Filed: 8/12/2026ACC: 0001765380-26-000356
📋 What this filing means
FOURTHOUGHT FINANCIAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 393 equity positions with a total reported market value of $1.30B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
393
Positions
$1.30B
Total AUM (reported)
10.24M
Total Shares
Allocation by class
STOCK$959.70M74.1%
ETF$221.88M17.1%
ADR$70.19M5.4%
REIT$37.68M2.9%
CEF$5.56M0.4%
Portfolio Concentration
Top 3$153.91M11.9%
4–10$208.17M16.1%
11–25$275.40M21.3%
Rest$657.53M50.8%
Top 3 weight
11.9%
Top 10 weight
28.0%
Voting Authority Distribution
Total shares with voting rights: 10.24M
Sole
Full voting authority
10.24M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole393
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings393
Rows:
BROADCOM INC COM
SOLEShares150.62K
TypeSH
Market value$56.90M
4.39%
Sole
150.62K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares135.25K
TypeSH
Market value$50.45M
3.90%
Sole
135.25K
Shared
0.00
None
0.00
KLA CORP COM NEW
SOLEShares154.34K
TypeSH
Market value$46.57M
3.60%
Sole
154.34K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares198.61K
TypeSH
Market value$39.74M
3.07%
Sole
198.61K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares50.23K
TypeSH
Market value$34.50M
2.66%
Sole
50.23K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares103.72K
TypeSH
Market value$30.01M
2.32%
Sole
103.72K
Shared
0.00
None
0.00
ASML HLDG NV N Y REGISTRY SHS
SOLEShares14.11K
TypeSH
Market value$28.08M
2.17%
Sole
14.11K
Shared
0.00
None
0.00
APPLIED MATLS INC COM
SOLEShares38.23K
TypeSH
Market value$27.64M
2.13%
Sole
38.23K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares102.60K
TypeSH
Market value$24.45M
1.89%
Sole
102.60K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares72.55K
TypeSH
Market value$23.75M
1.83%
Sole
72.55K
Shared
0.00
None
0.00
CHEVRON CORPORATION COM
SOLEShares141.96K
TypeSH
Market value$23.53M
1.82%
Sole
141.96K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares68.48K
TypeSH
Market value$23.49M
1.81%
Sole
68.48K
Shared
0.00
None
0.00
NEXTERA ENERGY INC COM
SOLEShares265.53K
TypeSH
Market value$23.31M
1.80%
Sole
265.53K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares60.05K
TypeSH
Market value$21.46M
1.66%
Sole
60.05K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
SOLEShares41.86K
TypeSH
Market value$19.99M
1.54%
Sole
41.85K
Shared
0.00
None
0.00
AMERICAN TOWER CORP COM
SOLEShares114.52K
TypeSH
Market value$18.73M
1.45%
Sole
114.52K
Shared
0.00
None
0.00
PEPSICO INC COM
SOLEShares135.15K
TypeSH
Market value$18.30M
1.41%
Sole
135.15K
Shared
0.00
None
0.00
CHUBB LIMITED COM
SOLEShares50.33K
TypeSH
Market value$17.15M
1.32%
Sole
50.33K
Shared
0.00
None
0.00
ISHARES CORE DIVIDEND GROWTH ETF
SOLEShares224.98K
TypeSH
Market value$17.05M
1.32%
Sole
224.98K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP COM
SOLEShares30.73K
TypeSH
Market value$15.65M
1.21%
Sole
30.73K
Shared
0.00
None
0.00
VANGUARD RUSSELL 1000 GROWTH ETF
SOLEShares121.81K
TypeSH
Market value$15.57M
1.20%
Sole
121.81K
Shared
0.00
None
0.00
MEDTRONIC PLC SHS
SOLEShares197.43K
TypeSH
Market value$15.45M
1.19%
Sole
197.43K
Shared
0.00
None
0.00
COMCAST CORP NEW CL A
SOLEShares627.30K
TypeSH
Market value$15.40M
1.19%
Sole
627.30K
Shared
0.00
None
0.00
ASTRAZENECA PLC ORD
SOLEShares80.92K
TypeSH
Market value$15.34M
1.18%
Sole
80.92K
Shared
0.00
None
0.00
VANGUARD RUSSELL 1000 VALUE ETF
SOLEShares140.86K
TypeSH
Market value$14.98M
1.16%
Sole
140.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INC COMSOLE | Stock | 150.62K | SH | $56.90M 4.39% | 150.62K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 135.25K | SH | $50.45M 3.90% | 135.25K | 0.00 | 0.00 |
KLA CORP COM NEWSOLE | Stock | 154.34K | SH | $46.57M 3.60% | 154.34K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 198.61K | SH | $39.74M 3.07% | 198.61K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 50.23K | SH | $34.50M 2.66% | 50.23K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 103.72K | SH | $30.01M 2.32% | 103.72K | 0.00 | 0.00 |
ASML HLDG NV N Y REGISTRY SHSSOLE | ADR | 14.11K | SH | $28.08M 2.17% | 14.11K | 0.00 | 0.00 |
APPLIED MATLS INC COMSOLE | Stock | 38.23K | SH | $27.64M 2.13% | 38.23K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 102.60K | SH | $24.45M 1.89% | 102.60K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 72.55K | SH | $23.75M 1.83% | 72.55K | 0.00 | 0.00 |
CHEVRON CORPORATION COMSOLE | Stock | 141.96K | SH | $23.53M 1.82% | 141.96K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 68.48K | SH | $23.49M 1.81% | 68.48K | 0.00 | 0.00 |
NEXTERA ENERGY INC COMSOLE | Stock | 265.53K | SH | $23.31M 1.80% | 265.53K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 60.05K | SH | $21.46M 1.66% | 60.05K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSSOLE | ADR | 41.86K | SH | $19.99M 1.54% | 41.85K | 0.00 | 0.00 |
AMERICAN TOWER CORP COMSOLE | REIT | 114.52K | SH | $18.73M 1.45% | 114.52K | 0.00 | 0.00 |
PEPSICO INC COMSOLE | Stock | 135.15K | SH | $18.30M 1.41% | 135.15K | 0.00 | 0.00 |
CHUBB LIMITED COMSOLE | Stock | 50.33K | SH | $17.15M 1.32% | 50.33K | 0.00 | 0.00 |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | ETF | 224.98K | SH | $17.05M 1.32% | 224.98K | 0.00 | 0.00 |
LOCKHEED MARTIN CORP COMSOLE | Stock | 30.73K | SH | $15.65M 1.21% | 30.73K | 0.00 | 0.00 |
VANGUARD RUSSELL 1000 GROWTH ETFSOLE | ETF | 121.81K | SH | $15.57M 1.20% | 121.81K | 0.00 | 0.00 |
MEDTRONIC PLC SHSSOLE | Stock | 197.43K | SH | $15.45M 1.19% | 197.43K | 0.00 | 0.00 |
COMCAST CORP NEW CL ASOLE | Stock | 627.30K | SH | $15.40M 1.19% | 627.30K | 0.00 | 0.00 |
ASTRAZENECA PLC ORDSOLE | ADR | 80.92K | SH | $15.34M 1.18% | 80.92K | 0.00 | 0.00 |
VANGUARD RUSSELL 1000 VALUE ETFSOLE | ETF | 140.86K | SH | $14.98M 1.16% | 140.86K | 0.00 | 0.00 |
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