FourThought Financial Partners, LLC

Q4 2025 13F-HR Holdings

Location
Venice, FL
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
504
Total value ($000)
$1,184,138
Net value change ($000)
+46,721 (4.1%)
New positions
143
Sold out positions
144
Turnover %
7.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DGRO 12,134 108.9%
SCHD 6,398 358.2%
SLDE 5,893 NEW
CMCSA 5,135 44.7%
GOOGL 4,425 29.5%
AAPL 4,067 16.1%
VOO 3,245 14.6%
AVGO 3,147 6.5%
AMZN 2,947 16.2%
AZN 2,602 23.1%
Top Reduces (Value $000, Stocks/ETFs)
HD -5,777 -63.0%
CSCO -4,849 -43.5%
AMT -4,301 -16.8%
TXN -3,915 -28.3%
MSFT -3,019 -5.1%
NXPI -2,805 -37.1%
CPK -2,223 -46.5%
APD -2,120 -18.4%
ADBE -1,491 -28.7%
VEEV -1,220 -22.8%
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