4Thought Financial Group Inc.
CIK 1840261 · View on SEC EDGAR ↗
- Portfolio value
- $212.8M
- Positions
- 99
- As of
- June 30, 2026
#6,263 of 9,443 by 13F value · top 66.3%
Portfolio value QoQ: +5.2% 13F does not disclose cash
- Top 10 holdings weight
- 69.41%
- Top 25 holdings weight
- 94.11%
- Positions above 1%
- 20
- Effective number of positions
- 8.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 9.72% Est. buys $22,610,461 · sells $20,178,499
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 89.2% still held
- New positions
- 0
- Increased
- 51
- Decreased
- 45
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
0.4%
Consumer Staples
0.1%
Other/Unmapped
99.5%
Full portfolio 99 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $63,088,103 | 29.65% | 84,481 | $4,705,350 | Down ×1 | ||
| IVV | $14,952,949 | 7.03% | 19,967 | $-4,088,258 | Down ×4 | ||
| VO | $12,124,643 | 5.70% | 150,486 | $155,854 | Up ×1 | ||
| IJR | $11,999,736 | 5.64% | 80,910 | $4,143 | Down ×4 | ||
| EFA | $9,618,686 | 4.52% | 92,594 | $948,620 | Up ×1 | ||
| VWO | $9,553,465 | 4.49% | 160,051 | $987,799 | Up ×3 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $7,417,509 | 3.49% | 85,831 | $3,737,545 | Up ×2 | ||
| IBDS | $6,329,484 | 2.97% | 261,333 | $1,074,073 | Up ×4 | ||
| IBDV | $6,320,583 | 2.97% | 289,935 | $1,090,297 | Up ×1 | ||
| IBDX | $6,304,450 | 2.96% | 250,276 | $1,122,169 | Up ×1 | ||
| IBDW | $6,285,811 | 2.95% | 301,622 | $1,164,566 | Up ×1 | ||
| IBDR | $5,505,283 | 2.59% | 227,209 | $1,031,041 | Up ×1 | ||
| IBDT | $5,433,283 | 2.55% | 215,180 | $1,017,059 | Up ×4 | ||
| IBDU | $5,407,236 | 2.54% | 233,473 | $1,065,745 | Up ×1 | ||
| VCLT Vanguard Long-Term Corporate Bond ETF | $4,898,773 | 2.30% | 65,100 | $378,983 | Up ×6 | ||
| IBDZ | $4,817,577 | 2.26% | 184,936 | $280,770 | Up ×6 | ||
| IBCA | $4,790,319 | 2.25% | 187,049 | $188,808 | Up ×1 | ||
| IBDY | $4,787,505 | 2.25% | 185,959 | $246,298 | Up ×6 | ||
| IEMG | $2,574,202 | 1.21% | 31,074 | $-628,356 | Down ×4 | ||
| IEFA | $2,529,162 | 1.19% | 26,187 | $-693,825 | Down ×4 | ||
| VTV | $1,708,200 | 0.80% | 7,838 | $159,959 | Down ×2 | ||
| BKLN | $1,141,986 | 0.54% | 56,062 | $47,802 | Up ×3 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $897,325 | 0.42% | 44,062 | $29,184 | Up ×3 | ||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $895,040 | 0.42% | 45,841 | $30,624 | Up ×3 | ||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $890,882 | 0.42% | 47,961 | $27,674 | Up ×3 | ||
| AAPL Apple Inc. - Common Stock | $593,471 | 0.28% | 2,051 | $64,826 | Down ×1 | ||
| IWF | $557,080 | 0.26% | 4,486 | $7,871 | Up ×2 | ||
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $527,153 | 0.25% | 22,965 | $15,855 | Up ×1 | ||
| BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $449,291 | 0.21% | 20,662 | $21,855 | Up ×1 | ||
| BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $447,202 | 0.21% | 20,013 | $19,037 | Up ×1 | ||
| BSJU Invesco BulletShares 2030 High Yield Corporate Bond ETF | $439,084 | 0.21% | 17,011 | $24,079 | Up ×1 | ||
