4Thought Financial Group Inc.

Q3 2026 13F-HR Holdings

Location
Syosset, NY
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$214,726
Net value change ($000)
+1,923 (0.9%)
New positions
10
Sold out positions
0
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
LQD 8,368 NEW
IWF 1,469 263.7%
SPY 692 1.1%
AAPL 81 13.7%
BWX 28 10.7%
BKLN 9 0.8%
IBDR 7 0.1%
VTI 7 3.0%
GNR 5 10.9%
BSCQ 3 0.3%
Top Reduces (Value $000, Stocks/ETFs)
TLT -1,551 -20.9%
IVV -1,456 -9.7%
VTV -1,052 -61.6%
VO -767 -6.3%
IJR -757 -6.3%
IEFA -348 -13.8%
VCLT -339 -6.9%
IEMG -281 -10.9%
IBCA -273 -5.7%
IBDX -265 -4.2%
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