SEC 13F Intelligence

Managers / Q4 2024 · view latest →

FourThought Financial Partners, LLC

CIK 0001956790 · 310 W. VENICE AVENUE, SUITE 201, VENICE, FL, 34285 · 941-408-8557

Reported Value
$963M
Q4 2024
Positions
318
Filings on Record
15
2019–present window
Filed
Feb 4, 2025
original filing

Summary

Fourthought Financial Partners, Llc reported $963M in U.S.-listed holdings across 318 positions for Q4 2024.

Its largest position, MSFT, represents 4.8% of the portfolio.

Compared with Q3 2024, the fund opened 154 new positions and exited 10.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $690.3BQ4 ’22Q1 ’23: $729MQ2 ’23: $761MQ2 ’23Q3 ’23: $716MQ4 ’23: $797MQ4 ’23Q1 ’24: $873MQ2 ’24: $777MQ2 ’24Q3 ’24: $843MQ4 ’24: $963MQ4 ’24Q1 ’25: $956MQ2 ’25: $1.0BQ2 ’25Q3 ’25: $1.1BQ4 ’25: $1.2BQ4 ’25Q1 ’26: $1.2Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 74.2%ETP: 14.7%Other: 4.7%REIT: 3.2%ADR: 1.8%Other: 1.3%
  • Common Stock · 74.2% · $715M
  • ETP · 14.7% · $142M
  • Other · 4.7% · $46M
  • REIT · 3.2% · $31M
  • ADR · 1.8% · $17M
  • Other · 1.3% · $12M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.2B384May 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.2B504Feb 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.1B505Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.0B302Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$956M318May 7, 202513F-HRchanges · EDGAR ↗
Q4 2024$963M318Feb 4, 202513F-HRchanges · EDGAR ↗
Q3 2024$843M174Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$777M178Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$873M329May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$797M325Feb 13, 2024RESTATEMENTchanges · EDGAR ↗
Q3 2023$716M311Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$761M330Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$729M324May 4, 202313F-HRchanges · EDGAR ↗
Q4 2022$690.3B328Feb 7, 202313F-HRchanges · 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 ↗.