Financial Partners Group, Inc Top Holdings and 13F Report (2026)

About Financial Partners Group, Inc

Investment Activity

Financial Partners Group, Inc has $835.91 million in total holdings as of March 31, 2026.
Financial Partners Group, Inc owns shares of 227 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 4.19% of the portfolio was purchased this quarter.
About 3.03% of the portfolio was sold this quarter.
This quarter, Financial Partners Group, Inc has purchased 227 new stocks and bought additional shares in 109 stocks.
Financial Partners Group, Inc sold shares of 73 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $80,434,472
Avantis U.S. Small Cap Value ETF: $43,265,630
SPDR S&P 500 ETF Trust: $39,304,892
First Trust Rising Dividend Achievers ETF: $37,077,731
iShares S&P 100 ETF: $35,973,924

Largest New Holdings this Quarter

46137V498 - Invesco S&P SmallCap Momentum ETF: $11,345,106 Holding
025072703 - Avantis International Equity ETF: $1,247,958 Holding
14021N105 - CAPITAL GROUP NEW GEOGRAPHY: $503,737 Holding
46138E214 - Invesco S&P International Developed Quality ETF: $413,647 Holding
46138E370 - Invesco S&P 500 High Beta ETF: $397,940 Holding

Largest Purchases this Quarter

Invesco S&P SmallCap Momentum ETF: 149,238 shares (about $11.35M)
RBB FUND TRUST: 33,649 shares (about $1.70M)
iShares Core S&P 500 ETF: 2,139 shares (about $1.40M)
Fidelity MSCI Energy Index ETF: 39,427 shares (about $1.34M)
iShares MSCI Intl Momentum Factor ETF: 26,447 shares (about $1.27M)

