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Filers›Asset Manager›4Thought Financial Group Inc.
DOSSIER · 13F-HR · Q1 2026

4Thought Financial Group Inc.

4Thought Financial's asset manager based in Greenwich, CT — $202M in tracked AUM across 99 positions as of Q1 2026.

4F
4Thought Financial·Greenwich, CT·Asset Manager
CIK 0001840261 · last filed Mar 31, 2026
Total AUM
$202M
▼ 16.7%
vs prior
Holdings
99
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
24% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

4Thought Financial Group Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$58M90K28.9%
02
IVV
ISHARES TR
$19M29K9.4%
03
IJR
ISHARES TR
$12M96K5.9%
04
VO
VANGUARD INDEX FDS
$12M42K5.9%
05
EFA
ISHARES TR
$9M89K4.3%
06
VWO
VANGUARD INTL EQUITY INDEX F
$9M158K4.2%
07
IBDS
ISHARES TR
$5M217K2.6%
08
IBDV
ISHARES TR
$5M239K2.6%
09
IBDX
ISHARES TR
$5M205K2.6%
10
IBDW
ISHARES TR
$5M245K2.5%

Filing history

Filing history loading…
AI Agent · grounded in 4Thought
haiku-4-5 · 99 positions indexed
Sector mix
  • Tech24%
  • Health Care7%
  • Cons. Disc.4%
  • Communications10%
  • Energy48%
  • Other7%
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