4Thought Financial Group Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$202.2M
Q ending 2026-03-31
Prior quarter
$201.9M
Q ending 2025-12-31
Change
+0.1% QoQ · +24.9% YoY
Positions
99
reported holdings

Largest positions

All 99 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
State Str Spdr S&P 500 Etf TSPYShares$58.4M90K
Ishares TrIVVShares$19.0M29K
Ishares TrIJRShares$12.0M96K
Vanguard Index FdsVOShares$12.0M42K
Ishares TrEFAShares$8.7M89K
Vanguard Intl Equity Index FVWOShares$8.6M158K
Ishares TrIBDSShares$5.3M217K
Ishares TrIBDVShares$5.2M239K
Ishares TrIBDXShares$5.2M205K
Ishares TrIBDWShares$5.1M245K
Ishares TrIBCAShares$4.6M179K
Ishares TrIBDYShares$4.5M176K
Ishares TrIBDZShares$4.5M174K
Vanguard Scottsdale FdsVCLTShares$4.5M60K
Ishares TrIBDRShares$4.5M185K
Ishares TrIBDTShares$4.4M174K
Ishares TrIBDUShares$4.3M187K
Ishares TrTLTShares$3.7M42K
Ishares TrIEFAShares$3.2M36K
Ishares IncIEMGShares$3.2M46K
Ishares TrIJHShares$2.1M31K
Vanguard Index FdsVTVShares$1.5M8K
Vanguard Index FdsVBShares$1.1M4K
Invesco Exch Traded Fd Tr IiBKLNShares$1.1M54K
Invesco Qqq TrQQQShares$983K2K
Invesco Exch Trd Slf Idx FdBSCSShares$868K43K
Invesco Exch Trd Slf Idx FdBSCQShares$864K44K
Invesco Exch Trd Slf Idx FdBSCTShares$863K46K
Ishares TrIWFShares$549K1K
Apple IncAAPLShares$529K2K
Invesco Exch Trd Slf Idx FdBSJQShares$511K22K
Invesco Exch Trd Slf Idx FdBSJRShares$428K19K
Invesco Exch Trd Slf Idx FdBSJSShares$427K20K
Invesco Exch Trd Slf Idx FdBSJUShares$415K16K
Invesco Exch Trd Slf Idx FdBSJTShares$414K20K
Invesco Exch Trd Slf Idx FdBSJVShares$413K16K
Invesco Exch Trd Slf Idx FdBSJXShares$412K17K
Invesco Exch Trd Slf Idx FdBSJWShares$412K16K
Ishares TrIBICShares$356K14K
Ishares TrIBIDShares$352K13K
Ishares TrIBIEShares$352K13K
Ishares TrIBIGShares$351K13K
Ishares TrIBIHShares$351K13K
Ishares TrIBIFShares$351K13K
Ishares TrIBIIShares$351K14K
Ishares TrIBIJShares$350K13K
Ishares TrIBIKShares$350K14K
Ishares TrIBILShares$350K14K
Mondelez Intl IncMDLZShares$290K5K
Ishares TrEMBShares$279K3K
Spdr Series TrustWIPShares$279K7K
Spdr Series TrustBWXShares$256K12K
Spdr Series TrustSPYXShares$251K5K
Ishares TrDSIShares$250K2K
Ishares TrSUSBShares$239K10K
Ishares TrEAGGShares$237K5K
Vanguard Index FdsVTIShares$206K641
Research Solutions IncRSSSShares$188K83K
Vanguard Intl Equity Index FVGKShares$159K2K
Spdr Index Shs FdsGXCShares$122K1K
Nushares Etf TrNUHYShares$118K6K
Amplify Etf TrETHOShares$83K1K
Ishares TrESMLShares$71K2K
Ishares TrESGDShares$70K728
Ishares IncESGEShares$69K2K
Invesco Db Us Dlr Index TrUUPShares$66K2K
Spdr Index Shs FdsGNRShares$59K790
Spdr Index Shs FdsEWXShares$57K862
Vanguard Index FdsVNQShares$52K584
Schwab Strategic TrSTCEShares$41K786
Ishares TrIEUSShares$39K582
Spdr Gold TrGLDShares$35K82
Ishares TrECNSShares$31K947
Ishares IncEWJShares$30K350
Ishares TrINDAShares$27K573
Global X FdsASEAShares$25K1K
Vaneck Etf TrustAFKShares$19K740
Schwab Strategic TrSCHCShares$18K388
Ishares IncEWCShares$17K306
Ishares IncEWZShares$17K431
Ishares IncEWYShares$14K112
Ishares IncEWAShares$14K487
Ishares IncEWWShares$13K179
Etf Ser SolutionsVUSEShares$13K202
Ishares TrSDGShares$13K151
Ishares TrCRBNShares$12K56
Ishares TrKSAShares$9K235
Ishares IncTURShares$9K239
Vanguard Intl Equity Index FVTShares$9K62
Ishares TrEPOLShares$6K178
Ishares IncEWTShares$6K87
Vanguard Bd Index FdsBSVShares$4K57
Ishares IncEISShares$4K34
Ishares TrUAEShares$4K204
Ishares IncEWHShares$3K126
Ishares IncECHShares$2K54
Ishares TrEPUShares$2K25
Ishares TrENZLShares$2K42
Ishares TrQATShares$2K87

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.