FourThought Financial Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), FourThought Financial Partners, LLC reported 302 stock positions worth $1.0 billion. Its top holding was Microsoft (MSFT) at 5.7% of the portfolio, followed by Broadcom (AVGO, 4.1%) and Nvidia (NVDA, 3.1%). Compared with Q1 2025, it opened 23 new positions, sold out of 39, added to 123 and reduced 124. The biggest buy was Broadcom (AVGO, shares +0%) and the biggest sale Vanguard S&P Small-Cap 600 E (VIOO, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- VENICE, FL
- CIK
- 0001956790
- Portfolio Value
- $1.0B (Q2 2025)
- SEC Filing
- 0001765380-25-000355 ↗ filed Aug 12, 2025
Holdings Value
Holdings 302 stocks · $1.0B
| MSFT Microsoft Corp. | 5.70% | 115,991 | $57.7M | Add +1.6% |
| AVGO Broadcom Inc. | 4.08% | 150,050 | $41.4M | Add +0.4% |
| NVDA Nvidia Corp. | 3.12% | 199,740 | $31.6M | Add +10.9% |
| AMT American Tower Corp. | 2.79% | 127,667 | $28.2M | Add +3.6% |
| JPM JPMorgan Chase & Co. | 2.13% | 74,257 | $21.5M | Reduce -2.0% |
| V Visa Inc. Class A | 2.10% | 59,954 | $21.3M | Reduce -1.5% |
| AAPL Apple Inc. | 2.10% | 103,674 | $21.3M | Reduce -17.5% |
| CVX Chevron Corp. | 1.87% | 132,562 | $19.0M | Add +4.6% |
| AMZN Amazon.com Inc. | 1.75% | 80,771 | $17.7M | Add +2.1% |
| VOO Vanguard S&P 500 ETF | 1.74% | 31,079 | $17.7M | Add +8.7% |
| ABT Abbott Laboratories | 1.66% | 123,578 | $16.8M | Reduce -2.6% |
| NEE Nextera Energy Inc. | 1.58% | 230,392 | $16.0M | Reduce -32.9% |
| MDT Medtronic PLC | 1.55% | 179,751 | $15.7M | Add +2.4% |
| TXN Texas Instruments Inc. | 1.53% | 74,787 | $15.5M | Reduce -1.0% |
| KLAC KLA Corp. | 1.53% | 17,325 | $15.5M | Add +1.1% |
| PEP Pepsico Inc. | 1.53% | 117,372 | $15.5M | Add +2.8% |
| LMT Lockheed Martin Corp. | 1.41% | 30,898 | $14.3M | Reduce -1.0% |
| LOW Lowe's Cos Inc. | 1.36% | 62,135 | $13.8M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 1.34% | 76,757 | $13.5M | Add +2.5% |
| CMCSA Comcast Corp. Class A | 1.30% | 370,026 | $13.2M | Reduce -18.0% |
| COST Costco Wholesale Corp. | 1.28% | 13,093 | $13.0M | Reduce -2.2% |
| NOC Northrop Grumman Corp. | 1.22% | 24,758 | $12.4M | Add +1.4% |
| VONG Vanguard Russell 1000 Growth | 1.18% | 109,847 | $12.0M | Add +20.7% |
| CB Chubb Ltd. | 1.18% | 41,207 | $11.9M | Reduce -1.3% |
| APD Air Products & Chemicals Inc. | 1.17% | 41,858 | $11.8M | Reduce -0.6% |
| NDAQ Nasdaq Inc. | 1.16% | 131,351 | $11.7M | Add +0.6% |
| CSCO Cisco Systems Inc. | 1.14% | 166,475 | $11.6M | Reduce -2.6% |
| ASML ASML Holding NV-NY Reg SHS | 1.13% | 14,298 | $11.5M | Add +12.3% |
| BLK BlackRock Inc. | 1.12% | 10,811 | $11.3M | Reduce -26.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.09% | 48,691 | $11.0M | Add +2.5% |
| META Meta Platforms Inc. Class A | 1.08% | 14,839 | $11.0M | Add +22.9% |
| CME Cme Group Inc. | 1.07% | 39,223 | $10.8M | Reduce -1.1% |
| VONV Vanguard Russell 1000 Value | 1.03% | 122,876 | $10.5M | Add +17.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.99% | 143,455 | $10.0M | Add +41.1% |
| DGRO iShares Core Dividend Growth | 0.97% | 154,160 | $9.9M | Add +8.3% |
| VONE Vanguard Russell 1000 | 0.92% | 33,134 | $9.3M | Add +12.4% |
| AMGN Amgen Inc. | 0.87% | 31,491 | $8.8M | Reduce -0.0% |
| ACN Accenture PLC Class A | 0.85% | 28,896 | $8.6M | Add +1.1% |
| QCOM Qualcomm Inc. | 0.83% | 52,961 | $8.4M | Add +1.4% |
