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CIK: 0001731169
Total reported value
$985.1M
$985.1M
227 檔
24.0%
At the close of Q1 2026, Financial Partners Group, Inc disclosed equity holdings valued at approximately $985.1M, spread across 227 reported holdings.
Financial Partners Group, Inc executed strategic sector rebalancing during Q1 2026, establishing 16 new positions while fully exiting 15 holdings and trimming 72 positions.
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 | 9.62% | +0.11% | +1.77% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.18% | -0.23% | +0.31% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.70% | -0.17% | -0.45% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 4.44% | +0.02% | +0.82% | |
| 5 | OEF | Ishares S&p 100 ETF | ETF-Other | 4.30% | -0.17% | -0.41% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.79% | +0.42% | +0.12% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 3.07% | -0.40% | +1.10% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.06% | -0.10% | +0.24% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.98% | -0.10% | -0.83% | |
| 10 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 2.63% | +0.44% | +0.04% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.46% | +0.04% | +3.07% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.00% | -0.35% | -0.37% | |
| 13 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.97% | -0.18% | +0.64% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | -0.26% | +0.92% | |
| 15 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.91% | +1.08% | -0.02% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.88% | +0.09% | -0.19% | |
| 17 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.83% | -0.15% | +5.19% | |
| 18 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.78% | -0.04% | +1.56% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | -0.04% | +0.64% | |
| 20 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.60% | -0.34% | -2.01% | |
| 21 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.36% | +0.08% | — | |
| 22 | FMHI | First Trust Municipal High I | ETF-Other | 1.35% | +0.40% | +4.73% | |
| 23 | VFMO | Vanguard US Momentum Factor | ETF-Other | 1.24% | +0.11% | +6.60% | |
| 24 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.19% | +0.18% | +14.63% | |
| 25 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.17% | +0.30% | +11.54% | |
| 26 | PAVE | Global X US Infrastructure | ETF-Other | 1.12% | -0.02% | -0.81% | |
| 27 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.04% | +0.35% | +3.64% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | +0.01% | +0.90% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | +0.04% | -0.20% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.87% | -0.15% | +2.35% | |
| 31 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.79% | -0.18% | -4.34% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.76% | +0.06% | -0.41% | |
| 33 | FEOE | First Eagle Overseas Eq ETF | ETF-Other | 0.76% | -0.06% | +36.31% | |
| 34 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.69% | -0.10% | +1.45% | |
| 35 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.68% | — | -1.56% | |
| 36 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 0.63% | -0.19% | +34.35% | |
| 37 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.62% | -0.05% | +0.60% | |
| 38 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.59% | -0.33% | +15.82% | |
| 39 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.57% | -0.06% | +2.38% | |
| 40 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.54% | -0.05% | -2.30% | |
| 41 | BKDV | Bny Mellon Dynamic Value | ETF-Other | 0.45% | +0.01% | +38.36% | |
| 42 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.45% | -0.11% | -5.29% | |
| 43 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.45% | -0.03% | -0.17% | |
| 44 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 0.45% | -0.22% | -1.82% | |
| 45 | TPYP | Tortoise North American Pipe | ETF-Other | 0.45% | -0.08% | +34.70% | |
| 46 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.43% | -0.08% | +2.77% | |
| 47 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.37% | +0.08% | -0.96% | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.35% | -0.02% | -80.25% | |
| 49 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.34% | -0.04% | -0.20% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | -0.08% | +1.11% |
According to official SEC Form 13F filings, Financial Partners Group, Inc reported a total U.S. public equity portfolio value of $985.1M across 227 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AVUV, SPY) accounted for 24.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
XSMO
市值: $11.3M
Top Position Liquidated / Trimmed
VIGI
前期市值: $1.2M
During Q1 2026, Financial Partners Group, Inc's top holdings by market value included IVV (9.6%)、AVUV (5.2%)、SPY (4.7%). The largest single position, IVV, represented 9.6% of total portfolio value.
In Q1 2026, Financial Partners Group, Inc made 190 total portfolio adjustments, initiating 16 new buys, adding to 87 positions, trimming 72 holdings, and fully liquidating 15 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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