Latest Financial Partners Group, Inc Stock Portfolio
Financial Partners Group, Inc Performance:
2025 Q3: 4.46%YTD: 6.45%2024: 8.33%
Performance for 2025 Q3 is 4.46%, and YTD is 6.45%, and 2024 is 8.33%.
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 22-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $682 Millions. In it's latest 13F Holdings report, Financial Partners Group, Inc reported an equity portfolio of $802.9 Millions as of 30 Sep, 2025.
The top stock holdings of Financial Partners Group, Inc are IJR, SPY, AEMB. The fund has invested 9.9% of it's portfolio in ISHARES TR and 5% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off PROSHARES TR (ANEW), VERIZON COMMUNICATIONS INC (VZ) and INTUITIVE SURGICAL INC (ISRG) stocks. They significantly reduced their stock positions in PROSHARES TR (ANEW), FIRST TR EXCHANGE TRADED FD (CARZ) and ISHARES TR (AMPS). Financial Partners Group, Inc opened new stock positions in VANECK ETF TRUST (AFK), SOFI TECHNOLOGIES INC (SOFI) and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL X FDS (BITS), J P MORGAN EXCHANGE TRADED F (BBAX) and RBB FUND TRUST.
The top stock holdings of Financial Partners Group, Inc are IJR, SPY, AEMB. The fund has invested 9.9% of it's portfolio in ISHARES TR and 5% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off PROSHARES TR (ANEW), VERIZON COMMUNICATIONS INC (VZ) and INTUITIVE SURGICAL INC (ISRG) stocks. They significantly reduced their stock positions in PROSHARES TR (ANEW), FIRST TR EXCHANGE TRADED FD (CARZ) and ISHARES TR (AMPS). Financial Partners Group, Inc opened new stock positions in VANECK ETF TRUST (AFK), SOFI TECHNOLOGIES INC (SOFI) and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL X FDS (BITS), J P MORGAN EXCHANGE TRADED F (BBAX) and RBB FUND TRUST.
Financial Partners Group, Inc Annual Return Estimates Vs S&P 500
Our best estimate is that Financial Partners Group, Inc made a return of 4.46% in the last quarter. In trailing 12 months, it's portfolio return was 8.07%.
New Buys
| Ticker | $ Bought |
|---|---|
| vaneck etf trust | 2,678,280 |
| sofi technologies inc | 1,021,000 |
| j p morgan exchange traded f | 826,804 |
| spdr series trust | 496,025 |
| j p morgan exchange traded f | 370,723 |
| first tr exchange-traded fd | 366,795 |
| venture global inc | 354,871 |
| invesco exch traded fd tr ii | 354,589 |
New stocks bought by Financial Partners Group, Inc
Additions
| Ticker | % Inc. |
|---|---|
| global x fds | 265 |
| j p morgan exchange traded f | 180 |
| rbb fund trust | 143 |
| exchange traded concepts tru | 121 |
| ishares tr | 78.7 |
| ishares inc | 67.8 |
| wisdomtree tr | 58.27 |
| abbvie inc | 37.67 |
Additions to existing portfolio by Financial Partners Group, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| proshares tr | -51.83 |
| first tr exchange traded fd | -48.4 |
| ishares tr | -43.65 |
| fidelity covington trust | -42.98 |
| invesco exch traded fd tr ii | -37.68 |
| fidelity covington trust | -34.55 |
| american centy etf tr | -25.95 |
| american centy etf tr | -25.2 |
Financial Partners Group, Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| proshares tr | -243,224 |
| verizon communications inc | -228,796 |
| pepsico inc | -203,014 |
| apollo global mgmt inc | -210,695 |
| accenture plc ireland | -206,507 |
| intuitive surgical inc | -223,885 |
Financial Partners Group, Inc got rid off the above stocks
Sector Distribution
Financial Partners Group, Inc has about 83.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 83.1 |
| Technology | 7.7 |
| Communication Services | 3.1 |
| Consumer Cyclical | 2.2 |
| Industrials | 1.2 |
Market Cap. Distribution
Financial Partners Group, Inc has about 16.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 83.1 |
| MEGA-CAP | 14 |
| LARGE-CAP | 2.4 |
Stocks belong to which Index?
About 15.6% of the stocks held by Financial Partners Group, Inc either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 84 |
| S&P 500 | 15.6 |
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 218 stocks in it's portfolio. About 45.4% of the portfolio is in top 10 stocks. CP proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Financial Partners Group, Inc last quarter.
Last Reported on: 17 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.17 | 100,030 | 25,470,600 | reduced | -1.06 | ||
| AAXJ | ishares tr | 3.12 | 462,699 | 25,027,400 | added | 3.48 | ||
| AAXJ | ishares tr | 0.55 | 21,163 | 4,428,520 | reduced | -0.49 | ||
| AAXJ | ishares tr | 0.29 | 28,381 | 2,304,280 | added | 0.04 | ||
| AAXJ | ishares tr | 0.16 | 12,267 | 1,306,270 | added | 14.55 | ||
| AAXJ | ishares tr | 0.08 | 21,208 | 670,602 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.07 | 6,308 | 600,167 | added | 78.7 | ||
| AAXJ | ishares tr | 0.05 | 6,130 | 368,294 | reduced | -3.08 | ||
| AAXJ | ishares tr | 0.03 | 2,662 | 274,166 | new | |||
| AAXJ | ishares tr | 0.03 | 2,076 | 236,411 | reduced | -2.9 | ||
| ABBV | abbvie inc | 0.06 | 2,043 | 473,087 | added | 37.67 | ||
| ABT | abbott labs | 0.03 | 1,597 | 213,835 | new | |||
| ACN | accenture plc ireland | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 0.75 | 125,402 | 6,004,240 | added | 33.91 | ||
| ACWF | ishares tr | 0.07 | 8,078 | 549,947 | added | 3.15 | ||
| ACWF | ishares tr | 0.07 | 7,564 | 544,156 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.04 | 7,352 | 343,422 | added | 0.52 | ||
| ADBE | adobe inc | 0.03 | 596 | 210,413 | reduced | -4.79 | ||
| AEMB | american centy etf tr | 4.88 | 394,040 | 39,218,800 | added | 0.17 | ||
| AEMB | american centy etf tr | 0.16 | 17,473 | 1,262,620 | reduced | -25.95 | ||