Largest Sales this Quarter

iShares Russell Mid-Cap Growth ETF: 93,301 shares (about $11.95M)
ProShares S&P 500 Aristocrats ETF: 20,520 shares (about $2.18M)
Costco Wholesale: 777 shares (about $774.38K)
Berkshire Hathaway: 1,500 shares (about $718.74K)
JPMorgan Nasdaq Equity Premium Income ETF: 7,644 shares (about $424.39K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$80,434,472	$1,397,219 â–²	1.8%	123,137	9.6%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$43,265,630	$135,436 â–²	0.3%	391,650	5.2%	ETF
SPY SPDR S&P 500 ETF Trust	$39,304,892	$176,243 â–¼	-0.4%	60,437	4.7%	Finance
RDVY First Trust Rising Dividend Achievers ETF	$37,077,731	$301,524 â–²	0.8%	543,025	4.4%	Manufacturing
OEF iShares S&P 100 ETF	$35,973,924	$149,492 â–¼	-0.4%	113,101	4.3%	ETF
QQQM Invesco NASDAQ 100 ETF	$31,690,747	$39,445 â–²	0.1%	133,367	3.8%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$25,657,099	$278,447 â–²	1.1%	482,095	3.1%	Manufacturing
ITOT iShares Core S&P Total U.S. Stock Market ETF	$25,567,158	$59,963 â–²	0.2%	179,507	3.1%	ETF
AAPL Apple	$24,945,000	$207,600 â–¼	-0.8%	98,290	3.0%	Computer and Technology
FTEC Fidelity MSCI Information Technology Index ETF	$21,951,538	$9,570 â–²	0.0%	105,511	2.6%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$20,571,117	$613,219 â–²	3.1%	107,247	2.5%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$16,690,360	$62,739 â–¼	-0.4%	168,131	2.0%	Finance
IUSV iShares Core S&P U.S. Value ETF	$16,502,601	$105,420 â–²	0.6%	161,395	2.0%	Manufacturing
MSFT Microsoft	$16,474,163	$150,290 â–²	0.9%	44,504	2.0%	Computer and Technology
SOXX iShares Semiconductor ETF	$15,927,904	$2,629 â–¼	0.0%	48,463	1.9%	ETF
GOOGL Alphabet	$15,703,631	$29,619 â–¼	-0.2%	54,610	1.9%	Computer and Technology
JCPB JPMorgan Core Plus Bond ETF	$15,284,168	$754,741 â–²	5.2%	324,642	1.8%	ETF
XMMO Invesco S&P MidCap Momentum ETF	$14,854,428	$228,262 â–²	1.6%	102,430	1.8%	ETF
AMZN Amazon.com	$14,324,777	$90,389 â–²	0.6%	68,780	1.7%	Retail/Wholesale
COWZ Pacer US Cash Cows 100 ETF	$13,394,057	$275,327 â–¼	-2.0%	214,099	1.6%	ETF
XSMO Invesco S&P SmallCap Momentum ETF	$11,345,106	$11,345,106 â–²	New Holding	149,238	1.4%	ETF
FMHI First Trust Municipal High Income ETF	$11,309,099	$511,198 â–²	4.7%	237,886	1.4%	Manufacturing
VFMO Vanguard U.S. Momentum Factor ETF	$10,401,957	$644,123 â–²	6.6%	52,775	1.2%	ETF
IMTM iShares MSCI Intl Momentum Factor ETF	$9,948,288	$1,269,983 â–²	14.6%	207,170	1.2%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$9,785,385	$1,012,040 â–²	11.5%	124,401	1.2%	Manufacturing
PAVE Global X U.S. Infrastructure Development ETF	$9,377,221	$76,164 â–¼	-0.8%	184,555	1.1%	ETF
SPMO Invesco S&P 500 Momentum ETF	$8,685,700	$305,163 â–²	3.6%	77,475	1.0%	ETF
NVDA NVIDIA	$8,623,141	$76,910 â–²	0.9%	49,445	1.0%	Computer and Technology
GOOG Alphabet	$7,609,485	$15,203 â–¼	-0.2%	26,527	0.9%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$7,267,026	$166,807 â–²	2.3%	236,865	0.9%	ETF
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$6,607,981	$300,160 â–¼	-4.3%	264,531	0.8%	ETF
QQQ Invesco QQQ	$6,384,864	$26,551 â–¼	-0.4%	11,062	0.8%	Finance
RBB FUND TRUST	$6,374,633	$1,697,934 â–²	36.3%	126,330	0.8%	FIRST EAGLE OVER
PPA Invesco Aerospace & Defense ETF	$5,732,602	$81,856 â–²	1.4%	34,596	0.7%	ETF
IWY iShares Russell Top 200 Growth ETF	$5,723,710	$90,576 â–¼	-1.6%	23,002	0.7%	ETF
FENY Fidelity MSCI Energy Index ETF	$5,246,333	$1,341,308 â–²	34.3%	154,213	0.6%	ETF
FHLC Fidelity MSCI Health Care Index ETF	$5,182,611	$30,959 â–²	0.6%	73,658	0.6%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$4,930,113	$673,576 â–²	15.8%	51,506	0.6%	Finance
ITA iShares U.S. Aerospace & Defense ETF	$4,775,513	$110,906 â–²	2.4%	21,831	0.6%	ETF
XMHQ Invesco S&P MidCap Quality ETF	$4,547,288	$106,886 â–¼	-2.3%	43,990	0.5%	ETF
BNY MELLON ETF TRUST II	$3,789,039	$1,050,410 â–²	38.4%	127,749	0.5%	DYNAMIC VALUE
MOAT VanEck Morningstar Wide Moat ETF	$3,765,684	$210,129 â–¼	-5.3%	38,942	0.5%	ETF
CP Canadian Pacific Kansas City	$3,746,302	$6,293 â–¼	-0.2%	47,627	0.4%	Transportation
FIDELITY COVINGTON TRUST	$3,737,989	$69,312 â–¼	-1.8%	103,060	0.4%	ENHANCED LARGE
TORTOISE CAPITAL SERIES TRUS	$3,719,978	$958,227 â–²	34.7%	87,818	0.4%	NORTH AMRCN PIPE
JPIE JPMorgan Income ETF	$3,613,234	$97,392 â–²	2.8%	78,429	0.4%	ETF
JAAA Janus Henderson AAA CLO ETF	$3,099,912	$30,071 â–¼	-1.0%	61,543	0.4%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$2,941,440	$11,953,972 â–¼	-80.3%	22,958	0.4%	ETF
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF	$2,824,516	$5,729 â–¼	-0.2%	113,892	0.3%	ETF
