Fourthought Financial Partners, LLC Top Holdings and 13F Report (2026)

About Fourthought Financial Partners, LLC

Investment Activity

Fourthought Financial Partners, LLC has $1.30 billion in total holdings as of June 30, 2026.
Fourthought Financial Partners, LLC owns shares of 393 different stocks, but just 75 companies or ETFs make up 80% of its holdings.
Approximately 8.46% of the portfolio was purchased this quarter.
About 3.73% of the portfolio was sold this quarter.
This quarter, Fourthought Financial Partners, LLC has purchased 384 new stocks and bought additional shares in 173 stocks.
Fourthought Financial Partners, LLC sold shares of 136 stocks and completely divested from 48 stocks this quarter.

Largest Holdings

Broadcom: $56,895,878
Microsoft: $50,450,199
KLA: $46,566,633
NVIDIA: $39,739,368
Vanguard S&P 500 ETF: $34,500,408

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS: $5,227,469 Holding
438516205 - HONEYWELL INTL INC COM: $4,434,116 Holding
43849R105 - HONEYWELL AEROSPACE INC COM: $4,377,384 Holding
816851109 - Sempra Energy: $831,238 Holding
24703L202 - Dell Technologies: $757,571 Holding

Largest Purchases this Quarter

KLA: 138,587 shares (about $41.81M)
EXXONMOBIL HOLDINGS CORP COM SHS: 38,235 shares (about $5.23M)
HONEYWELL INTL INC COM: 19,804 shares (about $4.43M)
HONEYWELL AEROSPACE INC COM: 19,800 shares (about $4.38M)
Vanguard S&P 500 ETF: 4,021 shares (about $2.76M)

