Filed: 11/13/2025ACC: 0001765380-25-000495
📋 What this filing means
FOURTHOUGHT FINANCIAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 505 equity positions with a total reported market value of $1.14B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
505
Positions
$1.14B
Total AUM (reported)
10.57M
Total Shares
Allocation by class
STOCK$889.50M78.2%
ETF$150.57M13.2%
ADR$46.15M4.1%
REIT$45.84M4.0%
CEF$5.35M0.5%
Portfolio Concentration
Top 3$144.21M12.7%
4–10$156.32M13.7%
11–25$230.11M20.2%
Rest$606.78M53.3%
Top 3 weight
12.7%
Top 10 weight
26.4%
Voting Authority Distribution
Total shares with voting rights: 10.57M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.57M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole505
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings505
Rows:
MICROSOFT CORP COM
SOLEShares114.91K
TypeSH
Market value$59.52M
5.23%
Sole
0.00
Shared
0.00
None
114.91K
BROADCOM INC COM
SOLEShares146.21K
TypeSH
Market value$48.24M
4.24%
Sole
0.00
Shared
0.00
None
146.21K
NVIDIA CORPORATION COM
SOLEShares195.41K
TypeSH
Market value$36.46M
3.21%
Sole
0.00
Shared
0.00
None
195.41K
AMERICAN TOWER CORP NEW COM
SOLEShares133.04K
TypeSH
Market value$25.59M
2.25%
Sole
0.00
Shared
0.00
None
133.04K
APPLE INC COM
SOLEShares99.50K
TypeSH
Market value$25.34M
2.23%
Sole
0.00
Shared
0.00
None
99.50K
JPMORGAN CHASE & CO. COM
SOLEShares72.48K
TypeSH
Market value$22.86M
2.01%
Sole
0.00
Shared
0.00
None
72.48K
VANGUARD S&P 500 ETF
SOLEShares36.22K
TypeSH
Market value$22.18M
1.95%
Sole
0.00
Shared
0.00
None
36.22K
CHEVRON CORP NEW COM
SOLEShares135.64K
TypeSH
Market value$21.06M
1.85%
Sole
0.00
Shared
0.00
None
135.64K
VISA INC COM CL A
SOLEShares60.52K
TypeSH
Market value$20.66M
1.82%
Sole
0.00
Shared
0.00
None
60.52K
KLA CORP COM NEW
SOLEShares17.27K
TypeSH
Market value$18.63M
1.64%
Sole
0.00
Shared
0.00
None
17.27K
AMAZON COM INC COM
SOLEShares83.10K
TypeSH
Market value$18.25M
1.60%
Sole
0.00
Shared
0.00
None
83.10K
NEXTERA ENERGY INC COM
SOLEShares232.75K
TypeSH
Market value$17.57M
1.54%
Sole
0.00
Shared
0.00
None
232.75K
PEPSICO INC COM
SOLEShares124.78K
TypeSH
Market value$17.52M
1.54%
Sole
0.00
Shared
0.00
None
124.78K
MEDTRONIC PLC SHS
SOLEShares178.66K
TypeSH
Market value$17.02M
1.50%
Sole
0.00
Shared
0.00
None
178.66K
ABBOTT LABS COM
SOLEShares121.88K
TypeSH
Market value$16.33M
1.44%
Sole
0.00
Shared
0.00
None
121.88K
LOCKHEED MARTIN CORP COM
SOLEShares31.50K
TypeSH
Market value$15.73M
1.38%
Sole
0.00
Shared
0.00
None
31.50K
LOWES COS INC COM
SOLEShares61.66K
TypeSH
Market value$15.50M
1.36%
Sole
0.00
Shared
0.00
None
61.66K
ASML HOLDING N V N Y REGISTRY SHS
SOLEShares15.89K
TypeSH
Market value$15.38M
1.35%
Sole
0.00
Shared
0.00
None
15.89K
ALPHABET INC CAP STK CL A
SOLEShares61.75K
TypeSH
Market value$15.01M
1.32%
Sole
0.00
Shared
0.00
None
61.75K
NORTHROP GRUMMAN CORP COM
SOLEShares24.37K
TypeSH
Market value$14.85M
1.31%
Sole
0.00
Shared
0.00
None
24.37K
