4Thought Financial Group Inc.
Annual return '25
+15.9%
SPY '25
+17.7%
Alpha
-1.8ptsvs SPY
Invested
$689.9M
Holdings
155
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Increased +3.8% (82.5k → 85.6k shares)
8.7%
02
$VGSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
7.5%
03
$IEFA
ISHARES TR
Q4 2025: Sold 4.9% (43.5k → 41.4k shares)
6.8%
04
$VGIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
5.3%
05
$JPST
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
4.0%
06
$AAPL
APPLE INC
Held since at least Q1 2024
3.7%
07
$GOOGL
ALPHABET INC
Q3 2025: Exited (was 74 shares)
3.1%
08
$USMV
ISHARES TR
Held since at least Q1 2024
2.9%
09
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
2.9%
10
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:50 UTC.