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| Fourthought Financial Partners LLC
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|---|---|
| CRD # | 323060 |
| SEC # | 801-126759 |
| CIK # | 0001956790 |
| AUM | $1.9 B (2026-04-02) |
| Employees | 20 (100% Investors, 0% Brokers) |
| Phone | 941-408-8557 |
| Address | 310 W Venice Avenue Venice, FL 34285 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001956790 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 48.9 | ||
| Broadcom Inc | 46.5 | ||
| Nvidia Corp | 34.8 | ||
| Chevron Corp | 29.2 | ||
| Apple Inc | 26.1 | ||
| American Tower Corp /MA/ | 25.0 | ||
| FPL Group Inc | 23.3 | ||
| KLA Tencor Corp | 23.2 | ||
| J P Morgan Chase & Co | 21.3 | ||
| Amazon Com Inc | 20.9 | ||
| PepsiCo Inc | 20.6 | ||
| Visa Inc | 20.0 | ||
| ASML Holding NV | 19.8 | ||
| Lockheed Martin Corp | 18.4 | ||
| Alphabet Inc | 17.8 | ||
| Comcast Corp | 17.6 | ||
| Medtronic Holdings Ltd | 16.7 | ||
| Northrop Grumman Corp /DE/ | 16.3 | ||
| Ace Ltd | 16.1 | ||
| Astrazeneca PLC | 15.7 | ||
| Lowes Companies Inc | 15.1 | ||
| Costco Wholesale Corp /NEW | 14.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 14.8 | ||
| Applied Materials Inc /DE | 14.0 | ||
| Abbott Laboratories | 13.2 | ||
| Air Products & Chemicals Inc /DE/ | 12.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 569 | 186.9 |
| (b) Individuals (high net worth individuals) | 401 | 1,541.8 |
| (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 | 8 | 5.3 |
| (h) Charitable organizations | 7 | 44.6 |
| (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 | 17 | 148.6 |
| (n) Other | 0 | 0.0 |
| Total | 4,199 | 1,927.1 |
| By Discretionary | ||
| Discretionary | 4,199 | 1,927.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,199 | 1,927.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,927.1 | |
| Total | 4,199 | 1,927.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001956790] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RVW Wealth LLC
✚
|
CA | 1.9 |
|
Rebalance LLC
✚
|
CA | 1.9 |
|
Landaas & Company LLC
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|
WI | 1.9 |
|
First Pacific Financial Inc
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|
WA | 1.9 |
|
AMI Asset Management Corp
✚
|
CA | 1.9 |
|
Conservest Capital Advisors Inc
✚
|
PA | 1.9 |
|
Rossmore Private Capital LLC
✚
|
CT | 1.9 |
|
Heartland Advisors Inc
✚
|
WI | 1.9 |
|
Falcon Wealth Planning Inc
✚
|
CA | 1.9 |
|
Novare Capital Management
✚
|
NC | 1.9 |