Financial Partners Group, Inc 13F Holdings · Q2 2026
Financial Partners Group, Inc reported 250 securities worth $985.06M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (9.73%), AVUV (4.95%), SPY (4.53%). Among its top 25 positions this quarter: 14 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $95.8M | 9.73% | 127,920 | Added |
| 2 | AVUV | AMERICAN CENTY ETF TR | $48.8M | 4.95% | 390,844 | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $44.6M | 4.53% | 59,760 | Trimmed |
| 4 | RDVY | FIRST TR EXCHANGE TRADED FD | $44.0M | 4.46% | 542,375 | Trimmed |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | $41.5M | 4.21% | 137,024 | Added |
| 6 | OEF | ISHARES TR | $40.7M | 4.13% | 111,256 | Trimmed |
| 7 | FTEC | FIDELITY COVINGTON TRUST | $30.2M | 3.07% | 105,746 | Added |
| 8 | SOXX | ISHARES TR | $29.5M | 2.99% | 45,977 | Trimmed |
| 9 | ITOT | ISHARES TR | $29.2M | 2.96% | 177,720 | Trimmed |
| 10 | AAPL | APPLE INC | $28.4M | 2.88% | 98,158 | Trimmed |
| 11 | IGIB | ISHARES TR | $26.3M | 2.67% | 495,446 | Added |
| 12 | QUAL | ISHARES TR | $24.6M | 2.50% | 112,092 | Added |
| 13 | GOOGL | ALPHABET INC | $19.4M | 1.97% | 54,421 | Trimmed |
| 14 | IUSV | ISHARES TR | $17.6M | 1.79% | 159,702 | Trimmed |
| 15 | FMHI | FIRST TR EXCH TRADED FD III | $17.2M | 1.75% | 355,392 | Added |
| 16 | XMMO | INVESCO EXCHANGE TRADED FD T | $17.2M | 1.74% | 100,867 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $16.9M | 1.71% | 45,284 | Added |
| 18 | JCPB | J P MORGAN EXCHANGE TRADED F | $16.5M | 1.68% | 352,065 | Added |
| 19 | AMZN | AMAZON COM INC | $16.5M | 1.67% | 69,069 | Added |
| 20 | AGG | ISHARES TR | $16.2M | 1.65% | 164,064 | Trimmed |
| 21 | EMXC | ISHARES INC | $14.4M | 1.47% | 141,189 | Added |
| 22 | XSMO | INVESCO EXCHANGE TRADED FD T | $14.1M | 1.44% | 151,054 | Added |
| 23 | SPMO | INVESCO EXCH TRADED FD TR II | $13.7M | 1.39% | 84,937 | Added |
| 24 | IMTM | ISHARES TR | $13.5M | 1.37% | 253,750 | Added |
| 25 | VFMO | VANGUARD WELLINGTON FD | $13.3M | 1.35% | 53,315 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR