4Thought Financial Group Inc. 13F Holdings · Q2 2026
4Thought Financial Group Inc. reported 99 securities worth $212.80M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (29.65%), IVV (7.03%), VO (5.70%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $63.1M | 29.65% | 84,481 | Trimmed |
| 2 | IVV | ISHARES TR | $15.0M | 7.03% | 19,967 | Trimmed |
| 3 | VO | VANGUARD INDEX FDS | $12.1M | 5.70% | 150,486 | Added |
| 4 | IJR | ISHARES TR | $12.0M | 5.64% | 80,910 | Trimmed |
| 5 | EFA | ISHARES TR | $9.6M | 4.52% | 92,594 | Added |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $9.6M | 4.49% | 160,051 | Added |
| 7 | TLT | ISHARES TR | $7.4M | 3.49% | 85,831 | Added |
| 8 | IBDS | ISHARES TR | $6.3M | 2.97% | 261,333 | Added |
| 9 | IBDV | ISHARES TR | $6.3M | 2.97% | 289,935 | Added |
| 10 | IBDX | ISHARES TR | $6.3M | 2.96% | 250,276 | Added |
| 11 | IBDW | ISHARES TR | $6.3M | 2.95% | 301,622 | Added |
| 12 | IBDR | ISHARES TR | $5.5M | 2.59% | 227,209 | Added |
| 13 | IBDT | ISHARES TR | $5.4M | 2.55% | 215,180 | Added |
| 14 | IBDU | ISHARES TR | $5.4M | 2.54% | 233,473 | Added |
| 15 | VCLT | VANGUARD SCOTTSDALE FDS | $4.9M | 2.30% | 65,100 | Added |
| 16 | IBDZ | ISHARES TR | $4.8M | 2.26% | 184,936 | Added |
| 17 | IBCA | ISHARES TR | $4.8M | 2.25% | 187,049 | Added |
| 18 | IBDY | ISHARES TR | $4.8M | 2.25% | 185,959 | Added |
| 19 | IEMG | ISHARES INC | $2.6M | 1.21% | 31,074 | Trimmed |
| 20 | IEFA | ISHARES TR | $2.5M | 1.19% | 26,187 | Trimmed |
| 21 | VTV | VANGUARD INDEX FDS | $1.7M | 0.80% | 7,838 | Trimmed |
| 22 | BKLN | INVESCO EXCH TRADED FD TR II | $1.1M | 0.54% | 56,062 | Added |
| 23 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $895,040 | 0.42% | 45,841 | Added |
| 24 | BSCS | INVESCO EXCH TRD SLF IDX FD | $897,325 | 0.42% | 44,062 | Added |
| 25 | BSCT | INVESCO EXCH TRD SLF IDX FD | $890,882 | 0.42% | 47,961 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR