Holders — by stockHoldings — by fund
FourThought Financial Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1956790
$1.30B
disclosed book value
393
positions
4.4%
largest position share
Positions, as of 2026-06-30
top 100 of 393 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AVGOBROADCOM INC COM | 150,618 | $56.9M | 4.4% |
| 2 | MSFTMICROSOFT CORP COM | 135,248 | $50.5M | 3.9% |
| 3 | KLACKLA CORP COM NEW | 154,342 | $46.6M | 3.6% |
| 4 | NVDANVIDIA CORPORATION COM | 198,607 | $39.7M | 3.1% |
| 5 | VOOVANGUARD S&P 500 ETF | 50,233 | $34.5M | 2.7% |
| 6 | AAPLAPPLE INC COM | 103,715 | $30.0M | 2.3% |
| 7 | ASML HLDG NV N Y REGISTRY SHS | 14,113 | $28.1M | 2.2% |
| 8 | AMATAPPLIED MATLS INC COM | 38,231 | $27.6M | 2.1% |
| 9 | AMZNAMAZON COM INC COM | 102,598 | $24.5M | 1.9% |
| 10 | JPMJPMORGAN CHASE & CO COM | 72,550 | $23.7M | 1.8% |
| 11 | CVXCHEVRON CORPORATION COM | 141,961 | $23.5M | 1.8% |
| 12 | VVISA INC COM CL A | 68,477 | $23.5M | 1.8% |
| 13 | NEENEXTERA ENERGY INC COM | 265,529 | $23.3M | 1.8% |
| 14 | GOOGLALPHABET INC CAP STK CL A | 60,051 | $21.5M | 1.7% |
| 15 | TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 41,856 | $20.0M | 1.5% |
| 16 | AMTAMERICAN TOWER CORP COM | 114,521 | $18.7M | 1.4% |
| 17 | PEPPEPSICO INC COM | 135,150 | $18.3M | 1.4% |
| 18 | CHUBB LIMITED COM | 50,334 | $17.2M | 1.3% |
| 19 | DGROISHARES CORE DIVIDEND GROWTH ETF | 224,977 | $17.1M | 1.3% |
| 20 | LMTLOCKHEED MARTIN CORP COM | 30,728 | $15.7M | 1.2% |
| 21 | VONGVANGUARD RUSSELL 1000 GROWTH ETF | 121,814 | $15.6M | 1.2% |
| 22 | MEDTRONIC PLC SHS | 197,434 | $15.4M | 1.2% |
| 23 | CMCSACOMCAST CORP NEW CL A | 627,303 | $15.4M | 1.2% |
| 24 | ASTRAZENECA PLC ORD | 80,917 | $15.3M | 1.2% |
| 25 | VONVVANGUARD RUSSELL 1000 VALUE ETF | 140,863 | $15.0M | 1.2% |
| 26 | LOWLOWES COS INC COM | 65,198 | $14.4M | 1.1% |
| 27 | COSTCOSTCO WHOLESALE CORPORATION COM | 15,041 | $14.1M | 1.1% |
| 28 | CATCATERPILLAR INC COM | 12,863 | $13.7M | 1.1% |
| 29 | APDAIR PRODUCTS AND CHEMICALS INC COM | 43,073 | $12.6M | 1% |
| 30 | NOCNORTHROP GRUMMAN CORP COM | 24,732 | $12.6M | 1% |
| 31 | LRCXLAM RESEARCH CORP COM NEW | 28,829 | $12.5M | 1% |
| 32 | ABTABBOTT LABORATORIES COM | 137,213 | $12.5M | 1% |
| 33 | AMGNAMGEN INC COM | 32,361 | $11.7M | 0.9% |
| 34 | NDAQNASDAQ INC COM | 144,589 | $11.4M | 0.9% |
| 35 | QCOMQUALCOMM INC COM | 59,004 | $10.9M | 0.8% |
| 36 | BLKBLACKROCK INC COM | 10,911 | $10.5M | 0.8% |
| 37 | PGPROCTER & GAMBLE CO COM | 69,673 | $10.2M | 0.8% |
| 38 | METAMETA PLATFORMS INC CL A | 17,942 | $10.1M | 0.8% |
| 39 | VONEVANGUARD RUSSELL 1000 ETF | 28,769 | $9.7M | 0.8% |
| 40 | PNCPNC FINL SVCS GROUP INC COM | 38,487 | $9.5M | 0.7% |
| 41 | CMECME GROUP INC COM | 42,151 | $9.3M | 0.7% |
| 42 | MSCIMSCI INC COM | 15,920 | $8.9M | 0.7% |
| 43 | GOOGALPHABET INC CAP STK CL C | 23,573 | $8.3M | 0.6% |
| 44 | FTNTFORTINET INC COM | 53,603 | $8.2M | 0.6% |
| 45 | QQQINVESCO QQQ TRUST SERIES I | 10,856 | $8.0M | 0.6% |
| 46 | SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 71,745 | $7.6M | 0.6% |
| 47 | GSGOLDMAN SACHS GROUP INC COM | 7,474 | $7.6M | 0.6% |
| 48 | CSCOCISCO SYS INC COM | 63,968 | $7.5M | 0.6% |
| 49 | PLDPROLOGIS INC. COM | 54,891 | $7.4M | 0.6% |
