Financial Partners Group, Inc
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Financial Partners Group, Inc reported 190 stock positions worth $647.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.8% of the portfolio, followed by Avantis US Small Cap Value (AVUV, 5.1%) and iShares S&P 100 ETF (OEF, 4.9%). Compared with Q4 2024, it opened 18 new positions, sold out of 10, added to 97 and reduced 63. The biggest buy was iShares Russell Mid-Cap Grow (IWP, shares +519%) and the biggest sale Invesco S&P Midcap Qual ETF (XMHQ, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0001731169
- Portfolio Value
- $647.8M (Q1 2025)
- SEC Filing
- 0001667731-25-000599 ↗ filed May 6, 2025
Holdings Value
Holdings 190 stocks · $647.8M
| IVV iShares Core S&P 500 ETF | 9.75% | 112,446 | $63.2M | Add +1.0% |
| AVUV Avantis US Small Cap Value | 5.15% | 382,661 | $33.4M | Add +2.5% |
| OEF iShares S&P 100 ETF | 4.87% | 116,485 | $31.5M | Reduce -16.6% |
| RDVY First Trust Rising Dividend | 4.67% | 517,244 | $30.3M | Add +6.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.68% | 42,592 | $23.8M | Add +8.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 3.57% | 439,846 | $23.1M | Reduce -0.3% |
| AAPL Apple Inc. | 3.55% | 103,434 | $23.0M | Reduce -1.3% |
| ITOT iShares Core S&P Total U.S. | 3.38% | 179,208 | $21.9M | Reduce -0.5% |
| QQQM Invesco Nasdaq 100 ETF | 3.32% | 111,576 | $21.5M | Reduce -0.5% |
| JEPI JPMorgan Equity Premium Inco | 2.87% | 325,350 | $18.6M | Reduce -28.7% |
| FTEC Fidelity MSCI Info Tech Indx | 2.59% | 104,087 | $16.8M | Reduce -0.7% |
| MSFT Microsoft Corp. | 2.46% | 42,533 | $16.0M | Add +0.6% |
| IWP iShares Russell Mid-Cap Grow | 2.31% | 127,612 | $15.0M | Add +518.7% |
| QUAL iShares MSCI USA Quality Fac | 2.18% | 82,684 | $14.1M | Add +10.5% |
| COWZ Pacer US Cash Cows 100 ETF | 2.17% | 256,186 | $14.0M | Add +2.8% |
| IUSV iShares Core S&P U.S. Value | 2.16% | 151,622 | $14.0M | Add +8.0% |
| AMZN Amazon.com Inc. | 2.00% | 68,168 | $13.0M | Add +0.3% |
| FMHI First Trust Municipal High I | 1.85% | 251,112 | $12.0M | Add +2.6% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.76% | 220,062 | $11.4M | Add +20.5% |
| SJNK SS SPDR BB St Hi Yield ETF | 1.75% | 450,731 | $11.3M | Reduce -49.3% |
| VFMO Vanguard US Momentum Factor | 1.40% | 59,732 | $9.1M | New |
| GOOGL Alphabet Inc. Class A | 1.30% | 54,388 | $8.4M | Add +0.0% |
| SOXX iShares Semiconductor ETF | 1.26% | 43,501 | $8.2M | Add +5.8% |
| AVMU Avantis Core Municipal Fixed | 1.23% | 174,638 | $7.9M | Reduce -2.2% |
| XMMO Invesco S&P Midcap Momentum | 1.22% | 69,329 | $7.9M | Add +2069.2% |
| NOBL Proshares S&P 500 Dividend A | 1.15% | 73,150 | $7.5M | Reduce -46.4% |
| SCHD Schwab US DVD Equity ETF | 1.04% | 240,743 | $6.7M | Add +8.0% |
| FELC Fidelity Enh LRG Cap Cor ETF | 1.02% | 211,385 | $6.6M | Add +20.1% |
| PAVE Global X US Infrastructure | 0.97% | 166,806 | $6.3M | Add +15.1% |
| FENY Fidelity MSCI Energy Index | 0.85% | 215,137 | $5.5M | Reduce -3.7% |
| SPMO Invesco S&P 500 Momentum ETF | 0.83% | 57,927 | $5.4M | Add +679.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.79% | 10,969 | $5.1M | Add +1.3% |
