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FourThought Financial Partners, LLC
Period ended Jun 30, 2026 · Latest filing Aug 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,295,010,277
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BROADCOM INC COM · Stock · 11135F101 · shares: $56,895,878
- MICROSOFT CORP COM · Stock · 594918104 · shares: $50,450,199
- KLA CORP COM NEW · Stock · 482480100 · shares: $46,566,633
- NVIDIA CORPORATION COM · Stock · 67066G104 · shares: $39,739,368
- VANGUARD S&P 500 ETF · ETF · 922908363 · shares: $34,500,408
- APPLE INC COM · Stock · 037833100 · shares: $30,010,983
- ASML HLDG NV N Y REGISTRY SHS · ADR · N07059210 · shares: $28,077,786
- APPLIED MATLS INC COM · Stock · 038222105 · shares: $27,640,731
- AMAZON COM INC COM · Stock · 023135106 · shares: $24,453,175
- JPMORGAN CHASE & CO COM · Stock · 46625H100 · shares: $23,747,905
Reported holdings
393 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BROADCOM INC COM | Stock | 11135F101 | — | 150,618 shares | $56,895,878 |
| MICROSOFT CORP COM | Stock | 594918104 | — | 135,248 shares | $50,450,199 |
| KLA CORP COM NEW | Stock | 482480100 | — | 154,342 shares | $46,566,633 |
| NVIDIA CORPORATION COM | Stock | 67066G104 | — | 198,607 shares | $39,739,368 |
| VANGUARD S&P 500 ETF | ETF | 922908363 | — | 50,233 shares | $34,500,408 |
| APPLE INC COM | Stock | 037833100 | — | 103,715 shares | $30,010,983 |
| ASML HLDG NV N Y REGISTRY SHS | ADR | N07059210 | — | 14,113 shares | $28,077,786 |
| APPLIED MATLS INC COM | Stock | 038222105 | — | 38,231 shares | $27,640,731 |
| AMAZON COM INC COM | Stock | 023135106 | — | 102,598 shares | $24,453,175 |
| JPMORGAN CHASE & CO COM | Stock | 46625H100 | — | 72,550 shares | $23,747,905 |
| CHEVRON CORPORATION COM | Stock | 166764100 | — | 141,961 shares | $23,531,394 |
| VISA INC COM CL A | Stock | 92826C839 | — | 68,477 shares | $23,493,631 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 | — | 265,529 shares | $23,305,456 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 | — | 60,051 shares | $21,460,427 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 874039100 | — | 41,856 shares | $19,989,048 |
| AMERICAN TOWER CORP COM | REIT | 03027X100 | — | 114,521 shares | $18,732,275 |
| PEPSICO INC COM | Stock | 713448108 | — | 135,150 shares | $18,299,262 |
| CHUBB LIMITED COM | Stock | H1467J104 | — | 50,334 shares | $17,150,642 |
| ISHARES CORE DIVIDEND GROWTH ETF | ETF | 46434V621 | — | 224,977 shares | $17,050,970 |
| LOCKHEED MARTIN CORP COM | Stock | 539830109 | — | 30,728 shares | $15,654,602 |
| VANGUARD RUSSELL 1000 GROWTH ETF | ETF | 92206C680 | — | 121,814 shares | $15,569,096 |
| MEDTRONIC PLC SHS | Stock | G5960L103 | — | 197,434 shares | $15,445,293 |
| COMCAST CORP NEW CL A | Stock | 20030N101 | — | 627,303 shares | $15,400,289 |
| ASTRAZENECA PLC ORD | ADR | G0593M107 | — | 80,917 shares | $15,343,444 |
| VANGUARD RUSSELL 1000 VALUE ETF | ETF | 92206C714 | — | 140,863 shares | $14,975,092 |
| LOWES COS INC COM | Stock | 548661107 | — | 65,198 shares | $14,375,442 |
