FourThought Financial Partners, LLC

Q1 2026 13F-HR Holdings

Location
Venice, FL
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
384
Total value ($000)
$1,158,909
Net value change ($000)
-25,229 (-2.1%)
New positions
55
Sold out positions
175
Turnover %
8.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AZN 15,676 NEW
CVX 7,882 37.0%
SUB 6,128 NEW
DFAI 4,583 499.8%
NEE 4,567 24.3%
AMT 3,699 17.4%
ASML 3,281 19.9%
AMAT 3,183 29.4%
LMT 3,142 20.6%
COST 2,906 24.3%
Top Reduces (Value $000, Stocks/ETFs)
AZN -13,881 -100.0%
MSFT -7,588 -13.4%
DGRO -7,467 -32.1%
TXN -6,791 -68.4%
AVGO -4,897 -9.5%
NXPI -4,404 -92.4%
AAPL -3,338 -11.4%
VONG -3,074 -19.2%
PYPL -2,716 -100.0%
ACN -2,638 -39.4%
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