4Thought Financial Group Inc. holds a focused book of 99 stocks worth $212.8M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Home Depot Inc and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 30% of the equity book. Cloning the disclosed picks since 2024 would be +20% (+10.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1840261/holdings"
Use Arkolith to show 4Thought Financial Group Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 1.6 points over this window.
Growth of $10,000 cloning 4Thought Financial Group Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as 4Thought Financial Group Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 76 / 80 | $45.4B |
| OSAIC HOLDINGS, INC. | 76 / 80 | $7.9B |
| RAYMOND JAMES FINANCIAL INC | 75 / 80 | $31.3B |
| ROYAL BANK OF CANADA | 69 / 80 | $44.6B |
| MORGAN STANLEY | 68 / 80 | $176.2B |
| UBS Group AG | 68 / 80 | $57.0B |
| BANK OF AMERICA CORP /DE/ | 65 / 80 | $189.7B |
| WELLS FARGO & COMPANY/MN | 65 / 80 | $75.1B |
Ranked by how many of 4Thought Financial Group Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $63.1M | 84.5K | 29.6% | ▼−5.9% Reduced · −5K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $15.0M | 20.0K | 7.0% | ▼−32% Reduced · −9K sh | |
| 3 | Vanguard Index FDS MID CAP ETF | $12.1M | 150.5K | 5.7% | ▲+261% Added · +109K sh | |
| 4 | Ishares TR CORE S&P SCP ETF | $12.0M | 80.9K | 5.6% | ▼−16% Reduced · −16K sh | |
| 5 | Ishares TR MSCI EAFE ETF | $9.6M | 92.6K | 4.5% | ▲+3.7% Added · +3K sh | |
| 6 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $9.6M | 160.1K | 4.5% | ▲+1.0% Added · +2K sh | |
| 7 | Ishares TR 20 YR TR BD ETF | $7.4M | 85.8K | 3.5% | ▲+102% Added · +43K sh | |
| 8 | Ishares TR IBONDS 27 ETF | $6.3M | 261.3K | 3.0% | ▲+21% Added · +45K sh | |
| 9 | Ishares TR IBONDS DEC 2030 | $6.3M | 289.9K | 3.0% | ▲+21% Added · +51K sh | |
| 10 | Ishares TR IBONDS DEC 2032 | $6.3M | 250.3K | 3.0% | ▲+22% Added · +45K sh | |
| 11 | Ishares TR IBONDS DEC 2031 | $6.3M | 301.6K | 3.0% | ▲+23% Added · +57K sh | |
| 12 | Ishares TR IBONDS DEC2026 | $5.5M | 227.2K | 2.6% | ▲+23% Added · +43K sh | |
| 13 | Ishares TR IBDS DEC28 ETF | $5.4M | 215.2K | 2.6% | ▲+23% Added · +41K sh | |
| 14 | Ishares TR IBONDS DEC 29 | $5.4M | 233.5K | 2.5% | ▲+25% Added · +47K sh | |
| 15 | Vanguard Scottsdale FDS LG-TERM COR BD | $4.9M | 65.1K | 2.3% | ▲+7.6% Added · +5K sh | |
| 16 | Ishares TR IBONDS DEC 2034 | $4.8M | 184.9K | 2.3% | ▲+6.2% Added · +11K sh | |
| 17 | Ishares TR IBONDS DEC 2035 | $4.8M | 187.0K | 2.3% | ▲+4.2% Added · +8K sh | |
| 18 | Ishares TR IBONDS DEC 2033 | $4.8M | 186.0K | 2.2% | ▲+5.8% Added · +10K sh | |
| 19 | Ishares Inc CORE MSCI EMKT | $2.6M | 31.1K | 1.2% | ▼−32% Reduced · −15K sh | |
| 20 | Ishares TR CORE MSCI EAFE | $2.5M | 26.2K | 1.2% | ▼−26% Reduced · −9K sh | |
| 21 | Vanguard Index FDS VALUE ETF | $1.7M | 7.8K | 0.8% | ▼−0.7% Reduced · −53 sh | |
| 22 | Invesco Exch Traded FD TR II SR LN ETF | $1.1M | 56.1K | 0.5% | ▲+4.6% Added · +2K sh | |
| 23 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $897K | 44.1K | 0.4% | ▲+3.6% Added · +2K sh | |
