | $4K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.00% | 52 | $4K | Add +26.8% |
| UAE iShares MSCI Uae ETF | 0.00% | 196 | $4K | Add +1.6% |
| ECH iShares MSCI Chile ETF | 0.00% | 73 | $3K | Reduce -9.9% |
| EWH iShares MSCI Hong Kong ETF | 0.00% | 135 | $3K | Reduce -26.2% |
| EPU iShares MSCI Peru and Global | 0.00% | 31 | $2K | Reduce -24.4% |
| ENZL iShares MSCI New Zealand ETF | 0.00% | 41 | $2K | Reduce -4.7% |
| QAT iShares MSCI Qatar ETF | 0.00% | 86 | $2K | Add +13.2% |
Portfolio Sells Q3 2025 → Q4 2025
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −2.20 |
| TLT iShares 20+ Year Treasury BD | Reduce -39.0% | 1.20% | −0.86 |
| IVV iShares Core S&P 500 ETF | Reduce -6.8% | 11.18% | −0.79 |
| IWF iShares Russell 1000 Growth | Reduce -67.5% | 0.28% | −0.59 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.39 |
| BSJP Invesco Bulletshares 2025 HY | Sold out | 0.00% | −0.26 |
| IEMG iShares Core MSCI Emerging | Reduce -10.2% | 1.88% | −0.22 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.0% | 6.04% | −0.12 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.9% | 1.83% | −0.09 |
| DBEU Xtrackers MSCI Europe Hedged | Sold out | 0.00% | −0.07 |
| WIP State Street SPDR Ftse Inter | Reduce -14.0% | 0.15% | −0.03 |
| EMB iShares JP Morgan Usd Emergi | Reduce -13.2% | 0.15% | −0.02 |
| GXC State Street SPDR S&P China | Reduce -21.6% | 0.06% | −0.02 |
| OPPE Wisdomtree European Opport | Sold out | 0.00% | −0.02 |
| BSJU Invesco Bulletshares 2030 HY | Reduce -6.4% | 0.22% | −0.02 |
| BSJT Invesco Bulletshares 2029 HY | Reduce -5.2% | 0.22% | −0.02 |
| BSJS Invesco Bulletshares 2028 HY | Reduce -5.0% | 0.22% | −0.02 |
| UUP Invesco DB US Dollar Index B | Reduce -32.5% | 0.03% | −0.02 |
| HEWJ Isha Curr Hedged MSCI Japan | Sold out | 0.00% | −0.02 |
| BSJR Invesco Bulletshares 2027 HY | Reduce -2.2% | 0.22% | −0.01 |
| BWX SS SPDR BB Intl Treasury BD | Reduce -1.4% | 0.14% | −0.01 |
| TIP iShares Tips Bond ETF | Reduce -1.0% | 0.14% | −0.01 |
| BSJW Invesco Bulletshares 2032 HY | Reduce -0.4% | 0.22% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -4.0% | 0.13% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.8% | 0.10% | −0.01 |
| OPPJ Wisdomtree Japan Opportuniti | Sold out | 0.00% | −0.00 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -3.2% | 0.13% | −0.00 |
| EWY iShares MSCI South Korea ETF | Reduce -39.1% | 0.01% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -6.0% | 0.04% | −0.00 |
| EWC iShares MSCI Canada ETF | Reduce -23.5% | 0.01% | −0.00 |
| AFK Vaneck Africa Index ETF | Reduce -20.1% | 0.01% | −0.00 |
| EWA iShares MSCI Australia ETF | Reduce -14.6% | 0.01% | −0.00 |
| EWW iShares MSCI Mexico ETF | Reduce -14.5% | 0.01% | −0.00 |
| ETHO Amplify Etho Climate Leaders | Reduce -2.4% | 0.04% | −0.00 |
| ESML iShares ESG Aware MSCI USA S | Reduce -1.8% | 0.04% | −0.00 |
| EWH iShares MSCI Hong Kong ETF | Reduce -26.2% | 0.00% | −0.00 |
| EPOL iShares MSCI Poland ETF | Reduce -19.2% | 0.00% | −0.00 |
| EWZ iShares MSCI Brazil ETF | Reduce -3.8% | 0.01% | −0.00 |
| ENZL iShares MSCI New Zealand ETF | Reduce -4.7% | 0.00% | −0.00 |
| EPU iShares MSCI Peru and Global | Reduce -24.4% | 0.00% | −0.00 |
| EWT iShares MSCI Taiwan ETF | Reduce -1.1% | 0.00% | −0.00 |
