FourThought Financial Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), FourThought Financial Partners, LLC reported 504 stock positions worth $1.2 billion. Its top holding was Microsoft (MSFT) at 4.8% of the portfolio, followed by Broadcom (AVGO, 4.3%) and Nvidia (NVDA, 3.1%). Compared with Q3 2025, it opened 141 new positions, sold out of 143, added to 187 and reduced 141. The biggest buy was iShares Core Dividend Growth (DGRO, shares +105%) and the biggest sale Home Depot (HD, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- VENICE, FL
- CIK
- 0001956790
- Portfolio Value
- $1.2B (Q4 2025)
- SEC Filing
- 0001765380-26-000071 ↗ filed Feb 6, 2026
Holdings Value
Holdings 504 stocks · $1.2B
| MSFT Microsoft Corp. | 4.77% | 116,821 | $56.5M | Add +1.7% |
| AVGO Broadcom Inc. | 4.34% | 148,466 | $51.4M | Add +1.5% |
| NVDA Nvidia Corp. | 3.07% | 194,642 | $36.3M | Reduce -0.4% |
| AAPL Apple Inc. | 2.48% | 108,156 | $29.4M | Add +8.7% |
| VOO Vanguard S&P 500 ETF | 2.15% | 40,544 | $25.4M | Add +11.9% |
| JPM JPMorgan Chase & Co. | 1.97% | 72,277 | $23.3M | Reduce -0.3% |
| DGRO iShares Core Dividend Growth | 1.97% | 335,351 | $23.3M | Add +104.8% |
| V Visa Inc. Class A | 1.82% | 61,469 | $21.6M | Add +1.6% |
| CVX Chevron Corp. | 1.80% | 139,811 | $21.3M | Add +3.1% |
| AMT American Tower Corp. | 1.80% | 121,242 | $21.3M | Reduce -8.9% |
| AMZN Amazon.com Inc. | 1.79% | 91,822 | $21.2M | Add +10.5% |
| KLAC KLA Corp. | 1.75% | 17,040 | $20.7M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 1.64% | 62,094 | $19.4M | Add +0.6% |
| NEE Nextera Energy Inc. | 1.59% | 233,918 | $18.8M | Add +0.5% |
| PEP Pepsico Inc. | 1.56% | 128,868 | $18.5M | Add +3.3% |
| MDT Medtronic PLC | 1.47% | 181,571 | $17.4M | Add +1.6% |
| CMCSA Comcast Corp. Class A | 1.40% | 556,506 | $16.6M | Add +52.1% |
| ASML ASML Holding NV-NY Reg SHS | 1.40% | 15,441 | $16.5M | Reduce -2.8% |
| VONG Vanguard Russell 1000 Growth | 1.35% | 131,598 | $16.0M | Add +8.5% |
| ABT Abbott Laboratories | 1.31% | 123,907 | $15.5M | Add +1.7% |
| LOW Lowe's Cos Inc. | 1.30% | 63,921 | $15.4M | Add +3.7% |
| LMT Lockheed Martin Corp. | 1.29% | 31,536 | $15.3M | Add +0.1% |
| CB Chubb Ltd. | 1.20% | 45,561 | $14.2M | Add +8.9% |
| NOC Northrop Grumman Corp. | 1.18% | 24,594 | $14.0M | Add +0.9% |
| AZN Astrazeneca PLC-Spons ADR | 1.17% | 150,996 | $13.9M | Add +2.7% |
| TSM Taiwan Semiconductor-SP ADR | 1.14% | 44,410 | $13.5M | Reduce -1.6% |
| VONV Vanguard Russell 1000 Value | 1.11% | 142,262 | $13.1M | Reduce -2.7% |
| NDAQ Nasdaq Inc. | 1.10% | 133,843 | $13.0M | Add +0.9% |
| COST Costco Wholesale Corp. | 1.01% | 13,847 | $11.9M | Add +5.5% |
| BLK BlackRock Inc. | 1.00% | 11,072 | $11.9M | Add +0.6% |
| CME Cme Group Inc. | 0.92% | 40,050 | $10.9M | Add +1.8% |
| AMAT Applied Materials Inc. | 0.91% | 42,123 | $10.8M | Reduce -4.5% |
| AMGN Amgen Inc. | 0.88% | 31,972 | $10.5M | Add +1.1% |
| META Meta Platforms Inc. Class A | 0.86% | 15,351 | $10.1M | Add +2.6% |
| TXN Texas Instruments Inc. | 0.84% | 57,255 | $9.9M | Reduce -24.0% |
| APD Air Products & Chemicals Inc. | 0.79% | 38,080 | $9.4M | Reduce -9.9% |
| QCOM Qualcomm Inc. | 0.77% | 53,152 | $9.1M | Add +1.2% |
| VONE Vanguard Russell 1000 | 0.75% | 28,708 | $8.9M | Reduce -4.4% |
| SCHD Schwab US DVD Equity ETF | 0.69% | 298,361 | $8.2M | Add +356.0% |
| GOOG Alphabet Inc. Class C | 0.65% | 24,434 | $7.7M | Add +0.1% |
| PNC PNC Financial Services Group | 0.65% | 36,613 | $7.6M | Add +5.4% |
| CAT Caterpillar Inc. | 0.64% | 13,253 | $7.6M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.63% | 52,223 | $7.5M | Add +29.4% |
| HON Honeywell International Inc. | 0.60% | 36,561 | $7.1M | Add +5.8% |
| PLD Prologis Inc. | 0.59% | 54,428 | $6.9M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.58% | 11,151 | $6.8M | Reduce -3.9% |
| GS Goldman Sachs Group Inc. | 0.57% | 7,712 | $6.8M | Reduce -1.8% |
| MA Mastercard Inc. Class A | 0.57% | 11,774 | $6.7M | Add +1.0% |
| WMT Walmart Inc. | 0.57% | 60,254 | $6.7M | Add +0.6% |
| MSCI MSCI Inc. | 0.57% | 11,674 | $6.7M | Add +19.0% |
| ACN Accenture PLC Class A | 0.57% | 24,952 | $6.7M | Reduce -16.8% |
| CSCO Cisco Systems Inc. | 0.53% | 81,606 | $6.3M | Reduce -49.9% |
| AGG iShares Core U.S. Aggregate | 0.52% | 62,087 | $6.2M | Add +12.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 12,000 | $6.0M | Add +15.1% |
| MELI MercadoLibre Inc. | 0.51% | 2,974 | $6.0M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.50% | 10,214 | $5.9M | Add +0.0% |
| SLDE Slide Insurance Holdings Inc. | 0.50% | 302,506 | $5.9M | New |
| LLY Eli Lilly & Co. | 0.49% | 5,452 | $5.9M | Add +0.3% |
| INTU Intuit Inc. | 0.49% | 8,679 | $5.7M | Add +2.0% |
| CRM Salesforce Inc. | 0.48% | 21,625 | $5.7M | Add +13.9% |
| CI The Cigna Group | 0.48% | 20,589 | $5.7M | Add +6.9% |
| EPD Enterprise Products Partners | 0.48% | 176,229 | $5.6M | Add +3.8% |
| NOW ServiceNow Inc. | 0.46% | 35,664 | $5.5M | Add +2.1% |
| LRCX Lam Research Corp. | 0.44% | 30,372 | $5.2M | Reduce -6.4% |
| CCI Crown Castle Inc. | 0.41% | 54,403 | $4.8M | Add +5.2% |
| DLR Digital Realty Trust Inc. | 0.41% | 31,247 | $4.8M | Add +2.0% |
| NXPI NXP Semiconductors NV | 0.40% | 21,946 | $4.8M | Reduce -34.0% |
| MPLX MPLX LP | 0.39% | 87,244 | $4.7M | Add +5.8% |
| MPC Marathon Petroleum Corp. | 0.39% | 28,287 | $4.6M | Reduce -6.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.38% | 67,493 | $4.5M | Add +13.9% |
| XOM Exxon Mobil Corp. | 0.38% | 37,345 | $4.5M | Add +2.1% |
| JEPI JPMorgan Equity Premium Inco | 0.36% | 74,231 | $4.2M | Add +5.5% |
| VEEV Veeva Systems Inc. Class A | 0.35% | 18,517 | $4.1M | Add +3.0% |
| ABBV Abbvie Inc. | 0.33% | 17,240 | $3.9M | Add +1.3% |
| DUK Duke Energy Corp. | 0.33% | 33,469 | $3.9M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 5,679 | $3.9M | Reduce -3.8% |
| CSX CSX Corp. | 0.32% | 105,736 | $3.8M | Add +4.8% |
| ADBE Adobe Inc. | 0.31% | 10,567 | $3.7M | Reduce -28.2% |
| VZ Verizon Communications Inc. | 0.30% | 85,830 | $3.5M | Add +3.3% |
| HD Home Depot Inc. | 0.29% | 9,877 | $3.4M | Reduce -56.4% |
| TSCO Tractor Supply Company | 0.28% | 67,159 | $3.4M | Add +3.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.28% | 65,293 | $3.3M | Add +1.9% |
| JNJ Johnson & Johnson | 0.27% | 15,404 | $3.2M | Add +0.7% |
| WMB Williams Cos Inc. | 0.26% | 51,901 | $3.1M | Add +6.5% |
| MUB iShares National Muni Bond E | 0.26% | 29,014 | $3.1M | Add +0.6% |
| FTNT Fortinet Inc. | 0.26% | 38,456 | $3.1M | Add +3.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.26% | 59,691 | $3.0M | Reduce -4.6% |
| QQQM Invesco Nasdaq 100 ETF | 0.25% | 11,877 | $3.0M | Add +29.8% |
| PYPL PayPal Holdings Inc. | 0.23% | 46,529 | $2.7M | Reduce -6.4% |
