4Thought Financial Group Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), 4Thought Financial Group Inc. reported 99 stock positions worth $202.2 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, 9.4%) and iShares Core S&P Small-Cap E (IJR, 5.9%). Compared with Q4 2025, it opened 11 new positions, sold out of 2, added to 35 and reduced 50. The biggest buy was iShares 20+ Year Treasury BD (TLT, shares +53%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0001840261
- Portfolio Value
- $202.2M (Q1 2026)
- SEC Filing
- 0001213900-26-047485 ↗ filed Apr 24, 2026
Holdings Value
Holdings 99 stocks · $202.2M
| SPY SS SPDR S&P 500 ETF Trust-US | 28.87% | 89,773 | $58.4M | Add +4.9% |
| IVV iShares Core S&P 500 ETF | 9.42% | 29,150 | $19.0M | Reduce -11.6% |
| IJR iShares Core S&P Small-Cap E | 5.93% | 96,497 | $12.0M | Reduce -4.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.92% | 41,677 | $12.0M | Reduce -0.9% |
| EFA iShares MSCI Eafe ETF | 4.29% | 89,262 | $8.7M | Reduce -0.3% |
| VWO Vanguard Ftse Emerging Marke | 4.24% | 158,477 | $8.6M | Add +0.1% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.60% | 216,807 | $5.3M | Add +1.4% |
| IBDV iShares Ibonds Dec 2030 Corp. | 2.59% | 238,935 | $5.2M | Reduce -0.3% |
| IBDX iShares Ibonds Dec 2032 TC | 2.56% | 205,076 | $5.2M | Reduce -0.4% |
| IBDW iShares Ibonds Dec 2031 Corp. | 2.53% | 244,684 | $5.1M | Reduce -0.3% |
| IBCA iShares Ibonds Dec 2035 TC | 2.28% | 179,466 | $4.6M | Reduce -0.4% |
| IBDY iShares Ibonds Dec 2033 Corp. | 2.25% | 175,675 | $4.5M | Add +0.2% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 2.24% | 174,091 | $4.5M | Add +0.1% |
| VCLT Vanguard Long-Term Corp. Bond | 2.24% | 60,490 | $4.5M | Add +9.2% |
| IBDR iShares Ibonds Dec 2026 Term | 2.21% | 184,581 | $4.5M | Reduce -0.8% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.18% | 174,348 | $4.4M | Add +0.5% |
| IBDU iShares Ibonds Dec 2029 Term | 2.15% | 186,651 | $4.3M | Reduce -1.7% |
| TLT iShares 20+ Year Treasury BD | 1.82% | 42,450 | $3.7M | Add +53.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.59% | 35,601 | $3.2M | Reduce -13.9% |
| IEMG iShares Core MSCI Emerging | 1.58% | 45,915 | $3.2M | Reduce -18.6% |
| IJH iShares Core S&P Midcap ETF | 1.03% | 30,720 | $2.1M | Reduce -19.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.77% | 7,891 | $1.5M | Reduce -11.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.55% | 4,238 | $1.1M | Add +34.4% |
| BKLN Invesco Senior Loan ETF | 0.54% | 53,610 | $1.1M | Add +282.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.49% | 1,703 | $983K | Add +38.8% |
| BSCS Invesco Bulletshares 2028 CB | 0.43% | 42,508 | $868K | Add +6.9% |
| BSCQ Invesco Bulletshares 2026 CB | 0.43% | 44,261 | $864K | Add +7.0% |
| BSCT Invesco Bulletshares 2029 CB | 0.43% | 46,259 | $863K | Add +6.9% |
