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Financial Partners Group, Inc — 13F Holdings & Portfolio

CIK 1731169 · latest 13F-HR filed 2026-07-23

Backtest portfolio

Financial Partners Group, Inc manages $985.1M in 13F-reported U.S. long-equity assets across 250 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (9.73%), AVUV (4.95%), SPY (4.53%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 31 new positions, exited 8, added to 142, and trimmed 36.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
10925 ANTIOCH STE 100
OVERLAND PARK, KS 66210
Phone
(913) 826-6982
Filing Manager
Financial Partners Group, Inc
Overland Park, KS
Signatory
Joshua John Britton
Chief Compliance Officer
Loading holdings…
AUM

$985.1M

Long-equity book

Holdings

250

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+31 / −8 / ↑142 / ↓36

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$15.4M +19.1%
  • ISHARES TR$13.5M +85.0%
  • INVESCO EXCH TRADED FD TR II$9.8M +31.0%
  • FIDELITY COVINGTON TRUST$8.2M +37.6%
  • FIRST TR EXCHANGE TRADED FD$6.9M +18.6%
Show all 142 →

Top Trims

  • SPDR SERIES TRUST-$2.3M -47.2%
  • FIDELITY COVINGTON TRUST-$1.4M -38.2%
  • FIDELITY COVINGTON TRUST-$956.6K -18.2%
  • PACER FDS TR-$952.0K -7.1%
  • J P MORGAN EXCHANGE TRADED F-$595.5K -48.4%
Show all 36 →

New Positions

  • BNY MELLON ETF TRUST II$1.6M
  • RBB FUND TRUST$708.4K
  • FIDELITY COVINGTON TRUST$604.3K
  • GLOBAL X FDS$552.7K
  • INVESCO EXCH TRADED FD TR II$474.8K
Show all 31 →

Exited Positions

  • ISHARES U S ETF TR$486.9K
  • INVESCO EXCH TRADED FD TR II$413.6K
  • ISHARES TR$297.5K
  • J P MORGAN EXCHANGE TRADED F$273.3K
  • SALESFORCE INC$228.9K
Show all 8 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $95.8M 9.73% 127,920 SH
2 AMERICAN CENTY ETF TR AVUV 025072877 $48.8M 4.95% 390,844 SH
3 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $44.6M 4.53% 59,760 SH
4 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $44.0M 4.46% 542,375 SH
5 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $41.5M 4.21% 137,024 SH
6 ISHARES TR OEF 464287101 $40.7M 4.13% 111,256 SH
7 FIDELITY COVINGTON TRUST FTEC 316092808 $30.2M 3.07% 105,746 SH
8 ISHARES TR SOXX 464287523 $29.5M 2.99% 45,977 SH
9 ISHARES TR ITOT 464287150 $29.2M 2.96% 177,720 SH
10 APPLE INC AAPL 037833100 $28.4M 2.88% 98,158 SH
11 ISHARES TR IGIB 464288638 $26.3M 2.67% 495,446 SH
12 ISHARES TR QUAL 46432F339 $24.6M 2.50% 112,092 SH
13 ALPHABET INC GOOGL 02079K305 $19.4M 1.97% 54,421 SH
14 ISHARES TR IUSV 464287663 $17.6M 1.79% 159,702 SH
15 FIRST TR EXCH TRADED FD III FMHI 33739P301 $17.2M 1.75% 355,392 SH
16 INVESCO EXCHANGE TRADED FD T XMMO 46137V464 $17.2M 1.74% 100,867 SH
17 MICROSOFT CORP MSFT 594918104 $16.9M 1.71% 45,284 SH
18 J P MORGAN EXCHANGE TRADED F JCPB 46641Q670 $16.5M 1.68% 352,065 SH
19 AMAZON COM INC AMZN 023135106 $16.5M 1.67% 69,069 SH
20 ISHARES TR AGG 464287226 $16.2M 1.65% 164,064 SH
21 ISHARES INC EMXC 46434G764 $14.4M 1.47% 141,189 SH
22 INVESCO EXCHANGE TRADED FD T XSMO 46137V498 $14.1M 1.44% 151,054 SH
23 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $13.7M 1.39% 84,937 SH
24 ISHARES TR IMTM 46434V449 $13.5M 1.37% 253,750 SH
25 VANGUARD WELLINGTON FD VFMO 921935508 $13.3M 1.35% 53,315 SH
26 PACER FDS TR COWZ 69374H881 $12.4M 1.26% 200,033 SH
27 GLOBAL X FDS PAVE 37954Y673 $10.8M 1.10% 183,114 SH
28 NVIDIA CORPORATION NVDA 67066G104 $10.3M 1.04% 51,228 SH
29 ALPHABET INC GOOG 02079K107 $9.3M 0.95% 26,384 SH
30 INVESCO QQQ TR QQQ 46090E103 $8.1M 0.82% 11,012 SH
31 SCHWAB STRATEGIC TR SCHD 808524797 $7.1M 0.72% 223,941 SH
32 RBB FUND TRUST FEOE 75526L878 $6.9M 0.70% 129,223 SH
33 AMERICAN CENTY ETF TR AVLV 025072349 $6.7M 0.68% 73,687 SH
34 ISHARES TR IWY 464289438 $6.7M 0.68% 22,890 SH
35 SPDR SERIES TRUST SJNK 78468R408 $6.0M 0.61% 241,585 SH
36 INVESCO EXCHANGE TRADED FD T PPA 46137V100 $5.8M 0.59% 33,091 SH
37 FIDELITY COVINGTON TRUST FHLC 316092600 $5.6M 0.57% 72,729 SH
38 ISHARES TR ITA 464288760 $5.0M 0.51% 20,594 SH
39 INVESCO EXCHANGE TRADED FD T XMHQ 46137V472 $4.8M 0.49% 42,949 SH
40 BNY MELLON ETF TRUST II BKDV 05613H100 $4.5M 0.46% 134,206 SH
41 JANUS DETROIT STR TR JAAA 47103U845 $4.5M 0.45% 88,352 SH
42 FIDELITY COVINGTON TRUST FENY 316092402 $4.3M 0.44% 145,120 SH
43 CANADIAN PACIFIC KANSAS CITY CP 13646K108 $4.1M 0.42% 47,635 SH
44 TORTOISE CAPITAL SERIES TRUS TPYP 890930308 $3.6M 0.36% 85,179 SH
45 J P MORGAN EXCHANGE TRADED F JPIE 46641Q159 $3.5M 0.35% 74,928 SH
46 VANECK ETF TRUST MOAT 92189F643 $3.3M 0.34% 32,106 SH
47 ISHARES TR IWP 464287481 $3.3M 0.33% 22,513 SH
48 SPDR SERIES TRUST HYMB 78464A284 $2.9M 0.30% 115,678 SH
49 FIRST TR EXCHANGE-TRADED FD QTEC 337345102 $2.9M 0.29% 8,562 SH
50 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $2.8M 0.29% 45,774 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $985.1M 250 0002085853-26-000820
2026-03-31 2026-04-13 $835.9M 227 0002085853-26-000362
2025-12-31 2026-02-03 $864.9M 227 0002085853-26-000184