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Latest Financial Partners Group, Inc Stock Portfolio

$963Million | No. of Holdings #250

Financial Partners Group, Inc Performance

2026 Q3-0.19%
YTD+8.80%
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 2026-10-19, the fund reported it's updated stock portfolio. In the 13F Holdings report, Financial Partners Group, Inc reported an equity portfolio of $963.6 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Financial Partners Group, Inc are IJR, AEMB, SPY. The fund has invested 11% of it's portfolio in ISHARES TR and 4.8% of portfolio in AMERICAN CENTY ETF TR. <br><br> The fund managers got completely rid off ISHARES TR (IJR), SPDR SERIES TRUST (BIL) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in VANECK ETF TRUST (AFK), EXCHANGE TRADED CONCEPTS TRU (BITQ) and SPDR SERIES TRUST (BIL). Financial Partners Group, Inc opened new stock positions in FIRST TR EXCHANGE-TRADED FD (BGLD), EXXONMOBIL HOLDINGS CORP and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to RBB FUND TRUST, BLACKROCK ETF TRUST II (HYMU) and EATON CORP PLC (ETN).
Financial Partners Group, Inc Equity Portfolio Value
Last Reported on: 19 Oct, 2026
$963Million
  as of Oct 19, 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 -0.19% in the last quarter. In trailing 12 months, it's portfolio return was 13.71%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
first tr exchange-traded fd1,006,130
exxonmobil holdings corp934,931
spdr series trust848,252
invesco actively managed exc566,225
vanguard tax-managed fds390,668
bloom energy corp293,322
proshares tr285,073
space exploration techn corp247,222
New stocks bought by Financial Partners Group, Inc

Additions

Ticker% Inc.
rbb fund trust672
blackrock etf trust ii624
eaton corp plc619
spx technologies inc151
rbb fund trust141
j p morgan exchange traded f130
j p morgan exchange traded f92.06
fidelity covington trust85.53
Additions to existing portfolio by Financial Partners Group, Inc

Reductions

Ticker% Reduced
vaneck etf trust-74.25
exchange traded concepts tru-65.38
spdr series trust-52.42
ishares tr-47.1
sofi technologies inc-37.37
first tr exchange-traded fd-32.38
ishares tr-28.58
broadcom inc-23.8
Financial Partners Group, Inc reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-16,239,100
spdr series trust-2,942,840
ishares tr-711,679
ishares tr-2,568,500
bondbloxx etf trust-493,827
exxon mobil corp-844,024
pacer fds tr-247,024
masco corp-217,637
Financial Partners Group, Inc got rid off the above stocks

Sector Distribution

Financial Partners Group, Inc has about 83.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Industrials
Sector%
Others83.2
Technology8
Communication Services3.3
Consumer Cyclical2
Industrials1.4

Market Cap. Distribution

Financial Partners Group, Inc has about 16.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED83.2
MEGA-CAP14.8
LARGE-CAP1.8

Stocks belong to which Index?

About 15.7% of the stocks held by Financial Partners Group, Inc either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others83.9
S&P 50015.7
Top 5 Winners (%)%
PLTR
palantir technologies inc
56.7 %
MPC
marathon pete corp
53.8 %
vaneck bitcoin etf
41.0 %
fidelity wise origin bitcoin
39.1 %
MSFT
microsoft corp
37.4 %
Top 5 Winners ($)$
MSFT
microsoft corp
6.3 M
AAPL
apple inc
4.3 M
IJR
ishares tr
2.3 M
IJR
ishares tr
1.8 M
FBCG
fidelity covington trust
1.5 M
Top 5 Losers (%)%
SLQT
selectquote inc
-51.1 %
GLW
corning inc
-38.4 %
AMAT
applied matls inc
-28.6 %
BUZZ
vaneck etf trust
-26.1 %
VRT
vertiv holdings co
-25.4 %
Top 5 Losers ($)$
IJR
ishares tr
-2.8 M
AEMB
american centy etf tr
-2.7 M
CSD
invesco exchange traded fd t
-2.3 M
CSD
invesco exchange traded fd t
-1.8 M
AIRR
first tr exchange traded fd
-1.5 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 250 stocks in it's portfolio. About 46.1% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Financial Partners Group, Inc last quarter.

$963.61MTotal Value
267Positions
19 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Financial Partners Group, Inc, last reported on 19 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Partners Group, Inc's holding in Ishares Tr over time
1.37%262,112
$13.20M
1.37%
decreased 47.1 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Partners Group, Inc's holding in Ishares Tr over time
0.37%17,355
$3.60M
0.37%
decreased 15.73 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Partners Group, Inc's holding in Ishares Tr over time
0.26%31,989
$2.47M
0.26%
increased 0.04 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Partners Group, Inc's holding in Ishares Tr over time
0.09%9,465
$848.2K
0.09%
decreased 6.53 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Partners Group, Inc's holding in Ishares Tr over time
0.08%8,351
$769.7K
0.08%
decreased 13.7 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Partners Group, Inc's holding in Ishares Tr over time
0.04%3,679
$369.8K
0.04%
decreased 2.28 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Partners Group, Inc's holding in Ishares Tr over time
0.03%2,041
$244.6K
0.03%
decreased 2.06 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Partners Group, Inc's holding in Ishares Tr over time
0.02%4,964
$209.4K
0.02%
increased 2.31 percentadded
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
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
$213.7K
0.02%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Financial Partners Group, Inc's holding in Ishares Tr over time
1.58%288,760
$15.20M
1.58%
increased 13.8 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Financial Partners Group, Inc's holding in Ishares Tr over time
0.07%8,695
$655.5K
0.07%
decreased 0.96 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Financial Partners Group, Inc's holding in Ishares Tr over time
0.04%5,198
$433.5K
0.04%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Financial Partners Group, Inc's holding in Ishares Tr over time
0.04%8,492
$374.4K
0.04%
increased 1.05 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Financial Partners Group, Inc's holding in American Centy Etf Tr over time
4.77%390,571
$46.00M
4.77%
decreased 0.07 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Financial Partners Group, Inc's holding in American Centy Etf Tr over time
1.02%109,219
$9.88M
1.02%
increased 48.22 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Financial Partners Group, Inc's holding in American Centy Etf Tr over time
0.14%14,838
$1.34M
0.14%
decreased 1.85 percentreduced