FourThought Financial Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), FourThought Financial Partners, LLC reported 505 stock positions worth $1.1 billion. Its top holding was Microsoft (MSFT) at 5.2% of the portfolio, followed by Broadcom (AVGO, 4.2%) and Nvidia (NVDA, 3.2%). Compared with Q2 2025, it opened 224 new positions, sold out of 21, added to 140 and reduced 120. The biggest buy was ASML Holding NV-NY Reg SHS (ASML, shares +11%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- VENICE, FL
- CIK
- 0001956790
- Portfolio Value
- $1.1B (Q3 2025)
- SEC Filing
- 0001765380-25-000495 ↗ filed Nov 13, 2025
Holdings Value
Holdings 505 stocks · $1.1B
| MSFT Microsoft Corp. | 5.23% | 114,906 | $59.5M | Reduce -0.9% |
| AVGO Broadcom Inc. | 4.24% | 146,212 | $48.2M | Reduce -2.6% |
| NVDA Nvidia Corp. | 3.21% | 195,407 | $36.5M | Reduce -2.2% |
| AMT American Tower Corp. | 2.25% | 133,043 | $25.6M | Add +4.2% |
| AAPL Apple Inc. | 2.23% | 99,500 | $25.3M | Reduce -4.0% |
| JPM JPMorgan Chase & Co. | 2.01% | 72,479 | $22.9M | Reduce -2.4% |
| VOO Vanguard S&P 500 ETF | 1.95% | 36,220 | $22.2M | Add +16.5% |
| CVX Chevron Corp. | 1.85% | 135,643 | $21.1M | Add +2.3% |
| V Visa Inc. Class A | 1.82% | 60,519 | $20.7M | Add +0.9% |
| KLAC KLA Corp. | 1.64% | 17,271 | $18.6M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 1.60% | 83,102 | $18.2M | Add +2.9% |
| NEE Nextera Energy Inc. | 1.54% | 232,751 | $17.6M | Add +1.0% |
| PEP Pepsico Inc. | 1.54% | 124,776 | $17.5M | Add +6.3% |
| MDT Medtronic PLC | 1.50% | 178,655 | $17.0M | Reduce -0.6% |
| ABT Abbott Laboratories | 1.44% | 121,883 | $16.3M | Reduce -1.4% |
| LMT Lockheed Martin Corp. | 1.38% | 31,500 | $15.7M | Add +1.9% |
| LOW Lowe's Cos Inc. | 1.36% | 61,663 | $15.5M | Reduce -0.8% |
| ASML ASML Holding NV-NY Reg SHS | 1.35% | 15,890 | $15.4M | Add +11.1% |
| GOOGL Alphabet Inc. Class A | 1.32% | 61,747 | $15.0M | Reduce -19.6% |
| NOC Northrop Grumman Corp. | 1.31% | 24,370 | $14.8M | Reduce -1.6% |
| VONG Vanguard Russell 1000 Growth | 1.28% | 121,256 | $14.6M | Add +10.4% |
| TXN Texas Instruments Inc. | 1.22% | 75,372 | $13.8M | Add +0.8% |
| VONV Vanguard Russell 1000 Value | 1.15% | 146,204 | $13.1M | Add +19.0% |
| BLK BlackRock Inc. | 1.13% | 11,010 | $12.8M | Add +1.8% |
| TSM Taiwan Semiconductor-SP ADR | 1.11% | 45,110 | $12.6M | Reduce -7.3% |
| COST Costco Wholesale Corp. | 1.07% | 13,120 | $12.1M | Add +0.2% |
| CB Chubb Ltd. | 1.04% | 41,828 | $11.8M | Add +1.5% |
| NDAQ Nasdaq Inc. | 1.03% | 132,652 | $11.7M | Add +1.0% |
| APD Air Products & Chemicals Inc. | 1.01% | 42,268 | $11.5M | Add +1.0% |
| CMCSA Comcast Corp. Class A | 1.01% | 365,972 | $11.5M | Reduce -1.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.99% | 147,010 | $11.3M | Add +2.5% |
| DGRO iShares Core Dividend Growth | 0.98% | 163,718 | $11.1M | Add +6.2% |
| CSCO Cisco Systems Inc. | 0.98% | 162,740 | $11.1M | Reduce -2.2% |
| META Meta Platforms Inc. Class A | 0.97% | 14,957 | $11.0M | Add +0.8% |
| CME Cme Group Inc. | 0.94% | 39,363 | $10.6M | Add +0.4% |
| HD Home Depot Inc. | 0.81% | 22,646 | $9.2M | Add +0.6% |
| VONE Vanguard Russell 1000 | 0.80% | 30,032 | $9.1M | Reduce -9.4% |
| AMAT Applied Materials Inc. | 0.79% | 44,105 | $9.0M | Add +23.6% |
| AMGN Amgen Inc. | 0.78% | 31,623 | $8.9M | Add +0.4% |
| QCOM Qualcomm Inc. | 0.77% | 52,517 | $8.7M | Reduce -0.8% |
| NXPI NXP Semiconductors NV | 0.67% | 33,238 | $7.6M | Add +1.5% |
| ACN Accenture PLC Class A | 0.65% | 30,004 | $7.4M | Add +3.8% |
| HON Honeywell International Inc. | 0.64% | 34,562 | $7.3M | Reduce -0.4% |
| PNC PNC Financial Services Group | 0.61% | 34,750 | $7.0M | Add +2.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.61% | 11,607 | $7.0M | Add +4.6% |
| MELI MercadoLibre Inc. | 0.61% | 2,974 | $6.9M | Reduce -1.8% |
| MA Mastercard Inc. Class A | 0.58% | 11,662 | $6.6M | Add +4.0% |
| NOW ServiceNow Inc. | 0.57% | 6,985 | $6.4M | Add +2.6% |
| CAT Caterpillar Inc. | 0.56% | 13,291 | $6.3M | Add +0.6% |
| GS Goldman Sachs Group Inc. | 0.55% | 7,854 | $6.3M | Add +13.1% |
| PLD Prologis Inc. | 0.55% | 54,371 | $6.2M | Add +1.1% |
| PG The Procter & Gamble Co. | 0.55% | 40,364 | $6.2M | Reduce -0.1% |
| WMT Walmart Inc. | 0.54% | 59,883 | $6.2M | Add +5.0% |
| GOOG Alphabet Inc. Class C | 0.52% | 24,398 | $5.9M | Reduce -7.5% |
| INTU Intuit Inc. | 0.51% | 8,511 | $5.8M | Add +8.6% |
| MPC Marathon Petroleum Corp. | 0.51% | 30,140 | $5.8M | Reduce -4.3% |
| MSCI MSCI Inc. | 0.49% | 9,812 | $5.6M | Add +6.8% |
| CI The Cigna Group | 0.49% | 19,256 | $5.6M | Add +4.6% |
| AGG iShares Core U.S. Aggregate | 0.49% | 55,258 | $5.5M | Add +2.2% |
| VEEV Veeva Systems Inc. Class A | 0.47% | 17,972 | $5.4M | Reduce -0.6% |
| EPD Enterprise Products Partners | 0.47% | 169,768 | $5.3M | Add +8.9% |
| DLR Digital Realty Trust Inc. | 0.47% | 30,630 | $5.3M | Add +6.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 10,425 | $5.2M | Add +14.1% |
| ADBE Adobe Inc. | 0.46% | 14,710 | $5.2M | Add +17.5% |
| CCI Crown Castle Inc. | 0.44% | 51,709 | $5.0M | Add +1.6% |
| TMO Thermo Fisher Scientific Inc. | 0.44% | 10,212 | $5.0M | Add +0.6% |
| CPK Chesapeake Utilities Corp. | 0.42% | 35,500 | $4.8M | No change |
| CRM Salesforce Inc. | 0.40% | 18,987 | $4.5M | Add +10.8% |
| LRCX Lam Research Corp. | 0.38% | 32,449 | $4.3M | Reduce -3.5% |
| DUK Duke Energy Corp. | 0.37% | 33,687 | $4.2M | Add +7.8% |
| LLY Eli Lilly & Co. | 0.36% | 5,433 | $4.1M | Add +71.9% |
| XOM Exxon Mobil Corp. | 0.36% | 36,563 | $4.1M | Reduce -1.9% |
| MPLX MPLX LP | 0.36% | 82,438 | $4.1M | Add +10.9% |
| JEPI JPMorgan Equity Premium Inco | 0.35% | 70,376 | $4.0M | Add +5.2% |
| ABBV Abbvie Inc. | 0.35% | 17,025 | $3.9M | Reduce -1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 5,905 | $3.9M | Add +80.9% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.34% | 59,255 | $3.9M | Add +15.0% |
| TSCO Tractor Supply Company | 0.32% | 64,894 | $3.7M | Reduce -0.9% |
| VZ Verizon Communications Inc. | 0.32% | 83,131 | $3.7M | Add +59.0% |
| CSX CSX Corp. | 0.32% | 100,936 | $3.6M | Reduce -0.9% |
| ZTS Zoetis Inc. | 0.31% | 24,021 | $3.5M | Add +4.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.31% | 62,547 | $3.5M | Add +8.0% |
| AMD Advanced Micro Devices | 0.30% | 21,022 | $3.4M | Reduce -6.1% |
| PYPL PayPal Holdings Inc. | 0.29% | 49,703 | $3.3M | Add +13.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.28% | 64,064 | $3.2M | Reduce -13.9% |
| FTNT Fortinet Inc. | 0.28% | 37,325 | $3.1M | Add +8.9% |
| WMB Williams Cos Inc. | 0.27% | 48,752 | $3.1M | Add +8.6% |
| MUB iShares National Muni Bond E | 0.27% | 28,839 | $3.1M | Reduce -16.1% |
| JNJ Johnson & Johnson | 0.25% | 15,299 | $2.8M | Reduce -1.5% |
