FourThought Financial Partners, LLC
Q2 2026 13F filing
Updated 29 days ago393 disclosed positions worth $1.3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AVGO BROADCOM INC COM | $56.9M | 150.6K | 4.39% | — |
| 2 | M MSFT MICROSOFT CORP COM | $50.5M | 135.2K | 3.90% | — |
| 3 | K KLAC KLA CORP COM NEW | $46.6M | 154.3K | 3.60% | — |
| 4 | N NVDA NVIDIA CORPORATION COM | $39.7M | 198.6K | 3.07% | — |
| 5 | V VGES VANGUARD S&P 500 ETF | $34.5M | 50.2K | 2.66% | — |
| 6 | A AAPL APPLE INC COM | $30M | 103.7K | 2.32% | — |
| 7 | A ASMLF ASML HLDG NV N Y REGISTRY SHS | $28.1M | 14.1K | 2.17% | — |
| 8 | A AMAT APPLIED MATLS INC COM | $27.6M | 38.2K | 2.13% | — |
| 9 | A AMZN AMAZON COM INC COM | $24.5M | 102.6K | 1.89% | — |
| 10 | J JPM-PM JPMORGAN CHASE & CO COM | $23.7M | 72.5K | 1.83% | — |
| 11 | C CVX CHEVRON CORPORATION COM | $23.5M | 142.0K | 1.82% | — |
| 12 | V V VISA INC COM CL A | $23.5M | 68.5K | 1.81% | — |
| 13 | N NEE-PS NEXTERA ENERGY INC COM | $23.3M | 265.5K | 1.80% | — |
| 14 | G GOOGN ALPHABET INC CAP STK CL A | $21.5M | 60.1K | 1.66% | — |
| 15 | T TSMWF TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $20M | 41.9K | 1.54% | — |
| 16 | A AMT AMERICAN TOWER CORP COM | $18.7M | 114.5K | 1.45% | — |
| 17 | P PEP PEPSICO INC COM | $18.3M | 135.2K | 1.41% | — |
| 18 | C CB CHUBB LIMITED COM | $17.2M | 50.3K | 1.32% | — |
| 19 | E ETHA ISHARES CORE DIVIDEND GROWTH ETF | $17.1M | 225.0K | 1.32% | — |
| 20 | L LMT LOCKHEED MARTIN CORP COM | $15.7M | 30.7K | 1.21% | — |
| 21 | V VGES VANGUARD RUSSELL 1000 GROWTH ETF | $15.6M | 121.8K | 1.20% | — |
| 22 | M MDT MEDTRONIC PLC SHS | $15.4M | 197.4K | 1.19% | — |
| 23 | C CCZ COMCAST CORP NEW CL A | $15.4M | 627.3K | 1.19% | — |
| 24 | A AZN ASTRAZENECA PLC ORD | $15.3M | 80.9K | 1.18% | — |
| 25 | V VGES VANGUARD RUSSELL 1000 VALUE ETF | $15M | 140.9K | 1.16% | — |
| 26 | L LOW LOWES COS INC COM | $14.4M | 65.2K | 1.11% | — |
| 27 | C COST COSTCO WHOLESALE CORPORATION COM | $14.1M | 15.0K | 1.09% | — |
| 28 | C CAT CATERPILLAR INC COM | $13.7M | 12.9K | 1.06% | — |
| 29 | A APD AIR PRODUCTS AND CHEMICALS INC COM | $12.6M | 43.1K | 0.98% | — |
| 30 | N NOC NORTHROP GRUMMAN CORP COM | $12.6M | 24.7K | 0.97% | — |
| 31 | L LRCX LAM RESEARCH CORP COM NEW | $12.5M | 28.8K | 0.96% | — |
| 32 | A ABT ABBOTT LABORATORIES COM | $12.5M | 137.2K | 0.96% | — |
| 33 | A AMGN AMGEN INC COM | $11.7M | 32.4K | 0.90% | — |
| 34 | N NDAQ NASDAQ INC COM | $11.4M | 144.6K | 0.88% | — |
| 35 | Q QCOM QUALCOMM INC COM | $10.9M | 59.0K | 0.84% | — |
| 36 | B BSTZ BLACKROCK INC COM | $10.5M | 10.9K | 0.81% | — |
| 37 | P PG PROCTER & GAMBLE CO COM | $10.2M | 69.7K | 0.79% | — |
| 38 | M META META PLATFORMS INC CL A | $10.1M | 17.9K | 0.78% | — |
| 39 | V VGES VANGUARD RUSSELL 1000 ETF | $9.7M | 28.8K | 0.75% | — |
| 40 | P PNC PNC FINL SVCS GROUP INC COM | $9.5M | 38.5K | 0.73% | — |
| 41 | C CME CME GROUP INC COM | $9.3M | 42.2K | 0.72% | — |
| 42 | M MSCI MSCI INC COM | $8.9M | 15.9K | 0.69% | — |
| 43 | G GOOGN ALPHABET INC CAP STK CL C | $8.3M | 23.6K | 0.64% | — |
| 44 | F FTNT FORTINET INC COM | $8.2M | 53.6K | 0.64% | — |
| 45 | Q QQQ INVESCO QQQ TRUST SERIES I | $8M | 10.9K | 0.62% | — |
| 46 | E ETHA ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $7.6M | 71.7K | 0.59% | — |
| 47 | G GS-PD GOLDMAN SACHS GROUP INC COM | $7.6M | 7.5K | 0.58% | — |
| 48 | C CSCO CISCO SYS INC COM | $7.5M | 64.0K | 0.58% | — |
| 49 | P PLDGP PROLOGIS INC. COM | $7.4M | 54.9K | 0.57% | — |
| 50 | C CRDO DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $7.4M | 178.7K | 0.57% | — |