| KYN Kayne Anderson Energy Infra | 0.23% | 218,866 | $2.7M | Add +5.0% |
| IJR iShares Core S&P Small-Cap E | 0.23% | 22,365 | $2.7M | Add +25.0% |
| ARCC Ares Capital Corp. | 0.22% | 127,369 | $2.6M | Add +7.4% |
| VGT Vanguard Info Tech ETF | 0.22% | 3,399 | $2.6M | No change |
| CPK Chesapeake Utilities Corp. | 0.22% | 20,500 | $2.6M | Reduce -42.3% |
| ZTS Zoetis Inc. | 0.21% | 19,811 | $2.5M | Reduce -17.5% |
| SHYM iShares Short Duration High | 0.20% | 106,073 | $2.4M | Add +0.5% |
| AMD Advanced Micro Devices | 0.20% | 10,949 | $2.3M | Reduce -47.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.20% | 4,986 | $2.3M | Reduce -0.8% |
| AOS Smith (a.o.) Corp. | 0.19% | 34,271 | $2.3M | Add +29.1% |
| YUM Yum! Brands Inc. | 0.18% | 14,143 | $2.1M | Add +0.6% |
Portfolio Sells Q3 2025 → Q4 2025
| HD Home Depot Inc. | Reduce -56.4% | 0.29% | −0.52 |
| AMT American Tower Corp. | Reduce -8.9% | 1.80% | −0.45 |
| CSCO Cisco Systems Inc. | Reduce -49.9% | 0.53% | −0.45 |
| TXN Texas Instruments Inc. | Reduce -24.0% | 0.84% | −0.38 |
| NXPI NXP Semiconductors NV | Reduce -34.0% | 0.40% | −0.26 |
| APD Air Products & Chemicals Inc. | Reduce -9.9% | 0.79% | −0.22 |
| CPK Chesapeake Utilities Corp. | Reduce -42.3% | 0.22% | −0.20 |
| ADBE Adobe Inc. | Reduce -28.2% | 0.31% | −0.14 |
| NVDA Nvidia Corp. | Reduce -0.4% | 3.07% | −0.14 |
| MPC Marathon Petroleum Corp. | Reduce -6.2% | 0.39% | −0.12 |
| AMD Advanced Micro Devices | Reduce -47.9% | 0.20% | −0.10 |
| ZTS Zoetis Inc. | Reduce -17.5% | 0.21% | −0.10 |
| ACN Accenture PLC Class A | Reduce -16.8% | 0.57% | −0.09 |
| LIN Linde PLC | Reduce -48.4% | 0.05% | −0.07 |
| PYPL PayPal Holdings Inc. | Reduce -6.4% | 0.23% | −0.06 |
| CORT Corcept Therapeutics Inc. | Reduce -7.0% | 0.03% | −0.06 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -25.2% | 0.14% | −0.05 |
| BIV Vanguard Intermediate-Term B | Reduce -43.1% | 0.06% | −0.05 |
| VONE Vanguard Russell 1000 | Reduce -4.4% | 0.75% | −0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -4.6% | 0.26% | −0.05 |
| ORCL Oracle Corp. | Reduce -6.2% | 0.07% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 1.97% | −0.04 |
| POOL Pool Corp. | Sold out | 0.00% | −0.04 |
| VONV Vanguard Russell 1000 Value | Reduce -2.7% | 1.11% | −0.04 |
| LSCC Lattice Semiconductor Corp. | Sold out | 0.00% | −0.04 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.04 |
| ECHO Echostar Corp. Class A | Sold out | 0.00% | −0.04 |
| DUK Duke Energy Corp. | Reduce -0.7% | 0.33% | −0.04 |
| BRBR Bellring Brands Inc. | Sold out | 0.00% | −0.03 |
| NFLX Netflix Inc. | Reduce -9.4% | 0.07% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.9% | 0.58% | −0.03 |
| TTAM Titan America SA | Sold out | 0.00% | −0.03 |
| T AT&T Inc. | Reduce -16.2% | 0.08% | −0.03 |
| MANH Manhattan Associates Inc. | Sold out | 0.00% | −0.03 |
| HQY Healthequity Inc. | Sold out | 0.00% | −0.03 |
| ADEA Adeia Inc. | Sold out | 0.00% | −0.03 |
| JACK Jack in the Box Inc. | Sold out | 0.00% | −0.03 |
| HBAN Huntington Bancshares Inc. | Sold out | 0.00% | −0.03 |
| SMTC Semtech Corp. | Sold out | 0.00% | −0.03 |
| ORLA Orla Mining Ltd. | Sold out | 0.00% | −0.03 |
| ACH Accendra Health Inc. | Sold out | 0.00% | −0.03 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.03 |
| CVI CVR Energy Inc. | Sold out | 0.00% | −0.03 |
