Financial Partners Group, Inc

CIK 0001731169 · OVERLAND PARK, KS · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source

Financial Partners Group, Inc reported 250 positions worth $985.1M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: IVV (9.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$985.1M
2026 Q2
Positions
250
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.9%
Est. Net Flow (Q)
2026 Q2
10 / 250 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$95.8M9.73%127,920
2AVUVAMERICAN CENTY ETF TRSH$48.8M4.95%390,844
3SPYSTATE STR SPDR S&P 500 ETF TSH$44.6M4.53%59,760
4RDVYFIRST TR EXCHANGE TRADED FDSH$44.0M4.46%542,375
5QQQMINVESCO EXCH TRADED FD TR IISH$41.5M4.21%137,024
6OEFISHARES TRSH$40.7M4.13%111,256
7FTECFIDELITY COVINGTON TRUSTSH$30.2M3.07%105,746
8SOXXISHARES TRSH$29.5M2.99%45,977
9ITOTISHARES TRSH$29.2M2.96%177,720
10AAPLAPPLE INCSH$28.4M2.88%98,158

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Financial Partners Group, Inc hold as of Q2 2026?

Financial Partners Group, Inc reported 250 positions worth $985.1M in its Q2 2026 13F filing. Largest positions: IVV (9.7%), AVUV (5.0%), SPY (4.5%), RDVY (4.5%) and QQQM (4.2%).

What did Financial Partners Group, Inc buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Financial Partners Group, Inc sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.