Q2 2026 13F · SEC CIK 1956790

FourThought Financial Partners, LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.3B
Reported positions: 393
Top holdings a year, 3 yrs: +19.2%
Assets under management: $1.9B

FourThought Financial Partners, LLC is a wealth manager that reported 393 positions worth $1.3B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Broadcom Inc (AVGO, 4.4%), Microsoft Corp (MSFT, 3.9%), Kla Corp (KLAC, 3.6%). A portfolio copying its top holdings returned 19.2% a year over the last 3 years, against 20.4% for the S&P 500.

FourThought Financial Partners, LLC holdings largest 50 of 393 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

FourThought Financial Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AVGOBroadcom Inc	4.4%	4.0%	150,618	+0.3%	$56.9M
MSFTMicrosoft Corp	3.9%	4.2%	135,248	+2.4%	$50.5M
KLACKla Corp	3.6%	2.0%	154,342	+879.6%	$46.6M
NVDANvidia Corporation Com	3.1%	3.0%	198,607	-0.4%	$39.7M
VOOVanguard S&p 500 ETF	2.7%	2.4%	50,233	+8.7%	$34.5M
AAPLApple Inc	2.3%	2.2%	103,715	+1.0%	$30.0M
ASMLAsml Hldg NV	2.2%	1.7%	14,113	-5.9%	$28.1M
AMATApplied Matls Inc	2.1%	1.2%	38,231	-6.7%	$27.6M
AMZNAmazon Com Inc Com	1.9%	1.8%	102,598	+2.0%	$24.5M
JPMJpmorgan Chase & Co	1.8%	1.8%	72,550	+0.0%	$23.7M
CVXChevron Corp New	1.8%	2.5%	141,961	+0.6%	$23.5M
VVisa Inc Com Cl A	1.8%	1.7%	68,477	+3.7%	$23.5M
NEENextera Energy Inc Com	1.8%	2.0%	265,529	+5.6%	$23.3M
GOOGLAlphabet Inc	1.7%	1.5%	60,051	-3.2%	$21.5M
TSMTaiwan Semiconductor Manufac	1.5%	1.3%	41,856	-4.3%	$20.0M
AMTAmerican Tower Corp	1.4%	2.2%	114,521	-20.9%	$18.7M
PEPPepsico Inc	1.4%	1.8%	135,150	+2.1%	$18.3M
CBChubb Limited Com	1.3%	1.4%	50,334	+2.2%	$17.2M
DGROIshares Core Dividend Growth ETF	1.3%	1.4%	224,977	-0.2%	$17.1M
LMTLockheed Martin Corp Com	1.2%	1.6%	30,728	+1.0%	$15.7M
VONGVanguard Russell 1000 Growth ETF	1.2%	1.1%	121,814	+3.2%	$15.6M
MDTMedtronic PLC	1.2%	1.4%	197,434	+2.3%	$15.4M
CMCSAComcast Corp New	1.2%	1.5%	627,303	+2.4%	$15.4M
AZNAstrazeneca PLC Ord	1.2%	1.4%	80,917	+1.8%	$15.3M
VONVVanguard Russell 1000 Value ETF	1.2%	1.1%	140,863	+0.8%	$15.0M
LOWLowes Cos Inc	1.1%	1.3%	65,198	+2.0%	$14.4M
COSTCostco Whsl Corp New	1.1%	1.3%	15,041	+0.9%	$14.1M
CATCaterpillar Inc Com	1.1%	0.8%	12,863	-0.1%	$13.7M
APDAir Products and Chemicals Inc	1.0%	1.1%	43,073	+1.7%	$12.6M
NOCNorthrop Grumman Corp	1.0%	1.4%	24,732	+3.2%	$12.6M
LRCXLam Research Corp	1.0%	—	28,829	—	$12.5M
ABTAbbott Laboratories	1.0%	1.1%	137,213	+6.5%	$12.5M
AMGNAmgen Inc Com	0.9%	1.0%	32,361	+0.5%	$11.7M
NDAQNasdaq Inc	0.9%	1.0%	144,589	+1.9%	$11.4M
QCOMQualcomm Inc	0.8%	0.7%	59,004	+0.8%	$10.9M
BLKBlackrock Inc	0.8%	0.9%	10,911	-1.4%	$10.5M
PGProcter & Gamble Co Com	0.8%	0.8%	69,673	+6.8%	$10.2M
METAMeta Platforms Inc Class A	0.8%	0.8%	17,942	+4.3%	$10.1M
VONEVanguard Scottsdale Fds	0.8%	0.7%	28,769	-2.0%	$9.7M
PNCPnc Finl Svcs Group Inc	0.7%	0.7%	38,487	+1.0%	$9.5M
CMECme Group Inc	0.7%	1.1%	42,151	+2.3%	$9.3M
MSCIMSCI Inc	0.7%	0.7%	15,920	+4.7%	$8.9M
GOOGAlphabet Inc	0.6%	0.6%	23,573	-0.4%	$8.3M
FTNTFortinet Inc	0.6%	—	53,603	—	$8.2M
QQQInvesco Qqq Tr	0.6%	0.5%	10,856	-0.9%	$8.0M
SUBIshares Tr	0.6%	—	71,745	—	$7.6M
GSGoldman Sachs Group Inc	0.6%	0.6%	7,474	-1.0%	$7.6M
CSCOCisco Sys Inc	0.6%	—	63,968	—	$7.5M
PLDPrologis Inc	0.6%	0.6%	54,891	+0.4%	$7.4M
DFAIDimensional International Core Equity Ma	0.6%	—	178,735	—	$7.4M

What FourThought Financial Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

Reduced

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.4% /yr; S&P 500 +20.1%
3 years: +19.2% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F 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

Questions about FourThought Financial Partners, LLC's portfolio

What stocks does FourThought Financial Partners, LLC own?

FourThought Financial Partners, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 393 positions worth $1.3B. The largest are Broadcom Inc (AVGO) at 4.4%, Microsoft Corp (MSFT) at 3.9%, Kla Corp (KLAC) at 3.6%, Nvidia Corporation Com (NVDA) at 3.1% and Vanguard S&p 500 ETF (VOO) at 2.7%.

What did FourThought Financial Partners, LLC buy last quarter?

In Q2 2026, FourThought Financial Partners, LLC added Kla Corp (KLAC) (+879.6% shares), Vanguard S&p 500 ETF (VOO) (+8.7% shares) and Procter & Gamble Co Com (PG) (+6.8% shares), compared with its Q1 2026 filing.

What did FourThought Financial Partners, LLC sell last quarter?

In Q2 2026, FourThought Financial Partners, LLC cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Enterprise Prods Partners L (EPD), cut from its top 50 The Cigna Group (CI), cut from its top 50 Mastercard Inc. (MA), American Tower Corp (AMT) (-20.9% shares), Applied Matls Inc (AMAT) (-6.7% shares) and Asml Hldg NV (ASML) (-5.9% shares), compared with its Q1 2026 filing.

How has FourThought Financial Partners, LLC's portfolio performed?

A portfolio copying FourThought Financial Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.4% against +20.1%.

When is FourThought Financial Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. FourThought Financial Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does FourThought Financial Partners, LLC manage?

FourThought Financial Partners, LLC reported $1.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.3B.