| IWF iShares Russell 1000 Growth | 0.27% | 1,288 | $549K | Add +9.0% |
| AAPL Apple Inc. | 0.26% | 2,083 | $529K | New |
| BSJQ Invesco Bulletshares 2026 HY | 0.25% | 22,062 | $511K | Reduce -0.4% |
| BSJR Invesco Bulletshares 2027 HY | 0.21% | 19,144 | $428K | Reduce -2.2% |
| BSJS Invesco Bulletshares 2028 HY | 0.21% | 19,711 | $427K | Reduce -0.6% |
| BSJU Invesco Bulletshares 2030 HY | 0.21% | 16,217 | $415K | Reduce -3.2% |
| BSJT Invesco Bulletshares 2029 HY | 0.20% | 19,663 | $414K | Reduce -3.1% |
| BSJV Invesco Bulletshares 2031 HY | 0.20% | 15,871 | $413K | Reduce -3.2% |
| BSJX Invesco Bulletshares 2033 HY | 0.20% | 16,546 | $412K | Reduce -3.3% |
| BSJW Invesco Bulletshares 2032 HY | 0.20% | 16,348 | $412K | Reduce -5.2% |
| IBIC iShares Ibonds Oct 2026 TT | 0.18% | 13,742 | $356K | New |
| IBID iShares Ibonds Oct 2027 TT | 0.17% | 13,495 | $352K | New |
| IBIE iShares Ibonds Oct 2028 TT | 0.17% | 13,402 | $352K | New |
| IBIG iShares Ibonds Oct 2030 TT | 0.17% | 13,380 | $351K | New |
| IBIH iShares Ibonds Oct 2031 TT | 0.17% | 13,389 | $351K | New |
| IBIF iShares Ibonds Oct 2029 TT | 0.17% | 13,375 | $351K | New |
| IBII iShares Ibonds Oct 2032 TT | 0.17% | 13,536 | $351K | New |
| IBIJ Ishrs Ibnds Oct 2033 TRM | 0.17% | 13,481 | $350K | New |
| IBIK ISHARESIBONDSOCT2034TMTIPS | 0.17% | 13,601 | $350K | New |
| IBIL iShares Ibonds Oct 2035 Tips | 0.17% | 13,717 | $350K | New |
| MDLZ Mondelez International Inc. Class A | 0.14% | 5,024 | $290K | Add +0.3% |
| EMB iShares JP Morgan Usd Emergi | 0.14% | 2,970 | $279K | Reduce -6.8% |
| WIP State Street SPDR Ftse Inter | 0.14% | 7,042 | $279K | Reduce -5.7% |
| BWX SS SPDR BB Intl Treasury BD | 0.13% | 11,678 | $256K | Reduce -4.7% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.12% | 4,727 | $251K | Add +2.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.12% | 2,061 | $250K | Add +2.9% |
| SUSB iShares ESG Aware 1-5 Year U | 0.12% | 9,529 | $239K | Add +0.2% |
| EAGG iShares ESG Aware US Aggrega | 0.12% | 4,989 | $237K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 641 | $206K | Add +3.4% |
| RSSS Research Solutions Inc. | 0.09% | 83,406 | $188K | Reduce -0.9% |
| VGK Vanguard Ftse Europe ETF | 0.08% | 1,931 | $159K | Reduce -1.8% |
| GXC State Street SPDR S&P China | 0.06% | 1,307 | $122K | Add +4.3% |
| NUHY Nuveen ESG Hi YLD Corp. BND | 0.06% | 5,595 | $118K | Reduce -0.1% |
| ETHO Amplify Etho Climate Leaders | 0.04% | 1,260 | $83K | Reduce -6.2% |
| ESML iShares ESG Aware MSCI USA S | 0.04% | 1,512 | $71K | Reduce -7.3% |
| ESGD iShares Trust iShares ESG Aw | 0.03% | 728 | $70K | Reduce -8.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.03% | 1,525 | $69K | Reduce -8.0% |
| UUP Invesco DB US Dollar Index B | 0.03% | 2,378 | $66K | Add +3.1% |
| GNR State Street SPDR S&P Global | 0.03% | 790 | $59K | Reduce -0.4% |
