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§ 13F · FUND PROFILE

Financial Partners Group, Inc.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $723M (13F)Positions · 201Turnover · · Q1Filed · Apr 13, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED APR 13, 2026
#TickerNameShares$ value% portΔ Q1
1IVVISHARES TR123K$80M9.6%+2%
2AVUVAMERICAN CENTY ETF TR392K$43M5.2%±0%
3SPYSTATE STR SPDR S&P 500 ETF T60K$39M4.7%±0%
4RDVYFIRST TR EXCHANGE TRADED FD543K$37M4.4%+1%
5OEFISHARES TR113K$36M4.3%±0%
6QQQMINVESCO EXCH TRADED FD TR II133K$32M3.8%±0%
7IGIBISHARES TR482K$26M3.1%+1%
8ITOTISHARES TR180K$26M3.1%±0%
9AAPLAPPLE INC98K$25M3.0%−1%
10FTECFIDELITY COVINGTON TRUST106K$22M2.6%±0%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE FINANCIAL SIGNAL

AC read

Financial Partners Group, Inc is a Other fund managing $723 million in assets. The fund runs a broad portfolio of 201 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed