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CIK: 0001956790
Total reported value
$1.3B
$1.3B
505 檔
15.1%
As reported in its official Q3 2025 Form 13F filing, FourThought Financial Partners, LLC's tracked investment portfolio stood at $1.3B with 505 total positions.
In Q3 2025, FourThought Financial Partners, LLC displayed an active expansion posture, initiating 74 new positions and adding to 61 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 505 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.23% | -0.32% | -0.94% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 4.24% | +0.38% | -2.56% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.21% | +0.07% | -2.17% | |
| 4 | AMT | American Tower CORP | Stock-Real Estate | 2.25% | -0.71% | +4.21% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.23% | +0.07% | -4.03% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.01% | -0.01% | -2.39% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.95% | +0.28% | +16.54% | |
| 8 | CVX | Chevron CORP | Stock-Energy | 1.85% | -0.70% | +2.32% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.82% | +0.09% | +0.94% | |
| 10 | KLAC | Kla CORP | Stock-Tech | 1.64% | +1.60% | -0.31% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.60% | +0.08% | +2.89% | |
| 12 | NEE | Nextera Energy Inc | Stock-Utilities | 1.54% | -0.21% | +1.02% | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.54% | -0.36% | +6.31% | |
| 14 | MDT | Medtronic plc | Stock-Healthcare | 1.50% | -0.25% | -0.61% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 1.44% | -0.18% | -1.37% | |
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.38% | -0.38% | +1.95% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.36% | -0.19% | -0.76% | |
| 18 | ASML | ASML Holding N.V. | Stock-Tech | 1.35% | +0.46% | +11.13% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.32% | +0.12% | -19.56% | |
| 20 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.31% | -0.44% | -1.57% | |
| 21 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.28% | +0.08% | +10.39% | |
| 22 | TXN | Texas Instruments Inc | Stock-Tech | 1.22% | +0.09% | +0.78% | |
| 23 | VONV | Vanguard Russell 1000 Value | ETF-Other | 1.15% | +0.03% | +18.98% | |
| 24 | BLK | Blackrock Inc | Stock-Financials | 1.13% | -0.11% | +1.84% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.11% | +0.27% | -7.35% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.07% | -0.19% | +0.21% | |
| 27 | CB | Chubb Limited | Stock-Financials | 1.04% | -0.07% | +1.51% | |
| 28 | NDAQ | Nasdaq Inc | Stock-Financials | 1.03% | -0.16% | +0.99% | |
| 29 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.01% | -0.08% | +0.98% | |
| 30 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.01% | -0.33% | -1.10% | |
| 31 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.99% | — | +2.48% | |
| 32 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.98% | -0.04% | +6.20% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.98% | +0.13% | -2.24% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | -0.07% | +0.80% | |
| 35 | CME | Cme Group Inc | Stock-Financials | 0.94% | -0.33% | +0.36% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.81% | — | +0.57% | |
| 37 | VONE | Vanguard Russell 1000 | ETF-Other | 0.80% | — | -9.36% | |
| 38 | AMAT | Applied Materials Inc | Stock-Tech | 0.79% | +0.92% | +23.58% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.78% | -0.08% | +0.42% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.77% | +0.19% | -0.84% | |
| 41 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.67% | +0.01% | +1.53% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.65% | -0.11% | +3.83% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.64% | -0.76% | EXIT | |
| 44 | PNC | Pnc Financial Services Group | Stock-Financials | 0.61% | +0.05% | +1.99% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.07% | +4.58% | |
| 46 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.61% | -0.04% | -1.82% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.58% | -0.03% | +4.05% | |
