Financial Partners Group, Inc

Est. AUM

$835.9M

13F long equity, this entity only

Positions

227

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$80.4M	123137	9.62%	SOLE
2	AMERICAN CENTY ETF TR	US SML CP VALU	$43.3M	391650	5.18%	SOLE
3	STATE STR SPDR S&P 500 ETF T	TR UNIT	$39.3M	60437	4.70%	SOLE
4	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$37.1M	543025	4.44%	SOLE
5	ISHARES TR	S&P 100 ETF	$36.0M	113101	4.30%	SOLE
6	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$31.7M	133367	3.79%	SOLE
7	ISHARES TR	ISHS 5-10YR INVT	$25.7M	482095	3.07%	SOLE
8	ISHARES TR	CORE S&P TTL STK	$25.6M	179507	3.06%	SOLE
9	APPLE INC	COM	$24.9M	98290	2.98%	SOLE
10	FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$22.0M	105511	2.63%	SOLE
11	ISHARES TR	MSCI USA QLT FCT	$20.6M	107247	2.46%	SOLE
12	ISHARES TR	CORE US AGGBD ET	$16.7M	168131	2.00%	SOLE
13	ISHARES TR	CORE S&P US VLU	$16.5M	161395	1.97%	SOLE
14	MICROSOFT CORP	COM	$16.5M	44504	1.97%	SOLE
15	ISHARES TR	ISHARES SEMICDTR	$15.9M	48463	1.91%	SOLE
16	ALPHABET INC	CAP STK CL A	$15.7M	54610	1.88%	SOLE
17	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$15.3M	324642	1.83%	SOLE
18	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$14.9M	102430	1.78%	SOLE
19	AMAZON COM INC	COM	$14.3M	68780	1.71%	SOLE
20	PACER FDS TR	US CASH COWS 100	$13.4M	214099	1.60%	SOLE
21	INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$11.3M	149238	1.36%	SOLE
22	FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$11.3M	237886	1.35%	SOLE
23	VANGUARD WELLINGTON FD	US MOMENTUM	$10.4M	52775	1.24%	SOLE
24	ISHARES TR	MSCI INTL MOMENT	$9.9M	207170	1.19%	SOLE
25	ISHARES INC	MSCI EMRG CHN	$9.8M	124401	1.17%	SOLE
26	GLOBAL X FDS	US INFR DEV ETF	$9.4M	184555	1.12%	SOLE
27	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$8.7M	77475	1.04%	SOLE
28	NVIDIA CORPORATION	COM	$8.6M	49445	1.03%	SOLE
29	ALPHABET INC	CAP STK CL C	$7.6M	26527	0.91%	SOLE
30	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.3M	236865	0.87%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$6.6M	264531	0.79%	SOLE
32	INVESCO QQQ TR	UNIT SER 1	$6.4M	11062	0.76%	SOLE
33	RBB FUND TRUST	FIRST EAGLE OVER	$6.4M	126330	0.76%	SOLE
34	INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$5.7M	34596	0.69%	SOLE
35	ISHARES TR	RUS TP200 GR ETF	$5.7M	23002	0.68%	SOLE
36	FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$5.2M	154213	0.63%	SOLE
37	FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$5.2M	73658	0.62%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$4.9M	51506	0.59%	SOLE
39	ISHARES TR	US AER DEF ETF	$4.8M	21831	0.57%	SOLE
40	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$4.5M	43990	0.54%	SOLE
41	BNY MELLON ETF TRUST II	DYNAMIC VALUE	$3.8M	127749	0.45%	SOLE
42	VANECK ETF TRUST	MRNGSTR WDE MOAT	$3.8M	38942	0.45%	SOLE
43	CANADIAN PACIFIC KANSAS CITY	COM	$3.7M	47627	0.45%	SOLE
44	FIDELITY COVINGTON TRUST	ENHANCED LARGE	$3.7M	103060	0.45%	SOLE
45	TORTOISE CAPITAL SERIES TRUS	NORTH AMRCN PIPE	$3.7M	87818	0.45%	SOLE
46	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$3.6M	78429	0.43%	SOLE
47	JANUS DETROIT STR TR	HENDRSON AAA CL	$3.1M	61543	0.37%	SOLE
48	ISHARES TR	RUS MD CP GR ETF	$2.9M	22958	0.35%	SOLE
49	SPDR SERIES TRUST	STATE STREET SPD	$2.8M	113892	0.34%	SOLE
50	WALMART INC	COM	$2.8M	22251	0.33%	SOLE

1–50 of 227

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.