4Thought Financial Group Inc.

Q1 2026 13F-HR Holdings

Location
Syosset, NY
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
99
Total value ($000)
$202,219
Net value change ($000)
+294 (0.1%)
New positions
11
Sold out positions
2
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TLT 1,263 52.3%
BKLN 800 272.1%
AAPL 529 NEW
IBIC 356 NEW
IBID 352 NEW
IBIE 352 NEW
IBII 351 NEW
IBIF 351 NEW
IBIH 351 NEW
IBIG 351 NEW
Top Reduces (Value $000, Stocks/ETFs)
IVV -3,531 -15.6%
IEMG -587 -15.5%
IEFA -477 -12.9%
IJH -440 -17.5%
JNK -313 -100.0%
TIP -283 -100.0%
VO -242 -2.0%
IJR -199 -1.6%
VTV -150 -8.8%
IBDU -102 -2.3%
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