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Filers›Hedge Fund›Financial Partners Group, Inc
DOSSIER · 13F-HR · Q1 2026

Financial Partners Group, Inc

Financial's hedge fund based in Stamford, CT — $836M in tracked AUM across 227 positions as of Q1 2026.

F
Financial·Stamford, CT·Hedge Fund
CIK 0001731169 · last filed Mar 31, 2026
Total AUM
$836M
▼ 1.7%
vs prior
Holdings
227
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Financials
16% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Financial Partners Group, Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$80M123K9.6%
02
AVUV
AMERICAN CENTY ETF TR
$43M392K5.2%
03
SPY
STATE STR SPDR S&P 500 ETF T
$39M60K4.7%
04
RDVY
FIRST TR EXCHANGE TRADED FD
$37M543K4.4%
05
OEF
ISHARES TR
$36M113K4.3%
06
QQQM
INVESCO EXCH TRADED FD TR II
$32M133K3.8%
07
IGIB
ISHARES TR
$26M482K3.1%
08
ITOT
ISHARES TR
$26M180K3.1%
09
AAPL
APPLE INC
$25M98K3.0%
10
FTEC
FIDELITY COVINGTON TRUST
$22M106K2.6%

Filing history

Filing history loading…
AI Agent · grounded in Financial
haiku-4-5 · 227 positions indexed
Sector mix
  • Financials16%
  • Health Care11%
  • Cons. Disc.52%
  • Communications8%
  • Industrials5%
  • Energy25%
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