4Thought Financial Group Inc.

Q3 2025 13F-HR Holdings

Location
Syosset, NY
Holdings as of
9/30/2025
Date filed
11/3/2025
Form type
13F-HR
Num holdings
88
Total value ($000)
$197,808
Net value change ($000)
+9,582 (5.1%)
New positions
0
Sold out positions
2
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 1/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 3,055 5.9%
IVV 1,430 6.4%
TLT 1,408 53.0%
IJR 783 6.9%
VWO 582 7.4%
VO 476 4.1%
IEMG 324 8.5%
EFA 285 3.6%
IBDQ 278 6.8%
IBDT 220 5.5%
Top Reduces (Value $000, Stocks/ETFs)
IJH -1,188 -54.5%
QQQ -103 -17.5%
MDLZ -22 -6.6%
BSCP -19 -2.4%
BSCQ -17 -2.2%
EMB -17 -4.6%
BSCS -16 -2.0%
BSCT -14 -1.9%
GOOGL -13 -100.0%
BWX -9 -3.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type