4Thought Financial Group Inc.

Q2 2026 13F-HR Holdings

Location
Syosset, NY
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
99
Total value ($000)
$212,803
Net value change ($000)
+10,584 (5.2%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 4,705 8.1%
TLT 3,738 101.6%
IBDW 1,165 22.7%
IBDX 1,122 21.7%
IBDV 1,091 20.9%
IBDS 1,074 20.4%
IBDU 1,066 24.6%
IBDR 1,031 23.0%
IBDT 1,017 23.0%
VWO 987 11.5%
Top Reduces (Value $000, Stocks/ETFs)
IVV -4,088 -21.5%
IJH -2,068 -99.7%
VB -1,043 -94.0%
QQQ -972 -98.9%
IEFA -694 -21.5%
IEMG -629 -19.6%
GNR -13 -22.0%
GXC -11 -9.0%
ECNS -5 -16.1%
UUP -3 -4.5%
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