Fourthought Financial Partners, LLC Top Holdings and 13F Report (2026) About Fourthought Financial Partners, LLCInvestment ActivityFourthought Financial Partners, LLC has $1.16 billion in total holdings as of March 31, 2026.Fourthought Financial Partners, LLC owns shares of 384 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 8.82% of the portfolio was purchased this quarter.About 10.27% of the portfolio was sold this quarter.This quarter, Fourthought Financial Partners, LLC has purchased 504 new stocks and bought additional shares in 141 stocks.Fourthought Financial Partners, LLC sold shares of 162 stocks and completely divested from 175 stocks this quarter.Largest Holdings Microsoft $48,909,127Broadcom $46,487,256NVIDIA $34,781,636Chevron $29,191,074Vanguard S&P 500 ETF $27,613,740 Largest New Holdings this Quarter G0593M107 - AstraZeneca $15,676,341 Holding464288158 - iShares Short-Term National Muni Bond ETF $6,128,117 Holding464287176 - iShares TIPS Bond ETF $995,778 HoldingN3167Y103 - Ferrari $973,732 Holding172573107 - CIRCLE INTERNET GROUP INC COM CL A $440,317 Holding Largest Purchases this Quarter AstraZeneca 79,487 shares (about $15.68M)iShares Short-Term National Muni Bond ETF 57,541 shares (about $6.13M)Microsoft 15,305 shares (about $5.67M)Dimensional International Core Equity Market ETF 117,114 shares (about $4.56M)American Tower 23,533 shares (about $4.06M) Largest Sales this Quarter Texas Instruments 41,070 shares (about $7.97M)iShares Core Dividend Growth ETF 110,027 shares (about $7.72M)NXP Semiconductors 20,119 shares (about $3.96M)Schwab US Dividend Equity ETF 116,046 shares (about $3.56M)KLA 1,285 shares (about $1.89M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFourthought Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$48,909,127$5,665,457 ▲13.1%132,1264.2%Computer and TechnologyAVGOBroadcom$46,487,256$535,453 ▲1.2%150,1964.0%Computer and TechnologyNVDANVIDIA$34,781,636$836,074 ▲2.5%199,4363.0%Computer and TechnologyCVXChevron$29,191,074$264,211 ▲0.9%141,0882.5%EnergyVOOVanguard S&P 500 ETF$27,613,740$3,386,884 ▲14.0%46,2122.4%ETFAAPLApple$26,064,905$1,383,912 ▼-5.0%102,7032.2%Computer and TechnologyAMTAmerican Tower$24,985,197$4,061,313 ▲19.4%144,7752.2%FinanceNEENextEra Energy$23,345,855$1,619,549 ▲7.5%251,3552.0%UtilitiesKLACKLA$23,198,009$1,892,062 ▼-7.5%15,7552.0%Computer and TechnologyJPMJPMorgan Chase & Co.$21,330,927$70,010 ▲0.3%72,5151.8%FinanceAMZNAmazon.com$20,945,477$1,821,735 ▲9.5%100,5691.8%Retail/WholesalePEPPepsiCo$20,553,374$541,495 ▲2.7%132,3551.8%Consumer StaplesVVisa$19,961,926$1,383,646 ▲7.4%66,0471.7%Business ServicesASMLASML$19,799,852$595,713 ▼-2.9%14,9901.7%Computer and TechnologyLMTLockheed Martin$18,394,514$665,430 ▼-3.5%30,4351.6%AerospaceGOOGLAlphabet$17,834,734$20,992 ▼-0.1%62,0211.5%Computer and TechnologyCMCSAComcast$17,580,582$1,603,282 ▲10.0%612,3501.5%Consumer DiscretionaryMDTMedtronic$16,728,784$995,693 ▲6.3%193,0621.4%MedicalNOCNorthrop Grumman$16,346,223$432,534 ▼-2.6%23,9601.4%AerospaceCBChubb$16,059,855$1,210,177 ▲8.1%49,2741.4%FinanceDGROiShares Core Dividend Growth ETF$15,813,255$7,721,703 ▼-32.8%225,3241.4%ETFAZNCFAstraZeneca$15,676,341$15,676,341 ▲New Holding79,4871.4%MedicalLOWLowe's Companies$15,106,239$3,072 ▲0.0%63,9341.3%Retail/WholesaleCOSTCostco Wholesale$14,846,728$1,049,235 ▲7.6%14,9001.3%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$14,775,078$233,184 ▼-1.6%43,7201.3%Computer and TechnologyAMATApplied Materials$14,008,236$388,956 ▼-2.7%40,9851.2%Computer and TechnologyABTAbbott Laboratories$13,225,381$503,804 ▲4.0%128,8141.1%MedicalVONVVanguard Russell 1000 Value ETF$13,095,806$239,786 ▼-1.8%139,7041.1%ETFVONGVanguard Russell 1000 Growth ETF$12,948,377$1,486,631 ▼-10.3%118,0451.1%ETFAPDAir Products and Chemicals$12,302,664$1,240,695 ▲11.2%42,3511.1%Basic MaterialsCMECME Group$12,174,396$345,561 ▲2.9%41,2201.1%FinanceNDAQNasdaq$12,048,275$686,336 ▲6.0%141,9281.0%FinanceAMGNAmgen$11,330,703$81,278 ▲0.7%32,2031.0%MedicalBLACKROCK INC COM$10,645,036$2,885 ▼0.0%11,0690.9%StockMETAMeta Platforms$9,846,341$1,063,588 ▲12.1%17,2100.8%Computer and TechnologyPGProcter & Gamble$9,418,692$1,875,563 ▲24.9%65,2080.8%Consumer StaplesCATCaterpillar$9,122,594$266,374 ▼-2.8%12,8770.8%IndustrialsHONHoneywell International$8,770,846$506,984 ▲6.1%38,8040.8%Multi-Sector ConglomeratesVONEVanguard Russell 1000 ETF$8,666,700$194,482 ▲2.3%29,3670.7%ETFMSCIMSCI$8,195,148$1,902,715 ▲30.2%15,2040.7%FinancePNCThe PNC Financial Services Group$7,930,889$312,133 ▲4.1%38,1130.7%FinanceQCOMQualcomm$7,534,509$689,615 ▲10.1%58,5070.7%Computer and TechnologyWALMART INC COM$7,351,333$137,082 ▼-1.8%59,1510.6%StockPLDPrologis$7,226,920$32,648 ▲0.5%54,6750.6%FinanceEPDEnterprise Products Partners$6,794,768$126,272 ▲1.9%179,5660.6%EnergyGOOGAlphabet$6,786,051$223,180 ▼-3.2%23,6560.6%Computer and TechnologyCICigna Group$6,539,429$1,047,269 ▲19.1%24,5150.6%MedicalMAMastercard$6,451,758$568,626 ▲9.7%12,9120.6%Business ServicesGSThe Goldman Sachs Group$6,385,480$138,741 ▼-2.1%7,5480.6%FinanceQQQInvesco QQQ$6,324,509$111,392 ▼-1.7%10,9580.5%FinanceMPCMarathon Petroleum$6,293,878$613,126 ▼-8.9%25,7760.5%EnergyLAM RESEARCH CORP COM NEW$6,269,377$219,854 ▼-3.4%29,3430.5%StockXOMExxonMobil$6,140,864$195,110 ▼-3.1%36,1950.5%EnergySUBiShares Short-Term National Muni Bond ETF$6,128,117$6,128,117 ▲New Holding57,5410.5%ETFDLRDigital Realty Trust$5,899,259$268,156 ▲4.8%32,7350.5%FinanceAGGiShares Core U.S. Aggregate Bond ETF$5,871,757$291,657 ▼-4.7%59,1490.5%FinanceNOWServiceNow$5,755,268$2,026,597 ▲54.4%55,0480.5%Computer and TechnologySCHDSchwab US Dividend Equity ETF$5,593,433$3,560,297 ▼-38.9%182,3150.5%ETFMELIMercadoLibre$5,550,493$408,074 ▲7.9%3,2100.5%Retail/WholesaleDFAIDimensional International Core Equity Market ETF$5,500,422$4,562,770 ▲486.6%141,1810.5%ETFBRK.BBerkshire Hathaway$5,429,815$320,585 ▼-5.6%11,3310.5%FinanceMPLXMplx$5,419,581$440,579 ▲8.8%94,9640.5%EnergyTMOThermo Fisher Scientific$5,251,427$231,016 ▲4.6%10,6840.5%MedicalCSCOCisco Systems$5,186,989$1,144,845 ▼-18.1%66,8510.4%Computer and TechnologyLLYEli Lilly and Company$5,128,617$114,051 ▲2.3%5,5760.4%MedicalCRMSalesforce$5,117,306$1,080,619 ▲26.8%27,4140.4%Computer and TechnologyACWXiShares MSCI ACWI ex U.S. ETF$4,987,341$366,108 ▲7.9%72,8400.4%ManufacturingSLIDE INS HLDGS INC COM$4,959,108$486,000 ▼-8.9%275,5060.4%StockCCICrown Castle$4,924,333$500,792 ▲11.3%60,5620.4%FinanceDUKDuke Energy$4,543,014$160,534 ▲3.7%34,6950.4%UtilitiesCSXCSX$4,515,033$174,585 ▲4.0%109,9890.4%TransportationINTUIntuit$4,353,962$601,426 ▲16.0%10,0700.4%Computer and TechnologyFTNTFortinet$4,336,961$1,194,337 ▲38.0%53,0710.4%Computer and TechnologyVZVerizon Communications$4,288,747$19,929 ▼-0.5%85,4330.4%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$4,225,990$18,591 ▲0.4%74,5590.4%ETFACNAccenture$4,057,157$890,508 ▼-18.0%20,4610.4%Computer and TechnologyVEEVVeeva Systems$4,021,239$768,518 ▲23.6%22,8920.3%MedicalVGTVanguard Information Technology ETF$3,984,644$1,613,115 ▲68.0%5,7110.3%ETFSPYSPDR S&P 500 ETF Trust$3,768,466$75,434 ▲2.0%5,7950.3%FinanceMUBiShares National Muni Bond ETF$3,734,862$655,047 ▲21.3%35,1850.3%ETFJNJJohnson & Johnson$3,673,367$91,908 ▼-2.4%15,0280.3%MedicalVTEBVanguard Tax-Exempt Bond ETF$3,658,441$400,967 ▲12.3%73,3300.3%ETFWMBWilliams Companies$3,642,486$134,861 ▼-3.6%50,0480.3%EnergyABBVAbbVie$3,616,529$133,108 ▼-3.5%16,6280.3%MedicalZTSZoetis$3,581,545$1,239,675 ▲52.9%30,2980.3%MedicalTSCOTractor Supply$3,434,634$392,342 ▲12.9%75,8200.3%Retail/WholesaleNVONovo Nordisk A/S$3,432,428$1,238,774 ▲56.5%93,3990.3%MedicalIBDViShares iBonds Dec 2030 Term Corporate ETF$3,375,086$1,319,047 ▲64.2%154,1840.3%ETFTXNTexas Instruments$3,142,093$7,973,170 ▼-71.7%16,1850.3%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$3,139,214$316,987 ▲11.2%13,2110.3%ETFIJRiShares Core S&P Small-Cap ETF$3,128,700$348,559 ▲12.5%25,1690.3%ETFADBEAdobe$3,125,036$556,410 ▲21.7%12,8560.3%Computer and TechnologyKYNKayne Anderson Energy Infrastructure Fund$3,023,160$102,245 ▼-3.3%211,7060.3%Financial ServicesAOSA. O. Smith$2,951,229$691,385 ▲30.6%44,7560.3%IndustrialsIBDUiShares iBonds Dec 2029 Term Corporate ETF$2,869,122$790,212 ▲38.0%123,3500.2%ETFCPKChesapeake Utilities$2,590,5850.0%20,5000.2%UtilitiesHDHome Depot$2,563,626$684,730 ▼-21.1%7,7950.2%Retail/WholesaleARCCAres Capital$2,496,695$201,500 ▲8.8%138,5510.2%FinanceAMDAdvanced Micro Devices$2,359,900$132,631 ▲6.0%11,6010.2%Computer and TechnologyHYMUiShares High Yield Muni Income Active ETF$2,337,067$1,343 ▲0.1%106,1340.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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