| EWX State Street SPDR S&P Emergi | 0.03% | 862 | $57K | Add +5.5% |
| VNQ Vanguard Real Estate ETF | 0.03% | 584 | $52K | Add +9.2% |
| STCE Schwab Crypto TNLP ETF | 0.02% | 786 | $41K | Add +15.6% |
| IEUS iShares MSCI Europe Small-Ca | 0.02% | 582 | $39K | Reduce -2.0% |
| GLD SPDR Gold Shares | 0.02% | 82 | $35K | No change |
| ECNS iShares MSCI China Small-Cap | 0.02% | 947 | $31K | Add +6.6% |
| EWJ iShares MSCI Japan ETF | 0.01% | 350 | $30K | Reduce -8.8% |
| INDA iShares MSCI India ETF | 0.01% | 573 | $27K | Add +19.4% |
| ASEA Global X Ftse Southeast Asia | 0.01% | 1,278 | $25K | Add +0.8% |
| AFK Vaneck Africa Index ETF | 0.01% | 740 | $19K | Reduce -13.2% |
| SCHC Schwab Intl Small-Cap Equity | 0.01% | 388 | $18K | Reduce -8.5% |
| EWC iShares MSCI Canada ETF | 0.01% | 306 | $17K | Reduce -1.9% |
| EWZ iShares MSCI Brazil ETF | 0.01% | 431 | $17K | Reduce -22.6% |
| EWY iShares MSCI South Korea ETF | 0.01% | 112 | $14K | Reduce -28.7% |
| EWA iShares MSCI Australia ETF | 0.01% | 487 | $14K | No change |
| EWW iShares MSCI Mexico ETF | 0.01% | 179 | $13K | Reduce -10.5% |
| VUSE Vident US Eqty Strat ETF | 0.01% | 202 | $13K | Add +1.5% |
| SDG Ish MSCI Glob Sust Deve Goal | 0.01% | 151 | $13K | Reduce -3.8% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.01% | 56 | $12K | Reduce -1.8% |
| KSA Ishrs MSCI Saudi Arabia ETF | 0.00% | 235 | $9K | Add +22.4% |
| TUR iShares MSCI Turkey ETF | 0.00% | 239 | $9K | Reduce -7.7% |
| VT Vanguard Tot World STK ETF | 0.00% | 62 | $9K | Add +6.9% |
| EPOL iShares MSCI Poland ETF | 0.00% | 178 | $6K | Reduce -3.8% |
| EWT iShares MSCI Taiwan ETF | 0.00% | 87 | $6K | Reduce -2.3% |
| BSV Vanguard Short-Term Bond ETF | 0.00% | 57 | $4K | Add +9.6% |
| EIS iShares MSCI Israel ETF | 0.00% | 34 | $4K | Reduce -12.8% |
| UAE iShares MSCI Uae ETF | 0.00% | 204 | $4K | Add +4.1% |
| EWH iShares MSCI Hong Kong ETF | 0.00% | 126 | $3K | Reduce -6.7% |
| ECH iShares MSCI Chile ETF | 0.00% | 54 | $2K | Reduce -26.0% |
| EPU iShares MSCI Peru and Global | 0.00% | 25 | $2K | Reduce -19.4% |
| ENZL iShares MSCI New Zealand ETF | 0.00% | 42 | $2K | Add +2.4% |
| QAT iShares MSCI Qatar ETF | 0.00% | 87 | $2K | Add +1.2% |
Portfolio Sells Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Reduce -11.6% | 9.42% | −1.76 |
| IEMG iShares Core MSCI Emerging | Reduce -18.6% | 1.58% | −0.29 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -13.9% | 1.59% | −0.24 |
| IJH iShares Core S&P Midcap ETF | Reduce -19.4% | 1.03% | −0.22 |
| JNK SS SPDR BB High Yield Bond | Sold out | 0.00% | −0.16 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.14 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.9% | 5.92% | −0.13 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.9% | 5.93% | −0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -11.3% | 0.77% | −0.08 |
