FourThought Financial Partners, LLC

Registered adviser

CIK

1956790

Location

VENICE, FL

Portfolio Value

Mid $1,221,269,314

Diversification

Diversified

Filing Date

Global Rank

#2,117 / 8,814 ▼ 100

Top Industry

Semiconductors 13.7%

Period ended 4 months ago

Filed Aug 12, 2026 · 2mo

15 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 323060

Roster of Oct 1, 2026

Regulatory AUM

$1,927,136,763

Main clients

Individuals and high net worth (90% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,927,136,763	Individuals and high net worth (90%)
Apr 2025 to Mar 2026	$1,589,562,254	Individuals and high net worth (88%)
Apr 2024 to Mar 2025	$1,325,134,139	Individuals and high net worth (87%)
May 2023 to Mar 2024	$1,071,312,815	Individuals and high net worth (87%)
Apr 2023	$1,071,312,815	Individuals and high net worth (87%)
Dec 2022 to Mar 2023	$991,104,688	Individuals and high net worth (87%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 32.0%, 59.2 effective positions, active share 56.6% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

21.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 12.4 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 56.6%; sector active share 10.4% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

392 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.7%

+0.0 pts

Top 5

19.5%

+0.8 pts

Top 10

32.0%

+1.7 pts

HHI

169

Diversified+4

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.7%	$399,381,439	71
Financial Services	13.4%	$163,813,861	46
Unclassified	11.9%	$145,164,040	81
Healthcare	8.6%	$105,255,141	34
Industrials	6.9%	$83,669,176	48
Consumer Cyclical	5.1%	$62,687,302	27
Communication Services	5.0%	$61,591,053	12
Energy	4.6%	$55,762,224	18
Consumer Defensive	4.5%	$54,536,150	17
Real Estate	3.1%	$37,777,225	10
Utilities	2.8%	$34,504,327	12
Basic Materials	1.4%	$17,127,376	16