Largest Sales this Quarter

American Tower: 30,254 shares (about $4.95M)
Applied Materials: 2,754 shares (about $1.99M)
ASML: 877 shares (about $1.74M)
SANDISK CORP COM: 422 shares (about $959.51K)
Taiwan Semiconductor Manufacturing: 1,864 shares (about $890.19K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AVGO Broadcom	$56,895,878	$159,410 â–²	0.3%	150,618	4.4%	Technology
MSFT Microsoft	$50,450,199	$1,164,568 â–²	2.4%	135,248	3.9%	Technology
KLAC KLA	$46,566,633	$41,813,181 â–²	879.6%	154,342	3.6%	Technology
NVDA NVIDIA	$39,739,368	$165,875 â–¼	-0.4%	198,607	3.1%	Technology
VOO Vanguard S&P 500 ETF	$34,500,408	$2,761,654 â–²	8.7%	50,233	2.7%	ETF
AAPL Apple	$30,010,983	$292,832 â–²	1.0%	103,715	2.3%	Technology
ASML ASML	$28,077,786	$1,744,790 â–¼	-5.9%	14,113	2.2%	Technology
AMAT Applied Materials	$27,640,731	$1,991,122 â–¼	-6.7%	38,231	2.1%	Technology
AMZN Amazon.com	$24,453,175	$483,591 â–²	2.0%	102,598	1.9%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$23,747,905	$11,457 â–²	0.0%	72,550	1.8%	Finance
CVX Chevron	$23,531,394	$144,708 â–²	0.6%	141,961	1.8%	Energy
V Visa	$23,493,631	$833,704 â–²	3.7%	68,477	1.8%	Finance
NEE NextEra Energy	$23,305,456	$1,244,051 â–²	5.6%	265,529	1.8%	Utilities
GOOGL Alphabet	$21,460,427	$704,019 â–¼	-3.2%	60,051	1.7%	Communication Services
TSM Taiwan Semiconductor Manufacturing	$19,989,048	$890,185 â–¼	-4.3%	41,856	1.5%	Technology
AMT American Tower	$18,732,275	$4,948,667 â–¼	-20.9%	114,521	1.4%	Real Estate
PEP PepsiCo	$18,299,262	$378,442 â–²	2.1%	135,150	1.4%	Consumer Staples
CB Chubb	$17,150,642	$361,181 â–²	2.2%	50,334	1.3%	Finance
DGRO iShares Core Dividend Growth ETF	$17,050,970	$26,299 â–¼	-0.2%	224,977	1.3%	ETF
LMT Lockheed Martin	$15,654,602	$149,271 â–²	1.0%	30,728	1.2%	Industrials
VONG Vanguard Russell 1000 Growth ETF	$15,569,096	$481,717 â–²	3.2%	121,814	1.2%	ETF
MDT Medtronic	$15,445,293	$342,022 â–²	2.3%	197,434	1.2%	Healthcare
CMCSA Comcast	$15,400,289	$367,096 â–²	2.4%	627,303	1.2%	Communication Services
AZNCF AstraZeneca	$15,343,444	$271,156 â–²	1.8%	80,917	1.2%	Healthcare
VONV Vanguard Russell 1000 Value ETF	$14,975,092	$123,213 â–²	0.8%	140,863	1.2%	ETF
LOW Lowe's Companies	$14,375,442	$278,698 â–²	2.0%	65,198	1.1%	Consumer Discretionary
COST Costco Wholesale	$14,070,006	$131,898 â–²	0.9%	15,041	1.1%	Consumer Staples
CAT Caterpillar	$13,697,705	$14,908 â–¼	-0.1%	12,863	1.1%	Industrials
APD Air Products and Chemicals	$12,628,066	$211,675 â–²	1.7%	43,073	1.0%	Materials
NOC Northrop Grumman	$12,596,450	$393,193 â–²	3.2%	24,732	1.0%	Industrials
LAM RESEARCH CORP COM NEW	$12,492,286	$222,728 â–¼	-1.8%	28,829	1.0%	Stock
ABT Abbott Laboratories	$12,450,749	$762,128 â–²	6.5%	137,213	1.0%	Healthcare
AMGN Amgen	$11,718,556	$57,215 â–²	0.5%	32,361	0.9%	Healthcare
NDAQ Nasdaq	$11,396,509	$209,740 â–²	1.9%	144,589	0.9%	Finance
QCOM Qualcomm	$10,903,304	$91,840 â–²	0.8%	59,004	0.8%	Technology
BLACKROCK INC COM	$10,491,917	$151,931 â–¼	-1.4%	10,911	0.8%	Stock
PG Procter & Gamble	$10,216,849	$654,748 â–²	6.8%	69,673	0.8%	Consumer Staples
META Meta Platforms	$10,106,309	$412,318 â–²	4.3%	17,942	0.8%	Communication Services
VONE Vanguard Russell 1000 ETF	$9,744,552	$202,553 â–¼	-2.0%	28,769	0.8%	ETF
PNC The PNC Financial Services Group	$9,476,200	$92,086 â–²	1.0%	38,487	0.7%	Finance
CME CME Group	$9,308,098	$205,590 â–²	2.3%	42,151	0.7%	Finance
MSCI MSCI	$8,915,695	$400,982 â–²	4.7%	15,920	0.7%	Finance
GOOG Alphabet	$8,329,109	$29,327 â–¼	-0.4%	23,573	0.6%	Communication Services
FTNT Fortinet	$8,234,491	$81,726 â–²	1.0%	53,603	0.6%	Technology
QQQ Invesco QQQ	$7,994,065	$75,110 â–¼	-0.9%	10,856	0.6%	ETF
SUB iShares Short-Term National Muni Bond ETF	$7,638,690	$1,512,300 â–²	24.7%	71,745	0.6%	ETF
GS The Goldman Sachs Group	$7,559,052	$74,842 â–¼	-1.0%	7,474	0.6%	Finance
CSCO Cisco Systems	$7,513,715	$338,639 â–¼	-4.3%	63,968	0.6%	Technology
PLD Prologis	$7,436,113	$29,262 â–²	0.4%	54,891	0.6%	Real Estate
DFAI Dimensional International Core Equity Market ETF	$7,372,826	$1,549,104 â–²	26.6%	178,735	0.6%	ETF
LLY Eli Lilly and Company	$7,075,827	$387,437 â–²	5.8%	5,899	0.5%	Healthcare
CI Cigna Group	$7,016,061	$257,761 â–²	3.8%	25,450	0.5%	Healthcare
MA Mastercard	$6,813,645	$181,820 â–²	2.7%	13,266	0.5%	Finance
EPD Enterprise Products Partners	$6,772,421	$171,559 â–²	2.6%	184,233	0.5%	Energy
WALMART INC COM	$6,668,301	$31,147 â–¼	-0.5%	58,876	0.5%	Stock
AMD Advanced Micro Devices	$6,603,924	$135,355 â–¼	-2.0%	11,368	0.5%	Technology
MPC Marathon Petroleum	$6,358,514	$231,637 â–¼	-3.5%	24,870	0.5%	Energy
SCHD Schwab US Dividend Equity ETF	$6,338,800	$557,589 â–²	9.6%	199,899	0.5%	ETF
NOW ServiceNow	$6,250,123	$785,001 â–²	14.4%	62,955	0.5%	Technology
BRK.B Berkshire Hathaway	$6,173,382	$503,398 â–²	8.9%	12,337	0.5%	Finance
DLR Digital Realty Trust	$5,826,639	$51,898 â–¼	-0.9%	32,446	0.4%	Real Estate
MELI MercadoLibre	$5,734,116	$285,178 â–²	5.2%	3,378	0.4%	Consumer Discretionary
TMO Thermo Fisher Scientific	$5,626,857	$270,238 â–²	5.0%	11,223	0.4%	Healthcare
MPLX Mplx	$5,556,756	$207,408 â–²	3.9%	98,646	0.4%	Energy
ACWX iShares MSCI ACWI ex U.S. ETF	$5,544,285	$457 â–²	0.0%	72,846	0.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$5,396,541	$457,977 â–¼	-7.8%	54,522	0.4%	ETF
CSX CSX	$5,251,740	$23,955 â–²	0.5%	110,493	0.4%	Industrials
EXXONMOBIL HOLDINGS CORP COM SHS	$5,227,469	$5,227,469 â–²	New Holding	38,235	0.4%	Stock
SLIDE INS HLDGS INC COM	$5,142,851	$193,700 â–¼	-3.6%	265,506	0.4%	Stock
NVO Novo Nordisk A/S	$4,895,089	$417,556 â–²	9.3%	102,109	0.4%	Healthcare
TXN Texas Instruments	$4,714,549	$109,689 â–¼	-2.3%	15,817	0.4%	Technology
DUK Duke Energy	$4,608,845	$217,208 â–²	4.9%	36,411	0.4%	Utilities
VEEV Veeva Systems	$4,520,635	$458,044 â–²	11.3%	25,473	0.3%	Healthcare
CRM Salesforce	$4,508,386	$213,685 â–²	5.0%	28,778	0.3%	Technology
HONEYWELL INTL INC COM	$4,434,116	$4,434,116 â–²	New Holding	19,804	0.3%	Stock
CCI Crown Castle	$4,422,143	$164,181 â–¼	-3.6%	58,394	0.3%	Real Estate
HONEYWELL AEROSPACE INC COM	$4,377,384	$4,377,384 â–²	New Holding	19,800	0.3%	Stock
JEPI JPMorgan Equity Premium Income ETF	$4,324,251	$113,185 â–²	2.7%	76,563	0.3%	ETF
ABBV AbbVie	$4,285,828	$101,660 â–²	2.4%	17,032	0.3%	Healthcare
SPY SPDR S&P 500 ETF Trust	$4,267,672	$59,740 â–¼	-1.4%	5,715	0.3%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$4,214,900	$505,853 â–²	13.6%	83,331	0.3%	ETF
MUB iShares National Muni Bond ETF	$4,206,875	$420,257 â–²	11.1%	39,090	0.3%	ETF
QQQM Invesco NASDAQ 100 ETF	$4,103,965	$101,493 â–²	2.5%	13,546	0.3%	ETF
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$4,043,507	$682,296 â–²	20.3%	185,482	0.3%	ETF
JNJ Johnson & Johnson	$3,801,123	$15,492 â–¼	-0.4%	14,967	0.3%	Healthcare
DFAS Dimensional U.S. Small Cap ETF	$3,754,754	$1,118,168 â–²	42.4%	45,601	0.3%	ETF
WMB Williams Companies	$3,711,586	$8,995 â–¼	-0.2%	49,927	0.3%	Energy
IJR iShares Core S&P Small-Cap ETF	$3,686,401	$46,421 â–¼	-1.2%	24,856	0.3%	ETF
VZ Verizon Communications	$3,648,380	$31,162 â–²	0.9%	86,169	0.3%	Communication Services
TSCO Tractor Supply	$3,464,653	$1,067,978 â–²	44.6%	109,606	0.3%	Consumer Discretionary
CRWD CrowdStrike	$3,242,582	$211,390 â–¼	-6.1%	4,249	0.3%	Technology
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$3,209,167	$352,380 â–²	12.3%	138,565	0.2%	ETF
VGT Vanguard Information Technology ETF	$3,186,100	$2,503,509 â–²	366.8%	26,657	0.2%	ETF
ACN Accenture	$3,083,289	$537,090 â–²	21.1%	24,777	0.2%	Technology
ADBE Adobe	$3,051,313	$415,576 â–²	15.8%	14,883	0.2%	Technology
AOS A. O. Smith	$3,022,761	$215,692 â–²	7.7%	48,195	0.2%	Industrials
INTU Intuit	$2,942,243	$313,982 â–²	11.9%	11,273	0.2%	Technology
KYN Kayne Anderson Energy Infrastructure Fund	$2,912,435	$15,462 â–¼	-0.5%	210,588	0.2%	Finance
HD Home Depot	$2,870,922	$121,679 â–²	4.4%	8,140	0.2%	Consumer Discretionary
ZTS Zoetis	$2,768,804	$591,616 â–²	27.2%	38,531	0.2%	Healthcare

Showing largest 100 holdings. View all holdings.

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Fourthought Financial Partners, LLC Top Holdings and 13F Report (2026)

About Fourthought Financial Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Fourthought Financial Partners, LLC Top Holdings and 13F Report (2026)

About Fourthought Financial Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFourthought Financial Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools