4Thought Financial Group Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 28, 2026, 4Thought Financial Group Inc. disclosed 99 stock positions valued at approximately $212.80M as of quarter-end June 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, ISHARES TR, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 99
- Portfolio Value
- $212.80M
Holdings by Sector
4Thought Financial Group Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 29.65% | 84,481 | -5,292 | -5.89% | $63,088,103 |
| ISHARES TR | IVV | Other | 7.03% | 19,967 | -9,183 | -31.50% | $14,952,949 |
| VANGUARD INDEX FDS | VO | Other | 5.70% | 150,486 | +108,809 | +261.08% | $12,124,643 |
| ISHARES TR | IJR | Other | 5.64% | 80,910 | -15,587 | -16.15% | $11,999,736 |
| ISHARES TR | EFA | Other | 4.52% | 92,594 | +3,332 | +3.73% | $9,618,686 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 4.49% | 160,051 | +1,574 | +0.99% | $9,553,465 |
| ISHARES TR | TLT | Other | 3.49% | 85,831 | +43,381 | +102.19% | $7,417,509 |
| ISHARES TR | IBDS | Other | 2.97% | 261,333 | +44,526 | +20.54% | $6,329,484 |
| ISHARES TR | IBDV | Other | 2.97% | 289,935 | +51,000 | +21.34% | $6,320,583 |
| ISHARES TR | IBDX | Other | 2.96% | 250,276 | +45,200 | +22.04% | $6,304,450 |
| ISHARES TR | IBDW | Other | 2.95% | 301,622 | +56,938 | +23.27% | $6,285,811 |
| ISHARES TR | IBDR | Other | 2.59% | 227,209 | +42,628 | +23.09% | $5,505,283 |
| ISHARES TR | IBDT | Other | 2.55% | 215,180 | +40,832 | +23.42% | $5,433,283 |
| ISHARES TR | IBDU | Other | 2.54% | 233,473 | +46,822 | +25.09% | $5,407,236 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 2.30% | 65,100 | +4,610 | +7.62% | $4,898,773 |
| ISHARES TR | IBDZ | Other | 2.26% | 184,936 | +10,845 | +6.23% | $4,817,577 |
| ISHARES TR | IBCA | Other | 2.25% | 187,049 | +7,583 | +4.23% | $4,790,319 |
| ISHARES TR | IBDY | Other | 2.25% | 185,959 | +10,284 | +5.85% | $4,787,505 |
| ISHARES INC | IEMG | Other | 1.21% | 31,074 | -14,841 | -32.32% | $2,574,202 |
| ISHARES TR | IEFA | Other | 1.19% | 26,187 | -9,414 | -26.44% | $2,529,162 |
| VANGUARD INDEX FDS | VTV | Other | 0.80% | 7,838 | -53 | -0.67% | $1,708,200 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 0.54% | 56,062 | +2,452 | +4.57% | $1,141,986 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 0.42% | 44,062 | +1,554 | +3.66% | $897,325 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | Other | 0.42% | 45,841 | +1,580 | +3.57% | $895,040 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | Other | 0.42% | 47,961 | +1,702 | +3.68% | $890,882 |
| APPLE INC | AAPL | Technology | 0.28% | 2,051 | -32 | -1.54% | $593,471 |
| ISHARES TR | IWF | Other | 0.26% | 4,486 | +3,198 | +248.29% | $557,080 |
| INVESCO EXCH TRD SLF IDX FD | BSJQ | Other | 0.25% | 22,965 | +903 | +4.09% | $527,153 |
| INVESCO EXCH TRD SLF IDX FD | BSJS | Other | 0.21% | 20,662 | +951 | +4.82% | $449,291 |
| INVESCO EXCH TRD SLF IDX FD | BSJR | Other | 0.21% | 20,013 | +869 | +4.54% | $447,202 |
Showing 30 of 99 holdings in the latest reporting period.