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CIK: 0001956790
Total reported value
$1.3B
$1.3B
384 檔
14.4%
During the Q1 2026 filing period, FourThought Financial Partners, LLC (CIK: 0001956790) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.3B across 384 reported positions.
In Q1 2026, FourThought Financial Partners, LLC adopted a defensive or profit-taking posture, trimming 48 positions and completely liquidating 73 holdings to manage risk exposure.
Showing top 200 holdings (of 384 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.22% | -0.32% | +13.10% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 4.01% | +0.38% | +1.17% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.00% | +0.07% | +2.46% | |
| 4 | CVX | Chevron CORP | Stock-Energy | 2.52% | -0.70% | +0.91% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.38% | +0.28% | +13.98% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.25% | +0.07% | -5.04% | |
| 7 | AMT | American Tower CORP | Stock-Real Estate | 2.16% | -0.71% | +19.41% | |
| 8 | NEE | Nextera Energy Inc | Stock-Utilities | 2.01% | -0.21% | +7.45% | |
| 9 | KLAC | Kla CORP | Stock-Tech | 2.00% | +1.60% | -7.54% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.84% | -0.01% | +0.33% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.81% | +0.08% | +9.53% | |
| 12 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.77% | -0.36% | +2.71% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.72% | +0.09% | +7.45% | |
| 14 | ASML | ASML Holding N.V. | Stock-Tech | 1.71% | +0.46% | -2.92% | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.59% | -0.38% | -3.49% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.54% | +0.12% | -0.12% | |
| 17 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.52% | -0.33% | +10.03% | |
| 18 | MDT | Medtronic plc | Stock-Healthcare | 1.44% | -0.25% | +6.33% | |
| 19 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.41% | -0.44% | -2.58% | |
| 20 | CB | Chubb Limited | Stock-Financials | 1.39% | -0.07% | +8.15% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.36% | -0.04% | -32.81% | |
| 22 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.35% | -0.17% | — | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.30% | -0.19% | +0.02% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.28% | -0.19% | +7.60% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.27% | +0.27% | -1.55% | |
| 26 | AMAT | Applied Materials Inc | Stock-Tech | 1.21% | +0.92% | -2.70% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 1.14% | -0.18% | +3.96% | |
| 28 | VONV | Vanguard Russell 1000 Value | ETF-Other | 1.13% | +0.03% | -1.80% | |
| 29 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.12% | +0.08% | -10.30% | |
| 30 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.06% | -0.08% | +11.22% | |
| 31 | CME | Cme Group Inc | Stock-Financials | 1.05% | -0.33% | +2.92% | |
| 32 | NDAQ | Nasdaq Inc | Stock-Financials | 1.04% | -0.16% | +6.04% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.98% | -0.08% | +0.72% | |
| 34 | BLK | Blackrock Inc | Stock-Financials | 0.92% | -0.11% | -0.03% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | -0.07% | +12.11% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.81% | -0.02% | +24.86% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.79% | +0.27% | -2.84% | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.76% | -0.76% | EXIT | |
| 39 | VONE | Vanguard Russell 1000 | ETF-Other | 0.75% | — | +2.30% | |
| 40 | MSCI | Msci Inc | Stock-Financials | 0.71% | -0.02% | +30.24% | |
| 41 | PNC | Pnc Financial Services Group | Stock-Financials | 0.68% | +0.05% | +4.10% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.65% | +0.19% | +10.07% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.12% | -1.83% | |
| 44 | PLD | Prologis Inc | Stock-Real Estate | 0.62% | -0.05% | +0.45% | |
| 45 | EPD | Enterprise Products Partners | Stock-Energy | 0.59% | -0.07% | +1.89% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.05% | -3.18% | |
