DOSSIER · 13F-HR · Q3 2026

Financial Partners Group, Inc

$964M in tracked AUM across 251 positions as of Q3 2026.

FP
CIK 0001731169 · last filed Sep 30, 2026
Total AUM
$964M
as of Q3 2026
Holdings
251
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Financial Partners Group, Inc filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$106M139K11.0%
02
AVUV
AMERICAN CENTY ETF TR
$46M391K4.8%
03
SPY
STATE STR SPDR S&P 500 ETF T
$45M59K4.7%
04
RDVY
FIRST TR EXCHANGE TRADED FD
$43M552K4.5%
05
QQQM
INVESCO EXCH TRADED FD TR II
$42M138K4.4%
06
OEF
ISHARES TR
$42M110K4.3%
07
AAPL
APPLE INC
$32M98K3.4%
08
FTEC
FIDELITY COVINGTON TRUST
$31M102K3.2%
09
ITOT
ISHARES TR
$31M183K3.2%
10
QUAL
ISHARES TR
$26M118K2.7%

Filing history

2026Q3Sep 30
$964M▼ 2.2%
251 positionsView →
2026Q2Jun 30
$985M▲ 17.8%
250 positionsView →
2026Q1Mar 31
$836M▼ 3.4%
227 positionsView →
2025Q4Dec 31
$865M▲ 7.7%
227 positionsView →
2025Q3Sep 30
$803M▲ 11.0%
220 positionsLocked
2025Q2Jun 30
$723M▲ 11.6%
201 positionsLocked
2025Q1Mar 31
$648M▼ 5.5%
190 positionsLocked
2024Q4Dec 31
$685M▲ 1.4%
182 positionsLocked
2024Q3Sep 30
$676M▲ 6.6%
188 positionsLocked
2024Q2Jun 30
$634M▲ 1.0%
171 positionsLocked
2024Q1Mar 31
$627M▲ 12.4%
173 positionsLocked
2023Q4Dec 31
$558M▲ 15.0%
167 positionsLocked
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