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CIK: 0001731169
Total reported value
$963.6M
$963.6M
250 檔
28.5%
According to the latest 13F quarterly dataset, Financial Partners Group, Inc managed an equity portfolio of $963.6M at the end of Q2 2026, spanning 250 distinct U.S. exchange-listed positions.
In Q2 2026, Financial Partners Group, Inc displayed an active expansion posture, initiating 31 new positions and adding to 88 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 250 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.73% | +1.28% | +3.88% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.95% | -0.18% | -0.21% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.53% | +0.13% | -1.12% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 4.46% | +0.03% | -0.12% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.21% | +0.15% | +2.74% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-Other | 4.13% | +0.22% | -1.63% | |
| 7 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 3.07% | +0.11% | +0.22% | |
| 8 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.99% | -1.05% | -5.13% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.96% | +0.21% | -1.00% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.88% | +0.49% | -0.13% | |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.67% | -1.30% | +2.77% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.50% | +0.22% | +4.52% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.97% | -0.02% | -0.35% | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.79% | -0.12% | -1.05% | |
| 15 | FMHI | First Trust Municipal High I | ETF-Other | 1.75% | -0.44% | +49.40% | |
| 16 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.74% | -0.27% | -1.53% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | +0.68% | +1.75% | |
| 18 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.68% | +0.04% | +8.45% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | +0.12% | +0.42% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.65% | -1.65% | EXIT | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.47% | +0.18% | +13.50% | |
| 22 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.44% | -0.21% | +1.22% | |
| 23 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.39% | +0.05% | +9.63% | |
| 24 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.37% | +0.21% | +22.48% | |
| 25 | VFMO | Vanguard US Momentum Factor | ETF-Other | 1.35% | -0.08% | +1.02% | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.26% | +0.03% | -6.57% | |
| 27 | PAVE | Global X US Infrastructure | ETF-Other | 1.10% | -0.16% | -0.78% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | +0.18% | +3.61% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | -0.07% | -0.54% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.82% | +0.02% | -0.45% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.72% | -0.09% | -5.46% | |
| 32 | FEOE | First Eagle Overseas Eq ETF | ETF-Other | 0.70% | +1.04% | +2.29% | |
| 33 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.68% | +0.35% | +147.27% | |
| 34 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.68% | +0.01% | -0.49% | |
| 35 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.61% | -0.32% | -8.67% | |
| 36 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.59% | -0.13% | -4.35% | |
| 37 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.57% | +0.05% | -1.26% | |
| 38 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.51% | -0.14% | -5.67% | |
| 39 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.49% | — | -2.37% | |
| 40 | BKDV | Bny Mellon Dynamic Value | ETF-Other | 0.46% | +0.02% | +5.05% | |
| 41 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.45% | +0.15% | +43.56% | |
| 42 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 0.44% | +0.06% | -5.90% | |
| 43 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.42% | — | +0.02% | |
| 44 | TPYP | Tortoise North American Pipe | ETF-Other | 0.36% | -0.02% | -3.01% | |
| 45 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.35% | -0.02% | -4.46% | |
| 46 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.34% | -0.25% | -17.55% | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.33% | -0.01% | -1.94% | |
| 48 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.30% | -0.30% | EXIT | |
| 49 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.29% | — | +0.01% | |
| 50 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.29% | — | +2.25% |
According to official SEC Form 13F filings, Financial Partners Group, Inc reported a total U.S. public equity portfolio value of $963.6M across 250 disclosed positions in Q2 2026.
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 28.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
BMOP
市值: $1.6M
Top Position Liquidated / Trimmed
IETC
前期市值: $486.9K
During Q2 2026, Financial Partners Group, Inc's top holdings by market value included IVV (9.7%)、AVUV (5.0%)、SPY (4.5%). The largest single position, IVV, represented 9.7% of total portfolio value.
In Q2 2026, Financial Partners Group, Inc made 196 total portfolio adjustments, initiating 31 new buys, adding to 88 positions, trimming 69 holdings, and fully liquidating 8 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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