Arkolith/Funds/FourThought Financial Partners, LLC

FourThought Financial Partners, LLC

CIK 1956790
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

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.

Opened
402
bought for the first time
Added to
173
already held, bought more
Trimmed
136
sold some, still holds it
Sold out
48
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
28%
Top 20 holdings
43%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

82% mapped to company sectors

Information Technology
34%
ETF / fund or unclassified
18%
Financials
12%
Health Care
7%
Industrials
6%
Consumer Discretionary
6%
Utilities
4%
Energy
3%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as FourThought Financial Partners, LLC

Manager / fundShared namesTheir $ in those
Arax Advisory Partners80 / 80$3.6B
Steward Partners Investment Advisory, LLC79 / 80$6.7B
Clearstead Advisors, LLC79 / 80$3.5B
Concurrent Investment Advisors, LLC79 / 80$3.4B
Integrated Wealth Concepts LLC79 / 80$3.2B
Global Retirement Partners, LLC79 / 80$1.6B
BLAIR WILLIAM & CO/IL78 / 80$15.6B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC78 / 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

393 positions
#SecurityValueShares% PortLast moveHistory
1Broadcom Inc Com
Stock
$56.9M150.6K
4.4%
+0.3%
Added · +422 sh
2Microsoft Corp Com
Stock
$50.5M135.2K
3.9%
+2.4%
Added · +3K sh
3Kla Corp Com New
Stock
$46.6M154.3K
3.6%
+880%
Added · +139K sh
4Nvidia Corporation Com
Stock
$39.7M198.6K
3.1%
−0.4%
Reduced · −829 sh
5Vanguard S&P 500 ETF
ETF
$34.5M50.2K
2.7%
+8.7%
Added · +4K sh
6Apple Inc Com
Stock
$30.0M103.7K
2.3%
+1.0%
Added · +1K sh
7ASML Hldg NV N Y Registry SHS
ADR
$28.1M14.1K
2.2%
−5.8%
Reduced · −877 sh
8Applied Matls Inc Com
Stock
$27.6M38.2K
2.1%
−6.7%
Reduced · −3K sh
9Amazon Com Inc Com
Stock
$24.5M102.6K
1.9%
+2.0%
Added · +2K sh
10JPMorgan Chase & Co Com
Stock
$23.7M72.5K
1.8%
~0%
Added · +35 sh
11Chevron Corporation Com
Stock
$23.5M142.0K
1.8%
+0.6%
Added · +873 sh
12Visa Inc Com CL A
Stock
$23.5M68.5K
1.8%
+3.7%
Added · +2K sh
13NextEra Energy Inc Com
Stock
$23.3M265.5K
1.8%
+5.6%
Added · +14K sh
14Alphabet Inc Cap STK CL A
Stock
$21.5M60.1K
1.7%
−3.2%
Reduced · −2K sh
15Taiwan Semiconductor Manufact Sponsored Ads
ADR
$20.0M41.9K
1.5%
−4.3%
Reduced · −2K sh
16American Tower Corp Com
REIT
$18.7M114.5K
1.4%
−21%
Reduced · −30K sh
17Pepsico Inc Com
Stock
$18.3M135.2K
1.4%
+2.1%
Added · +3K sh
18Chubb Limited Com
Stock
$17.2M50.3K
1.3%
+2.1%
Added · +1K sh
19Ishares Core Dividend Growth ETF
ETF
$17.1M225.0K
1.3%
−0.1%
Reduced · −347 sh
20Lockheed Martin Corp Com
Stock
$15.7M30.7K
