Latest Financial Partners Group, Inc Stock Portfolio

Financial Partners Group, Inc Performance:

2025 Q2: 5.52%YTD: 2.02%2024: 7.56%

Performance for 2025 Q2 is 5.52%, and YTD is 2.02%, and 2024 is 7.56%.

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 $723.1 Millions as of 30 Jun, 2025.

The top stock holdings of Financial Partners Group, Inc are IJR, AEMB, IJR. The fund has invested 9.9% of it's portfolio in ISHARES TR and 5% of portfolio in AMERICAN CENTY ETF TR.

The fund managers got completely rid off AMERICAN CENTY ETF TR (AEMB), MANAGED PORTFOLIO SERIES (EBLU) and INVESCO EXCHANGE TRADED FD T (CSD) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), PHILLIPS EDISON & CO INC (PECO) and SPDR SERIES TRUST (BIL). Financial Partners Group, Inc opened new stock positions in ISHARES TR (IJR), ISHARES INC (EMGF) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to BNY MELLON ETF TRUST II, ISHARES TR (ACWF) and ISHARES TR (AAXJ).

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

Our best estimate is that Financial Partners Group, Inc made a return of 5.52% in the last quarter. In trailing 12 months, it's portfolio return was 5.23%.

New Buys

Ticker	$ Bought
ishares tr	16,363,700
ishares inc	2,769,790
spdr series trust	2,727,060
tortoise capital series trus	2,354,830
pimco etf tr	1,304,000
rbb fund trust	808,116
simplify exchange traded fun	712,743
tidal tr ii	600,203

New stocks bought by Financial Partners Group, Inc

Additions

Ticker	% Inc.
bny mellon etf trust ii	234
ishares tr	228
ishares tr	105
janus detroit str tr	76.32
invesco exchange traded fd t	53.39
invesco exch traded fd tr ii	49.67
ishares tr	39.2
j p morgan exchange traded f	26.04

Additions to existing portfolio by Financial Partners Group, Inc

Reductions

Ticker	% Reduced
j p morgan exchange traded f	-89.84
phillips edison & co inc	-61.88
spdr series trust	-48.86
proshares tr	-47.59
proshares tr	-44.53
ishares tr	-42.52
spdr series trust	-39.48
cambria etf tr	-33.98

Financial Partners Group, Inc reduced stake in above stock

Sold off

Ticker	$ Sold
american centy etf tr	-7,944,310
managed portfolio series	-2,418,900
ea series trust	-195,207
blackrock etf trust ii	-244,528
fidelity covington trust	-225,291
invesco exchange traded fd t	-350,475
parsons corp del	-249,748
select sector spdr tr	-283,117

Financial Partners Group, Inc got rid off the above stocks

Sector Distribution

Financial Partners Group, Inc has about 83.9% of it's holdings in Others sector.

Sector	%
Others	83.9
Technology	7.2
Communication Services	2.6
Consumer Cyclical	2.4
Industrials	1.2

Market Cap. Distribution

Financial Partners Group, Inc has about 15.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	83.9
MEGA-CAP	13.3
LARGE-CAP	2.3

Stocks belong to which Index?

About 14.8% of the stocks held by Financial Partners Group, Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	84.7
S&P 500	14.8

Top 5 Winners (%)		%
AVGO	broadcom inc	60.6 %
ORCL	oracle corp	53.9 %
PWR	quanta svcs inc	47.9 %
NVDA	nvidia corporation	44.5 %
NFLX	netflix inc	43.6 %

Top 5 Winners ($)		$
IJR	ishares tr	6.7 M
MSFT	microsoft corp	5.2 M
IJR	ishares tr	3.9 M
SPY	spdr s&p 500 etf tr	2.9 M
IJR	ishares tr	2.8 M

Top 5 Losers (%)		%
SLQT	selectquote inc	-25.6 %
SAIA	saia inc	-21.6 %
COP	conocophillips	-14.6 %
CVX	chevron corp new	-14.0 %
MRK	merck & co inc	-11.7 %

Top 5 Losers ($)		$
AAPL	apple inc	-1.8 M
CVX	chevron corp new	-0.1 M
SAIA	saia inc	-0.1 M
XOM	exxon mobil corp	-0.1 M
LLY	eli lilly & co	0.0 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 199 stocks in it's portfolio. About 45.1% of the portfolio is in top 10 stocks. AAPL 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: 15 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	IJR	ishares tr	9.90	115,319	71,601,500	added	2.56
Historical Trend of ISHARES TR Position Held By Financial Partners Group, Inc What % of Portfolio is IJR?: Number of IJR shares held: Change in No. of Shares Held:
	AEMB	american centy etf tr	4.96	393,384	35,837,300	added	2.8

	IJR	ishares tr	4.86	115,521	35,158,700	reduced	-0.83

	AIRR	first tr exchange traded fd	4.56	525,641	32,978,700	added	1.62

	SPY	spdr s&p 500 etf tr	4.52	52,857	32,657,500	added	24.1

	BAB	invesco exch traded fd tr ii	3.73	118,800	26,979,400	added	6.47

	IJR	ishares tr	3.35	179,208	24,200,200	unchanged	0.00

	AAXJ	ishares tr	3.30	447,138	23,828,000	added	1.66

	FBCG	fidelity covington trust	2.97	108,759	21,449,400	added	4.49

	MSFT	microsoft corp	2.95	42,898	21,337,800	added	0.86

	AAPL	apple inc	2.87	101,104	20,743,500	reduced	-2.25

	IJR	ishares tr	2.60	135,414	18,779,200	added	6.11

	IBCE	ishares tr	2.34	92,378	16,888,500	added	11.72

	IJR	ishares tr	2.26	164,957	16,363,700	new

	IJR	ishares tr	2.10	160,169	15,156,800	added	5.64

	AMZN	amazon com inc	2.06	68,077	14,935,300	reduced	-0.13

	AFTY	pacer fds tr	1.97	258,125	14,222,700	added	0.76

	CSD	invesco exchange traded fd t	1.89	106,346	13,679,300	added	53.39

		j p morgan exchange traded f	1.89	250,976	13,653,100	added	14.05

	IJR	ishares tr	1.63	49,486	11,812,400	added	13.76