4Thought Financial Group Inc.
•CIK: 1840261•Filing: Q4 2025
**4Thought Financial Group Inc.** manages $202M across a diversified portfolio of 90 positions. The strategy exhibits a strong core allocation to broad U.S. equity exposure, evidenced by significant holdings in SPY ($58.4M) and IVV ($22.6M). Further diversification is achieved through notable international and sector bets, including VO ($12.2M), IJR ($12.2M), and EFA ($8.6M). The top ten holdings alone account for approximately $115.9M, signaling a systematic, large-cap focused approach.
Total AUM
$201.9M
QoQ Performance
+2.1%
Positions
22
Top 10 Concentration
71.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
IVV
VO
IJR
SPY28.9%
IVV11.2%
VO6.0%
IJR6.0%
EFA4.3%
VWO4.2%
IBDV2.6%
IBDX2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.8%
ETF40.1%
Consumer Staples0.1%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW9 new positions
↑44 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023