Filed: 5/7/2026ACC: 0001765380-26-000183
📋 What this filing means
FOURTHOUGHT FINANCIAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 384 equity positions with a total reported market value of $1.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
384
Positions
$1.16B
Total AUM (reported)
10.16M
Total Shares
Allocation by class
STOCK$863.82M74.5%
ETF$189.79M16.4%
ADR$55.42M4.8%
REIT$44.35M3.8%
CEF$5.52M0.5%
Portfolio Concentration
Top 3$130.18M11.2%
4–10$175.73M15.2%
11–25$260.42M22.5%
Rest$592.58M51.1%
Top 3 weight
11.2%
Top 10 weight
26.4%
Voting Authority Distribution
Total shares with voting rights: 10.16M
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
10.16M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole384
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings384
Rows:
MICROSOFT CORP COM
SOLEShares132.13K
TypeSH
Market value$48.91M
4.22%
Sole
0.00
Shared
0.00
None
132.13K
BROADCOM INC COM
SOLEShares150.20K
TypeSH
Market value$46.49M
4.01%
Sole
0.00
Shared
0.00
None
150.20K
NVIDIA CORPORATION COM
SOLEShares199.44K
TypeSH
Market value$34.78M
3.00%
Sole
0.00
Shared
0.00
None
199.44K
CHEVRON CORPORATION COM
SOLEShares141.09K
TypeSH
Market value$29.19M
2.52%
Sole
0.00
Shared
0.00
None
141.09K
VANGUARD S&P 500 ETF
SOLEShares46.21K
TypeSH
Market value$27.61M
2.38%
Sole
0.00
Shared
0.00
None
46.21K
APPLE INC COM
SOLEShares102.70K
TypeSH
Market value$26.06M
2.25%
Sole
0.00
Shared
0.00
None
102.70K
AMERICAN TOWER CORP COM
SOLEShares144.78K
TypeSH
Market value$24.99M
2.16%
Sole
0.00
Shared
0.00
None
144.78K
NEXTERA ENERGY INC COM
SOLEShares251.35K
TypeSH
Market value$23.35M
2.01%
Sole
0.00
Shared
0.00
None
251.35K
KLA CORP COM NEW
SOLEShares15.76K
TypeSH
Market value$23.20M
2.00%
Sole
0.00
Shared
0.00
None
15.76K
JPMORGAN CHASE & CO COM
SOLEShares72.52K
TypeSH
Market value$21.33M
1.84%
Sole
0.00
Shared
0.00
None
72.52K
AMAZON COM INC COM
SOLEShares100.57K
TypeSH
Market value$20.95M
1.81%
Sole
0.00
Shared
0.00
None
100.57K
PEPSICO INC COM
SOLEShares132.35K
TypeSH
Market value$20.55M
1.77%
Sole
0.00
Shared
0.00
None
132.35K
VISA INC COM CL A
SOLEShares66.05K
TypeSH
Market value$19.96M
1.72%
Sole
0.00
Shared
0.00
None
66.05K
ASML HLDG NV N Y REGISTRY SHS
SOLEShares14.99K
TypeSH
Market value$19.80M
1.71%
Sole
0.00
Shared
0.00
None
14.99K
LOCKHEED MARTIN CORP COM
SOLEShares30.43K
TypeSH
Market value$18.39M
1.59%
Sole
0.00
Shared
0.00
None
30.43K
ALPHABET INC CAP STK CL A
SOLEShares62.02K
TypeSH
Market value$17.83M
1.54%
Sole
0.00
Shared
0.00
None
62.02K
COMCAST CORP NEW CL A
SOLEShares612.35K
TypeSH
Market value$17.58M
1.52%
Sole
0.00
Shared
0.00
None
612.35K
MEDTRONIC PLC SHS
SOLEShares193.06K
TypeSH
Market value$16.73M
1.44%
Sole
0.00
Shared
0.00
None
193.06K
NORTHROP GRUMMAN CORP COM
SOLEShares23.96K
TypeSH
Market value$16.35M
1.41%
Sole
0.00
Shared
0.00
None
23.96K
CHUBB LTD SWITZ COM
SOLEShares49.27K
TypeSH
Market value$16.06M
1.39%
Sole
0.00
Shared
0.00
