Financial Partners Group, Inc — 13F holdings

Financial Partners Group, Inc reported 251 holdings worth $964M in its 13F filing for Q3 2026, filed October 19, 2026. That's down 2.2% from $985M in Q2 2026, when it reported 250 holdings. Its 10 largest positions make up 46.1% of the portfolio.

Financial Partners Group, Inc's largest positions in Q3 2026

  1. IVV ISHARES TR — $106M (11.0%) · added 8%
  2. AVUV AMERICAN CENTY ETF TR — $46.0M (4.8%) · unchanged
  3. SPY SPDR S&P 500 ETF TR — $44.9M (4.7%) · cut 1%
  4. RDVY FIRST TR EXCHANGE TRADED FD — $43.3M (4.5%) · added 2%
  5. QQQM INVESCO EXCH TRADED FD TR II — $42.0M (4.4%) · unchanged
  6. OEF ISHARES TR — $41.9M (4.3%) · cut 1%
  7. AAPL APPLE INC — $32.5M (3.4%) · unchanged
  8. FTEC FIDELITY COVINGTON TRUST — $30.7M (3.2%) · cut 3%
  9. ITOT ISHARES TR — $30.5M (3.2%) · added 3%
  10. QUAL ISHARES TR — $26.2M (2.7%) · added 5%
  11. MSFT MICROSOFT CORP — $23.1M (2.4%) · unchanged
  12. GOOGL ALPHABET INC — $18.8M (1.9%) · unchanged
  13. SOXX ISHARES TR — $18.7M (1.9%) · cut 29%
  14. AMZN AMAZON COM INC — $17.2M (1.8%) · unchanged
  15. FEOE RBB FUND TRUST — $16.8M (1.7%) · added 141%
  16. JCPB J P MORGAN EXCHANGE TRADED F — $16.6M (1.7%) · added 5%
  17. IUSV ISHARES TR — $16.1M (1.7%) · cut 9%
  18. EMXC ISHARES INC — $15.9M (1.6%) · added 14%
  19. IMTM ISHARES TR — $15.2M (1.6%) · added 14%
  20. XMMO INVESCO EXCHANGE TRADED FD T — $14.2M (1.5%) · cut 4%

What Financial Partners Group, Inc bought in Q3 2026

17 new positions and 62 positions added to.

  1. FEOE RBB FUND TRUST — added, about $9.80M
  2. IVV ISHARES TR — added, about $8.14M
  3. FEGE RBB FUND TRUST — added, about $4.89M
  4. AVLV AMERICAN CENTY ETF TR — added, about $3.21M
  5. EMXC ISHARES INC — added, about $1.91M
  6. IMTM ISHARES TR — added, about $1.84M
  7. INMU BLACKROCK ETF TRUST II — added, about $1.53M
  8. ETN EATON CORP PLC — added, about $1.47M
  9. JAAA JANUS DETROIT STR TR — added, about $1.33M
  10. QUAL ISHARES TR — added, about $1.28M

What Financial Partners Group, Inc sold in Q3 2026

16 positions sold out and 97 reduced.

  1. AGG ISHARES TR — sold out, about $15.5M
  2. IGIB ISHARES TR — cut 47%, about $11.7M
  3. SOXX ISHARES TR — cut 29%, about $7.47M
  4. FMHI FIRST TR EXCH TRADED FD III — cut 21%, about $3.29M
  5. SJNK SPDR SERIES TRUST — cut 52%, about $3.07M
  6. HYMB SPDR SERIES TRUST — sold out, about $2.71M
  7. MOAT VANECK ETF TRUST — cut 74%, about $2.52M
  8. MUB ISHARES TR — sold out, about $2.41M
  9. IUSV ISHARES TR — cut 9%, about $1.51M
  10. SCHD SCHWAB STRATEGIC TR — cut 17%, about $1.24M

Financial Partners Group, Inc portfolio value by quarter

What does Financial Partners Group, Inc own?

Its largest positions in Q3 2026 were IVV, AVUV, SPY, RDVY, QQQM, out of 251 holdings worth $964M.

What did Financial Partners Group, Inc buy last quarter?

In Q3 2026 it opened 17 new positions and added to 62; the largest buys were FEOE, IVV, FEGE.

What did Financial Partners Group, Inc sell last quarter?

In Q3 2026 it sold out of 16 positions and reduced 97, including AGG, HYMB, MUB.