4Thought Financial Group Inc.

RIA/Wealth

4Thought Financial Group Inc. is a RIA/Wealth based in Syosset, NY led by Jesse Brian Mackey, managing $197.8M across 88 long positions as of Q3 2025 with 100% ETF concentration, 71% concentrated in top 10 holdings, and 28% allocation to SPY.

CEOJesse Brian Mackey

Portfolio Value: $197.8M
Positions: 88
Top Holding: SPY at 27.78%
Last Reported: Q3 2025

Address6851 Jericho Turnpike, Suite 120, Syosset, NY, 11791, United States

Top Holdings

Largest long holdings in 4Thought Financial Group Inc.'s portfolio (70.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$55.0M	27.78%	-$1.0M Sold	— 82.5K shares	Q1 2021 Held for 4y 8m
2 iShares Core S&P 500 ETF IVV	ETF ETF	$23.7M	11.97%	-$304.5K Sold	— 35.4K shares	Q1 2021 Held for 4y 8m
3 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$12.2M	6.16%	-$211.0K Sold	— 102.5K shares	Q1 2021 Held for 4y 8m
4 Vanguard Mid-Cap Fund VO	ETF ETF	$12.0M	6.07%	-$96.9K Sold	— 40.9K shares	Q1 2021 Held for 4y 8m
5 Vanguard FTSE Emerging Markets VWO	ETF ETF	$8.5M	4.29%	-$171.5K Sold	— 156.5K shares	Q1 2021 Held for 4y 8m
6 iShares MSCI EAFE EFA	ETF ETF	$8.1M	4.12%	-$65.5K Sold	— 87.3K shares	Q1 2021 Held for 4y 8m
7 iShares iBonds Dec 2030 Term Corporate ETF IBDV	ETF ETF	$5.0M	2.55%	+$148.3K Bought	— 227.9K shares	Q1 2021 Held for 4y 8m
8 iShares iBonds Dec 2032 Term Corporate IBDX	ETF ETF	$5.0M	2.55%	+$127.4K Bought	— 197.0K shares	Q4 2022 Held for 2y 11m
9 iShares iBonds Dec 2027 Term Corporate ETF IBDS	ETF ETF	$5.0M	2.51%	+$163.4K Bought	— 204.2K shares	Q1 2023 Held for 2y 8m
10 iShares iBonds Dec 2031 Term Corporate IBDW	ETF ETF	$5.0M	2.51%	+$15.4K Bought	— 234.0K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in 4Thought Financial Group Inc.'s latest filing

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Market Value

$197.8M

Prior: $188.2M

Q/Q Change

+5.09%

+$9.6M

Net Flows % of MV

-0.249%

Turnover Ratio

1.73%

New Purchases

0 stocks

Added To

36 stocks

+$3.2M

Sold Out Of

2 stocks

$13.0K

Reduced Holdings

38 stocks

-$3.7M

Increased Positions

Position	Shares Δ	Change
1 iShares 20+ Year Treasury Bond TLT	+51.07%	30.1K → 45.5K +$1.4M
2 Vanguard Short-Term Bond BSV	+36.67%	30.0 → 41.0 +$877.3
3 Vanguard Total World Stock VT	+28.95%	38.0 → 49.0 +$1.5K
4 Vanguard Small-Cap ETF VB	+13.67%	1.8K → 2.0K +$61.5K
5 Vanguard Value VTV	+8.35%	2.8K → 3.0K +$43.6K

Decreased Positions

Position	Shares Δ	Change
1 Alphabet Inc. GOOGL	Sold	74.0 → 0 −$13.0K
2 Enterprise Products Partners EPD	Sold	0.1 → 0 −$4.0
3 iShares Core S&P Mid-Cap ETF IJH	-56.82%	35.1K → 15.2K −$1.3M
4 Invesco QQQ Trust QQQ	-24.09%	1.1K → 810.0 −$154.3K
5 iShares J.P. Morgan USD Emerging Markets Bond EMB	-7.18%	4.0K → 3.7K −$27.0K