| 50 | DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 178,735 | $7.4M | 0.6% |
| 51 | LLYELI LILLY & CO COM | 5,899 | $7.1M | 0.5% |
| 52 | CITHE CIGNA GROUP COM | 25,450 | $7.0M | 0.5% |
| 53 | MAMASTERCARD INCORPORATED CL A | 13,266 | $6.8M | 0.5% |
| 54 | EPDENTERPRISE PRODS PARTNERS L P COM | 184,233 | $6.8M | 0.5% |
| 55 | WMTWALMART INC COM | 58,876 | $6.7M | 0.5% |
| 56 | AMDADVANCED MICRO DEVICES INC COM | 11,368 | $6.6M | 0.5% |
| 57 | MPCMARATHON PETE CORP COM | 24,870 | $6.4M | 0.5% |
| 58 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 199,899 | $6.3M | 0.5% |
| 59 | NOWSERVICENOW INC COM | 62,955 | $6.3M | 0.5% |
| 60 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 12,337 | $6.2M | 0.5% |
| 61 | DLRDIGITAL RLTY TR INC COM | 32,446 | $5.8M | 0.4% |
| 62 | MELIMERCADOLIBRE INC COM | 3,378 | $5.7M | 0.4% |
| 63 | TMOTHERMO FISHER SCIENTIFIC INC COM | 11,223 | $5.6M | 0.4% |
| 64 | MPLXMPLX LP COM UNIT REP LTD | 98,646 | $5.6M | 0.4% |
| 65 | ACWXISHARES MSCI ACWI EX U.S. ETF | 72,846 | $5.5M | 0.4% |
| 66 | AGGISHARES CORE U.S. AGGREGATE BOND ETF | 54,522 | $5.4M | 0.4% |
| 67 | CSXCSX CORP COM | 110,493 | $5.3M | 0.4% |
| 68 | XOMEXXONMOBIL HOLDINGS CORP COM SHS | 38,235 | $5.2M | 0.4% |
| 69 | SLDESLIDE INS HLDGS INC COM | 265,506 | $5.1M | 0.4% |
| 70 | NVONOVO-NORDISK A S ADR | 102,109 | $4.9M | 0.4% |
| 71 | TXNTEXAS INSTRS INC COM | 15,817 | $4.7M | 0.4% |
| 72 | DUKDUKE ENERGY CORP NEW COM NEW | 36,411 | $4.6M | 0.4% |
| 73 | VEEVVEEVA SYS INC CL A COM | 25,473 | $4.5M | 0.3% |
| 74 | CRMSALESFORCE INC COM | 28,778 | $4.5M | 0.3% |
| 75 | HONHONEYWELL INTL INC COM | 19,804 | $4.4M | 0.3% |
| 76 | CCICROWN CASTLE INC COM | 58,394 | $4.4M | 0.3% |
| 77 | HONAHONEYWELL AEROSPACE INC COM | 19,800 | $4.4M | 0.3% |
| 78 | JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | 76,563 | $4.3M | 0.3% |
| 79 | ABBVABBVIE INC COM | 17,032 | $4.3M | 0.3% |
| 80 | SPYSTATE STREET SPDR S&P 500 ETF | 5,715 | $4.3M | 0.3% |
| 81 | VTEBVANGUARD TAX-EXEMPT BOND ETF | 83,331 | $4.2M | 0.3% |
| 82 | MUBISHARES NATIONAL MUNI BOND ETF | 39,090 | $4.2M | 0.3% |
| 83 | QQQMINVESCO NASDAQ 100 ETF | 13,546 | $4.1M | 0.3% |
| 84 | IBDVISHARES IBONDS DEC 2030 TERM CORPORATE ETF | 185,482 | $4.0M | 0.3% |
| 85 | JNJJOHNSON & JOHNSON COM | 14,967 | $3.8M | 0.3% |
| 86 | DFASDIMENSIONAL U.S. SMALL CAP ETF | 45,601 | $3.8M | 0.3% |
| 87 | WMBWILLIAMS COS INC COM | 49,927 | $3.7M | 0.3% |
| 88 | IJRISHARES CORE S&P SMALL CAP ETF | 24,856 | $3.7M | 0.3% |
| 89 | VZVERIZON COMMUNICATIONS INC COM | 86,169 | $3.6M | 0.3% |
| 90 | TSCOTRACTOR SUPPLY CO COM | 109,606 | $3.5M | 0.3% |
| 91 | CRWDCROWDSTRIKE HLDGS INC CL A | 4,249 | $3.2M | 0.3% |
| 92 | IBDUISHARES IBONDS DEC 2029 TERM CORPORATE ETF | 138,565 | $3.2M | 0.2% |
| 93 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 26,657 | $3.2M | 0.2% |
| 94 | ACCENTURE PLC IRELAND SHS CLASS A | 24,777 | $3.1M | 0.2% |
| 95 | ADBEADOBE INC COM | 14,883 | $3.1M | 0.2% |
| 96 | AOSSMITH A O CORP COM | 48,195 | $3.0M | 0.2% |
| 97 | INTUINTUIT COM | 11,273 | $2.9M | 0.2% |
| 98 | KYNKAYNE ANDERSON ENERGY INFRSTR COM | 210,588 | $2.9M | 0.2% |
| 99 | HDHOME DEPOT INC COM | 8,140 | $2.9M | 0.2% |
| 100 | ZTSZOETIS INC CL A | 38,531 | $2.8M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.