| IWY iShares Russell Top 200 Grow | 0.76% | 23,452 | $4.9M | Reduce -0.9% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.74% | 52,355 | $4.8M | Reduce -77.4% |
| FHLC Fidelity MSCI Health Care | 0.73% | 69,303 | $4.7M | Reduce -0.9% |
| NVDA Nvidia Corp. | 0.71% | 42,681 | $4.6M | Add +1.4% |
| MOAT Vaneck Morningstar Wide Moat | 0.71% | 52,389 | $4.6M | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 0.65% | 26,889 | $4.2M | Add +3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 6,533 | $3.5M | Reduce -5.1% |
| CP Canadian Pacific Kansas City | 0.53% | 49,334 | $3.5M | Add +0.3% |
| ITA iShares U.S. Aerospace & Def | 0.51% | 21,750 | $3.3M | Reduce -5.9% |
| PPA Invesco Aerospace & Defense | 0.45% | 25,280 | $2.9M | Reduce -3.8% |
| COST Costco Wholesale Corp. | 0.39% | 2,685 | $2.5M | Add +17.0% |
| TPYP Managed Portfolio Series | 0.37% | 66,508 | $2.4M | Reduce -6.9% |
| MLPX Global X MLP & Energy Infras | 0.33% | 33,348 | $2.1M | Add +6.4% |
| FELG Fidelity Enh LRG Cap GWTH | 0.30% | 62,715 | $2.0M | Add +7.3% |
| META Meta Platforms Inc. Class A | 0.30% | 3,395 | $2.0M | Add +35.4% |
| WMT Walmart Inc. | 0.30% | 21,986 | $1.9M | Add +0.4% |
| FBTC Fidelity Wise Origin Bitcoin | 0.28% | 24,886 | $1.8M | Reduce -11.1% |
| IJR iShares Core S&P Small-Cap E | 0.27% | 16,622 | $1.7M | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 0.26% | 29,411 | $1.7M | Add +0.7% |
| SYLD Cambria Shareholder Yield Et | 0.26% | 26,784 | $1.7M | Reduce -11.0% |
| QTEC First Trust Nasdq 100 Tech I | 0.23% | 8,612 | $1.5M | Add +0.0% |
| MUB iShares National Muni Bond E | 0.23% | 14,017 | $1.5M | Add +9.9% |
| IWR iShares Russell Mid-Cap ETF | 0.23% | 17,213 | $1.5M | Add +0.1% |
| IFRA iShares US Infrastructure | 0.22% | 31,843 | $1.4M | Reduce -5.6% |
| JAAA Janus Henderson Aaa Clo ETF | 0.21% | 27,456 | $1.4M | New |
| JPM JPMorgan Chase & Co. | 0.21% | 5,449 | $1.3M | Add +4.1% |
| AVLV Avantis US Large Cap Value | 0.20% | 20,031 | $1.3M | Add +238.1% |
| EVRG Evergy Inc. | 0.19% | 17,627 | $1.2M | Add +8.2% |
| ISPY Proshares S&P High Incom ETF | 0.19% | 28,792 | $1.2M | Add +25.9% |
| IMTM iShares MSCI Intl Momentum F | 0.18% | 28,532 | $1.1M | Add +56.9% |
| PFF iShares Preferred & Income S | 0.17% | 36,898 | $1.1M | No change |
| IWF iShares Russell 1000 Growth | 0.17% | 3,129 | $1.1M | Add +2.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.17% | 9,309 | $1.1M | Reduce -1.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.17% | 13,836 | $1.1M | Add +4.5% |
| VIGI Vanguard Int Div App Indx FD | 0.16% | 12,674 | $1.1M | Add +0.5% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.16% | 15,341 | $1.0M | Add +1.4% |
| VIG Vanguard Dividend Apprec ETF | 0.16% | 5,328 | $1.0M | Add +0.4% |
| FLOT iShares Floating Rate Bond E | 0.16% | 20,084 | $1.0M | Add +285.0% |
| CVX Chevron Corp. | 0.15% | 5,835 | $976K | Reduce -9.4% |
| TSLA Tesla Inc. | 0.15% | 3,705 | $960K | Reduce -8.4% |
| UNP Union Pacific Corp. | 0.15% | 4,003 | $946K | Add +161.1% |
| PECO Phillips Edison & Company Inc. | 0.14% | 24,544 | $896K | No change |
| NFLX Netflix Inc. | 0.14% | 960 | $895K | Add +0.2% |
| PCMM BBLX Private Credit Clo ETF | 0.14% | 17,254 | $878K | New |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.13% | 23,184 | $869K | Reduce -21.6% |