VANGUARD RUSSELL 1000 GROWTH ETF
SOLEShares121.26K
TypeSH
Market value$14.61M
1.28%
Sole
0.00
Shared
0.00
None
121.26K
TEXAS INSTRS INC COM
SOLEShares75.37K
TypeSH
Market value$13.85M
1.22%
Sole
0.00
Shared
0.00
None
75.37K
VANGUARD RUSSELL 1000 VALUE ETF
SOLEShares146.20K
TypeSH
Market value$13.07M
1.15%
Sole
0.00
Shared
0.00
None
146.20K
BLACKROCK INC COM
SOLEShares11.01K
TypeSH
Market value$12.84M
1.13%
Sole
0.00
Shared
0.00
None
11.01K
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
SOLEShares45.11K
TypeSH
Market value$12.60M
1.11%
Sole
0.00
Shared
0.00
None
45.11K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COMSOLE | Stock | 114.91K | SH | $59.52M 5.23% | 0.00 | 0.00 | 114.91K |
BROADCOM INC COMSOLE | Stock | 146.21K | SH | $48.24M 4.24% | 0.00 | 0.00 | 146.21K |
NVIDIA CORPORATION COMSOLE | Stock | 195.41K | SH | $36.46M 3.21% | 0.00 | 0.00 | 195.41K |
AMERICAN TOWER CORP NEW COMSOLE | REIT | 133.04K | SH | $25.59M 2.25% | 0.00 | 0.00 | 133.04K |
APPLE INC COMSOLE | Stock | 99.50K | SH | $25.34M 2.23% | 0.00 | 0.00 | 99.50K |
JPMORGAN CHASE & CO. COMSOLE | Stock | 72.48K | SH | $22.86M 2.01% | 0.00 | 0.00 | 72.48K |
VANGUARD S&P 500 ETFSOLE | ETF | 36.22K | SH | $22.18M 1.95% | 0.00 | 0.00 | 36.22K |
CHEVRON CORP NEW COMSOLE | Stock | 135.64K | SH | $21.06M 1.85% | 0.00 | 0.00 | 135.64K |
VISA INC COM CL ASOLE | Stock | 60.52K | SH | $20.66M 1.82% | 0.00 | 0.00 | 60.52K |
KLA CORP COM NEWSOLE | Stock | 17.27K | SH | $18.63M 1.64% | 0.00 | 0.00 | 17.27K |
AMAZON COM INC COMSOLE | Stock | 83.10K | SH | $18.25M 1.60% | 0.00 | 0.00 | 83.10K |
NEXTERA ENERGY INC COMSOLE | Stock | 232.75K | SH | $17.57M 1.54% | 0.00 | 0.00 | 232.75K |
PEPSICO INC COMSOLE | Stock | 124.78K | SH | $17.52M 1.54% | 0.00 | 0.00 | 124.78K |
MEDTRONIC PLC SHSSOLE | Stock | 178.66K | SH | $17.02M 1.50% | 0.00 | 0.00 | 178.66K |
ABBOTT LABS COMSOLE | Stock | 121.88K | SH | $16.33M 1.44% | 0.00 | 0.00 | 121.88K |
LOCKHEED MARTIN CORP COMSOLE | Stock | 31.50K | SH | $15.73M 1.38% | 0.00 | 0.00 | 31.50K |
LOWES COS INC COMSOLE | Stock | 61.66K | SH | $15.50M 1.36% | 0.00 | 0.00 | 61.66K |
ASML HOLDING N V N Y REGISTRY SHSSOLE | ADR | 15.89K | SH | $15.38M 1.35% | 0.00 | 0.00 | 15.89K |
ALPHABET INC CAP STK CL ASOLE | Stock | 61.75K | SH | $15.01M 1.32% | 0.00 | 0.00 | 61.75K |
NORTHROP GRUMMAN CORP COMSOLE | Stock | 24.37K | SH | $14.85M 1.31% | 0.00 | 0.00 | 24.37K |
VANGUARD RUSSELL 1000 GROWTH ETFSOLE | ETF | 121.26K | SH | $14.61M 1.28% | 0.00 | 0.00 | 121.26K |
TEXAS INSTRS INC COMSOLE | Stock | 75.37K | SH | $13.85M 1.22% | 0.00 | 0.00 | 75.37K |
VANGUARD RUSSELL 1000 VALUE ETFSOLE | ETF | 146.20K | SH | $13.07M 1.15% | 0.00 | 0.00 | 146.20K |
BLACKROCK INC COMSOLE | Stock | 11.01K | SH | $12.84M 1.13% | 0.00 | 0.00 | 11.01K |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSSOLE | ADR | 45.11K | SH | $12.60M 1.11% | 0.00 | 0.00 | 45.11K |
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