| BSJV Invesco BulletShares 2031 High Yield Corporate Bond ETF | $436,952 | 0.21% | 16,646 | $24,395 | Up ×1 | ||
| BSJX Invesco BulletShares 2033 High Yield Corporate Bond ETF | $436,534 | 0.21% | 17,344 | $24,356 | Up ×1 | ||
| BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | $435,926 | 0.20% | 20,631 | $22,320 | Up ×1 | ||
| BSJW Invesco BulletShares 2032 High Yield Corporate Bond ETF | $433,346 | 0.20% | 17,132 | $21,730 | Up ×1 | ||
| IBIC | $368,197 | 0.17% | 14,113 | $11,938 | Up ×1 | ||
| IBID | $366,410 | 0.17% | 13,964 | $13,996 | Up ×1 | ||
| IBIE | $364,581 | 0.17% | 13,862 | $12,925 | Up ×1 | ||
| IBIK | $364,351 | 0.17% | 14,073 | $14,118 | Up ×1 | ||
| IBIH | $364,336 | 0.17% | 13,858 | $13,286 | Up ×1 | ||
| IBIJ | $363,887 | 0.17% | 13,945 | $13,645 | Up ×1 | ||
| IBIF | $363,841 | 0.17% | 13,840 | $12,810 | Up ×1 | ||
| IBII | $363,827 | 0.17% | 13,994 | $13,088 | Up ×1 | ||
| IBIL | $363,803 | 0.17% | 14,186 | $14,297 | Up ×1 | ||
| IBIG | $363,309 | 0.17% | 13,835 | $11,982 | Up ×1 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $301,018 | 0.14% | 3,121 | $22,038 | Up ×1 | ||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $293,191 | 0.14% | 5,069 | $3,579 | Up ×6 | ||
| WIP | $291,766 | 0.14% | 7,407 | $12,904 | Up ×1 | ||
| DSI | $269,714 | 0.13% | 1,894 | $19,952 | Down ×1 | ||
| SPYX | $268,935 | 0.13% | 4,402 | $18,284 | Down ×1 | ||
| BWX | $262,313 | 0.12% | 12,099 | $5,989 | Up ×1 | ||
| EAGG | $245,868 | 0.12% | 5,186 | $8,647 | Up ×1 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $243,795 | 0.11% | 9,756 | $4,941 | Up ×5 | ||
| VTI | $232,441 | 0.11% | 628 | $26,693 | Down ×1 | ||
| RSSS Research Solutions, Inc - Common Stock | $193,501 | 0.09% | 83,406 | $5,004 | |||
| VGK | $169,238 | 0.08% | 1,911 | $10,085 | Down ×2 | ||
| NUHY | $123,328 | 0.06% | 5,754 | $4,829 | Up ×1 | ||
| GXC | $111,219 | 0.05% | 1,285 | $-10,502 | Down ×1 | ||
| ETHO | $97,724 | 0.05% | 1,212 | $14,478 | Down ×3 | ||
| ESML | $84,115 | 0.04% | 1,504 | $13,023 | Down ×5 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $81,330 | 0.04% | 1,487 | $12,003 | Down ×6 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $78,817 | 0.04% | 767 | $9,245 | Up ×1 | ||
| VB | $66,997 | 0.03% | 221 | $-1,042,946 | Down ×1 | ||
| UUP | $63,176 | 0.03% | 2,224 | $-2,895 | Down ×1 | ||
| EWX | $63,086 | 0.03% | 849 | $6,078 | Down ×1 | ||
| VNQ | $55,471 | 0.03% | 575 | $3,663 | Down ×1 | ||
| STCE | $47,806 | 0.02% | 683 | $6,948 | Down ×1 | ||
| GLD | $46,138 | 0.02% | 125 | $10,979 | Up ×1 | ||
| GNR | $45,748 | 0.02% | 680 | $-13,271 | Down ×2 | ||
| IEUS iShares MSCI Europe Small-Cap ETF | $40,186 | 0.02% | 581 | $1,562 | Down ×2 | ||
| EWJ | $32,071 | 0.02% | 344 | $2,528 | Down ×2 | ||
| INDA | $27,644 | 0.01% | 560 | $818 | Down ×1 | ||
| ECNS | $26,412 | 0.01% | 938 | $-4,362 | Down ×1 | ||
| ASEA | $24,477 | 0.01% | 1,248 | $-350 | Down ×1 | ||
| EWY | $22,210 | 0.01% | 110 | $8,407 | Down ×3 | ||
| AFK | $18,606 | 0.01% | 724 | $-437 | Down ×3 | ||
| SCHC | $18,261 | 0.01% | 379 | $117 | Down ×2 | ||