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+138,587	154,342	$46,566,524
DFAI	Dimensional International Core Equity Market ETF	+37,554	178,735	$7,372,818
TSCO	Tractor Supply Co	+33,786	109,606	$3,464,645
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	+31,298	185,482	$0
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+20,946	26,657	$3,186,044
IBDW	iShares iBonds Dec 2031 Term Corporate ETF	+19,282	89,580	$0
SCHD	Schwab U.S. Dividend Equity ETF	+17,584	199,899	$6,338,797
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	+16,943	96,458	$0
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	+15,215	138,565	$0
CMCSA	Comcast Corp	+14,953	627,303	$15,400,288
SUB	iShares Short-Term National Muni Bond ETF	+14,204	71,745	$0
NEE	Nextera Energy Inc	+14,174	265,529	$23,305,480
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	+13,743	86,208	$0
DFAS	Dimensional U.S. Small Cap ETF	+13,580	45,601	$3,754,786
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+10,001	83,331	$4,214,881
NVO	Novo Nordisk A S	+8,710	102,109	$4,895,105
ABT	Abbott Laboratories	+8,399	137,213	$12,450,707
ZTS	Zoetis Inc.	+8,233	38,531	$2,768,837
NOW	ServiceNow, Inc.	+7,907	62,955	$6,250,172
IWF	iShares Russell 1000 Growth ETF	+6,809	9,079	$0
VUG	VANGUARD GROWTH INDEX FUND	+5,015	6,018	$518,390
PTEN	Patterson Uti Energy Inc	+5,003	18,126	$166,396
VO	VANGUARD MID-CAP INDEX FUND	+4,804	6,300	$507,591
CQQQ	Invesco Ltd.	+4,700	12,500	$712,875
EPD	Enterprise Products Partners L.P.	+4,667	184,233	$6,772,405
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SABR	Sabre Corp	−50,639	67,326	$140,711
RPD	Rapid7, Inc.	−46,557	11,927	$96,608
AMT	American Tower Corp	−30,254	114,521	$18,732,199
COTY	Coty Inc.	−29,659	18,961	$40,955
FRMI	Fermi Inc.	−28,081	10,153	$93,001
HON	Honeywell International Inc	−19,000	19,804	$4,434,115
UMC	United Microelectronics Corp	−15,358	12,268	$333,812
VSTS	Vestis Corp	−14,671	25,486	$370,056
FIGS	FIGS, Inc.	−12,000	11,041	$112,949
SLDE	Slide Insurance Holdings, Inc.	−10,000	265,506	$5,142,851
HL	Hecla Mining Co	−8,664	10,679	$164,776
VET	Vermilion Energy Inc.	−7,759	10,888	$102,020
AG	First Majestic Silver Corp	−5,449	10,060	$170,617
CSTM	Constellium SE	−5,381	9,036	$287,977
PUMP	ProPetro Holding Corp.	−5,015	20,744	$297,468
AXGN	Axogen, Inc.	−4,653	7,024	$324,438
AGG	iShares Core U.S. Aggregate Bond ETF	−4,627	54,522	$0
—		−4,595	8,386	$292,000
AHRT	AH Realty Trust, Inc.	−4,552	18,713	$132,488
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	−4,479	36,803	$0
ORN	Orion Group Holdings Inc	−3,818	21,157	$355,860
GTES	Gates Industrial Corp Ltd.	−3,551	7,197	$201,300
CNNE	Cannae Holdings, Inc.	−3,174	26,738	$385,027
CSCO	Cisco Systems, Inc.	−2,883	63,968	$7,513,681
ETOR	eToro Group Ltd.	−2,834	10,313	$407,054
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	19,800	$4,377,384
SRE	Sempra	8,966	$831,237
DELL	Dell Technologies Inc.	1,756	$757,643
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	7,623	$468,509
SPT	Sprout Social, Inc.	50,202	$379,025
OKTA	Okta, Inc.	2,491	$339,896
STX	Seagate Technology Holdings plc	336	$324,240
HWM	Howmet Aerospace Inc.	1,192	$320,481
PWR	Quanta Services, Inc.	444	$319,697
GLW	Corning Inc	1,249	$319,032
ASH	Ashland Inc.	4,807	$316,733
SITM	SITIME Corp	413	$307,916
CWEN	Clearway Energy, Inc.	8,787	$300,339
FDXF	FedEx Freight Holding Company, Inc.	1,986	$299,886
ASX	ASE Technology Holding Co., Ltd.	6,386	$288,136
MHO	M/I Homes, Inc.	1,768	$284,276
TWLO	Twilio Inc	1,366	$281,846
CMG	Chipotle Mexican Grill Inc	7,976	$271,184
SPCX	Space Exploration Technologies Corp	1,532	$261,757
SNOW	Snowflake Inc.	1,006	$256,027
EME	EMCOR Group, Inc.	307	$254,773
CTSH	Cognizant Technology Solutions Corp	6,541	$253,332
AAON	Aaon, Inc.	1,986	$251,943
INTA	Intapp, Inc.	9,755	$245,923
CNO	CNO Financial Group, Inc.	4,765	$242,919
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
LZB	La-Z-Boy Inc	10,032	$322,428
AVNT	Avient Corp	8,707	$316,064
IOT	Samsara Inc.	9,887	$313,319
ANGI	Angi Inc.	45,654	$312,729
VNT	Vontier Corp	8,652	$306,886
HE	Hawaiian Electric Industries Inc	20,381	$302,454
AMCR	Amcor plc	7,546	$299,953
AAOI	Applied Optoelectronics, Inc.	3,530	$298,602
AMRC	Ameresco, Inc.	11,381	$290,215
LBRT	Liberty Energy Inc.	9,806	$282,412
INFY	Infosys Ltd	20,809	$281,129
AJG	Arthur J. Gallagher & Co.	1,294	$280,254
MRSH	Marsh & Mclennan Companies, Inc.	1,580	$274,051
KKR	KKR & Co. Inc.	2,892	$267,510
PCAR	Paccar Inc	2,266	$261,723
NTSK	Netskope Inc	29,982	$254,547
LASR	Nlight, Inc.	4,455	$254,024
CE	Celanese Corp	3,848	$253,082
SBAC	Sba Communications Corp	1,469	$252,829
ALGT	Allegiant Travel CO	3,044	$246,685
KD	Kyndryl Holdings, Inc.	18,420	$241,670
BHE	Benchmark Electronics Inc	4,213	$236,180
LDOS	Leidos Holdings, Inc.	1,468	$228,303
TFPM	Triple Flag Precious Metals Corp.	6,442	$223,601
RRX	Regal Rexnord Corp	1,188	$222,464
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