| GLD SPDR Gold Shares | 0.13% | 2,972 | $856K | Add +1.3% |
| FTF Franklin Ltd. Dur Inc. TR | 0.13% | 130,375 | $842K | Add +9.9% |
| LLY Eli Lilly & Co. | 0.13% | 1,003 | $829K | Add +0.1% |
| ESGU iShares ESG Aware MSCI USA | 0.13% | 6,676 | $814K | Add +0.8% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.12% | 15,854 | $801K | Reduce -8.6% |
| FTSL First Trust Senior Loan ETF | 0.12% | 17,531 | $800K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 1 | $798K | No change |
| XLK SS Technology Select Sector | 0.12% | 3,820 | $789K | Reduce -0.2% |
| NEE Nextera Energy Inc. | 0.12% | 10,637 | $754K | Add +0.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.11% | 7,633 | $744K | Add +0.2% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 7,904 | $734K | Reduce -2.5% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.11% | 3,482 | $701K | Add +0.1% |
| GOVT iShares US Treasury Bond ETF | 0.11% | 30,310 | $697K | Add +0.2% |
| SDY SS SPDR S&P Dividend ETF | 0.10% | 4,994 | $678K | Reduce -21.3% |
| XOM Exxon Mobil Corp. | 0.10% | 5,554 | $661K | Add +6.4% |
| FXH First Trust Health Care Alph | 0.10% | 6,357 | $659K | Reduce -8.5% |
| IVE iShares S&P 500 Value ETF | 0.10% | 3,284 | $626K | Add +0.2% |
| ORCL Oracle Corp. | 0.09% | 4,368 | $611K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.09% | 9,825 | $606K | Add +0.7% |
| VGSH Vanguard Short-Term Treasury | 0.09% | 10,300 | $604K | New |
| XLV SS Health Care Select Sector | 0.09% | 4,095 | $598K | Reduce -1.1% |
| VFVA Vanguard U.S. Value Factor | 0.09% | 5,214 | $594K | Reduce -0.3% |
| DWAS Invesco Dorsey Wright Smallc | 0.09% | 7,475 | $583K | Reduce -66.7% |
Portfolio Sells Q4 2024 → Q1 2025
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -77.4% | 0.74% | −2.59 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -49.3% | 1.75% | −1.52 |
| FLQM Franklin U.S. Mid Cap Multif | Sold out | 0.00% | −1.04 |
| OEF iShares S&P 100 ETF | Reduce -16.6% | 4.87% | −1.02 |
| JEPI JPMorgan Equity Premium Inco | Reduce -28.7% | 2.87% | −0.96 |
| NOBL Proshares S&P 500 Dividend A | Reduce -46.4% | 1.15% | −0.83 |
| AAPL Apple Inc. | Reduce -1.3% | 3.55% | −0.28 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -0.7% | 2.59% | −0.24 |
| DWAS Invesco Dorsey Wright Smallc | Reduce -66.7% | 0.09% | −0.21 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -0.5% | 3.32% | −0.12 |
| TSLA Tesla Inc. | Reduce -8.4% | 0.15% | −0.09 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -11.1% | 0.28% | −0.06 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -21.6% | 0.13% | −0.06 |
| IWY iShares Russell Top 200 Grow | Reduce -0.9% | 0.76% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.04 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.04 |
| XCCC Bondbloxx-CCC-Usd HY Corp. BD | Sold out | 0.00% | −0.04 |
| SYLD Cambria Shareholder Yield Et | Reduce -11.0% | 0.26% | −0.04 |
| CFB Crossfirst Bankshares Inc. | Sold out | 0.00% | −0.04 |
| AVIG Avantis Core Fixed Income | Sold out | 0.00% | −0.03 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.03 |
| BA The Boeing Co. | Sold out | 0.00% | −0.03 |
| RSPN Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.03 |
