FourThought Financial Partners, LLC

All 13F Filings

Location
Venice, FL
Most recent 13F
Q2 2026
Holdings value ($000)
1,295,010
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/12/2026 393 1,295,010 13F-HR FourThought Financial Partners, LLC
Q1 2026 5/7/2026 384 1,158,909 13F-HR FourThought Financial Partners, LLC
Q4 2025 2/6/2026 504 1,184,138 13F-HR FourThought Financial Partners, LLC
Q3 2025 11/13/2025 505 1,137,417 13F-HR FourThought Financial Partners, LLC
Q2 2025 8/12/2025 302 1,012,879 13F-HR FourThought Financial Partners, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.073 M 82.9% 104 K 0 104 K
ETFs 221.9 K 17.1% 32.09 K 0 32.09 K
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Fund Snapshot

Q2 2026
Latest filed
8/12/2026
Total value ($000)
1,295,010
Holdings
393
QoQ value change ($000)
136,101 (11.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.