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Financial Partners Group, Inc

Portfolio Manager
Financial Partners Group, Inc
Performance
-3.63% (2026 Q1)
AUM (13F)
$835.91M
# of Holdings
227
Performance Rank
Allocation (Top 20)
62.88%

Financial Partners Group, Inc Holdings Map

Top 50 Financial Partners Group, Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
9.62%123.1K$80.4M
+1.77%(+2.14K)
2025-Q1: 112.4K shares2025-Q2: 115.3K shares2025-Q3: 118.8K shares2025-Q4: 121.0K shares2026-Q1: 123.1K shares
$278.80(+160.76%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
5.18%391.6K$43.3M
+0.31%(+1.23K)
2025-Q1: 382.7K shares2025-Q2: 393.4K shares2025-Q3: 394.0K shares2025-Q4: 390.4K shares2026-Q1: 391.6K shares
$84.44(+42.30%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
4.7%60.4K$39.3M
-0.45%(-271)
2025-Q1: 42.6K shares2025-Q2: 52.9K shares2025-Q3: 59.7K shares2025-Q4: 60.7K shares2026-Q1: 60.4K shares
$502.32(+44.09%)
2026-03-31
RDVY
FIRST TR EXCHANGE TRADED FD
4.44%543.0K$37.1M
+0.82%(+4.42K)
2025-Q1: 517.2K shares2025-Q2: 525.6K shares2025-Q3: 524.0K shares2025-Q4: 538.6K shares2026-Q1: 543.0K shares
$48.60(+53.28%)
2026-03-31
OEF
ISHARES TR
4.3%113.1K$36.0M
-0.41%(-470)
2025-Q1: 116.5K shares2025-Q2: 115.5K shares2025-Q3: 114.7K shares2025-Q4: 113.6K shares2026-Q1: 113.1K shares
$197.26(+81.54%)
2026-03-31
QQQM
INVESCO EXCH TRADED FD TR II
3.79%133.4K$31.7M
+0.12%(+166)
2025-Q1: 111.6K shares2025-Q2: 118.8K shares2025-Q3: 129.5K shares2025-Q4: 133.2K shares2026-Q1: 133.4K shares
$161.10(+74.19%)
2026-03-31
IGIB
ISHARES TR
3.07%482.1K$25.7M
+1.10%(+5.23K)
2025-Q1: 439.8K shares2025-Q2: 447.1K shares2025-Q3: 462.7K shares2025-Q4: 476.9K shares2026-Q1: 482.1K shares
$50.79(+4.46%)
2026-03-31
ITOT
ISHARES TR
3.06%179.5K$25.6M
+0.24%(+421)
2025-Q1: 179.2K shares2025-Q2: 179.2K shares2025-Q3: 180.1K shares2025-Q4: 179.1K shares2026-Q1: 179.5K shares
$77.12(+105.52%)
2026-03-31
AAPL
APPLE INC
2.98%98.3K$24.9M
-0.83%(-818)
2025-Q1: 103.4K shares2025-Q2: 101.1K shares2025-Q3: 100.0K shares2025-Q4: 99.1K shares2026-Q1: 98.3K shares
$70.29(+304.28%)
2026-03-31
FTEC
FIDELITY COVINGTON TRUST
2.63%105.5K$22.0M
+0.04%(+46)
2025-Q1: 104.1K shares2025-Q2: 108.8K shares2025-Q3: 108.4K shares2025-Q4: 105.5K shares2026-Q1: 105.5K shares
$66.34(+284.20%)
2026-03-31

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