FourThought Financial Partners, LLC holds a diversified book of 393 stocks worth $1.3B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Nvidia Corp. Their largest long position is Broadcom Inc at 4% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
82% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as FourThought Financial Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Arax Advisory Partners | 80 / 80 | $3.6B |
| Steward Partners Investment Advisory, LLC | 79 / 80 | $6.7B |
| Clearstead Advisors, LLC | 79 / 80 | $3.5B |
| Concurrent Investment Advisors, LLC | 79 / 80 | $3.4B |
| Integrated Wealth Concepts LLC | 79 / 80 | $3.2B |
| Global Retirement Partners, LLC | 79 / 80 | $1.6B |
| BLAIR WILLIAM & CO/IL | 78 / 80 | $15.6B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 78 / 80 | $14.9B |
Ranked by how many of FourThought Financial Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc Com Stock | $56.9M | 150.6K | 4.4% | ▲+0.3% Added · +422 sh | |
| 2 | Microsoft Corp Com Stock | $50.5M | 135.2K | 3.9% | ▲+2.4% Added · +3K sh | |
| 3 | Kla Corp Com New Stock | $46.6M | 154.3K | 3.6% | ▲+880% Added · +139K sh | |
| 4 | Nvidia Corporation Com Stock | $39.7M | 198.6K | 3.1% | ▼−0.4% Reduced · −829 sh | |
| 5 | Vanguard S&P 500 ETF ETF | $34.5M | 50.2K | 2.7% | ▲+8.7% Added · +4K sh | |
| 6 | Apple Inc Com Stock | $30.0M | 103.7K | 2.3% | ▲+1.0% Added · +1K sh | |
| 7 | ASML Hldg NV N Y Registry SHS ADR | $28.1M | 14.1K | 2.2% | ▼−5.8% Reduced · −877 sh | |
| 8 | Applied Matls Inc Com Stock | $27.6M | 38.2K | 2.1% | ▼−6.7% Reduced · −3K sh | |
| 9 | Amazon Com Inc Com Stock | $24.5M | 102.6K | 1.9% | ▲+2.0% Added · +2K sh | |
| 10 | JPMorgan Chase & Co Com Stock | $23.7M | 72.5K | 1.8% | ▲~0% Added · +35 sh | |
| 11 | Chevron Corporation Com Stock | $23.5M | 142.0K | 1.8% | ▲+0.6% Added · +873 sh | |
| 12 | Visa Inc Com CL A Stock | $23.5M | 68.5K | 1.8% | ▲+3.7% Added · +2K sh | |
| 13 | NextEra Energy Inc Com Stock | $23.3M | 265.5K | 1.8% | ▲+5.6% Added · +14K sh | |
| 14 | Alphabet Inc Cap STK CL A Stock | $21.5M | 60.1K | 1.7% | ▼−3.2% Reduced · −2K sh | |
| 15 | Taiwan Semiconductor Manufact Sponsored Ads ADR | $20.0M | 41.9K | 1.5% | ▼−4.3% Reduced · −2K sh | |
| 16 | American Tower Corp Com REIT | $18.7M | 114.5K | 1.4% | ▼−21% Reduced · −30K sh | |
| 17 | Pepsico Inc Com Stock | $18.3M | 135.2K | 1.4% | ▲+2.1% Added · +3K sh | |
| 18 | Chubb Limited Com Stock | $17.2M | 50.3K | 1.3% | ▲+2.1% Added · +1K sh | |
| 19 | Ishares Core Dividend Growth ETF ETF | $17.1M | 225.0K | 1.3% | ▼−0.1% Reduced · −347 sh | |
| 20 | Lockheed Martin Corp Com Stock | $15.7M | 30.7K | 1.2% | ▲+1.0% Added · +293 sh | |
| 21 | Vanguard Russell 1000 Growth ETF ETF | $15.6M | 121.8K | 1.2% | ▲+3.2% Added · +4K sh | |
| 22 | Medtronic PLC SHS Stock | $15.4M | 197.4K | 1.2% | ▲+2.3% Added · +4K sh | |
| 23 | Comcast Corp New CL A Stock | $15.4M | 627.3K | 1.2% | ▲+2.4% Added · +15K sh | |
| 24 | AstraZeneca PLC Ord ADR | $15.3M | 80.9K | 1.2% | ▲+1.8% Added · +1K sh | |
| 25 | Vanguard Russell 1000 Value ETF ETF | $15.0M | 140.9K | 1.2% | ▲+0.8% Added · +1K sh | |
| 26 | Lowes Cos Inc Com Stock | $14.4M | 65.2K | 1.1% | ▲+2.0% Added · +1K sh | |
| 27 | Costco Wholesale Corporation Com Stock | $14.1M | 15.0K | 1.1% | ▲+0.9% Added · +141 sh | |
| 28 | Caterpillar Inc Com Stock | $13.7M | 12.9K | 1.1% | ▼−0.1% Reduced · −14 sh | |
| 29 | Air Products And Chemicals Inc Com Stock | $12.6M | 43.1K | 1.0% | ▲+1.7% Added · +722 sh | |
| 30 | Northrop Grumman Corp Com Stock | $12.6M | 24.7K | 1.0% | ▲+3.2% Added · +772 sh | |
| 31 | Lam Research Corp Com New Stock | $12.5M | 28.8K | 1.0% | ▼−1.8% Reduced · −514 sh | |
| 32 | Abbott Laboratories Com Stock | $12.5M | 137.2K | 1.0% | ▲+6.5% Added · +8K sh | |
| 33 | Amgen Inc Com Stock | $11.7M | 32.4K | 0.9% | ▲+0.5% Added · +158 sh | |
| 34 | Nasdaq Inc Com Stock | $11.4M | 144.6K | 0.9% | ▲+1.9% Added · +3K sh | |
| 35 | Qualcomm Inc Com Stock | $10.9M | 59.0K | 0.8% | ▲+0.8% Added · +497 sh | |
| 36 | BlackRock Inc Com Stock | $10.5M | 10.9K | 0.8% | ▼−1.4% Reduced · −158 sh | |
| 37 | Procter & Gamble Co Com Stock | $10.2M | 69.7K | 0.8% | ▲+6.8% Added · +4K sh | |
| 38 | Meta Platforms Inc CL A Stock | $10.1M | 17.9K | 0.8% | ▲+4.3% Added · +732 sh | |
| 39 | Vanguard Russell 1000 ETF ETF | $9.7M | 28.8K | 0.8% | ▼−2.0% Reduced · −598 sh | |
| 40 | PNC Finl Svcs Group Inc Com Stock | $9.5M | 38.5K | 0.7% | ▲+1.0% Added · +374 sh | |
| 41 | Cme Group Inc Com Stock | $9.3M | 42.2K | 0.7% | ▲+2.3% Added · +931 sh | |
| 42 | Msci Inc Com Stock | $8.9M | 15.9K | 0.7% | ▲+4.7% Added · +716 sh | |
| 43 | Alphabet Inc Cap STK CL C Stock | $8.3M | 23.6K | 0.6% | ▼−0.3% Reduced · −83 sh | |
| 44 | Fortinet Inc Com Stock | $8.2M | 53.6K | 0.6% | ▲+1.0% Added · +532 sh | |
| 45 | Invesco QQQ Trust Series I ETF | $8.0M | 10.9K | 0.6% | ▼−0.9% Reduced · −102 sh | |
| 46 | Ishares Short-Term National Muni Bond ETF ETF | $7.6M | 71.7K | 0.6% | ▲+25% Added · +14K sh | |
| 47 | Goldman Sachs Group Inc Com Stock | $7.6M | 7.5K | 0.6% | ▼−1.0% Reduced · −74 sh | |
| 48 | Cisco Sys Inc Com Stock | $7.5M | 64.0K | 0.6% | ▼−4.3% Reduced · −3K sh | |
| 49 | Prologis Inc. Com REIT | $7.4M | 54.9K | 0.6% | ▲+0.4% Added · +216 sh | |
| 50 | Dimensional International Core Equity Market ETF ETF | $7.4M | 178.7K | 0.6% | ▲+27% Added · +38K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1956790/holdings"
Use Arkolith to show FourThought Financial Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 393 | $1.3B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 384 | $1.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 504 | $1.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 505 | $1.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 302 | $1.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 318 | $955.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 318 | $962.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.