4Thought Financial Group Inc.

Q4 2025 13F-HR Holdings

Location
Syosset, NY
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$201,925
Net value change ($000)
+4,117 (2.1%)
New positions
9
Sold out positions
7
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/3/2025 Next filing: 4/24/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IBCA 4,672 NEW
SPY 3,410 6.2%
IJH 1,525 154.0%
VTV 1,131 199.5%
EFA 445 5.5%
BSJX 435 NEW
VB 302 59.0%
QQQ 268 55.1%
IBDV 243 4.8%
IBDW 227 4.6%
Top Reduces (Value $000, Stocks/ETFs)
IBDQ -4,359 -100.0%
TLT -1,648 -40.5%
IWF -1,147 -67.2%
IVV -1,103 -4.7%
BSCP -763 -100.0%
BSJP -510 -100.0%
IEMG -348 -8.4%
DBEU -147 -100.0%
IEFA -96 -2.5%
RSSS -66 -21.0%
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