| HD Home Depot Inc. | 0.82% | 22,517 | $8.3M | Reduce -1.8% |
| HON Honeywell International Inc. | 0.80% | 34,688 | $8.1M | Reduce -0.9% |
| MELI MercadoLibre Inc. | 0.78% | 3,029 | $7.9M | Add +0.3% |
| NXPI NXP Semiconductors NV | 0.71% | 32,738 | $7.2M | Add +733.5% |
| NOW ServiceNow Inc. | 0.69% | 6,807 | $7.0M | Reduce -7.3% |
| AMAT Applied Materials Inc. | 0.65% | 35,689 | $6.5M | Add +2.0% |
| PG The Procter & Gamble Co. | 0.64% | 40,419 | $6.4M | Reduce -0.3% |
| PNC PNC Financial Services Group | 0.63% | 34,072 | $6.4M | Add +4.0% |
| MA Mastercard Inc. Class A | 0.62% | 11,208 | $6.3M | Add +0.5% |
| INTU Intuit Inc. | 0.61% | 7,837 | $6.2M | Reduce -2.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.60% | 11,099 | $6.1M | Reduce -0.9% |
| CI The Cigna Group | 0.60% | 18,409 | $6.1M | Add +3.4% |
| PLD Prologis Inc. | 0.56% | 53,776 | $5.7M | Add +57.0% |
| WMT Walmart Inc. | 0.55% | 57,007 | $5.6M | Reduce -1.1% |
| AGG iShares Core U.S. Aggregate | 0.53% | 54,068 | $5.4M | Reduce -2.6% |
| MSCI MSCI Inc. | 0.52% | 9,191 | $5.3M | Add +7.5% |
| MPC Marathon Petroleum Corp. | 0.52% | 31,508 | $5.2M | Reduce -1.2% |
| CCI Crown Castle Inc. | 0.52% | 50,879 | $5.2M | Add +63.6% |
| VEEV Veeva Systems Inc. Class A | 0.51% | 18,081 | $5.2M | Reduce -0.8% |
| CAT Caterpillar Inc. | 0.51% | 13,207 | $5.1M | Add +0.1% |
| DLR Digital Realty Trust Inc. | 0.50% | 28,798 | $5.0M | Add +48.4% |
| GS Goldman Sachs Group Inc. | 0.49% | 6,947 | $4.9M | Reduce -3.4% |
| ADBE Adobe Inc. | 0.48% | 12,518 | $4.8M | Add +18.4% |
| EPD Enterprise Products Partners | 0.48% | 155,823 | $4.8M | Add +7.2% |
| GOOG Alphabet Inc. Class C | 0.46% | 26,378 | $4.7M | Reduce -1.4% |
| CRM Salesforce Inc. | 0.46% | 17,139 | $4.7M | Add +2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 9,141 | $4.4M | Add +11.1% |
| CPK Chesapeake Utilities Corp. | 0.42% | 35,500 | $4.3M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.41% | 10,154 | $4.1M | Add +3.8% |
| XOM Exxon Mobil Corp. | 0.40% | 37,259 | $4.0M | Reduce -1.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.39% | 57,934 | $4.0M | Add +641.4% |
| MPLX MPLX LP | 0.38% | 74,362 | $3.8M | Add +6.6% |
| JEPI JPMorgan Equity Premium Inco | 0.38% | 66,923 | $3.8M | Add +4.8% |
| DUK Duke Energy Corp. | 0.36% | 31,249 | $3.7M | Add +10.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.36% | 74,427 | $3.6M | Add +0.0% |
| FTNT Fortinet Inc. | 0.36% | 34,277 | $3.6M | Reduce -0.1% |
| MUB iShares National Muni Bond E | 0.35% | 34,381 | $3.6M | Add +0.0% |
| ZTS Zoetis Inc. | 0.35% | 22,917 | $3.6M | Reduce -13.2% |
| TSCO Tractor Supply Company | 0.34% | 65,461 | $3.5M | Reduce -1.1% |
| CSX CSX Corp. | 0.33% | 101,818 | $3.3M | Add +0.6% |
| LRCX Lam Research Corp. | 0.32% | 33,638 | $3.3M | Reduce -11.7% |
| PYPL PayPal Holdings Inc. | 0.32% | 43,961 | $3.3M | Add +22.4% |
| ABBV Abbvie Inc. | 0.32% | 17,306 | $3.2M | Reduce -3.0% |
| AMD Advanced Micro Devices | 0.31% | 22,395 | $3.2M | Reduce -0.9% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.31% | 51,511 | $3.1M | Add +13.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.29% | 4 | $2.9M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.28% | 5,619 | $2.9M | Reduce -47.1% |
| T AT&T Inc. | 0.28% | 97,637 | $2.8M | Add +5.5% |
| WMB Williams Cos Inc. | 0.28% | 44,883 | $2.8M | Add +7.2% |
