Latest Financial Partners Group, Inc Stock Portfolio

Financial Partners Group, Inc Performance:

2026 Q1: -4.28%YTD: -4.28%2025: 15.74%

Performance for 2026 Q1 is -4.28%, and YTD is -4.28%, and 2025 is 15.74%.

About Financial Partners Group, Inc and 13F Hedge Fund Stock Holdings

Financial Partners Group, Inc is a hedge fund based in Overland Park, KS. On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Financial Partners Group, Inc reported an equity portfolio of $835.9 Millions as of 31 Mar, 2026.

The top stock holdings of Financial Partners Group, Inc are IJR, AEMB, SPY. The fund has invested 9.6% of it's portfolio in ISHARES TR and 5.2% of portfolio in AMERICAN CENTY ETF TR.

The fund managers got completely rid off VANGUARD WHITEHALL FDS (VIGI), ISHARES TR (IJR) and INVESCO EXCH TRADED FD TR II (CGW) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), PROSHARES TR (BZQ) and COSTCO WHOLESALE CORPORATION (COST). Financial Partners Group, Inc opened new stock positions in INVESCO EXCHANGE TRADED FD T (CSD), AMERICAN CENTY ETF TR (AEMB) and CAPITAL GROUP NEW GEOGRAPHY. The fund showed a lot of confidence in some stocks as they added substantially to VANECK ETF TRUST (AFK), J P MORGAN EXCHANGE TRADED F and FIDELITY COVINGTON TRUST (FBCG).

Financial Partners Group, Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Financial Partners Group, Inc made a return of -4.28% in the last quarter. In trailing 12 months, it's portfolio return was 16.51%.

Performance
S&P 500

New Buys

Ticker	$ Bought
invesco exchange traded fd t	11,345,100
american centy etf tr	1,247,960
capital group new geography	503,737
invesco exch traded fd tr ii	413,647
invesco exch traded fd tr ii	397,940
ishares tr	303,542
franklin templeton etf tr	302,141
fidelity covington trust	258,932

New stocks bought by Financial Partners Group, Inc

Additions

Ticker	% Inc.
vaneck etf trust	125
j p morgan exchange traded f	84.29
bny mellon etf trust ii	38.36
rbb fund trust	36.31
tortoise capital series trus	34.7
fidelity covington trust	34.35
ishares u s etf tr	31.92
kkr & co inc	28.67

Additions to existing portfolio by Financial Partners Group, Inc

Reductions

Ticker	% Reduced
ishares tr	-80.25
proshares tr	-54.17
costco wholesale corporation	-40.96
quanta svcs inc	-26.81
sofi technologies inc	-26.33
berkshire hathaway inc del	-23.59
bondbloxx etf trust	-23.29
cambria etf tr	-19.33

Financial Partners Group, Inc reduced stake in above stock

Sold off

Ticker	$ Sold
strive inc	-11,104
vanguard whitehall fds	-1,195,790
phillips edison & co inc	-346,157
first tr exchange-traded fd	-383,447
invesco exch traded fd tr ii	-417,376
ishares bitcoin trust etf	-207,378
listed fds tr	-262,939
ishares tr	-383,659

Financial Partners Group, Inc got rid off the above stocks

Sector Distribution

Financial Partners Group, Inc has about 84.5% of it's holdings in Others sector.

Sector	%
Others	84.5
Technology	6.5
Communication Services	3.3
Consumer Cyclical	2
Industrials	1.2

Market Cap. Distribution

Financial Partners Group, Inc has about 15.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	84.5
MEGA-CAP	13.5
LARGE-CAP	1.8

Stocks belong to which Index?

About 14.5% of the stocks held by Financial Partners Group, Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	85.2
S&P 500	14.5

Top 5 Winners (%)		%
VRT	vertiv holdings co	33.6 %
COP	conocophillips	26.5 %
IJR	ishares tr	19.9 %
XOM	exxon mobil corp	19.8 %
XLB	select sector spdr tr	19.6 %

Top 5 Winners ($)		$
FBCG	fidelity covington trust	0.8 M
CSD	invesco exchange traded fd t	0.5 M
AEMB	american centy etf tr	0.5 M
	tortoise capital series trus	0.3 M
AGNG	global x fds	0.3 M

Top 5 Losers (%)		%
SLQT	selectquote inc	-54.5 %
SOFI	sofi technologies inc	-26.4 %
META	meta platforms inc	-20.1 %
	fidelity wise origin bitcoin	-18.9 %
BX	blackstone inc	-18.3 %

Top 5 Losers ($)		$
IJR	ishares tr	-5.1 M
IJR	ishares tr	-2.9 M
GOOG	alphabet inc	-2.8 M
MSFT	microsoft corp	-2.7 M
SPY	state str spdr s&p 500 etf t	-2.5 M

Financial Partners Group, Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Financial Partners Group, Inc

Financial Partners Group, Inc has 226 stocks in it's portfolio. About 43.8% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. FBCG was the most profitable stock for Financial Partners Group, Inc last quarter.

Last Reported on: 13 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.98	98,290	24,945,000	reduced	-0.83

AAXJ	ishares tr	3.07	482,095	25,657,100	added	1.1

AAXJ	ishares tr	0.57	21,831	4,775,510	added	2.38

AAXJ	ishares tr	0.30	31,965	2,543,170	added	0.02

AAXJ	ishares tr	0.26	20,209	2,145,190	added	22.84

AAXJ	ishares tr	0.11	9,164	923,030	added	24.75

AAXJ	ishares tr	0.10	8,920	846,960	added	14.59

AAXJ	ishares tr	0.04	3,731	323,391	reduced	-0.59

AAXJ	ishares tr	0.04	5,577	297,530	reduced	-5.73

AAXJ	ishares tr	0.03	2,051	228,382	unchanged	0.00

ABBV	abbvie inc	0.05	2,040	443,676	reduced	-3.64

ACWF	ishares tr	1.19	207,170	9,948,290	added	14.63

ACWF	ishares tr	0.07	8,528	598,460	reduced	-2.36

ACWF	ishares tr	0.05	8,370	386,600	added	1.59

ACWF	ishares tr	0.04	5,175	352,670	reduced	-0.35

AEMB	american centy etf tr	5.18	391,650	43,265,600	added	0.31

AEMB	american centy etf tr	0.29	29,800	2,402,210	added	11.00

AEMB	american centy etf tr	0.15	14,710	1,247,960	new

AEMB	american centy etf tr	0.06	4,462	508,941	reduced	-0.4

AEMB	american centy etf tr	0.03	2,571	285,792	reduced	-5.27