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4FG

4Thought Financial Group Portfolio holdings

AUM $213M
1-Year Est. Return 13.41%
This Fund
S&P 500
This Quarter Est. Return
-1.79%
1 Year Est. Return
+13.41%
3 Year Est. Return
+37.62%
5 Year Est. Return
+28.12%
10 Year Est. Return
–
AUM
$202M
AUM Growth
+$294K
Cap. Flow
+$4.02M
Cap. Flow %
1.99%
Top 10 Hldgs %
68.94%
Holding
101
New
11
Increased
35
Reduced
50
Closed
2

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.85M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.29M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$818K
4
AAPL icon
Apple
AAPL
+$542K
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$389K

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.6M
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$755K
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$632K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$538K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$513K

Sector Composition

Rank Sector Weight
1 Technology 0.35%
2 Consumer Staples 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ASEA icon
76
Global X FTSE Southeast Asia ETF
ASEA
$98.6M
$24.8K 0.01%
1,278
+10
+0.8% +$195
AFK icon
77
VanEck Africa Index ETF
AFK
$97.2M
$19K 0.01%
740
-112
-13% -$3.11K
SCHC icon
78
Schwab International Small-Cap Equity ETF
SCHC
$5.35B
$18.1K 0.01%
388
-36
-8% -$1.74K
EWC icon
79
iShares MSCI Canada ETF
EWC
$6.18B
$16.8K 0.01%
306
-6
-2% -$333
EWZ icon
80
iShares MSCI Brazil ETF
EWZ
$9.13B
$16.5K 0.01%
431
-126
-23% -$4.61K
EWY icon
81
iShares MSCI South Korea ETF
EWY
$21.1B
$13.8K 0.01%
112
-45
-29% -$5.63K
EWA icon
82
iShares MSCI Australia ETF
EWA
$1.39B
$13.5K 0.01%
487
– –
EWW icon
83
iShares MSCI Mexico ETF
EWW
$1.92B
$13.5K 0.01%
179
-21
-11% -$1.59K
VUSE icon
84
Vident US Equity Strategy ETF
VUSE
$669M
$12.7K 0.01%
202
+3
+2% +$196
SDG icon
85
iShares MSCI Global Sustainable Development Goals ETF
SDG
$168M
$12.7K 0.01%
151
-6
-4% -$510
CRBN icon
86
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.13B
$12.4K 0.01%
56
-1
-2% -$233
KSA icon
87
iShares MSCI Saudi Arabia ETF
KSA
$622M
$9.35K ﹤0.01%
235
+43
+22% +$1.65K
TUR icon
88
iShares MSCI Turkey ETF
TUR
$204M
$9.22K ﹤0.01%
239
-20
-8% -$788
VT icon
89
Vanguard Total World Stock ETF
VT
$76.3B
$8.51K ﹤0.01%
62
+4
+7% +$575
EPOL icon
90
iShares MSCI Poland ETF
EPOL
$674M
$6.5K ﹤0.01%
178
-7
-4% -$257
EWT icon
91
iShares MSCI Taiwan ETF
EWT
$9.59B
$6.14K ﹤0.01%
87
-2
-2% -$141
BSV icon
92
Vanguard Short-Term Bond ETF
BSV
$44.7B
$4.47K ﹤0.01%
57
+5
+10% +$394
EIS icon
93
iShares MSCI Israel ETF
EIS
$885M
$3.92K ﹤0.01%
34
-5
-13% -$600
UAE icon
94
iShares MSCI UAE ETF
UAE
$309M
$3.8K ﹤0.01%
204
+8
+4% +$160
EWH icon
95
iShares MSCI Hong Kong ETF
EWH
$1.24B
$2.92K ﹤0.01%
126
-9
-7% -$207
ECH icon
96
iShares MSCI Chile ETF
ECH
$1B
$2.14K ﹤0.01%
54
-19
-26% -$811
EPU icon
97
iShares MSCI Peru and Global Exposure ETF
EPU
$530M
$2K ﹤0.01%
25
-6
-19% -$507
ENZL icon
98
iShares MSCI New Zealand ETF
ENZL
$77.6M
$1.77K ﹤0.01%
42
+1
+2% +$46
QAT icon
99
iShares MSCI Qatar ETF
QAT
$64M
$1.61K ﹤0.01%
87
+1
+1% +$19
JNK icon
100
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.06B
– –
-3,223
Closed -$313K
1 2 3
4
5

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CPSC
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PFA
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HHRDM
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CHA
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GWM
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AFC
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4Thought Financial Group's Q1 2026 Portfolio in Review

As of Q1 2026, 4Thought Financial Group held 101 positions worth $202M, up 0.15% from $202M the previous quarter. Its ten largest holdings account for 69% of the portfolio.

4Thought Financial Group's Q1 2026 filing shows 11 new, 35 increased, 50 reduced and 2 closed positions. Its largest new stake was Apple: 2,083 shares worth $529K. The largest sale was iShares Core S&P 500 ETF, an estimated $2.6M.

By sector, the portfolio is most concentrated in Technology at 0.35% of assets, up from 0.12% a quarter earlier, followed by Consumer Staples.

  • 4Thought Financial Group's largest Q1 2026 buy was Apple: 2,083 shares worth $529K.
  • 4Thought Financial Group added most to State Street SPDR S&P 500 ETF Trust in Q1 2026, an estimated $2.85M increase.
  • 4Thought Financial Group's biggest Q1 2026 reduction was iShares Core S&P 500 ETF, cutting an estimated $2.6M.
  • 4Thought Financial Group fully exited State Street SPDR Bloomberg High Yield Bond ETF in Q1 2026, selling an estimated $313K.
  • 4Thought Financial Group's ten largest holdings make up 69% of its $202M portfolio in Q1 2026.
  • 4Thought Financial Group opened 11 new positions and closed 2 in Q1 2026.
  • 4Thought Financial Group's portfolio value rose 0.15% quarter-over-quarter to $202M.

Based on 4Thought Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.