Managers / Q1 2023 · view latest →
FourThought Financial Partners, LLC
CIK 0001956790 · 310 W. VENICE AVENUE, SUITE 201, VENICE, FL, 34285 · 941-408-8557
Reported Value
$729M
Q1 2023
Positions
324
Filings on Record
15
2019–present window
Filed
May 4, 2023
original filing
Summary
Fourthought Financial Partners, Llc reported $729M in U.S.-listed holdings across 324 positions for Q1 2023.
Its largest position, MSFT, represents 4.4% of the portfolio.
Compared with Q4 2022, the fund opened 16 new positions and exited 20.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 78.0% · $569M
- ETP · 9.9% · $72M
- Other · 5.4% · $39M
- REIT · 3.7% · $27M
- ADR · 1.5% · $11M
- Other · 1.5% · $11M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.2B | 384 | May 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.2B | 504 | Feb 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.1B | 505 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.0B | 302 | Aug 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $956M | 318 | May 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $963M | 318 | Feb 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $843M | 174 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $777M | 178 | Aug 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $873M | 329 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $797M | 325 | Feb 13, 2024 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2023 | $716M | 311 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $761M | 330 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $729M | 324 | May 4, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $690.3B | 328 | Feb 7, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.