Financial Partners Group, Inc Portfolio Stock Holdings
Financial Partners Group, Inc disclosed 227 stock positions valued at approximately $835.9 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, AMERICAN CENTY ETF TR, and STATE STR SPDR S&P 500 ETF T. The filing reflects positions held as of March 31, 2026 and was filed on April 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 227
- Portfolio Value
- $835.9M
Holdings by Sector
Financial Partners Group, Inc Portfolio Holdings in Q1 2026
219 holdings in the latest reporting period.
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| 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 |
| SPDR SERIES TRUST | SJNK | Other | 0.79% | 264,531 | -12,016 | -4.35% | $6,607,981 |
| INVESCO QQQ TR | QQQ | Other | 0.76% | 11,062 | -46 | -0.41% | $6,384,864 |
| RBB FUND TRUST | 75526L878 | Other | 0.76% | 126,330 | +33,649 | +36.31% | $6,374,633 |
| INVESCO EXCHANGE TRADED FD T | PPA | Other | 0.69% | 34,596 | +494 | +1.45% | $5,732,602 |
| ISHARES TR | IWY | Other | 0.68% | 23,002 | -364 | -1.56% | $5,723,710 |
| FIDELITY COVINGTON TRUST | FENY | Other | 0.63% | 154,213 | +39,427 | +34.35% | $5,246,333 |
| FIDELITY COVINGTON TRUST | FHLC | Other | 0.62% | 73,658 | +440 | +0.60% | $5,182,611 |
| SPDR SERIES TRUST | JNK | Other | 0.59% | 51,506 | +7,037 | +15.82% | $4,930,113 |
| ISHARES TR | ITA | Other | 0.57% | 21,831 | +507 | +2.38% | $4,775,513 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 0.54% | 43,990 | -1,034 | -2.30% | $4,547,288 |
| VANECK ETF TRUST | MOAT | Other | 0.45% | 38,942 | -2,173 | -5.29% | $3,765,684 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 0.45% | 47,627 | -80 | -0.17% | $3,746,302 |
| FIDELITY COVINGTON TRUST | FELC | Other | 0.45% | 103,060 | -1,911 | -1.82% | $3,737,989 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.43% | 78,429 | +2,114 | +2.77% | $3,613,234 |
| JANUS DETROIT STR TR | JAAA | Other | 0.37% | 61,543 | -597 | -0.96% | $3,099,912 |
| ISHARES TR | IWP | Other | 0.35% | 22,958 | -93,301 | -80.25% | $2,941,440 |
| SPDR SERIES TRUST | HYMB | Other | 0.34% | 113,892 | -231 | -0.20% | $2,824,516 |
| WALMART INC | WMT | Consumer Defensive | 0.33% | 22,251 | +245 | +1.11% | $2,765,371 |
| META PLATFORMS INC | META | Communication Services | 0.32% | 4,631 | +48 | +1.05% | $2,649,786 |
| VANECK ETF TRUST | ANGL | Other | 0.31% | 90,870 | -5,840 | -6.04% | $2,609,774 |
| ISHARES TR | HYG | Other | 0.30% | 31,965 | +7 | +0.02% | $2,543,170 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.30% | 44,766 | -7,644 | -14.59% | $2,485,388 |
| GLOBAL X FDS | MLPX | Other | 0.29% | 32,666 | +3,573 | +12.28% | $2,415,340 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.29% | 29,800 | +2,952 | +11.00% | $2,402,214 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.28% | 4,858 | -1,500 | -23.59% | $2,327,758 |
| GLOBAL X FDS | SHLD | Other | 0.26% | 30,471 | +2,523 | +9.03% | $2,158,553 |
| ISHARES TR | MUB | Other | 0.26% | 20,209 | +3,758 | +22.84% | $2,145,192 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 0.25% | 42,970 | +749 | +1.77% | $2,054,821 |
| ISHARES TR | IJH | Other | 0.24% | 29,183 | -48 | -0.16% | $1,970,694 |
| ISHARES TR | IFRA | Other | 0.22% | 32,768 | -149 | -0.45% | $1,874,316 |
