FourThought Financial Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), FourThought Financial Partners, LLC reported 384 stock positions worth $1.2 billion. Its top holding was Microsoft (MSFT) at 4.2% of the portfolio, followed by Broadcom (AVGO, 4.0%) and Nvidia (NVDA, 3.0%). Compared with Q4 2025, it opened 54 new positions, sold out of 174, added to 142 and reduced 162. The biggest buy was Chevron (CVX, shares +1%) and the biggest sale iShares Core Dividend Growth (DGRO, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- VENICE, FL
- CIK
- 0001956790
- Portfolio Value
- $1.2B (Q1 2026)
- SEC Filing
- 0001765380-26-000183 ↗ filed May 7, 2026
Holdings Value
Holdings 384 stocks · $1.2B
| MSFT Microsoft Corp. | 4.22% | 132,126 | $48.9M | Add +13.1% |
| AVGO Broadcom Inc. | 4.01% | 150,196 | $46.5M | Add +1.2% |
| NVDA Nvidia Corp. | 3.00% | 199,436 | $34.8M | Add +2.5% |
| CVX Chevron Corp. | 2.52% | 141,088 | $29.2M | Add +0.9% |
| VOO Vanguard S&P 500 ETF | 2.38% | 46,212 | $27.6M | Add +14.0% |
| AAPL Apple Inc. | 2.25% | 102,703 | $26.1M | Reduce -5.0% |
| AMT American Tower Corp. | 2.16% | 144,775 | $25.0M | Add +19.4% |
| NEE Nextera Energy Inc. | 2.01% | 251,355 | $23.3M | Add +7.5% |
| KLAC KLA Corp. | 2.00% | 15,755 | $23.2M | Reduce -7.5% |
| JPM JPMorgan Chase & Co. | 1.84% | 72,515 | $21.3M | Add +0.3% |
| AMZN Amazon.com Inc. | 1.81% | 100,569 | $20.9M | Add +9.5% |
| PEP Pepsico Inc. | 1.77% | 132,355 | $20.6M | Add +2.7% |
| V Visa Inc. Class A | 1.72% | 66,047 | $20.0M | Add +7.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.71% | 14,990 | $19.8M | Reduce -2.9% |
| LMT Lockheed Martin Corp. | 1.59% | 30,435 | $18.4M | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 1.54% | 62,021 | $17.8M | Reduce -0.1% |
| CMCSA Comcast Corp. Class A | 1.52% | 612,350 | $17.6M | Add +10.0% |
| MDT Medtronic PLC | 1.44% | 193,062 | $16.7M | Add +6.3% |
| NOC Northrop Grumman Corp. | 1.41% | 23,960 | $16.3M | Reduce -2.6% |
| CB Chubb Ltd. | 1.39% | 49,274 | $16.1M | Add +8.2% |
| DGRO iShares Core Dividend Growth | 1.36% | 225,324 | $15.8M | Reduce -32.8% |
| AZN Astrazeneca PLC | 1.35% | 79,487 | $15.7M | Add +5.3% |
| LOW Lowe's Cos Inc. | 1.30% | 63,934 | $15.1M | Add +0.0% |
| COST Costco Wholesale Corp. | 1.28% | 14,900 | $14.8M | Add +7.6% |
| TSM Taiwan Semiconductor-SP ADR | 1.27% | 43,720 | $14.8M | Reduce -1.6% |
| AMAT Applied Materials Inc. | 1.21% | 40,985 | $14.0M | Reduce -2.7% |
| ABT Abbott Laboratories | 1.14% | 128,814 | $13.2M | Add +4.0% |
| VONV Vanguard Russell 1000 Value | 1.13% | 139,704 | $13.1M | Reduce -1.8% |
| VONG Vanguard Russell 1000 Growth | 1.12% | 118,045 | $12.9M | Reduce -10.3% |
| APD Air Products & Chemicals Inc. | 1.06% | 42,351 | $12.3M | Add +11.2% |
| CME Cme Group Inc. | 1.05% | 41,220 | $12.2M | Add +2.9% |
| NDAQ Nasdaq Inc. | 1.04% | 141,928 | $12.0M | Add +6.0% |
| AMGN Amgen Inc. | 0.98% | 32,203 | $11.3M | Add +0.7% |
| BLK BlackRock Inc. | 0.92% | 11,069 | $10.6M | Reduce -0.0% |
| META Meta Platforms Inc. Class A | 0.85% | 17,210 | $9.8M | Add +12.1% |
| PG The Procter & Gamble Co. | 0.81% | 65,208 | $9.4M | Add +24.9% |
| CAT Caterpillar Inc. | 0.79% | 12,877 | $9.1M | Reduce -2.8% |
| HON Honeywell International Inc. | 0.76% | 38,804 | $8.8M | Add +6.1% |
| VONE Vanguard Russell 1000 | 0.75% | 29,367 | $8.7M | Add +2.3% |
| MSCI MSCI Inc. | 0.71% | 15,204 | $8.2M | Add +30.2% |