None
49.27K
ISHARES CORE DIVIDEND GROWTH ETF
SOLEShares225.32K
TypeSH
Market value$15.81M
1.36%
Sole
0.00
Shared
0.00
None
225.32K
ASTRAZENECA PLC ORD
SOLEShares79.49K
TypeSH
Market value$15.68M
1.35%
Sole
0.00
Shared
0.00
None
79.49K
LOWES COS INC COM
SOLEShares63.93K
TypeSH
Market value$15.11M
1.30%
Sole
0.00
Shared
0.00
None
63.93K
COSTCO WHOLESALE CORPORATION COM
SOLEShares14.90K
TypeSH
Market value$14.85M
1.28%
Sole
0.00
Shared
0.00
None
14.90K
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
SOLEShares43.72K
TypeSH
Market value$14.78M
1.27%
Sole
0.00
Shared
0.00
None
43.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COMSOLE | Stock | 132.13K | SH | $48.91M 4.22% | 0.00 | 0.00 | 132.13K |
BROADCOM INC COMSOLE | Stock | 150.20K | SH | $46.49M 4.01% | 0.00 | 0.00 | 150.20K |
NVIDIA CORPORATION COMSOLE | Stock | 199.44K | SH | $34.78M 3.00% | 0.00 | 0.00 | 199.44K |
CHEVRON CORPORATION COMSOLE | Stock | 141.09K | SH | $29.19M 2.52% | 0.00 | 0.00 | 141.09K |
VANGUARD S&P 500 ETFSOLE | ETF | 46.21K | SH | $27.61M 2.38% | 0.00 | 0.00 | 46.21K |
APPLE INC COMSOLE | Stock | 102.70K | SH | $26.06M 2.25% | 0.00 | 0.00 | 102.70K |
AMERICAN TOWER CORP COMSOLE | REIT | 144.78K | SH | $24.99M 2.16% | 0.00 | 0.00 | 144.78K |
NEXTERA ENERGY INC COMSOLE | Stock | 251.35K | SH | $23.35M 2.01% | 0.00 | 0.00 | 251.35K |
KLA CORP COM NEWSOLE | Stock | 15.76K | SH | $23.20M 2.00% | 0.00 | 0.00 | 15.76K |
JPMORGAN CHASE & CO COMSOLE | Stock | 72.52K | SH | $21.33M 1.84% | 0.00 | 0.00 | 72.52K |
AMAZON COM INC COMSOLE | Stock | 100.57K | SH | $20.95M 1.81% | 0.00 | 0.00 | 100.57K |
PEPSICO INC COMSOLE | Stock | 132.35K | SH | $20.55M 1.77% | 0.00 | 0.00 | 132.35K |
VISA INC COM CL ASOLE | Stock | 66.05K | SH | $19.96M 1.72% | 0.00 | 0.00 | 66.05K |
ASML HLDG NV N Y REGISTRY SHSSOLE | ADR | 14.99K | SH | $19.80M 1.71% | 0.00 | 0.00 | 14.99K |
LOCKHEED MARTIN CORP COMSOLE | Stock | 30.43K | SH | $18.39M 1.59% | 0.00 | 0.00 | 30.43K |
ALPHABET INC CAP STK CL ASOLE | Stock | 62.02K | SH | $17.83M 1.54% | 0.00 | 0.00 | 62.02K |
COMCAST CORP NEW CL ASOLE | Stock | 612.35K | SH | $17.58M 1.52% | 0.00 | 0.00 | 612.35K |
MEDTRONIC PLC SHSSOLE | Stock | 193.06K | SH | $16.73M 1.44% | 0.00 | 0.00 | 193.06K |
NORTHROP GRUMMAN CORP COMSOLE | Stock | 23.96K | SH | $16.35M 1.41% | 0.00 | 0.00 | 23.96K |
CHUBB LTD SWITZ COMSOLE | Stock | 49.27K | SH | $16.06M 1.39% | 0.00 | 0.00 | 49.27K |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | ETF | 225.32K | SH | $15.81M 1.36% | 0.00 | 0.00 | 225.32K |
ASTRAZENECA PLC ORDSOLE | ADR | 79.49K | SH | $15.68M 1.35% | 0.00 | 0.00 | 79.49K |
LOWES COS INC COMSOLE | Stock | 63.93K | SH | $15.11M 1.30% | 0.00 | 0.00 | 63.93K |
COSTCO WHOLESALE CORPORATION COMSOLE | Stock | 14.90K | SH | $14.85M 1.28% | 0.00 | 0.00 | 14.90K |
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSSOLE | ADR | 43.72K | SH | $14.78M 1.27% | 0.00 | 0.00 | 43.72K |
Page 1 of 16
…