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CIK: 0001956790
Total reported value
$1.3B
$1.3B
504 檔
15.4%
At the close of Q4 2025, FourThought Financial Partners, LLC disclosed equity holdings valued at approximately $1.3B, spread across 504 reported holdings.
FourThought Financial Partners, LLC executed strategic sector rebalancing during Q4 2025, establishing 50 new positions while fully exiting 62 holdings and trimming 29 positions.
Showing top 200 holdings (of 504 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.77% | -0.32% | +1.67% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 4.34% | +0.38% | +1.54% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.07% | +0.07% | -0.39% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.48% | +0.07% | +8.70% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.15% | +0.28% | +11.94% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.97% | -0.01% | -0.28% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.97% | -0.04% | +104.83% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.82% | +0.09% | +1.57% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 1.80% | -0.70% | +3.07% | |
| 10 | AMT | American Tower CORP | Stock-Real Estate | 1.80% | -0.71% | -8.87% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.79% | +0.08% | +10.49% | |
| 12 | KLAC | Kla CORP | Stock-Tech | 1.75% | +1.60% | -1.34% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.64% | +0.12% | +0.56% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 1.59% | -0.21% | +0.50% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.56% | -0.36% | +3.28% | |
| 16 | MDT | Medtronic plc | Stock-Healthcare | 1.47% | -0.25% | +1.63% | |
| 17 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.40% | -0.33% | +52.06% | |
| 18 | ASML | ASML Holding N.V. | Stock-Tech | 1.40% | +0.46% | -2.83% | |
| 19 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.35% | +0.08% | +8.53% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.31% | -0.18% | +1.66% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.30% | -0.19% | +3.66% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.29% | -0.38% | +0.11% | |
| 23 | CB | Chubb Limited | Stock-Financials | 1.20% | -0.07% | +8.92% | |
| 24 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.18% | -0.44% | +0.92% | |
| 25 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.17% | — | +2.71% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.14% | +0.27% | -1.55% | |
| 27 | VONV | Vanguard Russell 1000 Value | ETF-Other | 1.11% | +0.03% | -2.70% | |
| 28 | NDAQ | Nasdaq Inc | Stock-Financials | 1.10% | -0.16% | +0.90% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | -0.19% | +5.54% | |
| 30 | BLK | Blackrock Inc | Stock-Financials | 1.00% | -0.11% | +0.56% | |
| 31 | CME | Cme Group Inc | Stock-Financials | 0.92% | -0.33% | +1.75% | |
| 32 | AMAT | Applied Materials Inc | Stock-Tech | 0.91% | +0.92% | -4.49% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.88% | -0.08% | +1.10% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.07% | +2.63% | |
| 35 | TXN | Texas Instruments Inc | Stock-Tech | 0.84% | +0.09% | -24.04% | |
| 36 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.79% | -0.08% | -9.91% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.77% | +0.19% | +1.21% | |
| 38 | VONE | Vanguard Russell 1000 | ETF-Other | 0.75% | — | -4.41% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.69% | +0.01% | +356.02% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.05% | +0.15% | |
| 41 | PNC | Pnc Financial Services Group | Stock-Financials | 0.65% | +0.05% | +5.36% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | +0.27% | -0.29% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.02% | +29.38% | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.60% | -0.76% | EXIT | |