1.2%
+1.0%
Added · +293 sh
21Vanguard Russell 1000 Growth ETF
ETF
$15.6M121.8K
1.2%
+3.2%
Added · +4K sh
22Medtronic PLC SHS
Stock
$15.4M197.4K
1.2%
+2.3%
Added · +4K sh
23Comcast Corp New CL A
Stock
$15.4M627.3K
1.2%
+2.4%
Added · +15K sh
24AstraZeneca PLC Ord
ADR
$15.3M80.9K
1.2%
+1.8%
Added · +1K sh
25Vanguard Russell 1000 Value ETF
ETF
$15.0M140.9K
1.2%
+0.8%
Added · +1K sh
26Lowes Cos Inc Com
Stock
$14.4M65.2K
1.1%
+2.0%
Added · +1K sh
27Costco Wholesale Corporation Com
Stock
$14.1M15.0K
1.1%
+0.9%
Added · +141 sh
28Caterpillar Inc Com
Stock
$13.7M12.9K
1.1%
−0.1%
Reduced · −14 sh
29Air Products And Chemicals Inc Com
Stock
$12.6M43.1K
1.0%
+1.7%
Added · +722 sh
30Northrop Grumman Corp Com
Stock
$12.6M24.7K
1.0%
+3.2%
Added · +772 sh
31Lam Research Corp Com New
Stock
$12.5M28.8K
1.0%
−1.8%
Reduced · −514 sh
32Abbott Laboratories Com
Stock
$12.5M137.2K
1.0%
+6.5%
Added · +8K sh
33Amgen Inc Com
Stock
$11.7M32.4K
0.9%
+0.5%
Added · +158 sh
34Nasdaq Inc Com
Stock
$11.4M144.6K
0.9%
+1.9%
Added · +3K sh
35Qualcomm Inc Com
Stock
$10.9M59.0K
0.8%
+0.8%
Added · +497 sh
36BlackRock Inc Com
Stock
$10.5M10.9K
0.8%
−1.4%
Reduced · −158 sh
37Procter & Gamble Co Com
Stock
$10.2M69.7K
0.8%
+6.8%
Added · +4K sh
38Meta Platforms Inc CL A
Stock
$10.1M17.9K
0.8%
+4.3%
Added · +732 sh
39Vanguard Russell 1000 ETF
ETF
$9.7M28.8K
0.8%
−2.0%
Reduced · −598 sh
40PNC Finl Svcs Group Inc Com
Stock
$9.5M38.5K
0.7%
+1.0%
Added · +374 sh
41Cme Group Inc Com
Stock
$9.3M42.2K
0.7%
+2.3%
Added · +931 sh
42Msci Inc Com
Stock
$8.9M15.9K
0.7%
+4.7%
Added · +716 sh
43Alphabet Inc Cap STK CL C
Stock
$8.3M23.6K
0.6%
−0.3%
Reduced · −83 sh
44Fortinet Inc Com
Stock
$8.2M53.6K
0.6%
+1.0%
Added · +532 sh
45Invesco QQQ Trust Series I
ETF
$8.0M10.9K
0.6%
−0.9%
Reduced · −102 sh
46Ishares Short-Term National Muni Bond ETF
ETF
$7.6M71.7K
0.6%
+25%
Added · +14K sh
47Goldman Sachs Group Inc Com
Stock
$7.6M7.5K
0.6%
−1.0%
Reduced · −74 sh
48Cisco Sys Inc Com
Stock
$7.5M64.0K
0.6%
−4.3%
Reduced · −3K sh
49Prologis Inc. Com
REIT
$7.4M54.9K
0.6%
+0.4%
Added · +216 sh
50Dimensional International Core Equity Market ETF
ETF
$7.4M178.7K
0.6%
+27%
Added · +38K sh
Showing 50 of 393 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 2026393$1.3B13F-HR
Q1 2026Mar 31, 2026May 7, 2026384$1.2B13F-HR
Q4 2025Dec 31, 2025Feb 6, 2026504$1.2B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025505$1.1B13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025302$1.0B13F-HR
Q1 2025Mar 31, 2025May 7, 2025318$955.6M13F-HR
Q4 2024Dec 31, 2024Feb 4, 2025318$962.7M13F-HR

Data source

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.