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Christopher Fagley

Fourthought Financial Partners, Llc

Assets Managed
$1.159B
Holdings
384
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
-2.13%(2Q avg: 0.99%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fourthought Financial Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 384 positions.

Assets under management

The assets under management (AUM) of Fourthought Financial Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.159B in assets, with a quarterly growth rate of -2.13% and a 2-quarter average growth rate of 0.99%. The portfolio is managed by Christopher Fagley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Increased 13.11%
4.23%
$48.909M
132,126 shares@ $370.18 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 1.17%
4.02%
$46.487M
150,196 shares@ $309.52 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.47%
3.01%
$34.782M
199,436 shares@ $174.4 avg price
CVX
Chevron Corp
Recent Activity
Increased 0.92%
2.52%
$29.191M
141,088 shares@ $206.9 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 13.98%
2.39%
$27.614M
46,212 shares@ $597.55 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.04%
2.25%
$26.065M
102,703 shares@ $253.79 avg price
AMT
American Tower Corp
Recent Activity
Increased 19.41%
2.16%
$24.985M
144,775 shares@ $172.58 avg price
NEE
Nextera Energy Inc
Recent Activity
Increased 7.46%
2.02%
$23.346M
251,355 shares@ $92.89 avg price
KLAC
Kla Corp
Recent Activity
Decreased -7.54%
2.01%
$23.198M
15,755 shares@ $1472.43 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.33%
1.85%
$21.331M
72,515 shares@ $294.16 avg price

1-10 of 384