Fourthought Financial Partners, Llc Portfolio Stock Holdings
Fourthought Financial Partners, Llc disclosed 384 stock positions valued at approximately $1.2 billion in its latest SEC 13F filing. The largest holdings include MICROSOFT CORP COM, BROADCOM INC COM, and NVIDIA CORPORATION COM. The filing reflects positions held as of March 31, 2026 and was filed on May 7, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 384
- Portfolio Value
- $1.2B
Holdings by Sector
Fourthought Financial Partners, Llc Portfolio Holdings in Q1 2026
367 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP COM | MSFT | Technology | 4.22% | 132,126 | +15,305 | +13.10% | $48,909,127 |
| BROADCOM INC COM | AVGO | Technology | 4.01% | 150,196 | +1,730 | +1.17% | $46,487,256 |
| NVIDIA CORPORATION COM | NVDA | Technology | 3.00% | 199,436 | +4,794 | +2.46% | $34,781,636 |
| CHEVRON CORPORATION COM | CVX | Energy | 2.52% | 141,088 | +1,277 | +0.91% | $29,191,074 |
| VANGUARD S&P 500 ETF | VOO | Other | 2.38% | 46,212 | +5,668 | +13.98% | $27,613,740 |
| APPLE INC COM | AAPL | Technology | 2.25% | 102,703 | -5,453 | -5.04% | $26,064,905 |
| AMERICAN TOWER CORP COM | AMT | Real Estate | 2.16% | 144,775 | +23,533 | +19.41% | $24,985,197 |
| NEXTERA ENERGY INC COM | NEE | Utilities | 2.01% | 251,355 | +17,437 | +7.45% | $23,345,855 |
| KLA CORP COM NEW | KLAC | Technology | 2.00% | 15,755 | -1,285 | -7.54% | $23,198,009 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 1.84% | 72,515 | +238 | +0.33% | $21,330,927 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 1.81% | 100,569 | +8,747 | +9.53% | $20,945,477 |
| PEPSICO INC COM | PEP | Consumer Defensive | 1.77% | 132,355 | +3,487 | +2.71% | $20,553,374 |
| VISA INC COM CL A | V | Financial Services | 1.72% | 66,047 | +4,578 | +7.45% | $19,961,926 |
| ASML HLDG NV N Y REGISTRY SHS | ASML | Other | 1.71% | 14,990 | -451 | -2.92% | $19,799,852 |
| LOCKHEED MARTIN CORP COM | LMT | Industrials | 1.59% | 30,435 | -1,101 | -3.49% | $18,394,514 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 1.54% | 62,021 | -73 | -0.12% | $17,834,734 |
| COMCAST CORP NEW CL A | CMCSA | Communication Services | 1.52% | 612,350 | +55,844 | +10.03% | $17,580,582 |
| MEDTRONIC PLC SHS | MDT | Other | 1.44% | 193,062 | +11,491 | +6.33% | $16,728,784 |
| NORTHROP GRUMMAN CORP COM | NOC | Industrials | 1.41% | 23,960 | -634 | -2.58% | $16,346,223 |
| CHUBB LTD SWITZ COM | CB | Financial Services | 1.39% | 49,274 | +3,713 | +8.15% | $16,059,855 |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | Other | 1.36% | 225,324 | -110,027 | -32.81% | $15,813,255 |
| LOWES COS INC COM | LOW | Consumer Cyclical | 1.30% | 63,934 | +13 | +0.02% | $15,106,239 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 1.28% | 14,900 | +1,053 | +7.60% | $14,846,728 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | TSM | Technology | 1.27% | 43,720 | -690 | -1.55% | $14,775,078 |
| APPLIED MATLS INC COM | AMAT | Technology | 1.21% | 40,985 | -1,138 | -2.70% | $14,008,236 |
| ABBOTT LABORATORIES COM | ABT | Healthcare | 1.14% | 128,814 | +4,907 | +3.96% | $13,225,381 |
| VANGUARD RUSSELL 1000 VALUE ETF | VONV | Other | 1.13% | 139,704 | -2,558 | -1.80% | $13,095,806 |
| VANGUARD RUSSELL 1000 GROWTH ETF | VONG | Other | 1.12% | 118,045 | -13,553 | -10.30% | $12,948,377 |
| AIR PRODUCTS AND CHEMICALS INC COM | APD | Basic Materials | 1.06% | 42,351 | +4,271 | +11.22% | $12,302,664 |
| CME GROUP INC COM | CME | Financial Services | 1.05% | 41,220 | +1,170 | +2.92% | $12,174,396 |
| NASDAQ INC COM | NDAQ | Financial Services | 1.04% | 141,928 | +8,085 | +6.04% | $12,048,275 |
| AMGEN INC COM | AMGN | Healthcare | 0.98% | 32,203 | +231 | +0.72% | $11,330,703 |
| BLACKROCK INC COM | BLK | Other | 0.92% | 11,069 | -3 | -0.03% | $10,645,036 |
| META PLATFORMS INC CL A | META | Communication Services | 0.85% | 17,210 | +1,859 | +12.11% | $9,846,341 |
| PROCTER & GAMBLE CO COM | PG | Consumer Defensive | 0.81% | 65,208 | +12,985 | +24.86% | $9,418,692 |
| CATERPILLAR INC COM | CAT | Industrials | 0.79% | 12,877 | -376 | -2.84% | $9,122,594 |
| HONEYWELL INTL INC COM | HON | Industrials | 0.76% | 38,804 | +2,243 | +6.13% | $8,770,846 |
| VANGUARD RUSSELL 1000 ETF | VONE | Other | 0.75% | 29,367 | +659 | +2.30% | $8,666,700 |
| MSCI INC COM | MSCI | Financial Services | 0.71% | 15,204 | +3,530 | +30.24% | $8,195,148 |
| PNC FINL SVCS GROUP INC COM | PNC | Financial Services | 0.68% | 38,113 | +1,500 | +4.10% | $7,930,889 |
| QUALCOMM INC COM | QCOM | Technology | 0.65% | 58,507 | +5,355 | +10.07% | $7,534,509 |
| WALMART INC COM | WMT | Consumer Defensive | 0.63% | 59,151 | -1,103 | -1.83% | $7,351,333 |
| PROLOGIS INC. COM | PLD | Real Estate | 0.62% | 54,675 | +247 | +0.45% | $7,226,920 |
| ENTERPRISE PRODS PARTNERS L P COM | EPD | Energy | 0.59% | 179,566 | +3,337 | +1.89% | $6,794,768 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 0.59% | 23,656 | -778 | -3.18% | $6,786,051 |
| THE CIGNA GROUP COM | CI | Healthcare | 0.56% | 24,515 | +3,926 | +19.07% | $6,539,429 |
| MASTERCARD INCORPORATED CL A | MA | Financial Services | 0.56% | 12,912 | +1,138 | +9.67% | $6,451,758 |
| GOLDMAN SACHS GROUP INC COM | GS | Financial Services | 0.55% | 7,548 | -164 | -2.13% | $6,385,480 |
| INVESCO QQQ TRUST SERIES I | QQQ | Other | 0.55% | 10,958 | -193 | -1.73% | $6,324,509 |
| MARATHON PETE CORP COM | MPC | Energy | 0.54% | 25,776 | -2,511 | -8.88% | $6,293,878 |
| LAM RESEARCH CORP COM NEW | LRCX | Other | 0.54% | 29,343 | -1,029 | -3.39% | $6,269,377 |
| EXXON MOBIL CORP COM | XOM | Energy | 0.53% | 36,195 | -1,150 | -3.08% | $6,140,864 |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | Other | 0.53% | 57,541 | +57,541 | +100.00% | $6,128,117 |
| DIGITAL RLTY TR INC COM | DLR | Real Estate | 0.51% | 32,735 | +1,488 | +4.76% | $5,899,259 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | AGG | Other | 0.51% | 59,149 | -2,938 | -4.73% | $5,871,757 |
| SERVICENOW INC COM | NOW | Technology | 0.50% | 55,048 | +19,384 | +54.35% | $5,755,268 |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Other | 0.48% | 182,315 | -116,046 | -38.89% | $5,593,433 |
| MERCADOLIBRE INC COM | MELI | Consumer Cyclical | 0.48% | 3,210 | +236 | +7.94% | $5,550,493 |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | Other | 0.47% | 141,181 | +117,114 | +486.62% | $5,500,422 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 0.47% | 11,331 | -669 | -5.58% | $5,429,815 |
| MPLX LP COM UNIT REP LTD | MPLX | Energy | 0.47% | 94,964 | +7,720 | +8.85% | $5,419,581 |
| THERMO FISHER SCIENTIFIC INC COM | TMO | Healthcare | 0.45% | 10,684 | +470 | +4.60% | $5,251,427 |
| CISCO SYS INC COM | CSCO | Technology | 0.45% | 66,851 | -14,755 | -18.08% | $5,186,989 |
| ELI LILLY & CO COM | LLY | Healthcare | 0.44% | 5,576 | +124 | +2.27% | $5,128,617 |
| SALESFORCE INC COM | CRM | Technology | 0.44% | 27,414 | +5,789 | +26.77% | $5,117,306 |
