13F Insight
DOSSIER · 13F-HR · Q2 2026

4Thought Financial Group Inc.

$213M in tracked AUM across 99 positions as of Q2 2026.

4F
CIK 0001840261 · last filed Jun 30, 2026
Total AUM
$213M
as of Q2 2026
Holdings
99
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

4Thought Financial Group Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$63M84K29.6%02
IVV
ISHARES TR
$15M20K7.0%03
VO
VANGUARD INDEX FDS
$12M150K5.7%04
IJR
ISHARES TR
$12M81K5.6%05
EFA
ISHARES TR
$10M93K4.5%06
VWO
VANGUARD INTL EQUITY INDEX F
$10M160K4.5%07
TLT
ISHARES TR
$7M86K3.5%08
IBDS
ISHARES TR
$6M261K3.0%09
IBDV
ISHARES TR
$6M290K3.0%10
IBDX
ISHARES TR
$6M250K3.0%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$124M▼ 0.8%
90 positionsLocked
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