| ECH iShares MSCI Chile ETF | Reduce -9.9% | 0.00% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| IBCA iShares Ibonds Dec 2035 TC | New | 2.31% | +2.31 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.8% | 28.90% | +1.12 |
| IJH iShares Core S&P Midcap ETF | Add +151.3% | 1.25% | +0.75 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +192.7% | 0.84% | +0.55 |
| BSJX Invesco Bulletshares 2033 HY | New | 0.22% | +0.22 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +56.8% | 0.40% | +0.14 |
| EFA iShares MSCI Eafe ETF | Add +2.5% | 4.26% | +0.14 |
| QQQ Invesco QQQ Trust Series 1 | Add +51.5% | 0.37% | +0.13 |
| VGK Vanguard Ftse Europe ETF | New | 0.08% | +0.08 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +5.2% | 2.62% | +0.07 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +4.9% | 2.57% | +0.06 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +4.7% | 2.57% | +0.06 |
| IBDX iShares Ibonds Dec 2032 TC | Add +4.5% | 2.60% | +0.05 |
| IBDR iShares Ibonds Dec 2026 Term | Add +4.5% | 2.23% | +0.04 |
| IBDU iShares Ibonds Dec 2029 Term | Add +4.4% | 2.20% | +0.04 |
| BSCT Invesco Bulletshares 2029 CB | Add +13.1% | 0.40% | +0.04 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +4.1% | 2.19% | +0.04 |
| BSJV Invesco Bulletshares 2031 HY | Add +20.0% | 0.22% | +0.03 |
| GNR State Street SPDR S&P Global | New | 0.02% | +0.02 |
| VNQ Vanguard Real Estate ETF | New | 0.02% | +0.02 |
| STCE Schwab Crypto TNLP ETF | New | 0.02% | +0.02 |
| IEUS iShares MSCI Europe Small-Ca | New | 0.02% | +0.02 |
| BSCS Invesco Bulletshares 2028 CB | Add +6.1% | 0.41% | +0.02 |
| EWJ iShares MSCI Japan ETF | New | 0.02% | +0.02 |
| BSCQ Invesco Bulletshares 2026 CB | Add +5.8% | 0.40% | +0.01 |
| SCHC Schwab Intl Small-Cap Equity | New | 0.01% | +0.01 |
| EWX State Street SPDR S&P Emergi | Add +57.1% | 0.03% | +0.01 |
| BSJQ Invesco Bulletshares 2026 HY | Add +5.8% | 0.26% | +0.01 |
| ECNS iShares MSCI China Small-Cap | Add +63.8% | 0.01% | +0.00 |
| INDA iShares MSCI India ETF | Add +12.2% | 0.01% | +0.00 |
| GLD SPDR Gold Shares | Add +1.2% | 0.02% | +0.00 |
| TUR iShares MSCI Turkey ETF | Add +34.2% | 0.00% | +0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +1.9% | 0.04% | +0.00 |
| SUSB iShares ESG Aware 1-5 Year U | Add +3.0% | 0.12% | +0.00 |
| ASEA Global X Ftse Southeast Asia | Add +0.2% | 0.01% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +18.4% | 0.00% | +0.00 |
| NUHY Nuveen ESG Hi YLD Corp. BND | Add +3.8% | 0.06% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +26.8% | 0.00% | +0.00 |
| KSA Ishrs MSCI Saudi Arabia ETF | Add +22.3% | 0.00% | +0.00 |
| SDG Ish MSCI Glob Sust Deve Goal | Add +4.0% | 0.01% | +0.00 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Add +1.8% | 0.01% | +0.00 |
| VUSE Vident US Eqty Strat ETF | Add +3.1% | 0.01% | 0.00 |
| UAE iShares MSCI Uae ETF | Add +1.6% | 0.00% | 0.00 |
| QAT iShares MSCI Qatar ETF | Add +13.2% | 0.00% | 0.00 |
| EAGG iShares ESG Aware US Aggrega | Add +1.8% | 0.12% | −0.00 |
| BKLN Invesco Senior Loan ETF | Add +0.5% | 0.15% | −0.00 |
| JNK SS SPDR BB High Yield Bond | Add +0.5% | 0.16% | −0.00 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +2.2% | 2.27% | −0.01 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Add +1.9% | 2.27% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.0% | 6.05% | −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 |