| KYN Kayne Anderson Energy Infra | 0.23% | 208,528 | $2.6M | Add +5.4% |
| VGT Vanguard Info Tech ETF | 0.22% | 3,399 | $2.5M | Add +0.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.22% | 5,027 | $2.5M | Reduce -10.5% |
| ARCC Ares Capital Corp. | 0.21% | 118,568 | $2.4M | Add +17.3% |
| SHYM iShares Short Duration High | 0.21% | 105,599 | $2.4M | Reduce -6.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.20% | 9,154 | $2.3M | Add +19.4% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.20% | 89,003 | $2.2M | Reduce -9.7% |
| EOSE Eos Energy Enterprises Inc. | 0.19% | 189,256 | $2.2M | Reduce -5.1% |
| YUM Yum! Brands Inc. | 0.19% | 14,061 | $2.1M | Add +0.0% |
| IJR iShares Core S&P Small-Cap E | 0.19% | 17,895 | $2.1M | Add +28.3% |
| ITW Illinois Tool Works | 0.18% | 7,941 | $2.1M | Reduce -4.3% |
Portfolio Sells Q2 2025 → Q3 2025
| MSFT Microsoft Corp. | Reduce -0.9% | 5.23% | −0.46 |
| CMCSA Comcast Corp. Class A | Reduce -1.1% | 1.01% | −0.29 |
| ABT Abbott Laboratories | Reduce -1.4% | 1.44% | −0.22 |
| PODD Insulet Corp. | Reduce -88.0% | 0.02% | −0.19 |
| MELI MercadoLibre Inc. | Reduce -1.8% | 0.61% | −0.17 |
| T AT&T Inc. | Reduce -52.4% | 0.12% | −0.16 |
| CSCO Cisco Systems Inc. | Reduce -2.2% | 0.98% | −0.16 |
| HON Honeywell International Inc. | Reduce -0.4% | 0.64% | −0.16 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -50.0% | 0.13% | −0.16 |
| GSHD Goosehead Insurance Inc. Class A | Sold out | 0.00% | −0.15 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -59.3% | 0.10% | −0.15 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.14 |
| VONE Vanguard Russell 1000 | Reduce -9.4% | 0.80% | −0.12 |
| HUBB Hubbell Inc. | Reduce -58.5% | 0.08% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -2.4% | 2.01% | −0.12 |
| CR Crane Co. | Reduce -76.7% | 0.03% | −0.10 |
| LDOS Leidos Holdings Inc. | Reduce -82.9% | 0.02% | −0.10 |
| CWAN Clearwater Analytics HDS-A | Sold out | 0.00% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.55% | −0.09 |
| MUB iShares National Muni Bond E | Reduce -16.1% | 0.27% | −0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -13.9% | 0.28% | −0.08 |
| LAD Lithia Motors Inc. | Sold out | 0.00% | −0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -10.5% | 0.22% | −0.07 |
| QCOM Qualcomm Inc. | Reduce -0.8% | 0.77% | −0.06 |
| MDT Medtronic PLC | Reduce -0.6% | 1.50% | −0.05 |
| LFUS Littelfuse Inc. | Sold out | 0.00% | −0.05 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -9.7% | 0.20% | −0.05 |
| SNY Sanofi-ADR | Sold out | 0.00% | −0.05 |
| BSV Vanguard Short-Term Bond ETF | Reduce -19.5% | 0.11% | −0.04 |
| VEEV Veeva Systems Inc. Class A | Reduce -0.6% | 0.47% | −0.04 |
| GLOB Globant SA | Sold out | 0.00% | −0.04 |
| SHYM iShares Short Duration High | Reduce -6.3% | 0.21% | −0.04 |
| NFLX Netflix Inc. | Reduce -7.8% | 0.11% | −0.04 |
| EMLP First Trust North American E | Reduce -21.8% | 0.09% | −0.04 |
| BIV Vanguard Intermediate-Term B | Reduce -16.5% | 0.11% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -1.9% | 0.36% | −0.03 |
| PM Philip Morris International | Reduce -6.3% | 0.08% | −0.03 |
| JBL Jabil Inc. | Sold out | 0.00% | −0.03 |
| WAT Waters Corp. | Sold out | 0.00% | −0.03 |
| ET Energy Transfer LP | Reduce -0.7% | 0.13% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.02 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.02 |
| MHO M/I Homes Inc. | Sold out | 0.00% | −0.02 |
| THG Hanover Insurance Group Inc./ | Sold out | 0.00% | −0.02 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.02 |
| WM Waste Management Inc. | Reduce -6.0% | 0.09% | −0.02 |
| NVST Envista Holdings Corp. | Sold out | 0.00% | −0.02 |
| INGR Ingredion Inc. | Sold out | 0.00% | −0.02 |
| COLB Columbia Banking System Inc. | Sold out | 0.00% | −0.02 |
| ITW Illinois Tool Works | Reduce -4.3% | 0.18% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| ASML ASML Holding NV-NY Reg SHS | Add +11.1% | 1.35% | +0.22 |
| VOO Vanguard S&P 500 ETF | Add +16.5% | 1.95% | +0.21 |
| AMAT Applied Materials Inc. | Add +23.6% | 0.79% | +0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +80.9% | 0.35% | +0.15 |
| LLY Eli Lilly & Co. | Add +71.9% | 0.36% | +0.12 |
| VONV Vanguard Russell 1000 Value | Add +19.0% | 1.15% | +0.12 |
| VONG Vanguard Russell 1000 Growth | Add +10.4% | 1.28% | +0.10 |
| VZ Verizon Communications Inc. | Add +59.0% | 0.32% | +0.10 |
| LIN Linde PLC | Add +335.6% | 0.12% | +0.09 |
| IBDU iShares Ibonds Dec 2029 Term | Add +134.0% | 0.14% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +13.1% | 0.55% | +0.06 |
| IBDR iShares Ibonds Dec 2026 Term | New | 0.06% | +0.06 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +192.7% | 0.10% | +0.06 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +212.5% | 0.09% | +0.06 |
| PSKY Paramount Skydance Class B | New | 0.05% | +0.05 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +284.6% | 0.07% | +0.05 |
| CAT Caterpillar Inc. | Add +0.6% | 0.56% | +0.05 |
| AMRC Ameresco Inc. Class A | New | 0.05% | +0.05 |
| IWF iShares Russell 1000 Growth | Add +119.7% | 0.09% | +0.05 |
| CLPT Clearpoint Neuro Inc. | New | 0.05% | +0.05 |
| MRVL Marvell Technology Inc. | New | 0.05% | +0.05 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.05% | +0.05 |
| BBAI Bigbear.ai Holdings Inc. | New | 0.04% | +0.04 |
| INOD Innodata Inc. | New | 0.04% | +0.04 |
| LZB La-Z-Boy Inc. | New | 0.04% | +0.04 |
| LSCC Lattice Semiconductor Corp. | New | 0.04% | +0.04 |
| FISV Fiserv Inc. | New | 0.04% | +0.04 |
| TDG Transdigm Group Inc. | New | 0.04% | +0.04 |
| NUE Nucor Corp. | New | 0.04% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +28.3% | 0.19% | +0.04 |
| ECHO Echostar Corp. Class A | New | 0.04% | +0.04 |
| DAKT Daktronics Inc. | New | 0.04% | +0.04 |
| BRBR Bellring Brands Inc. | New | 0.03% | +0.03 |
| TTAM Titan America SA | New | 0.03% | +0.03 |
| MANH Manhattan Associates Inc. | New | 0.03% | +0.03 |
| HQY Healthequity Inc. | New | 0.03% | +0.03 |
| ADEA Adeia Inc. | New | 0.03% | +0.03 |
| SHOO Steven Madden Ltd. | New | 0.03% | +0.03 |
| JACK Jack in the Box Inc. | New | 0.03% | +0.03 |
| HBAN Huntington Bancshares Inc. | New | 0.03% | +0.03 |
| SMTC Semtech Corp. | New | 0.03% | +0.03 |
| ORLA Orla Mining Ltd. | New | 0.03% | +0.03 |
| ACH Accendra Health Inc. | New | 0.03% | +0.03 |
| SITC Site Centers Corp. | New | 0.03% | +0.03 |
| CVI CVR Energy Inc. | New | 0.03% | +0.03 |
| ODFL Old Dominion Freight Line | New | 0.03% | +0.03 |
| JKHY Jack Henry & Associates Inc. | New | 0.03% | +0.03 |
| NEXT Nextdecade Corp. | New | 0.03% | +0.03 |
| SCHL Scholastic Corp. | New | 0.03% | +0.03 |
| ARIS Aris Mining Corp. | New | 0.03% | +0.03 |
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 |