| PNC PNC Financial Services Group | 0.68% | 38,113 | $7.9M | Add +4.1% |
| QCOM Qualcomm Inc. | 0.65% | 58,507 | $7.5M | Add +10.1% |
| WMT Walmart Inc. | 0.63% | 59,151 | $7.4M | Reduce -1.8% |
| PLD Prologis Inc. | 0.62% | 54,675 | $7.2M | Add +0.5% |
| EPD Enterprise Products Partners | 0.59% | 179,566 | $6.8M | Add +1.9% |
| GOOG Alphabet Inc. Class C | 0.59% | 23,656 | $6.8M | Reduce -3.2% |
| CI The Cigna Group | 0.56% | 24,515 | $6.5M | Add +19.1% |
| MA Mastercard Inc. Class A | 0.56% | 12,912 | $6.5M | Add +9.7% |
| GS Goldman Sachs Group Inc. | 0.55% | 7,548 | $6.4M | Reduce -2.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.55% | 10,958 | $6.3M | Reduce -1.7% |
| MPC Marathon Petroleum Corp. | 0.54% | 25,776 | $6.3M | Reduce -8.9% |
| LRCX Lam Research Corp. | 0.54% | 29,343 | $6.3M | Reduce -3.4% |
| XOM Exxon Mobil Corp. | 0.53% | 36,195 | $6.1M | Reduce -3.1% |
| SUB iShares Short-Term National | 0.53% | 57,541 | $6.1M | New |
| DLR Digital Realty Trust Inc. | 0.51% | 32,735 | $5.9M | Add +4.8% |
| AGG iShares Core U.S. Aggregate | 0.51% | 59,149 | $5.9M | Reduce -4.7% |
| NOW ServiceNow Inc. | 0.50% | 55,048 | $5.8M | Add +54.4% |
| SCHD Schwab US DVD Equity ETF | 0.48% | 182,315 | $5.6M | Reduce -38.9% |
| MELI MercadoLibre Inc. | 0.48% | 3,210 | $5.6M | Add +7.9% |
| DFAI Dimensional International Co. | 0.47% | 141,181 | $5.5M | Add +486.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 11,331 | $5.4M | Reduce -5.6% |
| MPLX MPLX LP | 0.47% | 94,964 | $5.4M | Add +8.8% |
| TMO Thermo Fisher Scientific Inc. | 0.45% | 10,684 | $5.3M | Add +4.6% |
| CSCO Cisco Systems Inc. | 0.45% | 66,851 | $5.2M | Reduce -18.1% |
| LLY Eli Lilly & Co. | 0.44% | 5,576 | $5.1M | Add +2.3% |
| CRM Salesforce Inc. | 0.44% | 27,414 | $5.1M | Add +26.8% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.43% | 72,840 | $5.0M | Add +7.9% |
| SLDE Slide Insurance Holdings Inc. | 0.43% | 275,506 | $5.0M | Reduce -8.9% |
| CCI Crown Castle Inc. | 0.42% | 60,562 | $4.9M | Add +11.3% |
| DUK Duke Energy Corp. | 0.39% | 34,695 | $4.5M | Add +3.7% |
| CSX CSX Corp. | 0.39% | 109,989 | $4.5M | Add +4.0% |
| INTU Intuit Inc. | 0.38% | 10,070 | $4.4M | Add +16.0% |
| FTNT Fortinet Inc. | 0.37% | 53,071 | $4.3M | Add +38.0% |
| VZ Verizon Communications Inc. | 0.37% | 85,433 | $4.3M | Reduce -0.5% |
| JEPI JPMorgan Equity Premium Inco | 0.36% | 74,559 | $4.2M | Add +0.4% |
| ACN Accenture PLC Class A | 0.35% | 20,461 | $4.1M | Reduce -18.0% |
| VEEV Veeva Systems Inc. Class A | 0.35% | 22,892 | $4.0M | Add +23.6% |
| VGT Vanguard Info Tech ETF | 0.34% | 5,711 | $4.0M | Add +68.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 5,795 | $3.8M | Add +2.0% |
| MUB iShares National Muni Bond E | 0.32% | 35,185 | $3.7M | Add +21.3% |
| JNJ Johnson & Johnson | 0.32% | 15,028 | $3.7M | Reduce -2.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.32% | 73,330 | $3.7M | Add +12.3% |
| WMB Williams Cos Inc. | 0.31% | 50,048 | $3.6M | Reduce -3.6% |
| ABBV Abbvie Inc. | 0.31% | 16,628 | $3.6M | Reduce -3.5% |
| ZTS Zoetis Inc. | 0.31% | 30,298 | $3.6M | Add +52.9% |
| TSCO Tractor Supply Company | 0.30% | 75,820 | $3.4M | Add +12.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.30% | 93,399 | $3.4M | Add +56.5% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.29% | 154,184 | $3.4M | Add +64.2% |
| TXN Texas Instruments Inc. | 0.27% | 16,185 | $3.1M | Reduce -71.7% |