| IBDU iShares Ibonds Dec 2029 Term | Reduce -1.7% | 2.15% | −0.05 |
| IBDX iShares Ibonds Dec 2032 TC | Reduce -0.4% | 2.56% | −0.04 |
| IBDW iShares Ibonds Dec 2031 Corp. | Reduce -0.3% | 2.53% | −0.04 |
| IBCA iShares Ibonds Dec 2035 TC | Reduce -0.4% | 2.28% | −0.04 |
| IBDV iShares Ibonds Dec 2030 Corp. | Reduce -0.3% | 2.59% | −0.03 |
| RSSS Research Solutions Inc. | Reduce -0.9% | 0.09% | −0.03 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -0.8% | 2.21% | −0.02 |
| BSJW Invesco Bulletshares 2032 HY | Reduce -5.2% | 0.20% | −0.02 |
| EMB iShares JP Morgan Usd Emergi | Reduce -6.8% | 0.14% | −0.01 |
| BSJV Invesco Bulletshares 2031 HY | Reduce -3.2% | 0.20% | −0.01 |
| BSJX Invesco Bulletshares 2033 HY | Reduce -3.3% | 0.20% | −0.01 |
| BSJT Invesco Bulletshares 2029 HY | Reduce -3.1% | 0.20% | −0.01 |
| BSJU Invesco Bulletshares 2030 HY | Reduce -3.2% | 0.21% | −0.01 |
| BWX SS SPDR BB Intl Treasury BD | Reduce -4.7% | 0.13% | −0.01 |
| WIP State Street SPDR Ftse Inter | Reduce -5.7% | 0.14% | −0.01 |
| BSJR Invesco Bulletshares 2027 HY | Reduce -2.2% | 0.21% | −0.01 |
| BSJS Invesco Bulletshares 2028 HY | Reduce -0.6% | 0.21% | −0.00 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -0.4% | 0.25% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Reduce -8.4% | 0.03% | −0.00 |
| VGK Vanguard Ftse Europe ETF | Reduce -1.8% | 0.08% | −0.00 |
| ETHO Amplify Etho Climate Leaders | Reduce -6.2% | 0.04% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -8.0% | 0.03% | −0.00 |
| ESML iShares ESG Aware MSCI USA S | Reduce -7.3% | 0.04% | −0.00 |
| AFK Vaneck Africa Index ETF | Reduce -13.2% | 0.01% | −0.00 |
| NUHY Nuveen ESG Hi YLD Corp. BND | Reduce -0.1% | 0.06% | −0.00 |
| IEUS iShares MSCI Europe Small-Ca | Reduce -2.0% | 0.02% | −0.00 |
| EWJ iShares MSCI Japan ETF | Reduce -8.8% | 0.01% | −0.00 |
| EWY iShares MSCI South Korea ETF | Reduce -28.7% | 0.01% | −0.00 |
| EWZ iShares MSCI Brazil ETF | Reduce -22.6% | 0.01% | −0.00 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -8.5% | 0.01% | −0.00 |
| ECH iShares MSCI Chile ETF | Reduce -26.0% | 0.00% | −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 -3.8% | 0.01% | −0.00 |
| EIS iShares MSCI Israel ETF | Reduce -12.8% | 0.00% | −0.00 |
| EWW iShares MSCI Mexico ETF | Reduce -10.5% | 0.01% | −0.00 |
| EPU iShares MSCI Peru and Global | Reduce -19.4% | 0.00% | −0.00 |
| EWC iShares MSCI Canada ETF | Reduce -1.9% | 0.01% | 0.00 |
| EWH iShares MSCI Hong Kong ETF | Reduce -6.7% | 0.00% | 0.00 |
| EPOL iShares MSCI Poland ETF | Reduce -3.8% | 0.00% | 0.00 |
| TUR iShares MSCI Turkey ETF | Reduce -7.7% | 0.00% | +0.00 |
| EWT iShares MSCI Taiwan ETF | Reduce -2.3% | 0.00% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| TLT iShares 20+ Year Treasury BD | Add +53.1% | 1.82% | +0.62 |
| BKLN Invesco Senior Loan ETF | Add +282.5% | 0.54% | +0.40 |
