1y return+14.0%S&P 500 +20.9%
3y return+37.5%S&P 500 +68.5%
5y return+27.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2021: $133 against $188 in the S&P 500.2
4Thought Financial Group Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $63.1M | 29.6% | −5.9% |
| IVVIshares Tr | $15.0M | 7.0% | −31.5% |
| VOVanguard Index Fds | $12.1M | 5.7% | −9.7% |
| IJRIshares Tr | $12.0M | 5.6% | −16.2% |
| EFAIshares Tr | $9.6M | 4.5% | +3.7% |
| VWOVanguard Intl Equity Index F | $9.6M | 4.5% | |
| TLTIshares Tr | $7.4M | 3.5% | +102.2% |
| IBDSIshares Tr | $6.3M | 3.0% | +20.5% |
| IBDVIshares Tr | $6.3M | 3.0% | +21.3% |
| IBDXIshares Tr | $6.3M | 3.0% | +22.0% |
| IBDWIshares Tr | $6.3M | 3.0% | +23.3% |
| IBDRIshares Tr | $5.5M | 2.6% | +23.1% |
| IBDTIshares Tr | $5.4M | 2.6% | +23.4% |
| IBDUIshares Tr | $5.4M | 2.5% | +25.1% |
| VCLTVanguard Scottsdale Fds | $4.9M | 2.3% | +7.6% |
| IBDZIshares Tr | $4.8M | 2.3% | +6.2% |
| IBCAIshares Tr | $4.8M | 2.3% | +4.2% |
| IBDYIshares Tr | $4.8M | 2.2% | +5.9% |
| IEMGIshares Inc | $2.6M | 1.2% | −32.3% |
| IEFAIshares Tr | $2.5M | 1.2% | −26.4% |
| VTVVanguard Index Fds | $1.7M | 0.8% | |
| BKLNInvesco Exch Traded Fd Tr II | $1.1M | 0.5% | +4.6% |
| BSCSInvesco Exch Trd Slf Idx Fd | $897K | 0.4% | +3.7% |
| BSCQInvesco Exch Trd Slf Idx Fd | $895K | 0.4% | +3.6% |
| BSCTInvesco Exch Trd Slf Idx Fd | $891K | 0.4% | +3.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| IWFIshares Tr | March 31, 2021 | +104.4% | $557K |
| SPYState Str Spdr S&p 500 Etf T | March 31, 2021 | +88.4% | $63.1M |
| IVVIshares Tr | March 31, 2021 | +88.2% | $15.0M |
| VTVVanguard Index Fds | March 31, 2021 | +65.8% | $1.7M |
| VOVanguard Index Fds | March 31, 2021 | +45.6% | $12.1M |
| EFAIshares Tr | March 31, 2021 | +36.9% | $9.6M |
| IJRIshares Tr | March 31, 2021 | +36.7% | $12.0M |
| IEFAIshares Tr | March 31, 2021 | +34.0% | $2.5M |
| IEMGIshares Inc | March 31, 2021 | +28.7% | $2.6M |
| VWOVanguard Intl Equity Index F | March 31, 2021 | +14.7% | $9.6M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.3% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | +0.9% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +5.9% | +10.5% |
| March 31, 2025 | −1.3% | −4.6% |
| December 31, 2024 | −1.4% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +0.9% | +4.0% |
| March 31, 2024 | +5.0% | +10.0% |
| December 31, 2023 | +8.6% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +3.1% | +8.3% |
| March 31, 2023 | +4.6% | +7.0% |
| December 31, 2022 | +5.4% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −11.0% | −16.5% |
| March 31, 2022 | −6.0% | −4.9% |
| December 31, 2021 | +3.5% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: 4Thought Financial Group Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1840261&type=13F-HR&dateb=&owner=include&count=40CIK 1840261
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1840261/000121390026082062/Filed July 28, 2026 · accession 0001213900-26-082062