392 tracked positions · $1,221,269,314 total · filing declares 393 positions · $1,295,010,277 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 392 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
AVGO	Broadcom Inc. Technology	Added	150,618	+422	$56,895,949	+22.4%	15	before history	4.66%
MSFT	Microsoft Corp Technology	Added	135,248	+3,122	$50,450,208	+3.2%	15	before history	4.13%
KLAC	Kla Corp Technology	Added	154,342	+138,587	$46,566,524	+100.7%	7	$70.82	3.81%
NVDA	Nvidia Corp Technology	Reduced	198,607	-829	$39,739,274	+14.3%	15	before history	3.25%
VOO	VANGUARD 500 INDEX FUND	Added	50,233	+4,021	$34,500,526	—	15	before history	2.82%
AAPL	Apple Inc. Technology	Added	103,715	+1,012	$30,010,972	+15.1%	15	before history	2.46%
ASML	Asml Holding NV Technology	Reduced	14,113	-877	$28,076,965	+41.8%	15	before history	2.30%
AMAT	Applied Materials Inc Technology	Reduced	38,231	-2,754	$27,641,013	+97.3%	15	before history	2.26%
AMZN	Amazon Com Inc Consumer Cyclical	Added	102,598	+2,029	$24,453,207	+16.7%	15	before history	2.00%
JPM	Jpmorgan Chase & Co Financial Services	Added	72,550	+35	$23,747,791	+11.3%	15	before history	1.94%
CVX	Chevron Corp Energy	Added	141,961	+873	$23,531,455	−19.4%	15	before history	1.93%
V	Visa Inc. Financial Services	Added	68,477	+2,430	$23,493,773	+17.7%	15	before history	1.92%
NEE	Nextera Energy Inc Utilities	Added	265,529	+14,174	$23,305,480	−0.2%	15	before history	1.91%
GOOGL	Alphabet Inc. Communication Services	Reduced	60,051	-1,970	$21,460,425	+20.3%	15	before history	1.76%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	41,856	-1,864	$19,989,169	+35.3%	15	before history	1.64%
AMT	American Tower Corp Real Estate	Reduced	114,521	-30,254	$18,732,199	−25.0%	15	before history	1.53%
PEP	Pepsico Inc Consumer Defensive	Added	135,150	+2,795	$18,299,310	−11.0%	7	$156.84	1.50%
CB	Chubb Ltd Financial Services	Added	50,334	+1,060	$17,150,807	+6.8%	15	before history	1.40%
LMT	Lockheed Martin Corp Industrials	Added	30,728	+293	$15,654,686	−14.9%	15	before history	1.28%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Added	121,814	+3,769	$15,569,047	+20.2%	15	before history	1.27%
MDT	Medtronic plc Healthcare	Added	197,434	+4,372	$15,445,261	−7.7%	15	before history	1.26%
CMCSA	Comcast Corp Communication Services	Added	627,303	+14,953	$15,400,288	−12.4%	15	before history	1.26%
AZN	Astrazeneca PLC Healthcare	Added	80,917	+1,430	$15,343,481	−2.1%	2	unpriced	1.26%
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	Added	140,863	+1,159	$14,975,145	+14.4%	15	before history	1.23%
LOW	Lowes Companies Inc Consumer Cyclical	Added	65,198	+1,264	$14,375,507	−4.8%	15	before history	1.18%
COST	Costco Wholesale Corp Consumer Defensive	Added	15,041	+141	$14,070,404	−5.2%	15	before history	1.15%
CAT	Caterpillar Inc Industrials	Reduced	12,863	-14	$13,697,808	+50.1%	7	$388.04	1.12%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	43,073	+722	$12,628,142	+2.6%	15	before history	1.03%
NOC	Northrop Grumman Corp Industrials	Added	24,732	+772	$12,596,254	−22.9%	15	before history	1.03%
LRCX	Lam Research Corp Technology	Reduced	28,829	-514	$12,492,470	+99.3%	7	unpriced	1.02%
ABT	Abbott Laboratories Healthcare	Added	137,213	+8,399	$12,450,707	−5.9%	15	before history	1.02%
AMGN	Amgen Inc Healthcare	Added	32,361	+158	$11,718,565	+3.4%	15	before history	0.96%
NDAQ	Nasdaq, Inc. Financial Services	Added	144,589	+2,661	$11,396,504	−5.4%	15	before history	0.93%
QCOM	Qualcomm Inc Technology	Added	59,004	+497	$10,903,349	+44.7%	15	before history	0.89%
BLK	BlackRock, Inc. Financial Services	Reduced	10,911	-158	$10,491,581	−1.4%	8	$871.27	0.86%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	69,673	+4,465	$10,216,848	+8.5%	15	before history	0.84%
META	Meta Platforms, Inc. Communication Services	Added	17,942	+732	$10,106,549	+2.6%	15	before history	0.83%
VONE	VANGUARD RUSSELL 1000 INDEX FUND	Reduced	28,769	-598	$9,744,635	+12.4%	15	before history	0.80%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	38,487	+374	$9,476,269	+19.5%	6	$189.94	0.78%
CME	Cme Group Inc. Financial Services	Added	42,151	+931	$9,308,205	−23.5%	9	$212.40	0.76%
MSCI	MSCI Inc. Financial Services	Added	15,920	+716	$8,915,836	+8.8%	11	$553.63	0.73%
GOOG	Alphabet Inc. Communication Services	Reduced	23,573	-83	$8,329,048	+22.7%	15	before history	0.68%
FTNT	Fortinet, Inc. Technology	Added	53,603	+532	$8,234,492	+89.9%	15	before history	0.67%
QQQ	Invesco Qqq Trust, Series 1	Reduced	10,856	-102	$7,994,358	+26.4%	15	before history	0.65%
GS	Goldman Sachs Group Inc Financial Services	Reduced	7,474	-74	$7,558,979	+18.4%	7	$578.94	0.62%
CSCO	Cisco Systems, Inc. Technology	Reduced	63,968	-2,883	$7,513,681	+44.9%	15	before history	0.62%
PLD	Prologis, Inc. Real Estate	Added	54,891	+216	$7,436,083	+2.9%	15	before history	0.61%
DFAI	Dimensional International Core Equity Market ETF	Added	178,735	+37,554	$7,372,818	+34.0%	3	$39.85	0.60%
LLY	ELI LILLY & Co Healthcare	Added	5,899	+323	$7,075,438	+38.0%	7	$803.40	0.58%
CI	Cigna Group Healthcare	Added	25,450	+935	$7,016,056	+7.3%	7	$303.61	0.57%

Showing the top 50 of 392 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.