4Thought Financial Group Inc.

CIK 0001840261 • 6 13F filings • Apr 24, 2025 – Jul 28, 2026

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Filer information

Filed by: 4Thought Financial Group Inc., Chief Financial Officer
Address: 6851 Jericho Turnpike, Suite 120, Syosset, NY, 11791
Phone: 516-300-1617
AUM: $201.9M

AUM over time

$212.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyFinancialsOther

Holdings by filing

Portfolio value: $201.9M89 positionsView on SEC.gov

			% of Portfolio
AMPLIFY ETF TR	AMPLIFY ETHO CLI	$88K	0.0%	1,343 SH	New
ETF SER SOLUTIONS	VIDENT US EQUITY	$13K	0.0%	199 SH	New
GLOBAL X FDS	GBL X FTSE ETF	$23K	0.0%	1,268 SH	New
INVESCO DB US DLR INDEX TR	BULLISH FD	$62K	0.0%	2,307 SH	New
INVESCO EXCH TRADED FD TR II	SR LN ETF	$294K	0.1%	14,016 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$443K	0.2%	19,575 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$815K	0.4%	43,262 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029 HG	$436K	0.2%	20,287 SH	New
INVESCO EXCH TRD SLF IDX FD	BULLETSHARES	$435K	0.2%	17,103 SH	New
INVESCO EXCH TRD SLF IDX FD	BULLETSHARES 203	$445K	0.2%	17,243 SH	New
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2030	$437K	0.2%	16,750 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$810K	0.4%	41,384 SH	New
INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$438K	0.2%	16,403 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSCO 28 HYCORP	$436K	0.2%	19,836 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$517K	0.3%	22,154 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$819K	0.4%	39,749 SH	New
INVESCO QQQ TR	UNIT SER 1	$754K	0.4%	1,227 SH	New
ISHARES INC	CORE MSCI EMKT	$3.8M	1.9%	56,378 SH	New
ISHARES INC	ESG AWR MSCI EM	$73K	0.0%	1,658 SH	New
ISHARES INC	MSCI AUST ETF	$13K	0.0%	487 SH	New
ISHARES INC	MSCI BRAZIL ETF	$18K	0.0%	557 SH	New
ISHARES INC	MSCI CDA ETF	$17K	0.0%	312 SH	New
ISHARES INC	MSCI CHILE ETF	$3K	0.0%	73 SH	New
ISHARES INC	MSCI HONG KG ETF	$3K	0.0%	135 SH	New
ISHARES INC	MSCI ISRAEL ETF	$4K	0.0%	39 SH	New
ISHARES INC	MSCI JAPAN ETF	$31K	0.0%	384 SH	New
ISHARES INC	MSCI MEXICO ETF	$14K	0.0%	200 SH	New
ISHARES INC	MSCI STH KOR ETF	$15K	0.0%	157 SH	New
ISHARES INC	MSCI TAIWAN ETF	$6K	0.0%	89 SH	New
ISHARES INC	MSCI TURKEY ETF	$9K	0.0%	259 SH	New
ISHARES TR	20 YR TR BD ETF	$2.4M	1.2%	27,725 SH	New
ISHARES TR	CHINA SM-CAP ETF	$29K	0.0%	888 SH	New
ISHARES TR	CORE MSCI EAFE	$3.7M	1.8%	41,361 SH	New
ISHARES TR	CORE S&P MCP ETF	$2.5M	1.2%	38,110 SH	New
ISHARES TR	CORE S&P SCP ETF	$12.2M	6.0%	101,475 SH	New
ISHARES TR	CORE S&P500 ETF	$22.6M	11.2%	32,955 SH	New
ISHARES TR	DEVSMCP EXNA ETF	$41K	0.0%	594 SH	New
ISHARES TR	ESG AW MSCI EAFE	$76K	0.0%	795 SH	New
ISHARES TR	ESG AWARE MSCI	$75K	0.0%	1,631 SH	New
ISHARES TR	ESG AWR US AGRGT	$239K	0.1%	4,989 SH	New
ISHARES TR	ESG AWRE 1 5 YR	$240K	0.1%	9,510 SH	New
ISHARES TR	ESG MSCI KLD 400	$258K	0.1%	2,003 SH	New
ISHARES TR	IBDS DEC28 ETF	$4.4M	2.2%	173,556 SH	New
ISHARES TR	IBONDS 27 ETF	$5.2M	2.6%	213,833 SH	New
ISHARES TR	IBONDS DEC 2030	$5.3M	2.6%	239,722 SH	New
ISHARES TR	IBONDS DEC 2031	$5.2M	2.6%	245,470 SH	New
ISHARES TR	IBONDS DEC 2032	$5.3M	2.6%	205,895 SH	New
ISHARES TR	IBONDS DEC 2033	$4.6M	2.3%	175,251 SH	New
ISHARES TR	IBONDS DEC 2034	$4.6M	2.3%	173,923 SH	New
ISHARES TR	IBONDS DEC 2035	$4.7M	2.3%	180,113 SH	New
ISHARES TR	IBONDS DEC 29	$4.4M	2.2%	189,820 SH	New
ISHARES TR	IBONDS DEC2026	$4.5M	2.2%	186,110 SH	New
ISHARES TR	JPMORGAN USD EMG	$307K	0.2%	3,185 SH	New
ISHARES TR	LOW CARBON OPTIM	$13K	0.0%	57 SH	New
ISHARES TR	MSCI EAFE ETF	$8.6M	4.3%	89,494 SH	New
ISHARES TR	MSCI GBL SUS DEV	$13K	0.0%	157 SH	New
ISHARES TR	MSCI INDIA ETF	$26K	0.0%	480 SH	New
ISHARES TR	MSCI PERU AND GL	$2K	0.0%	31 SH	New
ISHARES TR	MSCI POLAND ETF	$6K	0.0%	185 SH	New
ISHARES TR	MSCI QATAR ETF	$2K	0.0%	86 SH	New
ISHARES TR	MSCI SAUDI ARBIA	$7K	0.0%	192 SH	New
ISHARES TR	MSCI UAE ETF	$4K	0.0%	196 SH	New
ISHARES TR	NEW ZEALAND ETF	$2K	0.0%	41 SH	New
ISHARES TR	RUS 1000 GRW ETF	$559K	0.3%	1,182 SH	New
ISHARES TR	TIPS BD ETF	$283K	0.1%	2,575 SH	New
MONDELEZ INTL INC	CL A	$270K	0.1%	5,010 SH	New
NUSHARES ETF TR	ESG HI TLD CRP	$121K	0.1%	5,600 SH	New
RESEARCH SOLUTIONS INC	COM	$248K	0.1%	84,185 SH	New
SCHWAB STRATEGIC TR	CRYPTO THEMATIC	$41K	0.0%	680 SH	New
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$19K	0.0%	424 SH	New
SPDR GOLD TR	GOLD SHS	$32K	0.0%	82 SH	New
SPDR INDEX SHS FDS	GLB NAT RESRCE	$49K	0.0%	793 SH	New
SPDR INDEX SHS FDS	S&P CHINA ETF	$121K	0.1%	1,253 SH	New
SPDR INDEX SHS FDS	S&P EMKTSC ETF	$54K	0.0%	817 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$58.4M	28.9%	85,587 SH	New
SPDR SERIES TRUST	BLOOMBERG INTL T	$276K	0.1%	12,247 SH	New
SPDR SERIES TRUST	FTSE INT GVT ETF	$294K	0.1%	7,470 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$573K	0.3%	7,847 SH	New
VANECK ETF TRUST	AFRICA INDEX ETF	$23K	0.0%	852 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$4K	0.0%	52 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$12.2M	6.0%	42,077 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$47K	0.0%	535 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$814K	0.4%	3,154 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$208K	0.1%	620 SH	New
VANGUARD INDEX FDS	VALUE ETF	$1.7M	0.8%	8,891 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$8.5M	4.2%	158,272 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$164K	0.1%	1,967 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$8K	0.0%	58 SH	New
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$4.2M	2.1%	55,376 SH	New

