FourThought Financial Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), FourThought Financial Partners, LLC reported 393 stock positions worth $1.3 billion. Its top holding was Broadcom (AVGO) at 4.4% of the portfolio, followed by Microsoft (MSFT, 3.9%) and KLA (KLAC, 3.6%). Compared with Q1 2026, it opened 52 new positions, sold out of 45, added to 171 and reduced 140. The biggest buy was Broadcom (AVGO, shares +0%) and the biggest sale American Tower (AMT, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- VENICE, FL
- CIK
- 0001956790
- Portfolio Value
- $1.3B (Q2 2026)
- SEC Filing
- 0001765380-26-000356 ↗ filed Aug 12, 2026
Holdings Value
Holdings 393 stocks · $1.3B
| AVGO Broadcom Inc. | 4.39% | 150,618 | $56.9M | Add +0.3% |
| MSFT Microsoft Corp. | 3.90% | 135,248 | $50.5M | Add +2.4% |
| KLAC KLA Corp. | 3.60% | 154,342 | $46.6M | Reduce -2.0% |
| NVDA Nvidia Corp. | 3.07% | 198,607 | $39.7M | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 2.66% | 50,233 | $34.5M | Add +8.7% |
| AAPL Apple Inc. | 2.32% | 103,715 | $30.0M | Add +1.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 2.17% | 14,113 | $28.1M | Reduce -5.8% |
| AMAT Applied Materials Inc. | 2.13% | 38,231 | $27.6M | Reduce -6.7% |
| AMZN Amazon.com Inc. | 1.89% | 102,598 | $24.5M | Add +2.0% |
| JPM JPMorgan Chase & Co. | 1.83% | 72,550 | $23.7M | Add +0.1% |
| CVX Chevron Corp. | 1.82% | 141,961 | $23.5M | Add +0.6% |
| V Visa Inc. Class A | 1.81% | 68,477 | $23.5M | Add +3.7% |
| NEE Nextera Energy Inc. | 1.80% | 265,529 | $23.3M | Add +5.6% |
| GOOGL Alphabet Inc. Class A | 1.66% | 60,051 | $21.5M | Reduce -3.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.54% | 41,856 | $20.0M | Reduce -4.3% |
| AMT American Tower Corp. | 1.45% | 114,521 | $18.7M | Reduce -20.9% |
| PEP Pepsico Inc. | 1.41% | 135,150 | $18.3M | Add +2.1% |
| CB Chubb Ltd. | 1.32% | 50,334 | $17.2M | Add +2.1% |
| DGRO iShares Core Dividend Growth | 1.32% | 224,977 | $17.1M | Reduce -0.1% |
| LMT Lockheed Martin Corp. | 1.21% | 30,728 | $15.7M | Add +1.0% |
| VONG Vanguard Russell 1000 Growth | 1.20% | 121,814 | $15.6M | Add +3.2% |
| MDT Medtronic PLC | 1.19% | 197,434 | $15.4M | Add +2.3% |
| CMCSA Comcast Corp. Class A | 1.19% | 627,303 | $15.4M | Add +2.4% |
| AZN Astrazeneca PLC | 1.18% | 80,917 | $15.3M | Add +1.8% |
| VONV Vanguard Russell 1000 Value | 1.16% | 140,863 | $15.0M | Add +0.8% |
| LOW Lowe's Cos Inc. | 1.11% | 65,198 | $14.4M | Add +2.0% |
| COST Costco Wholesale Corp. | 1.09% | 15,041 | $14.1M | Add +0.9% |
| CAT Caterpillar Inc. | 1.06% | 12,863 | $13.7M | Reduce -0.1% |
| APD Air Products & Chemicals Inc. | 0.98% | 43,073 | $12.6M | Add +1.7% |
| NOC Northrop Grumman Corp. | 0.97% | 24,732 | $12.6M | Add +3.2% |
| LRCX Lam Research Corp. | 0.96% | 28,829 | $12.5M | Reduce -1.8% |
| ABT Abbott Laboratories | 0.96% | 137,213 | $12.5M | Add +6.5% |
| AMGN Amgen Inc. | 0.90% | 32,361 | $11.7M | Add +0.5% |
| NDAQ Nasdaq Inc. | 0.88% | 144,589 | $11.4M | Add +1.9% |
| QCOM Qualcomm Inc. | 0.84% | 59,004 | $10.9M | Add +0.8% |
| BLK BlackRock Inc. | 0.81% | 10,911 | $10.5M | Reduce -1.4% |
| PG The Procter & Gamble Co. | 0.79% | 69,673 | $10.2M | Add +6.8% |
| META Meta Platforms Inc. Class A | 0.78% | 17,942 | $10.1M | Add +4.3% |
| VONE Vanguard Russell 1000 | 0.75% | 28,769 | $9.7M | Reduce -2.0% |
| PNC PNC Financial Services Group | 0.73% | 38,487 | $9.5M | Add +1.0% |
| CME Cme Group Inc. | 0.72% | 42,151 | $9.3M | Add +2.3% |
| MSCI MSCI Inc. | 0.69% | 15,920 | $8.9M | Add +4.7% |
| GOOG Alphabet Inc. Class C | 0.64% | 23,573 | $8.3M | Reduce -0.3% |
| FTNT Fortinet Inc. | 0.64% | 53,603 | $8.2M | Add +1.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.62% | 10,856 | $8.0M | Reduce -0.9% |
| SUB iShares Short-Term National | 0.59% | 71,745 | $7.6M | Add +24.7% |
| GS Goldman Sachs Group Inc. | 0.58% | 7,474 | $7.6M | Reduce -1.0% |
| CSCO Cisco Systems Inc. | 0.58% | 63,968 | $7.5M | Reduce -4.3% |
| PLD Prologis Inc. | 0.57% | 54,891 | $7.4M | Add +0.4% |
| DFAI Dimensional International Co. | 0.57% | 178,735 | $7.4M | Add +26.6% |
| LLY Eli Lilly & Co. | 0.55% | 5,899 | $7.1M | Add +5.8% |
| CI The Cigna Group | 0.54% | 25,450 | $7.0M | Add +3.8% |
| MA Mastercard Inc. Class A | 0.53% | 13,266 | $6.8M | Add +2.7% |
| EPD Enterprise Products Partners | 0.52% | 184,233 | $6.8M | Add +2.6% |
| WMT Walmart Inc. | 0.51% | 58,876 | $6.7M | Reduce -0.5% |
| AMD Advanced Micro Devices | 0.51% | 11,368 | $6.6M | Reduce -2.0% |
| MPC Marathon Petroleum Corp. | 0.49% | 24,870 | $6.4M | Reduce -3.5% |
| SCHD Schwab US DVD Equity ETF | 0.49% | 199,899 | $6.3M | Add +9.6% |
| NOW ServiceNow Inc. | 0.48% | 62,955 | $6.3M | Add +14.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 12,337 | $6.2M | Add +8.9% |
| DLR Digital Realty Trust Inc. | 0.45% | 32,446 | $5.8M | Reduce -0.9% |
| MELI MercadoLibre Inc. | 0.44% | 3,378 | $5.7M | Add +5.2% |
| TMO Thermo Fisher Scientific Inc. | 0.43% | 11,223 | $5.6M | Add +5.0% |
| MPLX MPLX LP | 0.43% | 98,646 | $5.6M | Add +3.9% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.43% | 72,846 | $5.5M | Add +0.0% |
| AGG iShares Core U.S. Aggregate | 0.42% | 54,522 | $5.4M | Reduce -7.8% |
| CSX CSX Corp. | 0.41% | 110,493 | $5.3M | Add +0.5% |
| XOM Exxonmobil Holdings Corp. | 0.40% | 38,235 | $5.2M | Add +5.6% |
| SLDE Slide Insurance Holdings Inc. | 0.40% | 265,506 | $5.1M | Reduce -3.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.38% | 102,109 | $4.9M | Add +9.3% |
| TXN Texas Instruments Inc. | 0.36% | 15,817 | $4.7M | Reduce -2.3% |
| DUK Duke Energy Corp. | 0.36% | 36,411 | $4.6M | Add +5.0% |
| VEEV Veeva Systems Inc. Class A | 0.35% | 25,473 | $4.5M | Add +11.3% |
| CRM Salesforce Inc. | 0.35% | 28,778 | $4.5M | Add +5.0% |
| HON Honeywell International Inc. | 0.34% | 19,804 | $4.4M | Add +2.1% |
| CCI Crown Castle Inc. | 0.34% | 58,394 | $4.4M | Reduce -3.6% |
| HONA Honeywell Aerospace Inc. | 0.34% | 19,800 | $4.4M | Add +2.0% |
| JEPI JPMorgan Equity Premium Inco | 0.33% | 76,563 | $4.3M | Add +2.7% |
| ABBV Abbvie Inc. | 0.33% | 17,032 | $4.3M | Add +2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 5,715 | $4.3M | Reduce -1.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.33% | 83,331 | $4.2M | Add +13.6% |
| MUB iShares National Muni Bond E | 0.32% | 39,090 | $4.2M | Add +11.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.32% | 13,546 | $4.1M | Add +2.5% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.31% | 185,482 | $4.0M | Add +20.3% |
| JNJ Johnson & Johnson | 0.29% | 14,967 | $3.8M | Reduce -0.4% |
| DFAS Dimensional US Small Cap ETF | 0.29% | 45,601 | $3.8M | Add +42.4% |
| WMB Williams Cos Inc. | 0.29% | 49,927 | $3.7M | Reduce -0.2% |
| IJR iShares Core S&P Small-Cap E | 0.28% | 24,856 | $3.7M | Reduce -1.2% |
| VZ Verizon Communications Inc. | 0.28% | 86,169 | $3.6M | Add +0.9% |
| TSCO Tractor Supply Company | 0.27% | 109,606 | $3.5M | Add +44.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.25% | 4,249 | $3.2M | Reduce -6.1% |
| IBDU iShares Ibonds Dec 2029 Term | 0.25% | 138,565 | $3.2M | Add +12.3% |
| VGT Vanguard Info Tech ETF | 0.25% | 26,657 | $3.2M | Reduce -41.6% |
| ACN Accenture PLC Class A | 0.24% | 24,777 | $3.1M | Add +21.1% |
| ADBE Adobe Inc. | 0.24% | 14,883 | $3.1M | Add +15.8% |
| AOS Smith (a.o.) Corp. | 0.23% | 48,195 | $3.0M | Add +7.7% |
| INTU Intuit Inc. | 0.23% | 11,273 | $2.9M | Add +11.9% |
| KYN Kayne Anderson Energy Infra | 0.22% | 210,588 | $2.9M | Reduce -0.5% |
| HD Home Depot Inc. | 0.22% | 8,140 | $2.9M | Add +4.4% |
| ZTS Zoetis Inc. | 0.21% | 38,531 | $2.8M | Add +27.2% |
Portfolio Sells Q1 2026 → Q2 2026
| AMT American Tower Corp. | Reduce -20.9% | 1.45% | −0.71 |
| WMT Walmart Inc. | Reduce -0.5% | 0.51% | −0.12 |
| BLK BlackRock Inc. | Reduce -1.4% | 0.81% | −0.11 |
| VGT Vanguard Info Tech ETF | Reduce -41.6% | 0.25% | −0.10 |
| AGG iShares Core U.S. Aggregate | Reduce -7.8% | 0.42% | −0.09 |
| CCI Crown Castle Inc. | Reduce -3.6% | 0.34% | −0.08 |
| DLR Digital Realty Trust Inc. | Reduce -0.9% | 0.45% | −0.06 |
| MPC Marathon Petroleum Corp. | Reduce -3.5% | 0.49% | −0.05 |
| DGRO iShares Core Dividend Growth | Reduce -0.1% | 1.32% | −0.05 |
| SNCY Sun Country Airlines Holding | Sold out | 0.00% | −0.04 |
| KYN Kayne Anderson Energy Infra | Reduce -0.5% | 0.22% | −0.04 |
| CWEN.A Clearway Energy Inc. Class A | Sold out | 0.00% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -10.4% | 0.06% | −0.03 |
| SLDE Slide Insurance Holdings Inc. | Reduce -3.6% | 0.40% | −0.03 |
| T AT&T Inc. | Reduce -0.7% | 0.05% | −0.03 |
| MCK McKesson Corp. | Reduce -0.7% | 0.10% | −0.03 |
| LZB La-Z-Boy Inc. | Sold out | 0.00% | −0.03 |
| WMB Williams Cos Inc. | Reduce -0.2% | 0.29% | −0.03 |
| AVNT Avient Corp. | Sold out | 0.00% | −0.03 |
| ANGI Angi Inc. | Sold out | 0.00% | −0.03 |
| IOT Samsara Inc. Class A | Sold out | 0.00% | −0.03 |
| VNT Vontier Corp. | Sold out | 0.00% | −0.03 |
| HE Hawaiian Electric Inds | Sold out | 0.00% | −0.03 |
| ITW Illinois Tool Works | Reduce -9.7% | 0.14% | −0.03 |
| AMCR Amcor PLC | Sold out | 0.00% | −0.03 |
| AAOI Applied Optoelectronics Inc. | Sold out | 0.00% | −0.03 |
| AMRC Ameresco Inc. Class A | Sold out | 0.00% | −0.03 |
| LBRT Liberty Energy Inc. | Sold out | 0.00% | −0.02 |
| INFY Infosys Ltd.-SP ADR | Sold out | 0.00% | −0.02 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.02 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.02 |
| JNJ Johnson & Johnson | Reduce -0.4% | 0.29% | −0.02 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.02 |
| PCAR Paccar Inc. | Sold out | 0.00% | −0.02 |
| NTSK Netskope Inc. Class A | Sold out | 0.00% | −0.02 |
| LASR Nlight Inc. | Sold out | 0.00% | −0.02 |
| CE Celanese Corp. | Sold out | 0.00% | −0.02 |
| SBAC SBA Communications Corp. | Sold out | 0.00% | −0.02 |
| ALGT Allegiant Travel Co. | Sold out | 0.00% | −0.02 |
| GTES Gates Industrial Corp. UK Ltd. | Sold out | 0.00% | −0.02 |
| KD Kyndryl Holdings Inc. | Sold out | 0.00% | −0.02 |
| FIGS Figs Inc. Class A | Reduce -52.1% | 0.01% | −0.02 |
| BHE Benchmark Electronics Inc. | Sold out | 0.00% | −0.02 |
| RPD RAPID7 Inc. | Reduce -79.6% | 0.01% | −0.02 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −0.02 |
| TFPM Triple Flag Precious Met | Sold out | 0.00% | −0.02 |
| RRX Regal Rexnord Corp. | Sold out | 0.00% | −0.02 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.02 |
| GD General Dynamics Corp. | Reduce -21.1% | 0.05% | −0.02 |
| KLAR Klarna Group PLC | Sold out | 0.00% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| AVGO Broadcom Inc. | Add +0.3% | 4.39% | +0.38 |
| VOO Vanguard S&P 500 ETF | Add +8.7% | 2.66% | +0.28 |
| FTNT Fortinet Inc. | Add +1.0% | 0.64% | +0.26 |
| QCOM Qualcomm Inc. | Add +0.8% | 0.84% | +0.19 |
| MU Micron Technology Inc. | Add +57.1% | 0.13% | +0.11 |
| LLY Eli Lilly & Co. | Add +5.8% | 0.55% | +0.10 |
| DFAI Dimensional International Co. | Add +26.6% | 0.57% | +0.09 |
| DFAS Dimensional US Small Cap ETF | Add +42.4% | 0.29% | +0.09 |
| V Visa Inc. Class A | Add +3.7% | 1.81% | +0.09 |
| VONG Vanguard Russell 1000 Growth | Add +3.2% | 1.20% | +0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +9.3% | 0.38% | +0.08 |
| AMZN Amazon.com Inc. | Add +2.0% | 1.89% | +0.08 |
| AAPL Apple Inc. | Add +1.0% | 2.32% | +0.07 |
| SRE Sempra | New | 0.06% | +0.06 |
| SUB iShares Short-Term National | Add +24.7% | 0.59% | +0.06 |
| DELL Dell Technologies -C | New | 0.06% | +0.06 |
| PNC PNC Financial Services Group | Add +1.0% | 0.73% | +0.05 |
| QQQM Invesco Nasdaq 100 ETF | Add +2.5% | 0.32% | +0.05 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.04% | +0.04 |
| RACE Ferrari NV | Add +40.7% | 0.12% | +0.03 |
| SMH Vaneck Semiconductor ETF | Add +0.2% | 0.09% | +0.03 |
| SPT Sprout Social Inc. Class A | New | 0.03% | +0.03 |
| VONV Vanguard Russell 1000 Value | Add +0.8% | 1.16% | +0.03 |
| OKTA Okta Inc. | New | 0.03% | +0.03 |
| STX Seagate Technology Holdings | New | 0.03% | +0.03 |
| HWM Howmet Aerospace Inc. | New | 0.02% | +0.02 |
| PWR Quanta Services Inc. | New | 0.02% | +0.02 |
| GLW Corning Inc. | New | 0.02% | +0.02 |
| ASH Ashland Inc. | New | 0.02% | +0.02 |
| CQQQ Invesco China Technology ETF | Add +60.3% | 0.06% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +3.2% | 0.08% | +0.02 |
| SITM Sitime Corp. | New | 0.02% | +0.02 |
| CWEN Clearway Energy Inc. Class C | New | 0.02% | +0.02 |
| ASX Ase Technology Holding -ADR | New | 0.02% | +0.02 |
| MHO M/I Homes Inc. | New | 0.02% | +0.02 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +25.9% | 0.10% | +0.02 |
| TWLO Twilio Inc. Class A | New | 0.02% | +0.02 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +20.3% | 0.31% | +0.02 |
| CMG Chipotle Mexican Grill Inc. | New | 0.02% | +0.02 |
| IGM iShares Expanded Tech Sector | New | 0.02% | +0.02 |
| SPCX Space Exploration Techn Class A | New | 0.02% | +0.02 |
| SNOW Snowflake Inc. | New | 0.02% | +0.02 |
| EME Emcor Group Inc. | New | 0.02% | +0.02 |
| CTSH Cognizant Tech Solutions-A | New | 0.02% | +0.02 |
| AAON Aaon Inc. | New | 0.02% | +0.02 |
| MPWR Monolithic Power Systems Inc. | Add +1.0% | 0.16% | +0.02 |
| INTA Intapp Inc. | New | 0.02% | +0.02 |
| ABBV Abbvie Inc. | Add +2.4% | 0.33% | +0.02 |
| CNO Cno Financial Group Inc. | New | 0.02% | +0.02 |
| CARR Carrier Global Corp. | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 393 | $1.3B | AVGO, MSFT, KLAC, NVDA, VOO |
| Q1 2026 | 384 | $1.2B | MSFT, AVGO, NVDA, CVX, VOO |
| Q4 2025 | 504 | $1.2B | MSFT, AVGO, NVDA, AAPL, VOO |
| Q3 2025 | 505 | $1.1B | MSFT, AVGO, NVDA, AMT, AAPL |
| Q2 2025 | 302 | $1.0B | MSFT, AVGO, NVDA, AMT, JPM |
| Q1 2025 | 318 | $955.6M | MSFT, AAPL, AMT, AVGO, NEE |
| Q4 2024 | 318 | $962.7M | MSFT, AVGO, AAPL, VONV, NVDA |
| Q3 2024 | 174 | $843.0M | MSFT, AAPL, NEE, AMT, AVGO |
| Q2 2024 | 178 | $777.3M | MSFT, AAPL, AVGO, NEE, AMT |
| Q1 2024 | 329 | $872.7M | MSFT, AAPL, AVGO, NEE, LRCX |