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Latest Financial Partners Group, Inc Stock Portfolio

$985Million | No. of Holdings #249

Financial Partners Group, Inc Performance

2026 Q2+13.88%
YTD+9.01%
2025+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 2026-07-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Financial Partners Group, Inc reported an equity portfolio of $985.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Financial Partners Group, Inc are IJR, AEMB, SPY. The fund has invested 9.7% of it's portfolio in ISHARES TR and 5% of portfolio in AMERICAN CENTY ETF TR. <br><br> The fund managers got completely rid off ISHARES U S ETF TR (CCRV), INVESCO EXCH TRADED FD TR II (CGW) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), SPDR SERIES TRUST (BIL) and FIDELITY COVINGTON TRUST (FBCG). Financial Partners Group, Inc opened new stock positions in BNY MELLON ETF TRUST II, FIDELITY COVINGTON TRUST (FBCG) and GLOBAL X FDS (AGNG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR).
Financial Partners Group, Inc Equity Portfolio Value
Last Reported on: 23 Jul, 2026
$985Million
  as of Jul 23, 2026

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

Our best estimate is that Financial Partners Group, Inc made a return of 13.88% in the last quarter. In trailing 12 months, it's portfolio return was 22.35%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
bny mellon etf trust ii1,579,350
rbb fund trust708,395
fidelity covington trust604,328
global x fds552,652
invesco exch traded fd tr ii474,841
crowdstrike hldgs inc412,668
ishares tr399,932
ge vernova inc333,505
New stocks bought by Financial Partners Group, Inc

Additions

Ticker% Inc.
ishares tr427
vanguard index fds306
ishares tr302
american centy etf tr147
spx technologies inc91.41
proshares tr70.54
vaneck etf trust70.07
first tr exch traded fd iii49.4
Additions to existing portfolio by Financial Partners Group, Inc

Reductions

Ticker% Reduced
j p morgan exchange traded f-48.2
spdr series trust-47.51
fidelity covington trust-46.49
ishares tr-45.16
pacer fds tr-35.46
vulcan matls co-34.76
spdr series trust-33.96
sofi technologies inc-31.87
Financial Partners Group, Inc reduced stake in above stock

Sold off

Ticker$ Sold
capital grp fixed incm etf t-201,116
invesco exch traded fd tr ii-413,647
ishares tr-297,530
ishares u s etf tr-486,872
j p morgan exchange traded f-273,294
american centy etf tr-212,266
salesforce inc-228,855
intuitive surgical inc-206,036
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.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Industrials
Sector%
Others84.5
Technology6.7
Communication Services3.3
Consumer Cyclical1.9
Industrials1.3

Market Cap. Distribution

Financial Partners Group, Inc has about 15.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED84.5
MEGA-CAP13.4
LARGE-CAP1.8

Stocks belong to which Index?

About 14.4% of the stocks held by Financial Partners Group, Inc either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others85.3
S&P 50014.4
Top 5 Winners (%)%
MU
micron technology inc
163.8 %
AMD
advanced micro devices inc
142.9 %
AMAT
applied matls inc
110.6 %
LRCX
lam research corp
97.4 %
IJR
ishares tr
92.5 %
Top 5 Winners ($)$
IJR
ishares tr
14.7 M
IJR
ishares tr
12.0 M
BAB
invesco exch traded fd tr ii
8.8 M
FBCG
fidelity covington trust
8.2 M
AIRR
first tr exchange traded fd
6.9 M
Top 5 Losers (%)%
AMPS
ishares tr
-70.2 %
VB
vanguard index fds
-61.5 %
IJR
ishares tr
-60.3 %
BZQ
proshares tr
-41.3 %
NFLX
netflix inc.
-25.6 %
Top 5 Losers ($)$
IJR
ishares tr
-2.3 M
BZQ
proshares tr
-1.2 M
VB
vanguard index fds
-0.9 M
AMPS
ishares tr
-0.8 M
FBCG
fidelity covington trust
-0.7 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 249 stocks in it's portfolio. About 43.9% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Financial Partners Group, Inc last quarter.

$985.06MTotal Value
258Positions
23 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Financial Partners Group, Inc, last reported on 23 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Partners Group, Inc's holding in Ishares Tr over time
2.67%495,446
$26.34M
2.67%
increased 2.77 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Partners Group, Inc's holding in Ishares Tr over time
0.51%20,594
$4.99M
0.51%
decreased 5.67 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Partners Group, Inc's holding in Ishares Tr over time
0.26%23,866
$2.57M
0.26%
increased 18.1 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Partners Group, Inc's holding in Ishares Tr over time
0.26%31,977
$2.56M
0.26%
increased 0.04 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Partners Group, Inc's holding in Ishares Tr over time
0.1%9,677
$971.0K
0.1%
increased 5.6 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Partners Group, Inc's holding in Ishares Tr over time
0.1%10,126
$957.1K
0.1%
increased 13.52 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Partners Group, Inc's holding in Ishares Tr over time
0.04%3,765
$372.7K
0.04%
increased 0.91 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Partners Group, Inc's holding in Ishares Tr over time
0.03%2,084
$259.3K
0.03%
increased 1.61 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Partners Group, Inc's holding in Ishares Tr over time
0.02%1,991
$212.0K
0.02%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Partners Group, Inc's holding in Ishares Tr over time
0.02%4,852
$201.0K
0.02%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Partners Group, Inc's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Financial Partners Group, Inc's holding in Dbx Etf Tr over time
0.02%3,055
$210.4K
0.02%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Financial Partners Group, Inc's holding in Ishares Tr over time
1.37%253,750
$13.53M
1.37%
increased 22.48 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Financial Partners Group, Inc's holding in Ishares Tr over time
0.07%8,779
$665.4K
0.07%
increased 2.94 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Financial Partners Group, Inc's holding in Ishares Tr over time
0.04%5,198
$429.5K
0.04%
increased 0.44 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Financial Partners Group, Inc's holding in Ishares Tr over time
0.04%8,404
$387.8K
0.04%
increased 0.41 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Financial Partners Group, Inc's holding in American Centy Etf Tr over time
4.95%390,844
$48.76M
4.95%
decreased 0.21 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Financial Partners Group, Inc's holding in American Centy Etf Tr over time
0.68%73,687
$6.72M
0.68%
increased 147.27 percentadded