StockDriftsStockDriftsTop 50 4Thought Financial Group Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 29.65% | 84.5K | $63.1M | -5.89%(-5.29K) | $432.54(+79.25%) | 2026-06-30 | |
| IVV | ISHARES TR | 7.03% | 20.0K | $15.0M | -31.50%(-9.18K) | $533.45(+46.02%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 5.7% | 150.5K | $12.1M | -9.73%(-16.22K) | $57.59(+46.44%) | 2026-06-30 | |
| IJR | ISHARES TR | 5.64% | 80.9K | $12.0M | -16.15%(-15.59K) | $102.88(+45.76%) | 2026-06-30 | |
| EFA | ISHARES TR | 4.52% | 92.6K | $9.6M | +3.73%(+3.33K) | $75.73(+43.47%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.49% | 160.1K | $9.6M | +0.99%(+1.57K) | $46.89(+28.77%) | 2026-06-30 | |
| TLT | ISHARES TR | 3.49% | 85.8K | $7.4M | +102.19%(+43.38K) | $88.87(-8.26%) | 2026-06-30 | |
| IBDS | ISHARES TR | 2.97% | 261.3K | $6.3M | +20.54%(+44.53K) | $25.66(-5.81%) | 2026-06-30 | |
| IBDV | ISHARES TR | 2.97% | 289.9K | $6.3M | +21.34%(+51.00K) | $23.53(-8.07%) | 2026-06-30 | |
| IBDX | ISHARES TR | 2.96% | 250.3K | $6.3M | +22.04%(+45.20K) | $24.43(+2.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.88% | +40.04% | +5.36% | +29.82% |
| Top 20 Holdings Unweighted | +6.45% | +20.63% | +1.06% | +5.43% |
4Thought Financial Group Inc. reports $212.80M in US-listed equity holdings across 99 positions in its most recent 13F filing. Its largest disclosed positions are SPY (29.6%), IVV (7.0%) and VO (5.7%). The top 20 holdings account for 91.51% of reported assets. Its disclosed equity book has returned +40.04% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 4Thought Financial Group Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1840261). View 4Thought Financial Group Inc.’s 13F filings on SEC