| COSTCO WHOLESALE CORPORATION COM | Stock | 22160K105 | — | 15,041 shares | $14,070,006 |
| CATERPILLAR INC COM | Stock | 149123101 | — | 12,863 shares | $13,697,705 |
| AIR PRODUCTS AND CHEMICALS INC COM | Stock | 009158106 | — | 43,073 shares | $12,628,066 |
| NORTHROP GRUMMAN CORP COM | Stock | 666807102 | — | 24,732 shares | $12,596,450 |
| LAM RESEARCH CORP COM NEW | Stock | 512807306 | — | 28,829 shares | $12,492,286 |
| ABBOTT LABORATORIES COM | Stock | 002824100 | — | 137,213 shares | $12,450,749 |
| AMGEN INC COM | Stock | 031162100 | — | 32,361 shares | $11,718,556 |
| NASDAQ INC COM | Stock | 631103108 | — | 144,589 shares | $11,396,509 |
| QUALCOMM INC COM | Stock | 747525103 | — | 59,004 shares | $10,903,304 |
| BLACKROCK INC COM | Stock | 09290D101 | — | 10,911 shares | $10,491,917 |
| PROCTER & GAMBLE CO COM | Stock | 742718109 | — | 69,673 shares | $10,216,849 |
| META PLATFORMS INC CL A | Stock | 30303M102 | — | 17,942 shares | $10,106,309 |
| VANGUARD RUSSELL 1000 ETF | ETF | 92206C730 | — | 28,769 shares | $9,744,552 |
| PNC FINL SVCS GROUP INC COM | Stock | 693475105 | — | 38,487 shares | $9,476,200 |
| CME GROUP INC COM | Stock | 12572Q105 | — | 42,151 shares | $9,308,098 |
| MSCI INC COM | Stock | 55354G100 | — | 15,920 shares | $8,915,695 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 | — | 23,573 shares | $8,329,109 |
| FORTINET INC COM | Stock | 34959E109 | — | 53,603 shares | $8,234,491 |
| INVESCO QQQ TRUST SERIES I | ETF | 46090E103 | — | 10,856 shares | $7,994,065 |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | ETF | 464288158 | — | 71,745 shares | $7,638,690 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 | — | 7,474 shares | $7,559,052 |
| CISCO SYS INC COM | Stock | 17275R102 | — | 63,968 shares | $7,513,715 |
| PROLOGIS INC. COM | REIT | 74340W103 | — | 54,891 shares | $7,436,113 |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | ETF | 25434V203 | — | 178,735 shares | $7,372,826 |
| ELI LILLY & CO COM | Stock | 532457108 | — | 5,899 shares | $7,075,827 |
| THE CIGNA GROUP COM | Stock | 125523100 | — | 25,450 shares | $7,016,061 |
| MASTERCARD INCORPORATED CL A | Stock | 57636Q104 | — | 13,266 shares | $6,813,645 |
| ENTERPRISE PRODS PARTNERS L P COM | Stock | 293792107 | — | 184,233 shares | $6,772,421 |
| WALMART INC COM | Stock | 931142103 | — | 58,876 shares | $6,668,301 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 | — | 11,368 shares | $6,603,924 |
| MARATHON PETE CORP COM | Stock | 56585A102 | — | 24,870 shares | $6,358,514 |
| SCHWAB US DIVIDEND EQUITY ETF | ETF | 808524797 | — | 199,899 shares | $6,338,800 |
| SERVICENOW INC COM | Stock | 81762P102 | — | 62,955 shares | $6,250,123 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 | — | 12,337 shares | $6,173,382 |
| DIGITAL RLTY TR INC COM | REIT | 253868103 | — | 32,446 shares | $5,826,639 |
| MERCADOLIBRE INC COM | Stock | 58733R102 | — | 3,378 shares | $5,734,116 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 | — | 11,223 shares | $5,626,857 |
