Filed: 2/6/2026ACC: 0001765380-26-000071
📋 What this filing means
FOURTHOUGHT FINANCIAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 504 equity positions with a total reported market value of $1.18B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
504
Positions
$1.18B
Total AUM (reported)
11.63M
Total Shares
Allocation by class
STOCK$903.45M76.3%
ETF$182.42M15.4%
ADR$52.95M4.5%
REIT$39.80M3.4%
CEF$5.52M0.5%
Portfolio Concentration
Top 3$144.18M12.2%
4–10$165.55M14.0%
11–25$253.54M21.4%
Rest$620.86M52.4%
Top 3 weight
12.2%
Top 10 weight
26.2%
Voting Authority Distribution
Total shares with voting rights: 11.63M
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
11.63M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole504
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings504
Rows:
MICROSOFT CORP COM
SOLEShares116.82K
TypeSH
Market value$56.50M
4.77%
Sole
0.00
Shared
0.00
None
116.82K
BROADCOM INC COM
SOLEShares148.47K
TypeSH
Market value$51.38M
4.34%
Sole
0.00
Shared
0.00
None
148.47K
NVIDIA CORPORATION COM
SOLEShares194.64K
TypeSH
Market value$36.30M
3.07%
Sole
0.00
Shared
0.00
None
194.64K
APPLE INC COM
SOLEShares108.16K
TypeSH
Market value$29.40M
2.48%
Sole
0.00
Shared
0.00
None
108.16K
VANGUARD S&P 500 ETF
SOLEShares40.54K
TypeSH
Market value$25.43M
2.15%
Sole
0.00
Shared
0.00
None
40.54K
JPMORGAN CHASE & CO. COM
SOLEShares72.28K
TypeSH
Market value$23.29M
1.97%
Sole
0.00
Shared
0.00
None
72.28K
ISHARES CORE DIVIDEND GROWTH ETF
SOLEShares335.35K
TypeSH
Market value$23.28M
1.97%
Sole
0.00
Shared
0.00
None
335.35K
VISA INC COM CL A
SOLEShares61.47K
TypeSH
Market value$21.56M
1.82%
Sole
0.00
Shared
0.00
None
61.47K
CHEVRON CORP NEW COM
SOLEShares139.81K
TypeSH
Market value$21.31M
1.80%
Sole
0.00
Shared
0.00
None
139.81K
AMERICAN TOWER CORP NEW COM
SOLEShares121.24K
TypeSH
Market value$21.29M
1.80%
Sole
0.00
Shared
0.00
None
121.24K
AMAZON COM INC COM
SOLEShares91.82K
TypeSH
Market value$21.19M
1.79%
Sole
0.00
Shared
0.00
None
91.82K
KLA CORP COM NEW
SOLEShares17.04K
TypeSH
Market value$20.70M
1.75%
Sole
0.00
Shared
0.00
None
17.04K
ALPHABET INC CAP STK CL A
SOLEShares62.09K
TypeSH
Market value$19.44M
1.64%
Sole
0.00
Shared
0.00
None
62.09K
NEXTERA ENERGY INC COM
SOLEShares233.92K
TypeSH
Market value$18.78M
1.59%
Sole
0.00
Shared
0.00
None
233.92K
PEPSICO INC COM
SOLEShares128.87K
TypeSH
Market value$18.50M
1.56%
Sole
0.00
Shared
0.00
None
128.87K
MEDTRONIC PLC SHS
SOLEShares181.57K
TypeSH
Market value$17.44M
1.47%
Sole
0.00
Shared
0.00
None
181.57K
COMCAST CORP NEW CL A
SOLEShares556.51K
TypeSH
Market value$16.63M
1.40%
Sole
0.00
Shared
0.00
None
556.51K
ASML HOLDING N V N Y REGISTRY SHS
SOLEShares15.44K
TypeSH
Market value$16.52M
1.40%
Sole
0.00
Shared
0.00
None
15.44K
VANGUARD RUSSELL 1000 GROWTH ETF
SOLEShares131.60K
TypeSH
Market value$16.02M
1.35%
Sole
0.00
Shared
0.00
None
131.60K
ABBOTT LABS COM
SOLEShares123.91K
TypeSH
