StockDriftsStockDriftsTop 50 Financial Partners Group, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.73% | 127.9K | $95.8M | +3.88%(+4.78K) | $294.24(+164.19%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 4.95% | 390.8K | $48.8M | -0.21%(-806) | $83.80(+52.11%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.53% | 59.8K | $44.6M | -1.12%(-677) | $502.32(+53.99%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 4.46% | 542.4K | $44.0M | -0.12%(-650) | $48.60(+71.88%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.21% | 137.0K | $41.5M | +2.74%(+3.66K) | $163.76(+81.14%) | 2026-06-30 | |
| OEF | ISHARES TR | 4.13% | 111.3K | $40.7M | -1.63%(-1.84K) | $197.24(+94.12%) | 2026-06-30 | |
| FTEC | FIDELITY COVINGTON TRUST | 3.07% | 105.7K | $30.2M | +0.22%(+235) | $66.73(+330.59%) | 2026-06-30 | |
| SOXX | ISHARES TR | 2.99% | 46.0K | $29.5M | -5.13%(-2.49K) | $146.25(+266.74%) | 2026-06-30 | |
| ITOT | ISHARES TR | 2.96% | 177.7K | $29.2M | -1.00%(-1.79K) | $77.12(+119.90%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.88% | 98.2K | $28.4M | -0.13%(-132) | $69.94(+338.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.15% | +56.69% | +8.76% | +52.21% |
| Top 20 Holdings Unweighted | +16.08% | +56.40% | +8.70% | +51.79% |
Financial Partners Group, Inc reports $985.06M in US-listed equity holdings across 250 positions in its most recent 13F filing. Its largest disclosed positions are IVV (9.7%), AVUV (5.0%) and SPY (4.5%). The top 20 holdings account for 63.04% of reported assets. Its disclosed equity book has returned +56.69% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Financial Partners Group, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1731169). View Financial Partners Group, Inc’s 13F filings on SEC