| 45 | PLD | Prologis Inc | Stock-Real Estate | 0.59% | -0.05% | +0.10% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | +0.07% | -3.93% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.57% | +0.03% | -1.81% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.57% | -0.03% | +0.96% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.12% | +0.62% | |
| 50 | MSCI | Msci Inc | Stock-Financials | 0.57% | -0.02% | +18.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | +1% | +104.83% | Add |
| 2 | SCHD | Schwab US Dvd Equity ETF | +0.5% | +356.02% | Add |
| 3 | CMCSA | Comcast Corp-class A | +0.4% | +52.06% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.56% | Add |
| 5 | AAPL | Apple Inc | +0.3% | +8.70% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +11.94% | Add |
| 7 | AMZN | Amazon.com Inc | +0.2% | +10.49% | Add |
| 8 | AZNN | Astrazeneca Plc-spons Adr | +0.2% | +2.71% | Add |
| 9 | CB | Chubb Limited | +0.2% | +8.92% | Add |
| 10 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +679.01% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +0.15% | Add |
| 12 | LLY | Eli Lilly & Co | +0.1% | +0.35% | Add |
| 13 | AMAT | Applied Materials Inc | +0.1% | -4.49% | Trim |
| 14 | KLAC | Kla CORP | +0.1% | -1.34% | Trim |
| 15 | AVGO | Broadcom Inc | +0.1% | +1.54% | Add |
| 16 | AMGN | Amgen Inc | +0.1% | +1.10% | Add |
| 17 | PG | Procter & Gamble Co/the | +0.1% | +29.38% | Add |
| 18 | CAT | Caterpillar Inc | +0.1% | -0.29% | Trim |
| 19 | CRM | Salesforce Inc | +0.1% | +13.89% | Add |
| 20 | MSCI | Msci Inc | +0.1% | +18.98% | Add |
| 21 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +90.27% | Add |
| 22 | VONG | Vanguard Russell 1000 Growth | +0.1% | +8.53% | Add |
| 23 | NDAQ | Nasdaq Inc | +0.1% | +0.90% | Add |
| 24 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.02% | Add |
| 25 | LRCX | Lam Research CORP | +0.1% | -6.40% | Trim |
| 26 | NEE | Nextera Energy Inc | +0.1% | +0.50% | Add |
| 27 | ASML | ASML Holding N.V. | +0.1% | -2.83% | Trim |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +15.11% | Add |
| 29 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +29.75% | Add |
| 30 | GD | General Dynamics CORP | +0.1% | +97.33% | Add |
| 31 | PLD | Prologis Inc | 0% | +0.10% | Add |
| 32 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | +13.90% | Add |
| 33 | PNC | Pnc Financial Services Group | 0% | +5.36% | Add |
| 34 | IJR | Ishares Core S&p Small-cap E | 0% | +24.98% | Add |
| 35 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +35.21% | Add |
| 36 | IBDW | Ishares Ibonds Dec 2031 CORP | 0% | +136.68% | Add |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 0% | -1.55% | Trim |
| 38 | AGG | Ishares Core U.s. Aggregate | 0% | +12.36% | Add |
| 39 | WMT | Walmart Inc | 0% | +0.62% | Add |
| 40 | MPLX | Mplx LP | 0% | +5.83% | Add |
| 41 | ATI | Ati Inc | 0% | -3.86% | Trim |
| 42 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +40.92% | Add |
| 43 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +32.84% | Add |
| 44 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | +46.35% | Add |
| 45 | PEP | Pepsico Inc | 0% | +3.28% | Add |
| 46 | GS | Goldman Sachs Group Inc | 0% | -1.81% | Trim |
| 47 | XOM | Exxon Mobil CORP | 0% | +2.14% | Add |
| 48 | JNJ | Johnson & Johnson | 0% | +0.69% | Add |
| 49 | AOS | Smith (a.o.) CORP | 0% | +29.05% | Add |
| 50 | HLNE | Hamilton Lane Inc-class A | 0% | +43.66% | 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 504 disclosed positions in Q4 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 15.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
SLDE
市值: $5.9M
Top Position Liquidated / Trimmed
UL
前期市值: $560.1K
During Q4 2025, FourThought Financial Partners, LLC's top holdings by market value included MSFT (4.8%)、AVGO (4.3%)、NVDA (3.1%). The largest single position, MSFT, represented 4.8% of total portfolio value.
In Q4 2025, FourThought Financial Partners, LLC made 199 total portfolio adjustments, initiating 50 new buys, adding to 58 positions, trimming 29 holdings, and fully liquidating 62 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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