| 48 | NOW | Servicenow Inc | Stock-Tech | 0.57% | -0.02% | +2.62% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.56% | +0.27% | +0.64% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.55% | +0.03% | +13.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.6% | -2.56% | Trim |
| 2 | NVDA | Nvidia CORP | +1.2% | -2.17% | Add |
| 3 | MSFT | Microsoft CORP | +0.8% | -0.94% | Add |
| 4 | NXPI | NXP Semiconductors N.V. | +0.6% | +1.53% | Add |
| 5 | ASML | ASML Holding N.V. | +0.5% | +11.13% | Add |
| 6 | KLAC | Kla CORP | +0.4% | -0.31% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.4% | +16.54% | Add |
| 8 | VONG | Vanguard Russell 1000 Growth | +0.4% | +10.39% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -7.35% | Trim |
| 10 | AMAT | Applied Materials Inc | +0.3% | +23.58% | Add |
| 11 | VONV | Vanguard Russell 1000 Value | +0.3% | +18.98% | Add |
| 12 | NVO | Novo-nordisk A/s-spons Adr | +0.3% | +7.96% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +0.80% | Add |
| 14 | AZNN | Astrazeneca Plc-spons Adr | +0.2% | +2.48% | Add |
| 15 | DLR | Digital Realty Trust Inc | +0.2% | +6.36% | Add |
| 16 | LLY | Eli Lilly & Co | +0.2% | +71.93% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +80.86% | Add |
| 18 | PLD | Prologis Inc | +0.2% | +1.11% | Add |
| 19 | GS | Goldman Sachs Group Inc | +0.1% | +13.06% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | -19.56% | Trim |
| 21 | CAT | Caterpillar Inc | +0.1% | +0.64% | Add |
| 22 | CCI | Crown Castle Inc | +0.1% | +1.63% | Add |
| 23 | LRCX | Lam Research CORP | +0.1% | -3.53% | Trim |
| 24 | IJR | Ishares Core S&p Small-cap E | +0.1% | +28.32% | Add |
| 25 | LIN | Linde plc | +0.1% | +335.63% | Add |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | -7.51% | Trim |
| 27 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +15.03% | Add |
| 28 | EOSE | Eos Energy Enterprises Inc | +0.1% | -5.14% | Trim |
| 29 | VZ | Verizon Communications Inc | +0.1% | +59.05% | Add |
| 30 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +19.35% | Add |
| 31 | PLTR | Palantir Technologies Inc-a | +0.1% | +10.20% | Add |
| 32 | JPM | Jpmorgan Chase & Co | +0.1% | -2.39% | Trim |
| 33 | DGRO | Ishares Core Dividend Growth | +0.1% | +6.20% | Add |
| 34 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +4.58% | Add |
| 35 | AMD | Advanced Micro Devices | +0.1% | -6.13% | Trim |
| 36 | ORCL | Oracle CORP | +0.1% | +7.59% | Add |
| 37 | COF | Capital One Financial CORP | +0.1% | -2.26% | Add |
| 38 | SCHD | Schwab US Dvd Equity ETF | +0.1% | — | Add |
| 39 | IWF | Ishares Russell 1000 Growth | +0.1% | +119.67% | Add |
| 40 | ADBE | Adobe Inc | 0% | +17.51% | Add |
| 41 | PYPL | Paypal Holdings Inc | 0% | +13.06% | Add |
| 42 | TSLA | Tesla Inc | 0% | +4.30% | Add |
| 43 | VEEV | Veeva Systems Inc-class A | 0% | -0.60% | Trim |
| 44 | MPWR | Monolithic Power Systems Inc | 0% | -1.66% | Trim |
| 45 | AMZN | Amazon.com Inc | 0% | +2.89% | Add |
| 46 | VONE | Vanguard Russell 1000 | 0% | -9.36% | Add |
| 47 | MPC | Marathon Petroleum CORP | 0% | -4.34% | Trim |
| 48 | VGT | Vanguard Info Tech ETF | 0% | +0.03% | Trim |
| 49 | ATI | Ati Inc | 0% | +9.94% | Add |
| 50 | RCL | Royal Caribbean Cruises Ltd. | 0% | +0.26% | Add |
According to official SEC Form 13F filings, FourThought Financial Partners, LLC reported a total U.S. public equity portfolio value of $1.3B across 505 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AVGO, NVDA) accounted for 15.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
AOS
市值: $1.9M
Top Position Liquidated / Trimmed
ALL
前期市值: $2.7M
During Q3 2025, FourThought Financial Partners, LLC's top holdings by market value included MSFT (5.2%)、AVGO (4.2%)、NVDA (3.2%). The largest single position, MSFT, represented 5.2% of total portfolio value.
In Q3 2025, FourThought Financial Partners, LLC made 200 total portfolio adjustments, initiating 74 new buys, adding to 61 positions, trimming 47 holdings, and fully liquidating 18 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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