We are live on ! Find out more
4FG

4Thought Financial Group Portfolio holdings

AUM $213M
1-Year Est. Return 13.41%
This Fund
S&P 500
This Quarter Est. Return
+5.38%
1 Year Est. Return
+13.41%
3 Year Est. Return
+37.62%
5 Year Est. Return
+28.12%
10 Year Est. Return
–
AUM
$198M
AUM Growth
+$9.58M
Cap. Flow
-$429K
Cap. Flow %
-0.22%
Top 10 Hldgs %
70.51%
Holding
89
New
–
Increased
36
Reduced
38
Closed
1

Top Buys

Rank Stock Value
1
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.34M
2
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$276K
3
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$210K
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$203K
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$194K

Top Sells

Rank Stock Value
1
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$967K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$293K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$204K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$163K

Sector Composition

Rank Sector Weight
1 Technology 0.16%
2 Consumer Staples 0.16%
3 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPOL icon
76
iShares MSCI Poland ETF
EPOL
$753M
$7.38K ﹤0.01%
229
– –
VT icon
77
Vanguard Total World Stock ETF
VT
$79.4B
$6.76K ﹤0.01%
49
+11
+29% +$1.46K
TUR icon
78
iShares MSCI Turkey ETF
TUR
$214M
$6.6K ﹤0.01%
193
– –
KSA icon
79
iShares MSCI Saudi Arabia ETF
KSA
$627M
$6.38K ﹤0.01%
157
-2
-1% -$76
EWT icon
80
iShares MSCI Taiwan ETF
EWT
$10.7B
$5.72K ﹤0.01%
90
– –
EWH icon
81
iShares MSCI Hong Kong ETF
EWH
$1.23B
$3.94K ﹤0.01%
183
-1
-0.5% -$21
EIS icon
82
iShares MSCI Israel ETF
EIS
$904M
$3.87K ﹤0.01%
39
– –
UAE icon
83
iShares MSCI UAE ETF
UAE
$326M
$3.64K ﹤0.01%
193
+1
+0.5% +$20
BSV icon
84
Vanguard Short-Term Bond ETF
BSV
$44.6B
$3.27K ﹤0.01%
41
+11
+37% +$865
ECH icon
85
iShares MSCI Chile ETF
ECH
$1.04B
$2.67K ﹤0.01%
81
– –
EPU icon
86
iShares MSCI Peru and Global Exposure ETF
EPU
$552M
$2.49K ﹤0.01%
41
+1
+3% +$53
ENZL icon
87
iShares MSCI New Zealand ETF
ENZL
$83.7M
$1.97K ﹤0.01%
43
– –
QAT icon
88
iShares MSCI Qatar ETF
QAT
$64.1M
$1.49K ﹤0.01%
76
– –
GOOGL icon
89
Alphabet (Google) Class A
GOOGL
$4.64T
– –
-74
Closed -$13K
1 2 3
4

Similar funds

VPWA
Vestia Personal Wealth Advisors Fort Wayne, Indiana $213M AUM 21.73% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
CHA
Cooper/Haims Advisors Victor, New York $212M AUM 12.19% 1-Year Est. Return
GWM
Grand Wealth Management Grand Rapids, Michigan $212M AUM 18.89% 1-Year Est. Return
AFC
AFT Forsyth & Company West Palm Beach, Florida $212M AUM 27.94% 1-Year Est. Return
CH
CVS Health Woonsocket, Rhode Island $212M AUM 19.39% 1-Year Est. Return
SIA
Serenity Investment Advisors Chicago, Illinois $214M AUM
CCM
Conway Capital Management Burbank, California $214M AUM 22.99% 1-Year Est. Return

4Thought Financial Group's Q3 2025 Portfolio in Review

As of Q3 2025, 4Thought Financial Group held 89 positions worth $198M, up 5.1% from $188M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 1.1%. 4Thought Financial Group opened no new positions and exited 1, leaving the 89-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 0.16% of assets, up from 0.13% a quarter earlier, followed by Consumer Staples and Communication Services.

  • 4Thought Financial Group added most to iShares 20+ Year Treasury Bond ETF in Q3 2025, an estimated $1.34M increase.
  • 4Thought Financial Group's biggest Q3 2025 reduction was iShares Core S&P Mid-Cap ETF, cutting an estimated $1.28M.
  • 4Thought Financial Group fully exited Alphabet (Google) Class A in Q3 2025, selling an estimated $13K.
  • 4Thought Financial Group's ten largest holdings make up 71% of its $198M portfolio in Q3 2025.
  • 4Thought Financial Group opened 0 new positions and closed 1 in Q3 2025.
  • 4Thought Financial Group's portfolio value rose 5.1% quarter-over-quarter to $198M.

Based on 4Thought Financial Group's 13F filing for Q3 2025, filed 3 Nov 2025.