DOSSIER · 13F-HR · Q2 2026

Financial Partners Group, Inc

$985M in tracked AUM across 250 positions as of Q2 2026.

FP
CIK 0001731169 · last filed Jun 30, 2026
Total AUM
$985M
as of Q2 2026
Holdings
250
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Financial Partners Group, Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$96M128K9.7%
02
AVUV
AMERICAN CENTY ETF TR
$49M391K5.0%
03
SPY
STATE STR SPDR S&P 500 ETF T
$45M60K4.5%
04
RDVY
FIRST TR EXCHANGE TRADED FD
$44M542K4.5%
05
QQQM
INVESCO EXCH TRADED FD TR II
$42M137K4.2%
06
OEF
ISHARES TR
$41M111K4.1%
07
FTEC
FIDELITY COVINGTON TRUST
$30M106K3.1%
08
SOXX
ISHARES TR
$29M46K3.0%
09
ITOT
ISHARES TR
$29M178K3.0%
10
AAPL
APPLE INC
$28M98K2.9%

Filing history

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 positionsView →
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
2023Q3Sep 30
$485M 1.8%
161 positionsLocked
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