4Thought Financial Group Inc.

CIK 0001840261 · Q1 2026

13F Equity AUM

$202.2M

+0.1% QoQ

Positions

+9 QoQ

AUM Rank

#7,343

Top 59%

Skill Alpha (FF)

-2.7%/yr^ns

No Clear Edge

Rank #6,014 · Top 73%

vs S&P -9.1%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 54.4%Top 10: 68.9%Top 20: 89.5%

SPY28.9%

IVV9.4%

IJR5.9%

VO5.9%

EFA4.3%

VWO4.2%

IBDS2.6%

IBDV2.6%

IBDX2.6%

IBDW2.5%

Others (89)31.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services99.5%

Other0.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 99Median: 0.14%Avg: 1.01%

0–0.5%

75(7.6%)

0.5–1%

3(1.9%)

1–3%

15(31.9%)

3–5%

2(8.5%)

5%+

4(50.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 83Unique: 16vs 20 funds

1.1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.5%

BANK OF AMERICA CORP /DE/

1.6%

1.3%

1.3%

1.3%

0.6%

VANGUARD CAPITAL MANAGEMENT LLC

0.1%

GEODE CAPITAL MANAGEMENT, LLC

0.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New11Increased35Decreased50Exited2

New Positions

AAPL0.3%

+2K

IBIC0.2%

+14K

IBII0.2%

+14K

IBID0.2%

+13K

IBIF0.2%

+13K

IBIL0.2%

+14K

IBIH0.2%

+13K

IBIK0.2%

+14K

IBIE0.2%

+13K

IBIG0.2%

+13K

Increased

BKLN0.5%

+40K(+282%)

TLT1.8%

+15K(+53%)

VCLT2.2%

+5K(+9%)

SPY28.9%

+4K(+5%)

BSCT0.4%

+3K(+7%)

IBDS2.6%

+3K(+1%)

BSCQ0.4%

+3K(+7%)

BSCS0.4%

+3K(+7%)

VB0.6%

+1K(+34%)

IBDT2.2%

+792(+0%)

Decreased

IEMG1.6%

-10,463(-19%)

IJH1.0%

-7,390(-19%)

IEFA1.6%

-5,760(-14%)

IJR5.9%

-4,978(-5%)

IVV9.4%

-3,805(-12%)

IBDU2.1%

-3,169(-2%)

IBDR2.2%

-1,529(-1%)

VTV0.8%

-1,000(-11%)

BSJW0.2%

-895(-5%)

IBDX2.6%

-819(-0%)

Exited

JNK

-3,223

TIP

-2,575

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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