4Thought Financial Group
4Thought Financial Group reported 109 stocks worth $215M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are SPY (29.7%), IVV (6.3%) and VO (5.3%). Compared with Q2 2026, the fund opened new positions in LQD, added to IJR, IBDS and IBDV and trimmed SPY, IVV and VO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $63.8M | 29.7% | 84K | −850 (−1%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $13.5M | 6.3% | 18K | −2,344 (−12%) | 8 of 8 | |
| 3 |  VO Vanguard Index Fds | $11.4M | 5.3% | 145K | −5,654 (−4%) | 8 of 8 | |
| 4 |  IJR Ishares TR | $11.2M | 5.2% | 83K | +1,732 (+2%) | 8 of 8 | |
| 5 |  EFA Ishares TR | $9.4M | 4.4% | 91K | −1,643 (−2%) | 8 of 8 | |
| 6 |  VWO Vanguard Intl Equity Index F | $9.4M | 4.4% | 159K | −1,018 (−1%) | 8 of 8 | |
| 7 |  LQD Ishares Iboxx Invt Grade | $8.4M | 3.9% | 82K | New position | 1 of 8 | |
| 8 |  IBDS Ishares TR | $6.3M | 2.9% | 262K | +269 (+0%) | 8 of 8 | |
| 9 |  IBDV Ishares TR | $6.1M | 2.9% | 290K | +514 (+0%) | 8 of 8 | |
| 10 |  IBDW Ishares TR | $6.1M | 2.8% | 302K | +662 (+0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →4Thought Financial Group 13F FAQ
What does 4Thought Financial Group own?
4Thought Financial Group reported 109 stocks worth $215M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are SPY (29.7%), IVV (6.3%) and VO (5.3%). The table above lists every position in the filing (the top 10 without an account).
What did 4Thought Financial Group buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 75 added to, 17 trimmed and 0 sold out. New positions include LQD.
When will 4Thought Financial Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is 4Thought Financial Group's portfolio worth?
The Q3 2026 filing reports $215M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.