| 47 | CI | THE Cigna Group | Stock-Healthcare | 0.56% | -0.02% | +19.07% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | -0.03% | +9.67% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.55% | +0.03% | -2.13% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.07% | -1.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.7% | +0.91% | Add |
| 2 | NEE | Nextera Energy Inc | +0.4% | +7.45% | Add |
| 3 | DFAI | Dimensional International Co | +0.4% | +486.62% | Add |
| 4 | AMT | American Tower CORP | +0.4% | +19.41% | Add |
| 5 | ASML | ASML Holding N.V. | +0.3% | -2.92% | Trim |
| 6 | AMAT | Applied Materials Inc | +0.3% | -2.70% | Trim |
| 7 | LMT | Lockheed Martin CORP | +0.3% | -3.49% | Trim |
| 8 | COST | Costco Wholesale CORP | +0.3% | +7.60% | Add |
| 9 | APD | Air Products & Chemicals Inc | +0.3% | +11.22% | Add |
| 10 | KLAC | Kla CORP | +0.3% | -7.54% | Trim |
| 11 | NOC | Northrop Grumman CORP | +0.2% | -2.58% | Trim |
| 12 | VOO | Vanguard S&p 500 ETF | +0.2% | +13.98% | Add |
| 13 | PEP | Pepsico Inc | +0.2% | +2.71% | Add |
| 14 | CB | Chubb Limited | +0.2% | +8.15% | Add |
| 15 | PG | Procter & Gamble Co/the | +0.2% | +24.86% | Add |
| 16 | HON | Honeywell International Inc | +0.2% | +6.13% | Add |
| 17 | MPC | Marathon Petroleum CORP | +0.2% | -8.88% | Trim |
| 18 | XOM | Exxon Mobil CORP | +0.2% | -3.08% | Trim |
| 19 | CAT | Caterpillar Inc | +0.2% | -2.84% | Trim |
| 20 | DFAS | Dimensional US Small Cap ETF | +0.1% | +226.64% | Add |
| 21 | MSCI | Msci Inc | +0.1% | +30.24% | Add |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.55% | Trim |
| 23 | CME | Cme Group Inc | +0.1% | +2.92% | Add |
| 24 | VGT | Vanguard Info Tech ETF | +0.1% | +68.02% | Add |
| 25 | CMCSA | Comcast Corp-class A | +0.1% | +10.03% | Add |
| 26 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +64.15% | Add |
| 27 | FTNT | Fortinet Inc | +0.1% | +38.00% | Add |
| 28 | EPD | Enterprise Products Partners | +0.1% | +1.89% | Add |
| 29 | ZTS | Zoetis Inc | +0.1% | +52.94% | Add |
| 30 | LRCX | Lam Research CORP | +0.1% | -3.39% | Trim |
| 31 | DLR | Digital Realty Trust Inc | +0.1% | +4.76% | Add |
| 32 | AMGN | Amgen Inc | +0.1% | +0.72% | Add |
| 33 | CI | THE Cigna Group | +0.1% | +19.07% | Add |
| 34 | MPLX | Mplx LP | +0.1% | +8.85% | Add |
| 35 | VZ | Verizon Communications Inc | +0.1% | -0.46% | Trim |
| 36 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +38.01% | Add |
| 37 | CSX | Csx CORP | +0.1% | +4.02% | Add |
| 38 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +85.67% | Add |
| 39 | AOS | Smith (a.o.) CORP | +0.1% | +30.59% | Add |
| 40 | WMT | Walmart Inc | +0.1% | -1.83% | Trim |
| 41 | MUB | Ishares National Muni Bond E | +0.1% | +21.27% | Add |
| 42 | DUK | Duke Energy CORP | +0.1% | +3.66% | Add |
| 43 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +47.54% | Add |
| 44 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +50.72% | Add |
| 45 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.1% | +32.82% | Add |
| 46 | IVOO | Vanguard S&p Mid-cap 400 ETF | +0.1% | +137.73% | Add |
| 47 | WMB | Williams Cos Inc | +0.1% | -3.57% | Trim |
| 48 | JNJ | Johnson & Johnson | +0.1% | -2.44% | Trim |
| 49 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +7.92% | Add |
| 50 | IJR | Ishares Core S&p Small-cap E | 0% | +12.54% | 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 384 disclosed positions in Q1 2026.
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 14.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $15.7M
Top Position Liquidated / Trimmed
AZNN
前期市值: $13.9M
During Q1 2026, FourThought Financial Partners, LLC's top holdings by market value included MSFT (4.2%)、AVGO (4.0%)、NVDA (3.0%). The largest single position, MSFT, represented 4.2% of total portfolio value.
In Q1 2026, FourThought Financial Partners, LLC made 200 total portfolio adjustments, initiating 16 new buys, adding to 63 positions, trimming 48 holdings, and fully liquidating 73 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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