| ISHARES MSCI ACWI EX U.S. ETF | ACWX | Other | 0.43% | 72,840 | +5,347 | +7.92% | $4,987,341 |
| CROWN CASTLE INC COM | CCI | Real Estate | 0.42% | 60,562 | +6,159 | +11.32% | $4,924,333 |
| DUKE ENERGY CORP NEW COM NEW | DUK | Utilities | 0.39% | 34,695 | +1,226 | +3.66% | $4,543,014 |
| CSX CORP COM | CSX | Industrials | 0.39% | 109,989 | +4,253 | +4.02% | $4,515,033 |
| INTUIT COM | INTU | Technology | 0.38% | 10,070 | +1,391 | +16.03% | $4,353,962 |
| FORTINET INC COM | FTNT | Technology | 0.37% | 53,071 | +14,615 | +38.00% | $4,336,961 |
| VERIZON COMMUNICATIONS INC COM | VZ | Communication Services | 0.37% | 85,433 | -397 | -0.46% | $4,288,747 |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | Other | 0.36% | 74,559 | +328 | +0.44% | $4,225,990 |
| ACCENTURE PLC IRELAND SHS CLASS A | ACN | Technology | 0.35% | 20,461 | -4,491 | -18.00% | $4,057,157 |
| VEEVA SYS INC CL A COM | VEEV | Healthcare | 0.35% | 22,892 | +4,375 | +23.63% | $4,021,239 |
| VANGUARD INFORMATION TECHNOLOGY ETF | VGT | Other | 0.34% | 5,711 | +2,312 | +68.02% | $3,984,644 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.33% | 5,795 | +116 | +2.04% | $3,768,466 |
| ISHARES NATIONAL MUNI BOND ETF | MUB | Other | 0.32% | 35,185 | +6,171 | +21.27% | $3,734,862 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 0.32% | 15,028 | -376 | -2.44% | $3,673,367 |
| VANGUARD TAX-EXEMPT BOND ETF | VTEB | Other | 0.32% | 73,330 | +8,037 | +12.31% | $3,658,441 |
| WILLIAMS COS INC COM | WMB | Energy | 0.31% | 50,048 | -1,853 | -3.57% | $3,642,486 |
| ABBVIE INC COM | ABBV | Healthcare | 0.31% | 16,628 | -612 | -3.55% | $3,616,529 |
| ZOETIS INC CL A | ZTS | Healthcare | 0.31% | 30,298 | +10,487 | +52.94% | $3,581,545 |
| TRACTOR SUPPLY CO COM | TSCO | Consumer Cyclical | 0.30% | 75,820 | +8,661 | +12.90% | $3,434,634 |
| NOVO-NORDISK A S ADR | NVO | Healthcare | 0.30% | 93,399 | +33,708 | +56.47% | $3,432,428 |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | IBDV | Other | 0.29% | 154,184 | +60,258 | +64.15% | $3,375,086 |
| TEXAS INSTRS INC COM | TXN | Technology | 0.27% | 16,185 | -41,070 | -71.73% | $3,142,093 |
| INVESCO NASDAQ 100 ETF | QQQM | Other | 0.27% | 13,211 | +1,334 | +11.23% | $3,139,214 |
| ISHARES CORE S&P SMALL CAP ETF | IJR | Other | 0.27% | 25,169 | +2,804 | +12.54% | $3,128,700 |
| ADOBE INC COM | ADBE | Technology | 0.27% | 12,856 | +2,289 | +21.66% | $3,125,036 |
| KAYNE ANDERSON ENERGY INFRSTR COM | KYN | Financial Services | 0.26% | 211,706 | -7,160 | -3.27% | $3,023,160 |
| SMITH A O CORP COM | AOS | Industrials | 0.25% | 44,756 | +10,485 | +30.59% | $2,951,229 |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | IBDU | Other | 0.25% | 123,350 | +33,973 | +38.01% | $2,869,122 |
| CHESAPEAKE UTILS CORP COM | CPK | Utilities | 0.22% | 20,500 | - | - | $2,590,585 |
| HOME DEPOT INC COM | HD | Consumer Cyclical | 0.22% | 7,795 | -2,082 | -21.08% | $2,563,626 |
| ARES CAPITAL CORP COM | ARCC | Financial Services | 0.22% | 138,551 | +11,182 | +8.78% | $2,496,695 |
| ADVANCED MICRO DEVICES INC COM | AMD | Technology | 0.20% | 11,601 | +652 | +5.95% | $2,359,900 |
| ISHARES SHORT DURATION HIGH YIELD MUNI ACTIVE ETF | HYMU | Other | 0.20% | 106,134 | +61 | +0.06% | $2,337,067 |
| DIMENSIONAL U.S. SMALL CAP ETF | DFAS | Other | 0.20% | 32,021 | +22,218 | +226.64% | $2,277,652 |
| YUM BRANDS INC COM | YUM | Consumer Cyclical | 0.19% | 14,215 | +72 | +0.51% | $2,210,148 |