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CIK: 0001731169
Total reported value
$963.6M
$963.6M
220 檔
24.1%
The Q3 2025 SEC filing reveals that Financial Partners Group, Inc held a total portfolio value of $963.6M, covering 220 public equity positions.
In Q3 2025, Financial Partners Group, Inc displayed an active expansion posture, initiating 47 new positions and adding to 74 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 220 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.90% | +1.28% | +3.00% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.95% | +0.13% | +12.89% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.88% | -0.18% | +0.17% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-Other | 4.76% | +0.22% | -0.70% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-Other | 4.39% | +0.03% | -0.32% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.99% | +0.15% | +9.03% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.27% | +0.21% | +0.51% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.17% | +0.49% | -1.06% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 3.12% | -1.30% | +3.48% | |
| 10 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 3.00% | +0.11% | -0.29% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.83% | +0.68% | +2.15% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.40% | -0.01% | +0.11% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.34% | +0.22% | +4.44% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.13% | -1.65% | EXIT | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.00% | -0.12% | +0.12% | |
| 16 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.87% | -0.27% | +4.29% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | +0.12% | +0.13% | |
| 18 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.86% | — | +3.27% | |
| 19 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.67% | -1.05% | -0.05% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.66% | -0.02% | -0.34% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.63% | +0.03% | -11.59% | |
| 22 | FMHI | First Trust Municipal High I | ETF-Other | 1.17% | -0.44% | +8.92% | |
| 23 | PAVE | Global X US Infrastructure | ETF-Other | 1.08% | -0.16% | +2.14% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.07% | +0.18% | +13.61% | |
| 25 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.06% | +0.05% | +8.63% | |
| 26 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.96% | -0.08% | -17.92% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.88% | -0.09% | -3.93% | |
| 28 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.87% | -0.32% | +0.35% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.82% | +0.02% | -0.66% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | -0.07% | -0.15% | |
| 31 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.80% | +0.01% | -0.15% | |
| 32 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.75% | +0.21% | +33.91% | |
| 33 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.67% | -0.01% | -12.85% | |
| 34 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.65% | -0.13% | +8.34% | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.62% | +0.18% | +67.80% | |
| 36 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.61% | -0.25% | -4.14% | |
| 37 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 0.57% | +0.07% | -34.55% | |
| 38 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.55% | -0.14% | -0.49% | |
| 39 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.51% | +0.05% | -14.83% | |
| 40 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.46% | — | -0.57% | |
| 41 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.46% | — | -2.37% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | +0.08% | +31.21% | |
| 43 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 0.44% | +0.06% | -14.73% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | +0.01% | +4.67% | |
| 45 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.41% | +0.15% | +33.20% | |
| 46 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.35% | -0.30% | EXIT | |
| 47 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.33% | -0.02% | — | |
| 48 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.30% | +0.03% | +0.64% | |
| 49 | TPYP | Tortoise North American Pipe | ETF-Other | 0.30% | -0.02% | -0.66% | |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.29% | — | +0.04% |
According to official SEC Form 13F filings, Financial Partners Group, Inc reported a total U.S. public equity portfolio value of $963.6M across 220 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, AVUV) accounted for 24.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
AGG
市值: $17.1M
Top Position Liquidated / Trimmed
AVMU
前期市值: $7.9M
During Q3 2025, Financial Partners Group, Inc's top holdings by market value included IVV (9.9%)、SPY (5.0%)、AVUV (4.9%). The largest single position, IVV, represented 9.9% of total portfolio value.
In Q3 2025, Financial Partners Group, Inc made 195 total portfolio adjustments, initiating 47 new buys, adding to 74 positions, trimming 57 holdings, and fully liquidating 17 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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