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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fourthought Financial Partners LLC
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| CRD # | 323060 |
| SEC # | 801-126759 |
| CIK # | 0001956790 |
| AUM | $1.6 B (2025-03-26) |
| Employees | 20 (90% Investors, 0% Brokers) |
| Phone | 941-408-8557 |
| Address | 310 W Venice Avenue Venice, FL 34285 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 57.7 | ||
| Broadcom Inc | 41.4 | ||
| Nvidia Corp | 31.6 | ||
| American Tower Corp /MA/ | 28.2 | ||
| J P Morgan Chase & Co | 21.5 | ||
| VISA Inc | 21.3 | ||
| Apple Inc | 21.3 | ||
| Chevron Corp | 19.0 | ||
| Amazon Com Inc | 17.7 | ||
| Abbott Laboratories | 16.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 546 | 177.6 |
| (b) Individuals (high net worth individuals) | 368 | 1,224.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 4.4 |
| (h) Charitable organizations | 4 | 12.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 170.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,882 | 1,589.6 |
| By Discretionary | ||
| Discretionary | 3,882 | 1,589.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,882 | 1,589.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,589.6 | |
| Total | 3,882 | 1,589.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001956790] |
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NE | 1.6 |
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