# FourThought Financial Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1956790. Source: https://holderbook.com/funds/1956790-fourthought-financial-partners-llc/

- Reported value: $1.3B
- Positions: 393
- Weight of the ten largest: 28.0%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $56.9M | 150,618 | 4.4% | 15 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $50.5M | 135,248 | 3.9% | 15 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $46.6M | 154,342 | 3.6% | 7 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $39.7M | 198,607 | 3.1% | 15 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $34.5M | 50,233 | 2.7% | 15 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $30.0M | 103,715 | 2.3% | 15 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $28.1M | 14,113 | 2.2% | 15 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $27.6M | 38,231 | 2.1% | 15 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $24.5M | 102,598 | 1.9% | 15 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $23.7M | 72,550 | 1.8% | 15 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $23.5M | 141,961 | 1.8% | 15 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $23.5M | 68,477 | 1.8% | 15 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $23.3M | 265,529 | 1.8% | 15 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $21.5M | 60,051 | 1.7% | 15 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $20.0M | 41,856 | 1.5% | 15 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $18.7M | 114,521 | 1.4% | 15 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $18.3M | 135,150 | 1.4% | 7 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $17.2M | 50,334 | 1.3% | 15 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $17.1M | 224,977 | 1.3% | 15 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $15.7M | 30,728 | 1.2% | 15 |
| VANGUARD SCOTTSDALE FDS | [VONG](https://holderbook.com/stocks/VONG/) | $15.6M | 121,814 | 1.2% | 15 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $15.4M | 197,434 | 1.2% | 15 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $15.4M | 627,303 | 1.2% | 15 |
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $15.3M | 80,917 | 1.2% | 2 |
| VANGUARD SCOTTSDALE FDS | [VONV](https://holderbook.com/stocks/VONV/) | $15.0M | 140,863 | 1.2% | 15 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $14.4M | 65,198 | 1.1% | 15 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $14.1M | 15,041 | 1.1% | 15 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $13.7M | 12,863 | 1.1% | 7 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $12.6M | 43,073 | 1.0% | 15 |
| NORTHROP GRUMMAN CORP | [NOC](https://holderbook.com/stocks/NOC/) | $12.6M | 24,732 | 1.0% | 15 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $12.5M | 28,829 | 1.0% | 7 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $12.5M | 137,213 | 1.0% | 15 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $11.7M | 32,361 | 0.9% | 15 |
| NASDAQ INC | [NDAQ](https://holderbook.com/stocks/NDAQ/) | $11.4M | 144,589 | 0.9% | 15 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $10.9M | 59,004 | 0.8% | 15 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $10.5M | 10,911 | 0.8% | 8 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $10.2M | 69,673 | 0.8% | 15 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $10.1M | 17,942 | 0.8% | 15 |
| VANGUARD SCOTTSDALE FDS | [VONE](https://holderbook.com/stocks/VONE/) | $9.7M | 28,769 | 0.8% | 15 |
| PNC FINL SVCS GROUP INC | [PNC](https://holderbook.com/stocks/PNC/) | $9.5M | 38,487 | 0.7% | 6 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $9.3M | 42,151 | 0.7% | 9 |
| MSCI INC | [MSCI](https://holderbook.com/stocks/MSCI/) | $8.9M | 15,920 | 0.7% | 11 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $8.3M | 23,573 | 0.6% | 15 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $8.2M | 53,603 | 0.6% | 15 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $8.0M | 10,856 | 0.6% | 15 |
| ISHARES TR | [SUB](https://holderbook.com/stocks/SUB/) | $7.6M | 71,745 | 0.6% | 2 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $7.6M | 7,474 | 0.6% | 7 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $7.5M | 63,968 | 0.6% | 15 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $7.4M | 54,891 | 0.6% | 15 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $7.4M | 178,735 | 0.6% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $7.1M | 5,899 | 0.5% | 7 |