| QQQM Invesco Nasdaq 100 ETF | 0.27% | 13,211 | $3.1M | Add +11.2% |
| IJR iShares Core S&P Small-Cap E | 0.27% | 25,169 | $3.1M | Add +12.5% |
| ADBE Adobe Inc. | 0.27% | 12,856 | $3.1M | Add +21.7% |
| KYN Kayne Anderson Energy Infra | 0.26% | 211,706 | $3.0M | Reduce -3.3% |
| AOS Smith (a.o.) Corp. | 0.25% | 44,756 | $3.0M | Add +30.6% |
| IBDU iShares Ibonds Dec 2029 Term | 0.25% | 123,350 | $2.9M | Add +38.0% |
| CPK Chesapeake Utilities Corp. | 0.22% | 20,500 | $2.6M | No change |
| HD Home Depot Inc. | 0.22% | 7,795 | $2.6M | Reduce -21.1% |
| ARCC Ares Capital Corp. | 0.22% | 138,551 | $2.5M | Add +8.8% |
| AMD Advanced Micro Devices | 0.20% | 11,601 | $2.4M | Add +6.0% |
| SHYM iShares Short Duration High | 0.20% | 106,134 | $2.3M | Add +0.1% |
Portfolio Sells Q4 2025 → Q1 2026
| DGRO iShares Core Dividend Growth | Reduce -32.8% | 1.36% | −0.60 |
| TXN Texas Instruments Inc. | Reduce -71.7% | 0.27% | −0.57 |
| NXPI NXP Semiconductors NV | Reduce -91.7% | 0.03% | −0.37 |
| VONG Vanguard Russell 1000 Growth | Reduce -10.3% | 1.12% | −0.24 |
| AAPL Apple Inc. | Reduce -5.0% | 2.25% | −0.23 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.23 |
| ACN Accenture PLC Class A | Reduce -18.0% | 0.35% | −0.22 |
| SCHD Schwab US DVD Equity ETF | Reduce -38.9% | 0.48% | −0.21 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.17 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 1.54% | −0.10 |
| HLNE Hamilton Lane Inc. Class A | Sold out | 0.00% | −0.09 |
| CSCO Cisco Systems Inc. | Reduce -18.1% | 0.45% | −0.08 |
| BLK BlackRock Inc. | Reduce -0.0% | 0.92% | −0.08 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −0.07 |
| SLDE Slide Insurance Holdings Inc. | Reduce -8.9% | 0.43% | −0.07 |
| HL Hecla Mining Co. | Reduce -68.2% | 0.03% | −0.07 |
| EXLS Exlservice Holdings Inc. | Sold out | 0.00% | −0.07 |
| HD Home Depot Inc. | Reduce -21.1% | 0.22% | −0.07 |
| LAC Lithium Americas Corp. | Sold out | 0.00% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -3.2% | 0.59% | −0.06 |
| LION Lionsgate Studios Corp. | Reduce -78.1% | 0.02% | −0.06 |
| BSV Vanguard Short-Term Bond ETF | Reduce -54.3% | 0.05% | −0.06 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.06 |
| BBSI Barrett Business SVCS Inc. | Sold out | 0.00% | −0.05 |
| AG First Majestic Silver Corp. | Reduce -72.1% | 0.03% | −0.05 |
| AON Aon PLC Class A | Reduce -57.7% | 0.03% | −0.05 |
| MTN Vail Resorts Inc. | Sold out | 0.00% | −0.05 |
| FLNC Fluence Energy Inc. | Sold out | 0.00% | −0.05 |
| OSPN Onespan Inc. | Sold out | 0.00% | −0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -9.2% | 0.15% | −0.04 |
| IBTA Ibotta Inc. Class A | Sold out | 0.00% | −0.04 |
| LBTYA Liberty Global Ltd. Class A | Sold out | 0.00% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.04 |
| OMCL Omnicell Inc. | Sold out | 0.00% | −0.04 |
| HY Hyster-Yale Inc. | Sold out | 0.00% | −0.04 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.6% | 0.47% | −0.04 |
| INOD Innodata Inc. | Sold out | 0.00% | −0.04 |
| HCC Warrior Met Coal Inc. | Sold out | 0.00% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -15.4% | 0.10% | −0.04 |
| JKHY Jack Henry & Associates Inc. | Sold out | 0.00% | −0.04 |
| SHOO Steven Madden Ltd. | Sold out | 0.00% | −0.04 |
| IRMD Iradimed Corp. | Sold out | 0.00% | −0.04 |
| BIV Vanguard Intermediate-Term B | Reduce -64.3% | 0.02% | −0.04 |