Market value$15.52M
1.31%
Sole
0.00
Shared
0.00
None
123.91K
LOWES COS INC COM
SOLEShares63.92K
TypeSH
Market value$15.42M
1.30%
Sole
0.00
Shared
0.00
None
63.92K
LOCKHEED MARTIN CORP COM
SOLEShares31.54K
TypeSH
Market value$15.25M
1.29%
Sole
0.00
Shared
0.00
None
31.54K
CHUBB LIMITED COM
SOLEShares45.56K
TypeSH
Market value$14.22M
1.20%
Sole
0.00
Shared
0.00
None
45.56K
NORTHROP GRUMMAN CORP COM
SOLEShares24.59K
TypeSH
Market value$14.02M
1.18%
Sole
0.00
Shared
0.00
None
24.59K
ASTRAZENECA PLC SPONSORED ADR
SOLEShares151K
TypeSH
Market value$13.88M
1.17%
Sole
0.00
Shared
0.00
None
151K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COMSOLE | Stock | 116.82K | SH | $56.50M 4.77% | 0.00 | 0.00 | 116.82K |
BROADCOM INC COMSOLE | Stock | 148.47K | SH | $51.38M 4.34% | 0.00 | 0.00 | 148.47K |
NVIDIA CORPORATION COMSOLE | Stock | 194.64K | SH | $36.30M 3.07% | 0.00 | 0.00 | 194.64K |
APPLE INC COMSOLE | Stock | 108.16K | SH | $29.40M 2.48% | 0.00 | 0.00 | 108.16K |
VANGUARD S&P 500 ETFSOLE | ETF | 40.54K | SH | $25.43M 2.15% | 0.00 | 0.00 | 40.54K |
JPMORGAN CHASE & CO. COMSOLE | Stock | 72.28K | SH | $23.29M 1.97% | 0.00 | 0.00 | 72.28K |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | ETF | 335.35K | SH | $23.28M 1.97% | 0.00 | 0.00 | 335.35K |
VISA INC COM CL ASOLE | Stock | 61.47K | SH | $21.56M 1.82% | 0.00 | 0.00 | 61.47K |
CHEVRON CORP NEW COMSOLE | Stock | 139.81K | SH | $21.31M 1.80% | 0.00 | 0.00 | 139.81K |
AMERICAN TOWER CORP NEW COMSOLE | REIT | 121.24K | SH | $21.29M 1.80% | 0.00 | 0.00 | 121.24K |
AMAZON COM INC COMSOLE | Stock | 91.82K | SH | $21.19M 1.79% | 0.00 | 0.00 | 91.82K |
KLA CORP COM NEWSOLE | Stock | 17.04K | SH | $20.70M 1.75% | 0.00 | 0.00 | 17.04K |
ALPHABET INC CAP STK CL ASOLE | Stock | 62.09K | SH | $19.44M 1.64% | 0.00 | 0.00 | 62.09K |
NEXTERA ENERGY INC COMSOLE | Stock | 233.92K | SH | $18.78M 1.59% | 0.00 | 0.00 | 233.92K |
PEPSICO INC COMSOLE | Stock | 128.87K | SH | $18.50M 1.56% | 0.00 | 0.00 | 128.87K |
MEDTRONIC PLC SHSSOLE | Stock | 181.57K | SH | $17.44M 1.47% | 0.00 | 0.00 | 181.57K |
COMCAST CORP NEW CL ASOLE | Stock | 556.51K | SH | $16.63M 1.40% | 0.00 | 0.00 | 556.51K |
ASML HOLDING N V N Y REGISTRY SHSSOLE | ADR | 15.44K | SH | $16.52M 1.40% | 0.00 | 0.00 | 15.44K |
VANGUARD RUSSELL 1000 GROWTH ETFSOLE | ETF | 131.60K | SH | $16.02M 1.35% | 0.00 | 0.00 | 131.60K |
ABBOTT LABS COMSOLE | Stock | 123.91K | SH | $15.52M 1.31% | 0.00 | 0.00 | 123.91K |
LOWES COS INC COMSOLE | Stock | 63.92K | SH | $15.42M 1.30% | 0.00 | 0.00 | 63.92K |
LOCKHEED MARTIN CORP COMSOLE | Stock | 31.54K | SH | $15.25M 1.29% | 0.00 | 0.00 | 31.54K |
CHUBB LIMITED COMSOLE | Stock | 45.56K | SH | $14.22M 1.20% | 0.00 | 0.00 | 45.56K |
NORTHROP GRUMMAN CORP COMSOLE | Stock | 24.59K | SH | $14.02M 1.18% | 0.00 | 0.00 | 24.59K |
ASTRAZENECA PLC SPONSORED ADRSOLE | ADR | 151K | SH | $13.88M 1.17% | 0.00 | 0.00 | 151K |
Page 1 of 21
…