| THE CIGNA GROUP | [CI](https://holderbook.com/stocks/CI/) | $7.0M | 25,450 | 0.5% | 7 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $6.8M | 13,266 | 0.5% | 15 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $6.8M | 184,233 | 0.5% | 15 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $6.7M | 58,876 | 0.5% | 7 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $6.6M | 11,368 | 0.5% | 15 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $6.4M | 24,870 | 0.5% | 7 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $6.3M | 199,899 | 0.5% | 6 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $6.3M | 62,955 | 0.5% | 15 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $6.2M | 12,337 | 0.5% | 7 |
| DIGITAL RLTY TR INC | [DLR](https://holderbook.com/stocks/DLR/) | $5.8M | 32,446 | 0.4% | 15 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $5.7M | 3,378 | 0.4% | 15 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $5.6M | 11,223 | 0.4% | 15 |
| MPLX LP | [MPLX](https://holderbook.com/stocks/MPLX/) | $5.6M | 98,646 | 0.4% | 15 |
| ISHARES TR | [ACWX](https://holderbook.com/stocks/ACWX/) | $5.5M | 72,846 | 0.4% | 15 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $5.4M | 54,522 | 0.4% | 15 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $5.3M | 110,493 | 0.4% | 15 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $5.2M | 38,235 | 0.4% | 1 |
| SLIDE INS HLDGS INC | [SLDE](https://holderbook.com/stocks/SLDE/) | $5.1M | 265,506 | 0.4% | 3 |
| NOVO-NORDISK A S | [NVO](https://holderbook.com/stocks/NVO/) | $4.9M | 102,109 | 0.4% | 15 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $4.7M | 15,817 | 0.4% | 15 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $4.6M | 36,411 | 0.4% | 15 |
| VEEVA SYS INC | [VEEV](https://holderbook.com/stocks/VEEV/) | $4.5M | 25,473 | 0.3% | 9 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $4.5M | 28,778 | 0.3% | 15 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $4.4M | 19,804 | 0.3% | 1 |
| CROWN CASTLE INC | [CCI](https://holderbook.com/stocks/CCI/) | $4.4M | 58,394 | 0.3% | 15 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $4.4M | 19,800 | 0.3% | 1 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $4.3M | 76,563 | 0.3% | 15 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $4.3M | 17,032 | 0.3% | 7 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $4.3M | 5,715 | 0.3% | 15 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $4.2M | 83,331 | 0.3% | 7 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $4.2M | 39,090 | 0.3% | 7 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $4.1M | 13,546 | 0.3% | 13 |
| ISHARES TR | [IBDV](https://holderbook.com/stocks/IBDV/) | $4.0M | 185,482 | 0.3% | 5 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $3.8M | 14,967 | 0.3% | 15 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $3.8M | 45,601 | 0.3% | 3 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $3.7M | 49,927 | 0.3% | 15 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $3.7M | 24,856 | 0.3% | 15 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $3.6M | 86,169 | 0.3% | 15 |
| TRACTOR SUPPLY CO | [TSCO](https://holderbook.com/stocks/TSCO/) | $3.5M | 109,606 | 0.3% | 15 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $3.2M | 4,249 | 0.3% | 15 |
| ISHARES TR | [IBDU](https://holderbook.com/stocks/IBDU/) | $3.2M | 138,565 | 0.2% | 5 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $3.2M | 26,657 | 0.2% | 15 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $3.1M | 24,777 | 0.2% | 15 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $3.1M | 14,883 | 0.2% | 15 |
| SMITH A O CORP | [AOS](https://holderbook.com/stocks/AOS/) | $3.0M | 48,195 | 0.2% | 5 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $2.9M | 11,273 | 0.2% | 15 |
| KAYNE ANDERSON ENERGY INFRST | [KYN](https://holderbook.com/stocks/KYN/) | $2.9M | 210,588 | 0.2% | 11 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $2.9M | 8,140 | 0.2% | 15 |
| ZOETIS INC | [ZTS](https://holderbook.com/stocks/ZTS/) | $2.8M | 38,531 | 0.2% | 15 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.8% | +14.8% | -4.1% | 100% |
| Q1 2026 | -1.0% | -4.6% | +3.7% | 100% |
| Q4 2025 | +1.3% | +2.4% | -1.1% | 100% |
| Q3 2025 | +5.4% | +7.8% | -2.4% | 100% |
| Q2 2025 | +8.0% | +10.5% | -2.5% | 100% |
| Q1 2025 | -2.2% | -4.6% | +2.4% | 100% |
| Q4 2024 | -0.9% | +2.1% | -3.1% | 100% |
| Q3 2024 | +7.1% | +5.4% | +1.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.3B | 393 |
| Q1 2026 | $1.2B | 384 |
| Q4 2025 | $1.2B | 504 |
| Q3 2025 | $1.1B | 505 |
| Q2 2025 | $1.0B | 302 |
| Q1 2025 | $955.6M | 318 |
| Q4 2024 | $962.7M | 318 |
| Q3 2024 | $843.0M | 174 |
| Q2 2024 | $777.3M | 178 |
| Q1 2024 | $872.7M | 329 |
| Q4 2023 | $797.5M | 325 |
| Q3 2023 | $715.6M | 311 |