§ 13F · FUND PROFILE
Financial Partners Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $276.3T (13F)Positions · 88Turnover · — · Q2Filed · Jul 17, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 17, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 29K | $14.3T | 5.2% | — |
| 2 | GOOGL | ALPHABET INC | 79K | $13.9T | 5.0% | — |
| 3 | JPM | JPMORGAN CHASE & CO. | 46K | $13.5T | 4.9% | — |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 27K | $13.3T | 4.8% | — |
| 5 | PANW | PALO ALTO NETWORKS INC | 62K | $12.7T | 4.6% | — |
| 6 | ECL | ECOLAB INC | 41K | $11.0T | 4.0% | — |
| 7 | CVX | CHEVRON CORP NEW | 71K | $10.1T | 3.7% | — |
| 8 | UNH | UNITEDHEALTH GROUP INC | 31K | $9.7T | 3.5% | — |
| 9 | NOBL | PROSHARES TR | 93K | $9.4T | 3.4% | — |
| 10 | UPS | UNITED PARCEL SERVICE INC | 90K | $9.1T | 3.3% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Partners Group, LLC is a Other fund managing $276274.6 trillion in assets. The fund runs a portfolio of 88 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed