13F Insight
DOSSIER · 13F-HR · Q3 2026

4Thought Financial Group Inc.

$215M in tracked AUM across 109 positions as of Q3 2026.

4F
CIK 0001840261 · last filed Sep 30, 2026
Total AUM
$215M
as of Q3 2026
Holdings
109
+10 QoQ
positions
Whale Score
61
61
tracked
Activity
104
+10 new, −0 sold
changes this Q
AI Analysis · Q3 2026

4Thought Financial Group Inc. filed its latest 13F-HR for Q3 2026. 104 position changes this quarter — 10 new, 0 exited, 77 added, 17 trimmed.

Quarter at a glance — Q3 2026

104 material changes this filing.

NEW
LQDISHARES TR
+82K sh
+$8M
3.9%
TRIM
TLTISHARES TR
-10K sh
$-2M
2.7%
ADD
IWFISHARES TR
+12K sh
+$1M
0.9%
TRIM
IVVISHARES TR
-2K sh
$-1M
6.3%
TRIM
VTVVANGUARD INDEX FDS
-5K sh
$-1M
0.3%
TRIM
VOVANGUARD INDEX FDS
-6K sh
$-767K
5.3%
ADD
IJRISHARES TR
+2K sh
$-757K
5.2%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$64M84K29.7%02
IVV
ISHARES TR
$13M18K6.3%03
VO
VANGUARD INDEX FDS
$11M145K5.3%04
IJR
ISHARES TR
$11M83K5.2%05
EFA
ISHARES TR
$9M91K4.4%06
VWO
VANGUARD INTL EQUITY INDEX F
$9M159K4.4%07
LQD
ISHARES TR
$8M82K3.9%08
IBDS
ISHARES TR
$6M262K2.9%09
IBDV
ISHARES TR
$6M290K2.9%10
IBDW
ISHARES TR
$6M302K2.8%

Filing history

2026Q3Sep 30
$215M▲ 0.9%
109 positionsView →2026Q2Jun 30
$213M▲ 5.2%
99 positionsView →2026Q1Mar 31
$202M▲ 0.1%
99 positionsView →2025Q4Dec 31
$202M▲ 2.1%
90 positionsView →2025Q3Sep 30
$198M▲ 5.1%
88 positionsLocked2025Q2Jun 30
$188M▲ 16.3%
90 positionsLocked2025Q1Mar 31
$162M▲ 0.4%
89 positionsLocked2024Q4Dec 31
$161M▼ 0.6%
90 positionsLocked2024Q3Sep 30
$162M▲ 0.7%
108 positionsLocked2024Q2Jun 30
$161M▲ 5.9%
108 positionsLocked2024Q1Mar 31
$152M▲ 9.9%
108 positionsLocked2023Q4Dec 31
$138M▲ 11.2%
114 positionsLocked
Showing 12 of 23