FourThought Financial Partners, LLC

Q3 2026 13F-HR Holdings

Location
Venice, FL
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
249
Total value ($000)
$1,122,319
Net value change ($000)
-172,691 (-13.3%)
New positions
67
Sold out positions
211
Turnover %
24.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 21,540 42.7%
NVDA 8,242 20.7%
VOO 5,860 17.0%
CVX 5,738 24.4%
U.S. SMALL CAP PORTFOLIO ETF 4,986 NEW
META 4,130 40.9%
VEEV 3,276 72.5%
ACN 2,952 95.8%
CRM 2,455 54.5%
NDAQ 2,210 19.4%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -30,011 -100.0%
KLAC -16,760 -36.0%
CMCSA -15,400 -100.0%
CAT -13,698 -100.0%
LRCX -12,492 -100.0%
AMAT -8,494 -30.7%
GS -7,559 -100.0%
CSCO -7,514 -100.0%
WMT -6,668 -100.0%
AMD -6,604 -100.0%
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