| MPLX LP COM UNIT REP LTD | Stock | 55336V100 | — | 98,646 shares | $5,556,756 |
| ISHARES MSCI ACWI EX U.S. ETF | ETF | 464288240 | — | 72,846 shares | $5,544,285 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 | — | 54,522 shares | $5,396,541 |
| CSX CORP COM | Stock | 126408103 | — | 110,493 shares | $5,251,740 |
| EXXONMOBIL HOLDINGS CORP COM SHS | Stock | 30233Q108 | — | 38,235 shares | $5,227,469 |
| SLIDE INS HLDGS INC COM | Stock | 831349105 | — | 265,506 shares | $5,142,851 |
| NOVO-NORDISK A S ADR | ADR | 670100205 | — | 102,109 shares | $4,895,089 |
| TEXAS INSTRS INC COM | Stock | 882508104 | — | 15,817 shares | $4,714,549 |
| DUKE ENERGY CORP NEW COM NEW | Stock | 26441C204 | — | 36,411 shares | $4,608,845 |
| VEEVA SYS INC CL A COM | Stock | 922475108 | — | 25,473 shares | $4,520,635 |
| SALESFORCE INC COM | Stock | 79466L302 | — | 28,778 shares | $4,508,386 |
| HONEYWELL INTL INC COM | Stock | 438516205 | — | 19,804 shares | $4,434,116 |
| CROWN CASTLE INC COM | REIT | 22822V101 | — | 58,394 shares | $4,422,143 |
| HONEYWELL AEROSPACE INC COM | Stock | 43849R105 | — | 19,800 shares | $4,377,384 |
| JPMORGAN EQUITY PREMIUM INCOME ETF | ETF | 46641Q332 | — | 76,563 shares | $4,324,251 |
| ABBVIE INC COM | Stock | 00287Y109 | — | 17,032 shares | $4,285,828 |
| STATE STREET SPDR S&P 500 ETF | ETF | 78462F103 | — | 5,715 shares | $4,267,672 |
| VANGUARD TAX-EXEMPT BOND ETF | ETF | 922907746 | — | 83,331 shares | $4,214,900 |
| ISHARES NATIONAL MUNI BOND ETF | ETF | 464288414 | — | 39,090 shares | $4,206,875 |
| INVESCO NASDAQ 100 ETF | ETF | 46138G649 | — | 13,546 shares | $4,103,965 |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | ETF | 46436E726 | — | 185,482 shares | $4,043,507 |
| JOHNSON & JOHNSON COM | Stock | 478160104 | — | 14,967 shares | $3,801,123 |
| DIMENSIONAL U.S. SMALL CAP ETF | ETF | 25434V500 | — | 45,601 shares | $3,754,754 |
| WILLIAMS COS INC COM | Stock | 969457100 | — | 49,927 shares | $3,711,586 |
| ISHARES CORE S&P SMALL CAP ETF | ETF | 464287804 | — | 24,856 shares | $3,686,401 |
| VERIZON COMMUNICATIONS INC COM | Stock | 92343V104 | — | 86,169 shares | $3,648,380 |
| TRACTOR SUPPLY CO COM | Stock | 892356106 | — | 109,606 shares | $3,464,653 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 22788C105 | — | 4,249 shares | $3,242,582 |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | ETF | 46436E205 | — | 138,565 shares | $3,209,167 |
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 92204A702 | — | 26,657 shares | $3,186,100 |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | G1151C101 | — | 24,777 shares | $3,083,289 |
| ADOBE INC COM | Stock | 00724F101 | — | 14,883 shares | $3,051,313 |
| SMITH A O CORP COM | Stock | 831865209 | — | 48,195 shares | $3,022,761 |
| INTUIT COM | Stock | 461202103 | — | 11,273 shares | $2,942,243 |
| KAYNE ANDERSON ENERGY INFRSTR COM | CEF | 486606106 | — | 210,588 shares | $2,912,435 |
| HOME DEPOT INC COM | Stock | 437076102 | — | 8,140 shares | $2,870,922 |
| ZOETIS INC CL A | Stock | 98978V103 | — | 38,531 shares | $2,768,804 |