| ODFL Old Dominion Freight Line | Sold out | 0.00% | −0.03 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.03 |
| NEXT Nextdecade Corp. | Sold out | 0.00% | −0.03 |
| ARIS Aris Mining Corp. | Sold out | 0.00% | −0.03 |
| AMR Alpha Metallurgical Resource | Sold out | 0.00% | −0.03 |
| CODI Compass Diversified Holdings | Sold out | 0.00% | −0.03 |
| DXPE DXP Enterprises Inc. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| DGRO iShares Core Dividend Growth | Add +104.8% | 1.97% | +0.99 |
| SCHD Schwab US DVD Equity ETF | Add +356.0% | 0.69% | +0.53 |
| SLDE Slide Insurance Holdings Inc. | New | 0.50% | +0.50 |
| CMCSA Comcast Corp. Class A | Add +52.1% | 1.40% | +0.39 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 1.64% | +0.32 |
| AAPL Apple Inc. | Add +8.7% | 2.48% | +0.26 |
| VOO Vanguard S&P 500 ETF | Add +11.9% | 2.15% | +0.20 |
| AMZN Amazon.com Inc. | Add +10.5% | 1.79% | +0.19 |
| AZN Astrazeneca PLC-Spons ADR | Add +2.7% | 1.17% | +0.18 |
| CB Chubb Ltd. | Add +8.9% | 1.20% | +0.16 |
| BABA Alibaba Group Holding-SP ADR | Add +679.0% | 0.17% | +0.14 |
| LLY Eli Lilly & Co. | Add +0.3% | 0.49% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.65% | +0.13 |
| AMGN Amgen Inc. | Add +1.1% | 0.88% | +0.10 |
| HL Hecla Mining Co. | New | 0.10% | +0.10 |
| AVGO Broadcom Inc. | Add +1.5% | 4.34% | +0.10 |
| CRM Salesforce Inc. | Add +13.9% | 0.48% | +0.09 |
| PG The Procter & Gamble Co. | Add +29.4% | 0.63% | +0.09 |
| LION Lionsgate Studios Corp. | New | 0.08% | +0.08 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +90.3% | 0.18% | +0.08 |
| AG First Majestic Silver Corp. | New | 0.08% | +0.08 |
| DFAI Dimensional International Co. | New | 0.08% | +0.08 |
| MSCI MSCI Inc. | Add +19.0% | 0.57% | +0.08 |
| VONG Vanguard Russell 1000 Growth | Add +8.5% | 1.35% | +0.07 |
| NDAQ Nasdaq Inc. | Add +0.9% | 1.10% | +0.07 |
| TMO Thermo Fisher Scientific Inc. | Add +0.0% | 0.50% | +0.06 |
| LAC Lithium Americas Corp. | New | 0.06% | +0.06 |
| DFAS Dimensional US Small Cap ETF | New | 0.06% | +0.06 |
| QQQM Invesco Nasdaq 100 ETF | Add +29.8% | 0.25% | +0.05 |
| BBSI Barrett Business SVCS Inc. | New | 0.05% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +15.1% | 0.51% | +0.05 |
| MTN Vail Resorts Inc. | New | 0.05% | +0.05 |
| FLNC Fluence Energy Inc. | New | 0.05% | +0.05 |
| OSPN Onespan Inc. | New | 0.05% | +0.05 |
| GD General Dynamics Corp. | Add +97.3% | 0.10% | +0.04 |
| VSTS Vestis Corp. | New | 0.04% | +0.04 |
| IBTA Ibotta Inc. Class A | New | 0.04% | +0.04 |
| LBTYA Liberty Global Ltd. Class A | New | 0.04% | +0.04 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +13.9% | 0.38% | +0.04 |
| NEE Nextera Energy Inc. | Add +0.5% | 1.59% | +0.04 |
| IBDU iShares Ibonds Dec 2029 Term | Add +35.2% | 0.18% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +25.0% | 0.23% | +0.04 |
| PLD Prologis Inc. | Add +0.1% | 0.59% | +0.04 |
| IRMD Iradimed Corp. | New | 0.04% | +0.04 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +136.7% | 0.07% | +0.04 |
| IBDX iShares Ibonds Dec 2032 TC | New | 0.04% | +0.04 |
| KODK Eastman Kodak Co. | New | 0.04% | +0.04 |
| SGML Sigma Lithium Corp. | New | 0.04% | +0.04 |
| AGG iShares Core U.S. Aggregate | Add +12.4% | 0.52% | +0.04 |
| BFH Bread Financial Holdings Inc. | New | 0.04% | +0.04 |
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 |