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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 and exited 8; 142 existing positions rose in reported value and 36 fell.

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.

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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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
IVV9.7% · +4%AVUV5.0% · -0%SPY4.5% · -1%RDVY4.5% · -0%QQQM4.2% · +3%OEF4.1% · -2%FTEC3.1% · +0%SOXX3.0% · -5%ITOT3.0% · -1%AAPL2.9% · -0%IGIB2.7% · +3%QUAL2.5% · +4%GOOGL2.0% · -0%IUSV1.8% · -1%FMHI1.7% · +49%XMMO1.7% · -2%MSFT1.7% · +2%JCPB1.7% · +8%AMZN1.7% · +0%AGG1.6% · -2%EMXC1.5% · +14%XSMO1.4% · +1%SPMO1.4% · +10%IMTM1.4% · +22%VFMO1.4% · +1%COWZ1.3% · -7%PAVE1.1% · -1%NVDA1.0% · +4%GOOG0.9% · -0%QQQ0.8% · -0%SCHD0.7% · -6%FEOE0.7% · +2%AVLV0.7% · +147%IWY0.7% · -0%SJNK0.6% · -9%PPA0.6% · -4%FHLC0.6% · -1%ITA0.5% · -6%XMHQ0.5% · -2%BKDV0.5% · +5%JAAA0.5% · +44%FENY0.4% · -6%CP0.4% · 0%TPYP0.4% · -3%JPIE0.3% · -4%MOAT0.3% · -18%IWP0.3% · -2%HYMB0.3% · +2%QTEC0.3% · 0%JEPQ0.3% · +2%META0.3% · +1%JNK0.3% · -48%MU0.3% · +32%MUB0.3% · +18%HYG0.3% · 0%WMT0.3% · -0%MLPX0.3% · +3%SMH0.2% · +70%FELC0.2% · -46%ANGL0.2% · -13%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 43.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Financial Partners Group, Inc Holdings (2026-06-30)

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
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