§ 13F · FUND PROFILE
4Thought Financial Group Inc..
AUM · $213M (13F)Positions · 99Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 84K | $63M | 29.6% | −6% |
| 2 | IVV | ISHARES TR | 20K | $15M | 7.0% | −31% |
| 3 | VO | VANGUARD INDEX FDS | 150K | $12M | 5.7% | +261% |
| 4 | IJR | ISHARES TR | 81K | $12M | 5.6% | −16% |
| 5 | EFA | ISHARES TR | 93K | $10M | 4.5% | +4% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 160K | $10M | 4.5% | +1% |
| 7 | TLT | ISHARES TR | 86K | $7M | 3.5% | +102% |
| 8 | IBDS | ISHARES TR | 261K | $6M | 3.0% | +21% |
| 9 | IBDV | ISHARES TR | 290K | $6M | 3.0% | +21% |
| 10 | IBDX | ISHARES TR | 250K | $6M | 3.0% | +22% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 4THOUGHT SIGNAL
AC read
4Thought Financial Group Inc. is a Other fund managing $213 million in assets. The fund runs a portfolio of 99 positions.
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