4Thought Financial Group Inc.
Net seller this quarter
$213M
14
-$5.01M
32.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $63.1M | 29.65% | Not reported | -5.9% | Q1 2021 |
 IBCA | $4.79M | 2.25% | 0.85% | +4.2% | Q4 2025 |
 AAPL | $593K | 0.28% | 0.00% | -1.5% | Q4 2023 |
| IBII | $364K | 0.17% | Not reported | +3.4% | Q1 2026 |
 MDLZ | $293K | 0.14% | 0.00% | +0.9% | Q2 2021 |
| SPYX | $269K | 0.13% | Not reported | -6.9% | Q1 2022 |
 RSSS | $194K | 0.09% | 0.25% | Not reported | Q2 2021 |
 UUP | $63.2K | 0.03% | 0.01% | -6.5% | Q1 2021 |
| GLD | $46.1K | 0.02% | 0.00% | +52.4% | Q1 2021 |
| CRBN | $12.4K | 0.01% | Not reported | -12.5% | Q1 2021 |
| QQQ | $10.7K | 0.01% | Not reported | -99.1% | Q1 2022 |
| TURN | $9.17K | 0.00% | Not reported | -1.3% | Q1 2021 |
 BSVN | $5.14K | 0.00% | 0.00% | +15.8% | Q3 2023 |
| EIS | $4.02K | 0.00% | 0.00% | -2.9% | Q1 2021 |
| Q1 2026 | |||||
| SPY | $58.4M | 28.87% | Not reported | +4.9% | Q1 2021 |
| IBCA | $4.6M | 2.28% | 0.81% | -0.4% | Q4 2025 |
| QQQ | $983K | 0.49% | Not reported | +38.8% | Q1 2022 |
| AAPL | $529K | 0.26% | 0.00% | Not reported | Q4 2023 |
| IBII | $351K | 0.17% | Not reported | New | Q1 2026 |
| MDLZ | $290K | 0.14% | 0.00% | +0.3% | Q2 2021 |
| SPYX | $251K | 0.12% | Not reported | +2.2% | Q1 2022 |
| RSSS | $188K | 0.09% | 0.25% | -0.9% | Q2 2021 |
| UUP | $66.1K | 0.03% | 0.01% | +3.1% | Q1 2021 |
| GLD | $35.2K | 0.02% | 0.00% | Not reported | Q1 2021 |
| CRBN | $12.4K | 0.01% | Not reported | -1.8% | Q1 2021 |
| TURN | $9.22K | 0.00% | Not reported | -7.7% | Q1 2021 |
| BSVN | $4.47K | 0.00% | 0.00% | +9.6% | Q3 2023 |
| EIS | $3.93K | 0.00% | 0.00% | -12.8% | Q1 2021 |
| Q4 2025 | |||||
| SPY | $58.4M | 28.90% | Not reported | +3.8% | Q1 2021 |
| IBCA | $4.67M | 2.31% | 0.82% | New | Q4 2025 |
| QQQ | $754K | 0.37% | Not reported | +51.5% | Q1 2022 |
| MDLZ | $270K | 0.13% | 0.00% | +0.8% | Q2 2021 |
| SPYX | $260K | 0.13% | Not reported | -3.2% | Q1 2022 |
| RSSS | $248K | 0.12% | 0.26% | Not reported | Q2 2021 |
| UUP | $62.4K | 0.03% | 0.04% | -32.5% | Q1 2021 |
| GLD | $32.3K | 0.02% | 0.00% | +1.2% | Q1 2021 |
| CRBN | $13.2K | 0.01% | Not reported | +1.8% | Q1 2021 |
| TURN | $8.9K | 0.00% | Not reported | +34.2% | Q1 2021 |
| EIS | $4.26K | 0.00% | 0.00% | Not reported | Q1 2021 |
| BSVN | $4.1K | 0.00% | 0.00% | +26.8% | Q3 2023 |
| Q3 2025 | |||||
| SPY | $55M | 27.78% | Not reported | -1.8% | Q1 2021 |
| QQQ | $486K | 0.25% | Not reported | -24.1% | Q1 2022 |
| RSSS | $314K | 0.16% | 0.26% | Not reported | Q2 2021 |
| MDLZ | $311K | 0.16% | 0.00% | +0.7% | Q2 2021 |
| SPYX | $262K | 0.13% | Not reported | -3.3% | Q1 2022 |
| UUP | $94K | 0.05% | 0.06% | Not reported | Q1 2021 |
| GLD | $29K | 0.01% | 0.00% | Not reported | Q1 2021 |
| CRBN | $12.8K | 0.01% | Not reported | -1.8% | Q1 2021 |
| TURN | $6.6K | 0.00% | Not reported | Not reported | Q1 2021 |
| EIS | $3.87K | 0.00% | 0.00% | Not reported | Q1 2021 |
| BSVN | $3.27K | 0.00% | 0.00% | +36.7% | Q3 2023 |