4Thought Financial Group Inc. reported 10 positions worth $1.26M for the quarter ended Sep 30, 2026, up 6.2% on the prior quarter. It opened 5 new positions, added to 3, trimmed 1 and exited 0. Its largest holding is Apple Inc. at 53.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MDLZ Mondelez International, Inc. | +43 | +0.8% | $2.49K | 23.39% |
| UUP Invesco DB US Dollar Index Bullish Fund | +33 | +1.5% | $949.29 | 5.14% |
| GLD Spdr Gold Trust | +2 | +1.6% | $761.91 | 3.83% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +1 | – | $281.00 | 0.022% |
| TSLA Tesla, Inc. | +1 | – | $275.00 | 0.022% |
| NVDA Nvidia Corp | +1 | – | $273.00 | 0.022% |
| PLTR Palantir Technologies Inc. | +1 | – | $99.00 | <0.01% |
| SPCX Space Exploration Technologies Corp | +1 | – | $91.00 | <0.01% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -28 | -1.4% | $9.33K | 53.31% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 2,023 | $673.75K | 53.31% | -28 | -1.4% | Reduced | 0% |
| 2 | MDLZ Mondelez International, Inc. | Consumer Staples | 5,112 | $295.58K | 23.39% | +43 | +0.8% | Added | 0% |
| 3 | RSSS Research Solutions, Inc. | Technology | 83.4K | $180.16K | 14.26% | 0 | 0.0% | Unchanged | 0.25% |
| 4 | UUP Invesco DB US Dollar Index Bullish Fund | Financial Services | 2,257 | $64.93K | 5.14% | +33 | +1.5% | Added | 0.01% |
| 5 | GLD Spdr Gold Trust | Financial Services | 127 | $48.38K | 3.83% | +2 | +1.6% | Added | 0% |
| 6 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 1 | $281.00 | 0.022% | +1 | – | New | 0% |
| 7 | TSLA Tesla, Inc. | Consumer Discretionary | 1 | $275.00 | 0.022% | +1 | – | New | 0% |
| 8 | NVDA Nvidia Corp | Technology | 1 | $273.00 | 0.022% | +1 | – | New | 0% |
| 9 | PLTR Palantir Technologies Inc. | Technology | 1 | $99.00 | <0.01% | +1 | – | New | 0% |
| 10 | SPCX Space Exploration Technologies Corp | Industrials | 1 | $91.00 | <0.01% | +1 | – | New | 0% |
Tip. Select a row to see that position’s full history at 4Thought Financial.
As of its Q3 2026 13F filing, 4Thought Financial Group Inc.’s five largest positions were Apple Inc. (AAPL) at 53.3%, Mondelez International, Inc. (MDLZ) at 23.4%, Research Solutions, Inc. (RSSS) at 14.3%, Invesco DB US Dollar Index Bullish Fund (UUP) at 5.1%, Spdr Gold Trust (GLD) at 3.8% of the reported portfolio.
4Thought Financial Group Inc. reported a 13F portfolio worth $1.26M across 10 positions for Q3 2026. That is up 6.2% from the previous quarter.
Its largest purchases by value were Mondelez International, Inc. ($2.49K), Invesco DB US Dollar Index Bullish Fund ($949.29), Spdr Gold Trust ($761.91). It opened 5 new positions.
Its largest sales by value were Apple Inc. ($9.33K). It exited 0 positions entirely.
From the Form 13F-HR reports 4Thought Financial Group Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.