| AAPL Apple Inc. | New | 0.26% | +0.26 |
| IBIC iShares Ibonds Oct 2026 TT | New | 0.18% | +0.18 |
| IBID iShares Ibonds Oct 2027 TT | New | 0.17% | +0.17 |
| IBIE iShares Ibonds Oct 2028 TT | New | 0.17% | +0.17 |
| IBIG iShares Ibonds Oct 2030 TT | New | 0.17% | +0.17 |
| IBIF iShares Ibonds Oct 2029 TT | New | 0.17% | +0.17 |
| IBIH iShares Ibonds Oct 2031 TT | New | 0.17% | +0.17 |
| IBII iShares Ibonds Oct 2032 TT | New | 0.17% | +0.17 |
| IBIK ISHARESIBONDSOCT2034TMTIPS | New | 0.17% | +0.17 |
| IBIJ Ishrs Ibnds Oct 2033 TRM | New | 0.17% | +0.17 |
| IBIL iShares Ibonds Oct 2035 Tips | New | 0.17% | +0.17 |
| VCLT Vanguard Long-Term Corp. Bond | Add +9.2% | 2.24% | +0.15 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +34.4% | 0.55% | +0.15 |
| QQQ Invesco QQQ Trust Series 1 | Add +38.8% | 0.49% | +0.11 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +1.4% | 2.60% | +0.03 |
| BSCQ Invesco Bulletshares 2026 CB | Add +7.0% | 0.43% | +0.03 |
| BSCS Invesco Bulletshares 2028 CB | Add +6.9% | 0.43% | +0.02 |
| BSCT Invesco Bulletshares 2029 CB | Add +6.9% | 0.43% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +0.1% | 4.24% | +0.02 |
| MDLZ Mondelez International Inc. Class A | Add +0.3% | 0.14% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +9.2% | 0.03% | +0.00 |
| UUP Invesco DB US Dollar Index B | Add +3.1% | 0.03% | +0.00 |
| EWX State Street SPDR S&P Emergi | Add +5.5% | 0.03% | +0.00 |
| KSA Ishrs MSCI Saudi Arabia ETF | Add +22.4% | 0.00% | +0.00 |
| ASEA Global X Ftse Southeast Asia | Add +0.8% | 0.01% | +0.00 |
| ECNS iShares MSCI China Small-Cap | Add +6.6% | 0.02% | +0.00 |
| INDA iShares MSCI India ETF | Add +19.4% | 0.01% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +9.6% | 0.00% | +0.00 |
| GXC State Street SPDR S&P China | Add +4.3% | 0.06% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +6.9% | 0.00% | +0.00 |
| UAE iShares MSCI Uae ETF | Add +4.1% | 0.00% | 0.00 |
| QAT iShares MSCI Qatar ETF | Add +1.2% | 0.00% | 0.00 |
| STCE Schwab Crypto TNLP ETF | Add +15.6% | 0.02% | 0.00 |
| ENZL iShares MSCI New Zealand ETF | Add +2.4% | 0.00% | −0.00 |
| VUSE Vident US Eqty Strat ETF | Add +1.5% | 0.01% | −0.00 |
| SUSB iShares ESG Aware 1-5 Year U | Add +0.2% | 0.12% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.4% | 0.10% | −0.00 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +0.5% | 2.18% | −0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +2.9% | 0.12% | −0.00 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +2.2% | 0.12% | −0.00 |
| IWF iShares Russell 1000 Growth | Add +9.0% | 0.27% | −0.01 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +0.2% | 2.25% | −0.02 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Add +0.1% | 2.24% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.9% | 28.87% | −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 |