Institutional Fund
4thought Financial Group Inc.
Syosset, NYCIK 18402615 filings on record
Portfolio Value
$202.22M
Q1 2026
Holdings
99
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+0.1%
from $201.93M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr28.9%
- Ishares Tr9.4%
- Ishares Tr5.9%
- Vanguard Index Fds5.9%
- Ishares Tr4.3%
- Vanguard Intl Equity Index F4.2%
- Other41.3%
Portfolio Holdings
99 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 89.8K | $58.38M | 28.9% | +4.2K | Added |
| 2 | Ishares Tr | 29.1K | $19.04M | 9.4% | −3.8K | Reduced |
| 3 | Ishares Tr | 96.5K | $12.00M | 5.9% | −5.0K | Reduced |
| 4 | Vanguard Index Fds | 41.7K | $11.97M | 5.9% | −400 | Reduced |
| 5 | Ishares Tr | 89.3K | $8.67M | 4.3% | −232 | Reduced |
| 6 | Vanguard Intl Equity Index F | 158.5K | $8.57M | 4.2% | +205 | Added |
| 7 | Ishares Tr | 216.8K | $5.26M | 2.6% | +3.0K | Added |
| 8 | Ishares Tr | 238.9K | $5.23M | 2.6% | −787 | Reduced |
| 9 | Ishares Tr | 205.1K | $5.18M | 2.6% | −819 | Reduced |
| 10 | Ishares Tr | 244.7K | $5.12M | 2.5% | −786 | Reduced |
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