13F Insight
DOSSIER · 13F-HR · Q1 2026

4Thought Financial Group Inc.

$202M in tracked AUM across 99 positions as of Q1 2026.

4F
CIK 0001840261 · last filed Mar 31, 2026
Total AUM
$202M
as of Q1 2026
Holdings
99
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$125M▲ 3.7%
86 positionsLocked
Showing 12 of 21