Sold (vs prior filing)

AMPLIFY ETF TR — $88K
DBX ETF TR — $147K
ETF SER SOLUTIONS — $13K
GLOBAL X FDS — $22K
INVESCO DB US DLR INDEX TR — $94K
INVESCO EXCH TRADED FD TR II — $292K
INVESCO EXCH TRD SLF IDX FD — $366K
INVESCO EXCH TRD SLF IDX FD — $461K
INVESCO EXCH TRD SLF IDX FD — $490K
INVESCO EXCH TRD SLF IDX FD — $770K
INVESCO EXCH TRD SLF IDX FD — $455K
INVESCO EXCH TRD SLF IDX FD — $720K
INVESCO EXCH TRD SLF IDX FD — $462K
INVESCO EXCH TRD SLF IDX FD — $447K
INVESCO EXCH TRD SLF IDX FD — $468K
INVESCO EXCH TRD SLF IDX FD — $763K
INVESCO EXCH TRD SLF IDX FD — $510K
INVESCO EXCH TRD SLF IDX FD — $765K
INVESCO QQQ TR — $486K
ISHARES INC — $4.1M
… and 68 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 29, 2026	Q4 2025	13F-HR	0001213900-26-009186	$201.9M	View
Nov 3, 2025	Q3 2025	13F-HR	0001213900-25-104890	$197.8M	View
Jul 28, 2026	Q2 2026