Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
4Thought Financial Group Inc. (CIK 1840261) reported $202.2M across 99 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($58.4M, 28.87%), IVV ($19.0M, 9.42%), IJR ($12.0M, 5.93%), VO ($12.0M, 5.92%), EFA ($8.7M, 4.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $58.4M | 28.87% | 89,773 | Added |
| 2 | IVV | ISHARES TR | $19.0M | 9.42% | 29,150 | Trimmed |
| 3 | IJR | ISHARES TR | $12.0M | 5.93% | 96,497 | Trimmed |
| 4 | VO | VANGUARD INDEX FDS | $12.0M | 5.92% | 41,677 | Trimmed |
| 5 | EFA | ISHARES TR | $8.7M | 4.29% | 89,262 | Trimmed |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $8.6M | 4.24% | 158,477 | Added |
| 7 | IBDS | ISHARES TR | $5.3M | 2.60% | 216,807 | Added |
| 8 | IBDV | ISHARES TR | $5.2M | 2.59% | 238,935 | Trimmed |
| 9 | IBDX | ISHARES TR | $5.2M | 2.56% | 205,076 | Trimmed |
| 10 | IBDW | ISHARES TR | $5.1M | 2.53% | 244,684 | Trimmed |
| 11 | IBCA | ISHARES TR | $4.6M | 2.28% | 179,466 | Trimmed |
| 12 | IBDY | ISHARES TR | $4.5M | 2.25% | 175,675 | Added |
| 13 | IBDZ | ISHARES TR | $4.5M | 2.24% | 174,091 | Added |
| 14 | VCLT | VANGUARD SCOTTSDALE FDS | $4.5M | 2.24% | 60,490 | Added |
| 15 | IBDR | ISHARES TR | $4.5M | 2.21% | 184,581 | Trimmed |
| 16 | IBDT | ISHARES TR | $4.4M | 2.18% | 174,348 | Added |
| 17 | IBDU | ISHARES TR | $4.3M | 2.15% | 186,651 | Trimmed |
| 18 | TLT | ISHARES TR | $3.7M | 1.82% | 42,450 | Added |
| 19 | IEFA | ISHARES TR | $3.2M | 1.59% | 35,601 | Trimmed |
| 20 | IEMG | ISHARES INC | $3.2M | 1.58% | 45,915 | Trimmed |
| 21 | IJH | ISHARES TR | $2.1M | 1.03% | 30,720 | Trimmed |
| 22 | VTV | VANGUARD INDEX FDS | $1.5M | 0.77% | 7,891 | Trimmed |
| 23 | VB | VANGUARD INDEX FDS | $1.1M | 0.55% | 4,238 | Added |
| 24 | BKLN | INVESCO EXCH TRADED FD TR II | $1.1M | 0.54% | 53,610 | Added |
| 25 | QQQ | INVESCO QQQ TR | $982,939 | 0.49% | 1,703 | Added |
Source: SEC Form 13F filings · as of 2026-03-31