Fourthought Financial Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Fourthought Financial Partners, Llc disclosed 383 stock positions valued at approximately $1.30B as of quarter-end June 30, 2026. The largest holdings include BROADCOM INC COM, MICROSOFT CORP COM, and KLA CORP COM NEW.
- Report Period
- June 30, 2026
- No. of Stocks
- 383
- Portfolio Value
- $1.30B
Holdings by Sector
Fourthought Financial Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BROADCOM INC COM | AVGO | Technology | 4.39% | 150,618 | +422 | +0.28% | $56,895,878 |
| MICROSOFT CORP COM | MSFT | Technology | 3.90% | 135,248 | +3,122 | +2.36% | $50,450,199 |
| KLA CORP COM NEW | KLAC | Technology | 3.60% | 154,342 | +138,587 | +879.64% | $46,566,633 |
| NVIDIA CORPORATION COM | NVDA | Technology | 3.07% | 198,607 | -829 | -0.42% | $39,739,368 |
| VANGUARD S&P 500 ETF | VOO | Other | 2.66% | 50,233 | +4,021 | +8.70% | $34,500,408 |
| APPLE INC COM | AAPL | Technology | 2.32% | 103,715 | +1,012 | +0.99% | $30,010,983 |
| ASML HLDG NV N Y REGISTRY SHS | ASML | Other | 2.17% | 14,113 | -877 | -5.85% | $28,077,786 |
| APPLIED MATLS INC COM | AMAT | Technology | 2.13% | 38,231 | -2,754 | -6.72% | $27,640,731 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 1.89% | 102,598 | +2,029 | +2.02% | $24,453,175 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 1.83% | 72,550 | +35 | +0.05% | $23,747,905 |
| CHEVRON CORPORATION COM | CVX | Energy | 1.82% | 141,961 | +873 | +0.62% | $23,531,394 |
| VISA INC COM CL A | V | Financial Services | 1.81% | 68,477 | +2,430 | +3.68% | $23,493,631 |
| NEXTERA ENERGY INC COM | NEE | Utilities | 1.80% | 265,529 | +14,174 | +5.64% | $23,305,456 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 1.66% | 60,051 | -1,970 | -3.18% | $21,460,427 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | TSM | Technology | 1.54% | 41,856 | -1,864 | -4.26% | $19,989,048 |
| AMERICAN TOWER CORP COM | AMT | Real Estate | 1.45% | 114,521 | -30,254 | -20.90% | $18,732,275 |
| PEPSICO INC COM | PEP | Consumer Defensive | 1.41% | 135,150 | +2,795 | +2.11% | $18,299,262 |
| CHUBB LIMITED COM | CB | Financial Services | 1.32% | 50,334 | +1,060 | +2.15% | $17,150,642 |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | Other | 1.32% | 224,977 | -347 | -0.15% | $17,050,970 |
| LOCKHEED MARTIN CORP COM | LMT | Industrials | 1.21% | 30,728 | +293 | +0.96% | $15,654,602 |
| VANGUARD RUSSELL 1000 GROWTH ETF | VONG | Other | 1.20% | 121,814 | +3,769 | +3.19% | $15,569,096 |
| MEDTRONIC PLC SHS | MDT | Other | 1.19% | 197,434 | +4,372 | +2.26% | $15,445,293 |
| COMCAST CORP NEW CL A | CMCSA | Communication Services | 1.19% | 627,303 | +14,953 | +2.44% | $15,400,289 |
| VANGUARD RUSSELL 1000 VALUE ETF | VONV | Other | 1.16% | 140,863 | +1,159 | +0.83% | $14,975,092 |
| LOWES COS INC COM | LOW | Consumer Cyclical | 1.11% | 65,198 | +1,264 | +1.98% | $14,375,442 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 1.09% | 15,041 | +141 | +0.95% | $14,070,006 |
| CATERPILLAR INC COM | CAT | Industrials | 1.06% | 12,863 | -14 | -0.11% | $13,697,705 |
| AIR PRODUCTS AND CHEMICALS INC COM | APD | Basic Materials | 0.98% | 43,073 | +722 | +1.70% | $12,628,066 |
| NORTHROP GRUMMAN CORP COM | NOC | Industrials | 0.97% | 24,732 | +772 | +3.22% | $12,596,450 |
| LAM RESEARCH CORP COM NEW | LRCX | Other | 0.96% | 28,829 | -514 | -1.75% | $12,492,286 |
Showing 30 of 383 holdings in the latest reporting period.