4Thought Financial Group Inc.

CIK

1840261

Location

Syosset, NY

Portfolio Value

Small $212,776,650

Diversification

Highly concentrated

Filing Date

Global Rank

#6,313 / 8,793 ▲ 1690 · as of Jun 2026

Top Industry

Asset Management 51.4%

3Y Alpha vs SPY

-4.6%

Period ended 3 months ago

Filed Jul 28, 2026 · 2mo

22 quarters · since Mar 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

27 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

52.0%

−14.1 pts

Top 5

95.9%

+1.2 pts

Top 10

99.4%

+0.8 pts

HHI

3,666

Highly concentrated−931

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.0%	$210,554,500	23
Financial Services	0.5%	$1,141,982	1
Technology	0.4%	$786,978	2
Consumer Defensive	0.1%	$293,190	1

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+331,821	2,843,591	$110,711,046
VB	Vanguard Morningstar Small-Cap ETF	+104,726	159,173	$14,132,166
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	+11,678	290,268	$6,289,087
—		+4,610	65,100	$4,898,775
IVZ	Invesco Ltd.	+2,452	56,062	$1,141,982
VEU	Vanguard FTSE All-World Ex-US ETF	+1,559	162,029	$9,733,158
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+786	19,506	$554,067
NCLO	Nuveen AA-BBB CLO ETF	+159	5,754	$123,336
MDLZ	Mondelez International, Inc.	+45	5,069	$293,190
GLD	Spdr Gold Trust	+43	125	$46,047
BIV	Vanguard Intermediate-Term Bond ETF	+9	66	$5,142
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−5,292	84,481	$63,087,876
QQQ	Invesco Qqq Trust, Series 1	−1,688	15	$11,046
—		−325	4,402	$268,962
UUP	Invesco DB US Dollar Index Bullish Fund	−154	2,224	$63,183
CWI	State Street SPDR MSCI ACWI ex-US ETF	−145	2,814	$220,037
FNDA	Schwab Fundamental U.S. Small Company ETF	−112	1,062	$66,012
AIEQ	Amplify AI Powered Equity ETF	−48	1,212	$97,699
AAPL	Apple Inc.	−32	2,051	$593,477
AGNG	Global X Funds Global X Aging Population ETF	−30	1,248	$24,473
ABUF	Aptus Laddered Buffer ETF	−29	173	$12,510
BKF	iShares MSCI BIC ETF	−21	1,727	$91,691
AFK	VanEck Africa Index ETF	−16	724	$18,606
VIG	Vanguard Dividend Appreciation ETF	−9	575	$55,447
—		−1	581	$40,211
—		−1	66	$3,923
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

27 tracked positions · $212,776,650 total · filing declares 99 positions · $212,802,790 · as of Jun 30, 2026

All sectors Consumer Defensive Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	2,843,591	+331,821	$110,711,046	—	52.03%
SPY	Spdr S&P 500 ETF Trust	Reduced	84,481	-5,292	$63,087,876	+8.1%	29.65%
VB	Vanguard Morningstar Small-Cap ETF	Added	159,173	+104,726	$14,132,166	+141.3%	6.64%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	162,029	+1,559	$9,733,158	+11.4%	4.57%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Added	290,268	+11,678	$6,289,087	+4.3%	2.96%
		Added	65,100	+4,610	$4,898,775	+8.4%	2.30%
IVZ	Invesco Ltd. Financial Services	Added	56,062	+2,452	$1,141,982	+4.4%	0.54%
AAPL	Apple Inc. Technology	Reduced	2,051	-32	$593,477	+12.3%	0.28%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	19,506	+786	$554,067	+3.5%	0.26%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	5,069	+45	$293,190	+1.2%	0.14%
		Reduced	4,402	-325	$268,962	+7.3%	0.13%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	2,814	-145	$220,037	−7.4%	0.10%
RSSS	Research Solutions, Inc. Technology	Held	83,406	0	$193,501	+2.7%	0.09%
NCLO	Nuveen AA-BBB CLO ETF	Added	5,754	+159	$123,336	+4.1%	0.06%
AIEQ	Amplify AI Powered Equity ETF	Reduced	1,212	-48	$97,699	+17.3%	0.05%
BKF	iShares MSCI BIC ETF	Reduced	1,727	-21	$91,691	+3.9%	0.04%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	1,062	-112	$66,012	+11.9%	0.03%
UUP	Invesco DB US Dollar Index Bullish Fund	Reduced	2,224	-154	$63,183	−4.4%	0.03%
VIG	Vanguard Dividend Appreciation ETF	Reduced	575	-9	$55,447	+7.0%	0.03%
GLD	Spdr Gold Trust	Added	125	+43	$46,047	+30.5%	0.02%
		Reduced	581	-1	$40,211	+4.2%	0.02%
AGNG	Global X Funds Global X Aging Population ETF	Reduced	1,248	-30	$24,473	−1.4%	0.01%
AFK	VanEck Africa Index ETF	Reduced	724	-16	$18,606	−2.4%	0.01%
ABUF	Aptus Laddered Buffer ETF	Reduced	173	-29	$12,510	−1.4%	0.01%
QQQ	Invesco Qqq Trust, Series 1	Reduced	15	-1,688	$11,046	−98.9%	0.01%
BIV	Vanguard Intermediate-Term Bond ETF	Added	66	+9	$5,142	+15.1%	0.00%
		Reduced	66	-1	$3,923	+3.0%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.