| 24 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $895K | 45.8K | 0.4% | ▲+3.6% Added · +2K sh | |
| 25 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 | $891K | 48.0K | 0.4% | ▲+3.7% Added · +2K sh | |
| 26 | Apple Inc COM | $593K | 2.1K | 0.3% | ▼−1.5% Reduced · −32 sh | |
| 27 | Ishares TR RUS 1000 GRW ETF | $557K | 4.5K | 0.3% | ▲+248% Added · +3K sh | |
| 28 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 26 | $527K | 23.0K | 0.2% | ▲+4.1% Added · +903 sh | |
| 29 | Invesco Exch TRD SLF Idx FD INVSCO 28 HYCORP | $449K | 20.7K | 0.2% | ▲+4.8% Added · +951 sh | |
| 30 | Invesco Exch TRD SLF Idx FD BULETSHS 2027 | $447K | 20.0K | 0.2% | ▲+4.5% Added · +869 sh | |
| 31 | Invesco Exch TRD SLF Idx FD BULLETSHS 2030 | $439K | 17.0K | 0.2% | ▲+4.9% Added · +794 sh | |
| 32 | Invesco Exch TRD SLF Idx FD BULL 2031 HI ETF | $437K | 16.6K | 0.2% | ▲+4.9% Added · +775 sh | |
| 33 | Invesco Exch TRD SLF Idx FD BULLETSHARES | $437K | 17.3K | 0.2% | ▲+4.8% Added · +798 sh | |
| 34 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 HG | $436K | 20.6K | 0.2% | ▲+4.9% Added · +968 sh | |
| 35 | Invesco Exch TRD SLF Idx FD BULL 2032 HI ETF | $433K | 17.1K | 0.2% | ▲+4.8% Added · +784 sh | |
| 36 | Ishares TR IBONDS OCT 2026 | $368K | 14.1K | 0.2% | ▲+2.7% Added · +371 sh | |
| 37 | Ishares TR IBONDS OCT 2027 | $366K | 14.0K | 0.2% | ▲+3.5% Added · +469 sh | |
| 38 | Ishares TR IBONDS OCT 2028 | $365K | 13.9K | 0.2% | ▲+3.4% Added · +460 sh | |
| 39 | Ishares TR IBONDS OCT 2034 | $364K | 14.1K | 0.2% | ▲+3.5% Added · +472 sh | |
| 40 | Ishares TR IBONDS OCT 2031 | $364K | 13.9K | 0.2% | ▲+3.5% Added · +469 sh | |
| 41 | Ishares TR IBONDS OCT 2033 | $364K | 13.9K | 0.2% | ▲+3.4% Added · +464 sh | |
| 42 | Ishares TR IBONDS OCT 2029 | $364K | 13.8K | 0.2% | ▲+3.5% Added · +465 sh | |
| 43 | Ishares TR IBONDS OCT 2032 | $364K | 14.0K | 0.2% | ▲+3.4% Added · +458 sh | |
| 44 | Ishares TR IBONDS OCT 2035 | $364K | 14.2K | 0.2% | ▲+3.4% Added · +469 sh | |
| 45 | Ishares TR IBONDS OCT 2030 | $363K | 13.8K | 0.2% | ▲+3.4% Added · +455 sh | |
| 46 | Ishares TR JPMORGAN USD EMG | $301K | 3.1K | 0.1% | ▲+5.1% Added · +151 sh | |
| 47 | Mondelez Intl Inc CL A | $293K | 5.1K | 0.1% | ▲+0.9% Added · +45 sh | |
| 48 | SPDR Series Trust ST STR FTSE ETF | $292K | 7.4K | 0.1% | ▲+5.2% Added · +365 sh | |
| 49 | Ishares TR ESG MSCI KLD ETF | $270K | 1.9K | 0.1% | ▼−8.1% Reduced · −167 sh | |
| 50 | SPDR Series Trust ST STR SP500FF | $269K | 4.4K | 0.1% | ▼−6.9% Reduced · −325 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 99 | $212.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 99 | $202.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 90 | $201.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 88 | $197.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 90 | $188.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 89 | $161.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 90 | $161.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 108 | $162.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.