Latest Financial Partners Group, Inc Stock Portfolio

Financial Partners Group, Inc Performance:

2025 Q4: 3.53%YTD: 14.66%2024: 10.37%

Performance for 2025 Q4 is 3.53%, and YTD is 14.66%, and 2024 is 10.37%.

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 2026-02-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, Financial Partners Group, Inc reported an equity portfolio of $864.9 Millions as of 31 Dec, 2025.

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 4.9% of portfolio in AMERICAN CENTY ETF TR.

The fund managers got completely rid off FRANKLIN LTD DURATION INCOME, GARMIN LTD (GRMN) and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F, CAMBRIA ETF TR (BLDG) and PACER FDS TR (AFTY). Financial Partners Group, Inc opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), NUSHARES ETF TR (NDVG) and ISHARES SILVER TR (SLV). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), NETFLIX INC (NFLX) and SPDR SERIES TRUST (BIL).

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

Our best estimate is that Financial Partners Group, Inc made a return of 3.53% in the last quarter. In trailing 12 months, it's portfolio return was 14.66%.

Performance
S&P 500

New Buys

Ticker	$ Bought
j p morgan exchange traded f	3,547,520
nushares etf tr	778,630
ishares silver tr	595,692
first tr exchange traded fd	590,075
vulcan matls co	583,348
vaneck etf trust	387,101
vaneck etf trust	355,663
ishares tr	325,308

New stocks bought by Financial Partners Group, Inc

Additions

Ticker	% Inc.
j p morgan exchange traded f	1,765
netflix inc	919
spdr series trust	778
vanguard index fds	400
ishares tr	175
j p morgan exchange traded f	150
select sector spdr tr	118
select sector spdr tr	100

Additions to existing portfolio by Financial Partners Group, Inc

Reductions

Ticker	% Reduced
j p morgan exchange traded f	-79.78
cambria etf tr	-58.2
pacer fds tr	-47.85
fs credit opportunities corp	-39.06
fidelity covington trust	-37.19
s&p global inc	-35.78
chevron corp new	-31.88
ishares tr	-31.35

Financial Partners Group, Inc reduced stake in above stock

Sold off

Ticker	$ Sold
franklin ltd duration income	-649,887
tidal trust ii	-409,611
venture global inc	-354,871
ishares tr	-670,602
spdr series trust	-343,198
proshares tr	-327,900
fastenal co	-328,688
american centy etf tr	-226,716

Financial Partners Group, Inc got rid off the above stocks

Sector Distribution

Financial Partners Group, Inc has about 83.6% of it's holdings in Others sector.

Sector	%
Others	83.6
Technology	6.8
Communication Services	3.7
Consumer Cyclical	2.2
Industrials	1.1

Market Cap. Distribution

Financial Partners Group, Inc has about 16% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	83.6
MEGA-CAP	13.7
LARGE-CAP	2.3

Stocks belong to which Index?

About 15.3% of the stocks held by Financial Partners Group, Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	84.4
S&P 500	15.3

Top 5 Winners (%)		%
MU	micron technology inc	125.6 %
	asml holding n v	46.2 %
AMD	advanced micro devices inc	42.5 %
GOOG	alphabet inc	38.9 %
GOOG	alphabet inc	38.9 %

Top 5 Winners ($)		$
GOOG	alphabet inc	5.2 M
AEMB	american centy etf tr	3.8 M
IJR	ishares tr	3.7 M
IJR	ishares tr	3.1 M
AIRR	first tr exchange traded fd	2.7 M

Top 5 Losers (%)		%
NFLX	netflix inc	-88.0 %
XLB	select sector spdr tr	-42.5 %
XLB	select sector spdr tr	-41.8 %
ORCL	oracle corp	-41.4 %
APP	applovin corp	-33.4 %

Top 5 Losers ($)		$
NFLX	netflix inc	-6.1 M
MSFT	microsoft corp	-3.9 M
IJR	ishares tr	-0.9 M
XLB	select sector spdr tr	-0.8 M
	fidelity wise origin bitcoin	-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 226 stocks in it's portfolio. About 44.3% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Financial Partners Group, Inc last quarter.

Last Reported on: 03 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.97	99,108	25,716,400	reduced	-0.92

AAXJ	ishares tr	2.98	476,863	25,755,400	added	3.06

AAXJ	ishares tr	0.57	21,324	4,955,280	added	0.76

AAXJ	ishares tr	0.30	31,958	2,592,420	added	12.6

AAXJ	ishares tr	0.20	16,451	1,774,220	added	34.11

AAXJ	ishares tr	0.09	7,346	746,356	added	175

AAXJ	ishares tr	0.09	7,784	744,826	added	23.4

AAXJ	ishares tr	0.04	5,916	355,413	reduced	-3.49

AAXJ	ishares tr	0.04	3,753	325,308	new

AAXJ	ishares tr	0.03	2,051	243,865	reduced	-1.2

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.06	2,117	472,205	added	3.62

ABT	abbott labs	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	1.06	180,723	9,160,850	added	44.11

ACWF	ishares tr	0.07	8,734	627,367	added	8.12

ACWF	ishares tr	0.04	8,239	384,359	added	12.06

ACWF	ishares tr	0.04	5,193	375,877	reduced	-31.35

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

AEMB	american centy etf tr	4.93	390,424	42,661,600	reduced	-0.92

AEMB	american centy etf tr	0.25	26,848	2,173,870	added	53.65