FourThought Financial Partners, LLC

Q3 2025 13F-HR Holdings

Location
Venice, FL
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
505
Total value ($000)
$1,137,417
Net value change ($000)
+124,538 (12.3%)
New positions
225
Sold out positions
22
Turnover %
6.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVGO 6,876 16.6%
NVDA 4,902 15.5%
VOO 4,527 25.6%
AAPL 4,065 19.1%
ASML 3,925 34.3%
KLAC 3,109 20.0%
VONG 2,616 21.8%
VONV 2,596 24.8%
AMAT 2,497 38.2%
NOC 2,470 20.0%
Top Reduces (Value $000, Stocks/ETFs)
AMT -2,630 -9.3%
PODD -1,851 -88.2%
CMCSA -1,707 -12.9%
TXN -1,679 -10.8%
GSHD -1,556 -100.0%
T -1,513 -53.5%
BRK-B -1,407 -48.3%
LYB -1,406 -100.0%
VIOO -1,393 -55.6%
ACN -1,238 -14.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type