| FIRST TR EXCHANGE-TRADED FD | QTEC | Other | 0.22% | 8,561 | - | - | $1,849,098 |
| PROSHARES TR | NOBL | Other | 0.22% | 17,358 | -20,520 | -54.17% | $1,840,076 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.22% | 6,169 | +23 | +0.37% | $1,814,546 |
| ISHARES TR | IWR | Other | 0.21% | 17,859 | -358 | -1.97% | $1,736,429 |
| ISHARES TR | IJR | Other | 0.18% | 12,288 | -300 | -2.38% | $1,527,523 |
| TESLA INC | TSLA | Consumer Cyclical | 0.18% | 4,055 | +60 | +1.50% | $1,507,448 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.18% | 25,005 | -798 | -3.09% | $1,476,031 |
| PIMCO ETF TR | HYS | Other | 0.18% | 15,825 | - | - | $1,475,982 |
| ISHARES TR | IWF | Other | 0.16% | 3,063 | +2 | +0.07% | $1,305,910 |
| WISDOMTREE TR | DEM | Other | 0.16% | 26,117 | +845 | +3.34% | $1,297,733 |
| FIDELITY COMWLTH TR | ONEQ | Other | 0.15% | 15,137 | -69 | -0.45% | $1,285,251 |
| SPDR GOLD TR | GLD | Other | 0.15% | 2,907 | -644 | -18.14% | $1,251,050 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.15% | 14,710 | +14,710 | +100.00% | $1,247,958 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.15% | 21,713 | +188 | +0.87% | $1,230,701 |
| ISHARES TR | IJJ | Other | 0.14% | 8,849 | -102 | -1.14% | $1,172,522 |
| CATERPILLAR INC | CAT | Industrials | 0.14% | 1,625 | -25 | -1.52% | $1,151,218 |
| QUANTA SVCS INC | PWR | Industrials | 0.13% | 2,045 | -749 | -26.81% | $1,122,688 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.13% | 1,120 | -777 | -40.96% | $1,116,226 |
| EXXON MOBIL CORP | XOM | Energy | 0.13% | 6,540 | +82 | +1.27% | $1,109,594 |
| SIMPLIFY EXCHANGE TRADED FUN | AGGH | Other | 0.13% | 54,307 | +7,741 | +16.62% | $1,105,156 |
| ELI LILLY & CO | LLY | Healthcare | 0.13% | 1,192 | +32 | +2.76% | $1,096,702 |
| VANGUARD INDEX FDS | VOO | Other | 0.13% | 1,824 | -79 | -4.15% | $1,089,847 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.13% | 5,048 | -76 | -1.48% | $1,085,700 |
| EVERGY INC | EVRG | Utilities | 0.12% | 12,738 | -76 | -0.59% | $1,043,521 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.12% | 7,600 | -65 | -0.85% | $1,010,079 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.12% | 10,871 | +14 | +0.13% | $1,009,690 |
| FIRST TR EXCHANGE-TRADED FD | FTSL | Other | 0.12% | 21,843 | - | - | $978,548 |
| UNION PAC CORP | UNP | Industrials | 0.12% | 4,013 | -10 | -0.25% | $973,652 |
| NETFLIX INC. | NFLX | Communication Services | 0.11% | 9,961 | +82 | +0.83% | $957,775 |
| ISHARES TR | ESGU | Other | 0.11% | 6,586 | -64 | -0.96% | $931,442 |
| ISHARES TR | TLH | Other | 0.11% | 9,164 | +1,818 | +24.75% | $923,030 |
| VANECK ETF TRUST | RAAX | Other | 0.11% | 22,662 | +12,620 | +125.67% | $922,552 |
| J P MORGAN EXCHANGE TRADED F | JGRO | Other | 0.11% | 10,637 | +4,865 | +84.29% | $899,038 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.11% | 3,670 | +78 | +2.17% | $897,185 |
| CHEVRON CORPORATION | CVX | Energy | 0.11% | 4,313 | +160 | +3.85% | $892,372 |
| ISHARES TR | IVW | Other | 0.11% | 7,800 | +1 | +0.01% | $882,233 |
| ISHARES TR | IJS | Other | 0.10% | 7,367 | +7 | +0.10% | $872,644 |
| ISHARES TR | MBB | Other | 0.10% | 8,920 | +1,136 | +14.59% | $846,960 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.10% | 2,467 | -172 | -6.52% | $833,769 |
| VANGUARD WORLD FD | MGC | Other | 0.10% | 3,510 | +22 | +0.63% | $829,589 |