| EWC | $17,338 | 0.01% | 301 | $575 | Down ×4 | ||
| EWZ | $14,662 | 0.01% | 425 | $-1,876 | Down ×3 | ||
| EWA | $13,583 | 0.01% | 482 | $53 | Down ×1 | ||
| EWW | $13,400 | 0.01% | 178 | $-82 | Down ×3 | ||
| VUSE | $12,542 | 0.01% | 173 | $-128 | Down ×1 | ||
| CRBN | $12,374 | 0.01% | 49 | $-10 | Down ×2 | ||
| SDG iShares MSCI Global Sustainable Development Goals ETF | $12,142 | 0.01% | 136 | $-508 | Down ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $10,721 | 0.01% | 15 | $-972,218 | Down ×1 | ||
| VT | $10,538 | 0.00% | 67 | $2,028 | Up ×4 | ||
| EWT | $9,203 | 0.00% | 85 | $3,059 | Down ×3 | ||
| TUR iShares MSCI Turkey ETF | $9,169 | 0.00% | 236 | $-52 | Down ×2 | ||
| KSA | $8,681 | 0.00% | 233 | $-670 | Down ×1 | ||
| IJH | $7,026 | 0.00% | 91 | $-2,067,503 | Down ×2 | ||
| EPOL | $6,752 | 0.00% | 175 | $257 | Down ×3 | ||
| BSV | $5,139 | 0.00% | 66 | $673 | Up ×6 | ||
| EIS | $4,019 | 0.00% | 33 | $94 | Down ×2 | ||
| UAE iShares MSCI UAE ETF | $3,931 | 0.00% | 207 | $133 | Up ×6 | ||
| EWH | $2,659 | 0.00% | 127 | $-260 | Up ×1 | ||
| ECH | $2,106 | 0.00% | 53 | $-32 | Down ×3 | ||
| EPU | $2,050 | 0.00% | 25 | $55 | |||
| ENZL iShares MSCI New Zealand ETF | $1,819 | 0.00% | 41 | $45 | Down ×1 | ||
| QAT iShares MSCI Qatar ETF | $1,561 | 0.00% | 87 | $-50 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VWO | $9,553,465 | 4.49% | up ×3 |
| IBDS | $6,329,484 | 2.97% | up ×4 |
| IBDT | $5,433,283 | 2.55% | up ×4 |
| VCLT | $4,898,773 | 2.30% | up ×6 |
| IBDZ | $4,817,577 | 2.26% | up ×6 |
| IBDY | $4,787,505 | 2.25% | up ×6 |
| BKLN | $1,141,986 | 0.54% | up ×3 |
| BSCS | $897,325 | 0.42% | up ×3 |
| BSCQ | $895,040 | 0.42% | up ×3 |
| BSCT | $890,882 | 0.42% | up ×3 |
| MDLZ | $293,191 | 0.14% | up ×6 |
| SUSB | $243,795 | 0.11% | up ×5 |
| VT | $10,538 | 0.00% | up ×4 |
| BSV | $5,139 | 0.00% | up ×6 |
| UAE | $3,931 | 0.00% | up ×6 |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SPY | Trimmed | -5K | +$4.7M |
| IVV | Trimmed | -9K | -$4.1M |
| TLT | Bought more | +43K | +$3.7M |
| IBDW | Bought more | +57K | +$1.2M |
| IBDX | Bought more | +45K | +$1.1M |
| IBDV | Bought more | +51K | +$1.1M |
| IBDS | Bought more | +45K | +$1.1M |
| IBDU | Bought more | +47K | +$1.1M |
| IBDR | Bought more | +43K | +$1.0M |
| IBDT | Bought more | +41K | +$1.0M |
2 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| IBDQ | Dec. 31, 2025 | 173,031 | $4,358,639 | No longer tracked |
| BSCP | Dec. 31, 2025 | 36,898 | $763,440 | No longer tracked |
| BSJP | Dec. 31, 2025 | 22,126 | $510,233 | No longer tracked |
| JNK | March 31, 2026 | 3,223 | $313,320 | No longer tracked |
| TIP | March 31, 2026 | 2,575 | $282,997 | No longer tracked |
| DBEU | Dec. 31, 2025 | 3,193 | $147,048 | No longer tracked |
| FM | March 31, 2025 | 2,612 | $70,886 | No longer tracked |
| OPPE | Dec. 31, 2025 | 867 | $42,378 | No longer tracked |
| HEWJ | Dec. 31, 2025 | 623 | $30,703 | No longer tracked |
| GOOGL | Sept. 30, 2025 | 74 | $13,040 | 41.1% |
| OPPJ | Dec. 31, 2025 | 199 | $8,276 | |
| EPD | Sept. 30, 2025 | 0 | $4 | 22.7% |