Financial Partners Group, Inc Portfolio Stock Holdings
According to the SEC 13F filed on April 13, 2026, Financial Partners Group, Inc disclosed 220 stock positions valued at approximately $835.91M as of quarter-end March 31, 2026. The largest holdings include ISHARES TR, AMERICAN CENTY ETF TR, and STATE STR SPDR S&P 500 ETF T.
- Report Period
- March 31, 2026
- No. of Stocks
- 220
- Portfolio Value
- $835.91M
Holdings by Sector
Financial Partners Group, Inc Portfolio Holdings in Q1 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 9.62% | 123,137 | +2,139 | +1.77% | $80,434,472 |
| AMERICAN CENTY ETF TR | AVUV | Other | 5.18% | 391,650 | +1,226 | +0.31% | $43,265,630 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 4.70% | 60,437 | -271 | -0.45% | $39,304,892 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 4.44% | 543,025 | +4,416 | +0.82% | $37,077,731 |
| ISHARES TR | OEF | Other | 4.30% | 113,101 | -470 | -0.41% | $35,973,924 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 3.79% | 133,367 | +166 | +0.12% | $31,690,747 |
| ISHARES TR | IGIB | Other | 3.07% | 482,095 | +5,232 | +1.10% | $25,657,099 |
| ISHARES TR | ITOT | Other | 3.06% | 179,507 | +421 | +0.24% | $25,567,158 |
| APPLE INC | AAPL | Technology | 2.98% | 98,290 | -818 | -0.83% | $24,945,000 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 2.63% | 105,511 | +46 | +0.04% | $21,951,538 |
| ISHARES TR | QUAL | Other | 2.46% | 107,247 | +3,197 | +3.07% | $20,571,117 |
| ISHARES TR | AGG | Other | 2.00% | 168,131 | -632 | -0.37% | $16,690,360 |
| ISHARES TR | IUSV | Other | 1.97% | 161,395 | +1,031 | +0.64% | $16,502,601 |
| MICROSOFT CORP | MSFT | Technology | 1.97% | 44,504 | +406 | +0.92% | $16,474,163 |
| ISHARES TR | SOXX | Other | 1.91% | 48,463 | -8 | -0.02% | $15,927,904 |
| ALPHABET INC | GOOGL | Communication Services | 1.88% | 54,610 | -103 | -0.19% | $15,703,631 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 1.83% | 324,642 | +16,031 | +5.19% | $15,284,168 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 1.78% | 102,430 | +1,574 | +1.56% | $14,854,428 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.71% | 68,780 | +434 | +0.64% | $14,324,777 |
| PACER FDS TR | COWZ | Other | 1.60% | 214,099 | -4,401 | -2.01% | $13,394,057 |
| INVESCO EXCHANGE TRADED FD T | XSMO | Other | 1.36% | 149,238 | +149,238 | +100.00% | $11,345,106 |
| FIRST TR EXCH TRADED FD III | FMHI | Other | 1.35% | 237,886 | +10,753 | +4.73% | $11,309,099 |
| VANGUARD WELLINGTON FD | VFMO | Other | 1.24% | 52,775 | +3,268 | +6.60% | $10,401,957 |
| ISHARES TR | IMTM | Other | 1.19% | 207,170 | +26,447 | +14.63% | $9,948,288 |
| ISHARES INC | EMXC | Other | 1.17% | 124,401 | +12,866 | +11.54% | $9,785,385 |
| GLOBAL X FDS | PAVE | Other | 1.12% | 184,555 | -1,499 | -0.81% | $9,377,221 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 1.04% | 77,475 | +2,722 | +3.64% | $8,685,700 |
| NVIDIA CORPORATION | NVDA | Technology | 1.03% | 49,445 | +441 | +0.90% | $8,623,141 |
| ALPHABET INC | GOOG | Communication Services | 0.91% | 26,527 | -53 | -0.20% | $7,609,485 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.87% | 236,865 | +5,437 | +2.35% | $7,267,026 |
Showing 30 of 220 holdings in the latest reporting period.