| KODK Eastman Kodak Co. | Sold out | 0.00% | −0.04 |
| SGML Sigma Lithium Corp. | Sold out | 0.00% | −0.04 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.04 |
| GFS Globalfoundries Inc. | Sold out | 0.00% | −0.03 |
| PSKY Paramount Skydance Class B | Sold out | 0.00% | −0.03 |
| RHLD Resolute Holdings Manag | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| CVX Chevron Corp. | Add +0.9% | 2.52% | +0.72 |
| SUB iShares Short-Term National | New | 0.53% | +0.53 |
| NEE Nextera Energy Inc. | Add +7.5% | 2.01% | +0.43 |
| DFAI Dimensional International Co. | Add +486.6% | 0.47% | +0.40 |
| AMT American Tower Corp. | Add +19.4% | 2.16% | +0.36 |
| COST Costco Wholesale Corp. | Add +7.6% | 1.28% | +0.27 |
| APD Air Products & Chemicals Inc. | Add +11.2% | 1.06% | +0.27 |
| VOO Vanguard S&P 500 ETF | Add +14.0% | 2.38% | +0.24 |
| PEP Pepsico Inc. | Add +2.7% | 1.77% | +0.21 |
| CB Chubb Ltd. | Add +8.2% | 1.39% | +0.18 |
| PG The Procter & Gamble Co. | Add +24.9% | 0.81% | +0.18 |
| AZN Astrazeneca PLC | Add +5.3% | 1.35% | +0.18 |
| HON Honeywell International Inc. | Add +6.1% | 0.76% | +0.15 |
| MSCI MSCI Inc. | Add +30.2% | 0.71% | +0.14 |
| DFAS Dimensional US Small Cap ETF | Add +226.6% | 0.20% | +0.14 |
| VGT Vanguard Info Tech ETF | Add +68.0% | 0.34% | +0.13 |
| CME Cme Group Inc. | Add +2.9% | 1.05% | +0.13 |
| FTNT Fortinet Inc. | Add +38.0% | 0.37% | +0.12 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +64.2% | 0.29% | +0.12 |
| CMCSA Comcast Corp. Class A | Add +10.0% | 1.52% | +0.11 |
| EPD Enterprise Products Partners | Add +1.9% | 0.59% | +0.11 |
| DLR Digital Realty Trust Inc. | Add +4.8% | 0.51% | +0.10 |
| ZTS Zoetis Inc. | Add +52.9% | 0.31% | +0.10 |
| AMGN Amgen Inc. | Add +0.7% | 0.98% | +0.09 |
| TIP iShares Tips Bond ETF | New | 0.09% | +0.09 |
| CI The Cigna Group | Add +19.1% | 0.56% | +0.09 |
| RACE Ferrari NV | New | 0.08% | +0.08 |
| MPLX MPLX LP | Add +8.8% | 0.47% | +0.07 |
| IBDU iShares Ibonds Dec 2029 Term | Add +38.0% | 0.25% | +0.07 |
| CSX CSX Corp. | Add +4.0% | 0.39% | +0.07 |
| AOS Smith (a.o.) Corp. | Add +30.6% | 0.25% | +0.06 |
| DUK Duke Energy Corp. | Add +3.7% | 0.39% | +0.06 |
| MUB iShares National Muni Bond E | Add +21.3% | 0.32% | +0.06 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +85.7% | 0.13% | +0.06 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +47.5% | 0.17% | +0.06 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +50.7% | 0.15% | +0.05 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +32.8% | 0.19% | +0.05 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +7.9% | 0.43% | +0.05 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +137.7% | 0.08% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +12.5% | 0.27% | +0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +56.5% | 0.30% | +0.04 |
| PNC PNC Financial Services Group | Add +4.1% | 0.68% | +0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +12.3% | 0.32% | +0.04 |
| CRCL Circle Internet Group Inc. | New | 0.04% | +0.04 |
| PLD Prologis Inc. | Add +0.5% | 0.62% | +0.04 |
| NOW ServiceNow Inc. | Add +54.4% | 0.50% | +0.04 |
| ETOR Etoro Group Ltd. Class A | New | 0.03% | +0.03 |
| CQQQ Invesco China Technology ETF | New | 0.03% | +0.03 |
| UCTT Ultra Clean Holdings Inc. | New | 0.03% | +0.03 |
| RPD RAPID7 Inc. | 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 |