WALMART INC	$2,765,371	$30,449 â–²	1.1%	22,251	0.3%	COM
META Meta Platforms	$2,649,786	$27,465 â–²	1.0%	4,631	0.3%	Computer and Technology
ANGL VanEck Fallen Angel High Yield Bond ETF	$2,609,774	$167,724 â–¼	-6.0%	90,870	0.3%	Manufacturing
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$2,543,170	$557 â–²	0.0%	31,965	0.3%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$2,485,388	$424,391 â–¼	-14.6%	44,766	0.3%	ETF
MLPX Global X MLP & Energy Infrastructure ETF	$2,415,340	$264,189 â–²	12.3%	32,666	0.3%	ETF
AVLV Avantis U.S. Large Cap Value ETF	$2,402,214	$237,964 â–²	11.0%	29,800	0.3%	ETF
BRK.B Berkshire Hathaway	$2,327,758	$718,740 â–¼	-23.6%	4,858	0.3%	Finance
GLOBAL X FDS	$2,158,553	$178,728 â–²	9.0%	30,471	0.3%	DEFENSE TECH ETF
MUB iShares National Muni Bond ETF	$2,145,192	$398,913 â–²	22.8%	20,209	0.3%	ETF
JPIB JPMorgan International Bond Opportunities ETF	$2,054,821	$35,817 â–²	1.8%	42,970	0.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$1,970,694	$3,241 â–¼	-0.2%	29,183	0.2%	ETF
IFRA iShares U.S. Infrastructure ETF	$1,874,316	$8,523 â–¼	-0.5%	32,768	0.2%	ETF
QTEC First Trust NASDAQ-100 Technology Sector Index Fund	$1,849,098		0.0%	8,561	0.2%	Manufacturing
NOBL ProShares S&P 500 Aristocrats ETF	$1,840,076	$2,175,271 â–¼	-54.2%	17,358	0.2%	ETF
JPM JPMorgan Chase & Co.	$1,814,546	$6,765 â–²	0.4%	6,169	0.2%	Finance
IWR iShares Russell Mid-Cap ETF	$1,736,429	$34,808 â–¼	-2.0%	17,859	0.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,527,523	$37,293 â–¼	-2.4%	12,288	0.2%	ETF
TSLA Tesla	$1,507,448	$22,305 â–²	1.5%	4,055	0.2%	Auto/Tires/Trucks
FIDELITY WISE ORIGIN BITCOIN	$1,476,031	$47,105 â–¼	-3.1%	25,005	0.2%	SHS
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	$1,475,982		0.0%	15,825	0.2%	ETF
EXCHANGE TRADED CONCEPTS TRU	$1,386,102	$55,510 â–¼	-3.9%	21,075	0.2%	RANGE NUCLEAR RE
IWF iShares Russell 1000 Growth ETF	$1,305,910	$853 â–²	0.1%	3,063	0.2%	ETF
DEM WisdomTree Emerging Markets High Dividend Fund	$1,297,733	$41,987 â–²	3.3%	26,117	0.2%	Finance
ONEQ Fidelity NASDAQ Composite Index ETF	$1,285,251	$5,859 â–¼	-0.5%	15,137	0.2%	ETF
GLD SPDR Gold Shares	$1,251,050	$277,150 â–¼	-18.1%	2,907	0.1%	Finance
AVDE Avantis International Equity ETF	$1,247,958	$1,247,958 â–²	New Holding	14,710	0.1%	ETF
JEPI JPMorgan Equity Premium Income ETF	$1,230,701	$10,656 â–²	0.9%	21,713	0.1%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$1,172,522	$13,515 â–¼	-1.1%	8,849	0.1%	ETF
CAT Caterpillar	$1,151,218	$17,711 â–¼	-1.5%	1,625	0.1%	Industrials
PWR Quanta Services	$1,122,688	$411,195 â–¼	-26.8%	2,045	0.1%	Construction
COST Costco Wholesale	$1,116,226	$774,382 â–¼	-41.0%	1,120	0.1%	Retail/Wholesale
XOM ExxonMobil	$1,109,594	$13,912 â–²	1.3%	6,540	0.1%	Energy
AGGH Simplify Aggregate Bond ETF	$1,105,156	$157,531 â–²	16.6%	54,307	0.1%	ETF
LLY Eli Lilly and Company	$1,096,702	$29,442 â–²	2.8%	1,192	0.1%	Medical
VOO Vanguard S&P 500 ETF	$1,089,847	$47,203 â–¼	-4.2%	1,824	0.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$1,085,700	$16,346 â–¼	-1.5%	5,048	0.1%	ETF
EVERGY INC	$1,043,521	$6,226 â–¼	-0.6%	12,738	0.1%	COM
XLK Technology Select Sector SPDR Fund	$1,010,079	$8,639 â–¼	-0.8%	7,600	0.1%	ETF
NEE NextEra Energy	$1,009,690	$1,300 â–²	0.1%	10,871	0.1%	Utilities
FTSL First Trust Senior Loan ETF	$978,548		0.0%	21,843	0.1%	Manufacturing
UNP Union Pacific	$973,652	$2,426 â–¼	-0.2%	4,013	0.1%	Transportation
NFLX Netflix	$957,775	$7,885 â–²	0.8%	9,961	0.1%	Consumer Discretionary
ESGU iShares ESG Aware MSCI USA ETF	$931,442	$9,051 â–¼	-1.0%	6,586	0.1%	Manufacturing
TLH iShares 10-20 Year Treasury Bond ETF	$923,030	$183,115 â–²	24.7%	9,164	0.1%	ETF
RAAX VanEck Real Assets ETF	$922,552	$513,750 â–²	125.7%	22,662	0.1%	ETF
JGRO JPMorgan Active Growth ETF	$899,038	$411,189 â–²	84.3%	10,637	0.1%	ETF
JNJ Johnson & Johnson	$897,185	$19,068 â–²	2.2%	3,670	0.1%	Medical
CVX Chevron	$892,372	$33,104 â–²	3.9%	4,313	0.1%	Energy
IVW iShares S&P 500 Growth ETF	$882,233	$113 â–²	0.0%	7,800	0.1%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$872,644	$829 â–²	0.1%	7,367	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Financial Partners Group, Inc Top Holdings and 13F Report (2026)

About Financial Partners Group, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Financial Partners Group, Inc Top Holdings and 13F Report (2026)

About Financial Partners Group, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFinancial Partners Group, Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools