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CIK: 0001731169
Total reported value
$963.6M
$963.6M
227 檔
25.6%
During the Q4 2025 filing period, Financial Partners Group, Inc (CIK: 0001731169) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $963.6M across 227 reported positions.
In Q4 2025, Financial Partners Group, Inc displayed an active expansion posture, initiating 25 new positions and adding to 87 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 227 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.72% | +1.28% | +1.87% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.93% | -0.18% | -0.92% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.86% | +0.13% | +1.74% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-Other | 4.51% | +0.22% | -0.99% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-Other | 4.50% | +0.03% | +2.80% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.94% | +0.15% | +2.83% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.13% | +0.21% | -0.58% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.98% | -1.30% | +3.06% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.97% | +0.49% | -0.92% | |
| 10 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 2.72% | +0.11% | -2.75% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.44% | +0.22% | +7.85% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.19% | +0.68% | +0.63% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.14% | -0.02% | -0.49% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.95% | -1.65% | EXIT | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.95% | -0.12% | +0.00% | |
| 16 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.94% | -1.05% | -2.00% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | +0.12% | +0.26% | |
| 18 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.82% | -0.01% | -14.24% | |
| 19 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.70% | +0.04% | +1765.17% | |
| 20 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.64% | -0.27% | -9.06% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.57% | +0.03% | -4.26% | |
| 22 | FMHI | First Trust Municipal High I | ETF-Other | 1.26% | -0.44% | +14.57% | |
| 23 | VFMO | Vanguard US Momentum Factor | ETF-Other | 1.16% | -0.08% | +22.68% | |
| 24 | PAVE | Global X US Infrastructure | ETF-Other | 1.09% | -0.16% | +2.25% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | +0.18% | +6.79% | |
| 26 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.06% | +0.21% | +44.11% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | -0.07% | -0.68% | |
| 28 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.04% | +0.05% | +6.67% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.03% | +0.18% | +51.52% | |
| 30 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.81% | -0.32% | +1.03% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | +0.02% | +1.79% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.80% | -0.09% | -10.82% | |
| 33 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.74% | +0.01% | -0.24% | |
| 34 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.69% | -0.13% | +1.70% | |
| 35 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.63% | +0.05% | +19.71% | |
| 36 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.57% | -0.14% | +0.76% | |
| 37 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.55% | — | +28.27% | |
| 38 | FEOE | First Eagle Overseas Eq ETF | ETF-Other | 0.55% | +1.04% | +98.40% | |
| 39 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.50% | -0.02% | +778.49% | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.50% | -0.25% | -16.40% | |
| 41 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.48% | -0.01% | -27.49% | |
| 42 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 0.47% | +0.07% | -13.88% | |
| 43 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.41% | -0.02% | — | |
| 44 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.41% | — | -3.57% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | +0.08% | -6.43% | |
| 46 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 0.38% | +0.06% | -18.88% | |
| 47 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.36% | +0.15% | -3.63% | |
| 48 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.36% | — | -79.78% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | +0.01% | -3.84% | |
| 50 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.33% | -0.30% | EXIT |
According to official SEC Form 13F filings, Financial Partners Group, Inc reported a total U.S. public equity portfolio value of $963.6M across 227 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, AVUV, SPY) accounted for 25.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
JPIE
市值: $3.5M
Top Position Liquidated / Trimmed
PFF
前期市值: $670.6K
During Q4 2025, Financial Partners Group, Inc's top holdings by market value included IVV (9.7%)、AVUV (4.9%)、SPY (4.9%). The largest single position, IVV, represented 9.7% of total portfolio value.
In Q4 2025, Financial Partners Group, Inc made 196 total portfolio adjustments, initiating 25 new buys, adding to 87 positions, trimming 65 holdings, and fully liquidating 19 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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