| KYN Kayne Anderson Energy Infra | 0.25% | 197,826 | $2.5M | Add +7.7% |
| SHYM iShares Short Duration High | 0.25% | 112,742 | $2.5M | Add +1.4% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.25% | 24,755 | $2.5M | Reduce -84.4% |
| LLY Eli Lilly & Co. | 0.24% | 3,160 | $2.5M | Add +36.1% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.24% | 98,520 | $2.4M | Add +1.5% |
| JNJ Johnson & Johnson | 0.23% | 15,533 | $2.4M | Reduce -6.5% |
| VZ Verizon Communications Inc. | 0.22% | 52,266 | $2.3M | Reduce -1.0% |
| VGT Vanguard Info Tech ETF | 0.22% | 3,398 | $2.3M | Reduce -2.3% |
| ARCC Ares Capital Corp. | 0.22% | 101,062 | $2.2M | Add +16.1% |
| PODD Insulet Corp. | 0.21% | 6,678 | $2.1M | Add +9.2% |
| YUM Yum! Brands Inc. | 0.21% | 14,059 | $2.1M | No change |
| ITW Illinois Tool Works | 0.20% | 8,296 | $2.1M | Reduce -4.5% |
Portfolio Sells Q1 2025 → Q2 2025
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -84.4% | 0.25% | −1.35 |
| NEE Nextera Energy Inc. | Reduce -32.9% | 1.58% | −0.97 |
| UNH Unitedhealth Group Inc. | Reduce -85.2% | 0.08% | −0.91 |
| AAPL Apple Inc. | Reduce -17.5% | 2.10% | −0.82 |
| CMCSA Comcast Corp. Class A | Reduce -18.0% | 1.30% | −0.44 |
| TGT Target Corp. | Reduce -92.0% | 0.03% | −0.42 |
| EMLP First Trust North American E | Reduce -74.6% | 0.12% | −0.40 |
| BLK BlackRock Inc. | Reduce -26.5% | 1.12% | −0.34 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.28 |
| SSNC Ss&c Technologies Holdings | Reduce -89.5% | 0.02% | −0.22 |
| AMGN Amgen Inc. | Reduce -0.0% | 0.87% | −0.16 |
| CB Chubb Ltd. | Reduce -1.3% | 1.18% | −0.14 |
| APD Air Products & Chemicals Inc. | Reduce -0.6% | 1.17% | −0.13 |
| V Visa Inc. Class A | Reduce -1.5% | 2.10% | −0.13 |
| O Realty Income Corp. | Reduce -71.1% | 0.04% | −0.12 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -47.1% | 0.28% | −0.11 |
| FRT Federal Realty Invs Trust | Sold out | 0.00% | −0.11 |
| ABT Abbott Laboratories | Reduce -2.6% | 1.66% | −0.10 |
| ZTS Zoetis Inc. | Reduce -13.2% | 0.35% | −0.10 |
| QLYS Qualys Inc. | Sold out | 0.00% | −0.10 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.64% | −0.09 |
| XOM Exxon Mobil Corp. | Reduce -1.9% | 0.40% | −0.08 |
| ABBV Abbvie Inc. | Reduce -3.0% | 0.32% | −0.07 |
| PSX Phillips 66 | Reduce -28.1% | 0.13% | −0.07 |
| SSD Simpson Manufacturing Co. Inc. | Sold out | 0.00% | −0.07 |
| HD Home Depot Inc. | Reduce -1.8% | 0.82% | −0.06 |
| CORT Corcept Therapeutics Inc. | Reduce -5.2% | 0.09% | −0.06 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.06 |
| OZK Bank Ozk | Sold out | 0.00% | −0.06 |
| JNJ Johnson & Johnson | Reduce -6.5% | 0.23% | −0.05 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -1.0% | 1.41% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -2.2% | 1.28% | −0.05 |
| AGG iShares Core U.S. Aggregate | Reduce -2.6% | 0.53% | −0.04 |
| HUN Huntsman Corp. | Sold out | 0.00% | −0.04 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -29.6% | 0.04% | −0.04 |
| TSCO Tractor Supply Company | Reduce -1.1% | 0.34% | −0.04 |
| XEL Xcel Energy Inc. | Sold out | 0.00% | −0.04 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.04 |
| CME Cme Group Inc. | Reduce -1.1% | 1.07% | −0.03 |
| ALIT Alight Inc. Class A | Sold out | 0.00% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -14.9% | 0.12% | −0.03 |
| HLI Houlihan Lokey Inc. | Sold out | 0.00% | −0.03 |
| UFPI Ufp Industries Inc. | Sold out | 0.00% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -1.0% | 0.22% | −0.03 |
| CNO Cno Financial Group Inc. | Sold out | 0.00% | −0.03 |
| CXT Crane NXT Co. | Sold out | 0.00% | −0.03 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.03 |
| MAT Mattel Inc. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| AVGO Broadcom Inc. | Add +0.4% | 4.08% | +1.46 |
| MSFT Microsoft Corp. | Add +1.6% | 5.70% | +1.21 |
| NVDA Nvidia Corp. | Add +10.9% | 3.12% | +1.07 |
| NXPI NXP Semiconductors NV | Add +733.5% | 0.71% | +0.63 |
| META Meta Platforms Inc. Class A | Add +22.9% | 1.08% | +0.35 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +641.4% | 0.39% | +0.34 |
| KLAC KLA Corp. | Add +1.1% | 1.53% | +0.31 |
| VONG Vanguard Russell 1000 Growth | Add +20.7% | 1.18% | +0.30 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.5% | 1.09% | +0.26 |
| ASML ASML Holding NV-NY Reg SHS | Add +12.3% | 1.13% | +0.25 |
| AZN Astrazeneca PLC-Spons ADR | Add +41.1% | 0.99% | +0.21 |
| VOO Vanguard S&P 500 ETF | Add +8.7% | 1.74% | +0.20 |
| DLR Digital Realty Trust Inc. | Add +48.4% | 0.50% | +0.20 |
| CCI Crown Castle Inc. | Add +63.6% | 0.52% | +0.18 |
| AMZN Amazon.com Inc. | Add +2.1% | 1.75% | +0.17 |
| MELI MercadoLibre Inc. | Add +0.3% | 0.78% | +0.16 |
| PLD Prologis Inc. | Add +57.0% | 0.56% | +0.16 |
| AOS Smith (a.o.) Corp. | New | 0.15% | +0.15 |
| VONE Vanguard Russell 1000 | Add +12.4% | 0.92% | +0.14 |
| VONV Vanguard Russell 1000 Value | Add +17.5% | 1.03% | +0.13 |
| NDAQ Nasdaq Inc. | Add +0.6% | 1.16% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +2.5% | 1.34% | +0.12 |
| AMAT Applied Materials Inc. | Add +2.0% | 0.65% | +0.11 |
| SNPS Synopsys Inc. | New | 0.09% | +0.09 |
| PYPL PayPal Holdings Inc. | Add +22.4% | 0.32% | +0.08 |
| COF Capital One Financial Corp. | Add +238.3% | 0.09% | +0.07 |
| IBDU iShares Ibonds Dec 2029 Term | New | 0.07% | +0.07 |
| SCHD Schwab US DVD Equity ETF | Add +75.6% | 0.17% | +0.06 |
| ADBE Adobe Inc. | Add +18.4% | 0.48% | +0.05 |
| DGRO iShares Core Dividend Growth | Add +8.3% | 0.97% | +0.05 |
| CAT Caterpillar Inc. | Add +0.1% | 0.51% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +47.6% | 0.15% | +0.05 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +13.6% | 0.31% | +0.05 |
| QQQM Invesco Nasdaq 100 ETF | Add +23.6% | 0.17% | +0.05 |
| LLY Eli Lilly & Co. | Add +36.1% | 0.24% | +0.04 |
| PODD Insulet Corp. | Add +9.2% | 0.21% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +7.6% | 0.10% | +0.04 |
| HUBB Hubbell Inc. | Add +6.8% | 0.20% | +0.04 |
| IBDV iShares Ibonds Dec 2030 Corp. | New | 0.04% | +0.04 |
| GEV GE Vernova Inc. | New | 0.03% | +0.03 |
| IBDT iShares Ibonds Dec 2028 ETF | New | 0.03% | +0.03 |
| GRAL Grail Inc. | New | 0.03% | +0.03 |
| JBL Jabil Inc. | New | 0.03% | +0.03 |
| CR Crane Co. | Add +8.6% | 0.13% | +0.03 |
| RCL Royal Caribbean Cruises Ltd. | Add +2.6% | 0.08% | +0.03 |
| IBKR Interactive Brokers Gro Class A | New | 0.02% | +0.02 |
| PNC PNC Financial Services Group | Add +4.0% | 0.63% | +0.02 |
| ISBA Isabella Bank Corp. | New | 0.02% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.02% | +0.02 |
| HIG Hartford Insurance Group Inc. | 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 |