| SCHG Schwab US Large-Cap Growth | Sold out | 0.00% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Reduce -21.3% | 0.10% | −0.02 |
| ADBE Adobe Inc. | Reduce -23.8% | 0.04% | −0.02 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -2.5% | 0.71% | −0.02 |
| FDVV Fidelity High Dividend ETF | Reduce -30.5% | 0.03% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.1% | 0.27% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -10.7% | 0.05% | −0.01 |
| ABBV Abbvie Inc. | Reduce -31.5% | 0.05% | −0.01 |
| XLK SS Technology Select Sector | Reduce -0.2% | 0.12% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.5% | 0.11% | −0.01 |
| IFRA iShares US Infrastructure | Reduce -5.6% | 0.22% | −0.01 |
| FDIS Fidelity MSCI Cons Discr Ind | Reduce -5.2% | 0.04% | −0.01 |
| IXN iShares Global Tech ETF | Reduce -6.7% | 0.04% | −0.00 |
| SMH Vaneck Semiconductor ETF | Reduce -1.1% | 0.05% | −0.00 |
| DOCU Docusign Inc. | Reduce -6.4% | 0.03% | −0.00 |
| FXH First Trust Health Care Alph | Reduce -8.5% | 0.10% | −0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -12.1% | 0.04% | −0.00 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -8.6% | 0.12% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.5% | 3.38% | −0.00 |
| URI United Rentals Inc. | Reduce -0.8% | 0.05% | −0.00 |
| TAXF American Century Diver Muni | Reduce -11.9% | 0.03% | −0.00 |
| IYY iShares Dow Jones U.S. ETF | Reduce -4.7% | 0.06% | −0.00 |
| LMT Lockheed Martin Corp. | Reduce -3.7% | 0.03% | −0.00 |
| SLQT Selectquote Inc. | Reduce -5.3% | 0.02% | −0.00 |
| JMUB JPMorgan Municipal ETF | Reduce -8.8% | 0.04% | −0.00 |
| ISRG Intuitive Surgical Inc. | Reduce -3.7% | 0.03% | −0.00 |
| CGCP Cap Group Core Plus Income | Reduce -8.9% | 0.04% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| IWP iShares Russell Mid-Cap Grow | Add +518.7% | 2.31% | +1.93 |
| VFMO Vanguard US Momentum Factor | New | 1.40% | +1.40 |
| XMMO Invesco S&P Midcap Momentum | Add +2069.2% | 1.22% | +1.16 |
| SPMO Invesco S&P 500 Momentum ETF | Add +679.6% | 0.83% | +0.72 |
| RDVY First Trust Rising Dividend | Add +6.0% | 4.67% | +0.46 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.3% | 3.68% | +0.31 |
| IUSV iShares Core S&P U.S. Value | Add +8.0% | 2.16% | +0.26 |
| JEPQ JPM Nasdaq Equity Premium | Add +20.5% | 1.76% | +0.26 |
| QUAL iShares MSCI USA Quality Fac | Add +10.5% | 2.18% | +0.24 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.21% | +0.21 |
| IVV iShares Core S&P 500 ETF | Add +1.0% | 9.75% | +0.19 |
| FELC Fidelity Enh LRG Cap Cor ETF | Add +20.1% | 1.02% | +0.17 |
| SCHD Schwab US DVD Equity ETF | Add +8.0% | 1.04% | +0.15 |
| AVLV Avantis US Large Cap Value | Add +238.1% | 0.20% | +0.14 |
| PCMM BBLX Private Credit Clo ETF | New | 0.14% | +0.14 |
| FMHI First Trust Municipal High I | Add +2.6% | 1.85% | +0.13 |
| FLOT iShares Floating Rate Bond E | Add +285.0% | 0.16% | +0.12 |
| PAVE Global X US Infrastructure | Add +15.1% | 0.97% | +0.12 |
| COWZ Pacer US Cash Cows 100 ETF | Add +2.8% | 2.17% | +0.11 |
| UNP Union Pacific Corp. | Add +161.1% | 0.15% | +0.10 |
| VGSH Vanguard Short-Term Treasury | New | 0.09% | +0.09 |
| META Meta Platforms Inc. Class A | Add +35.4% | 0.30% | +0.09 |
| COST Costco Wholesale Corp. | Add +17.0% | 0.39% | +0.09 |
| IMTM iShares MSCI Intl Momentum F | Add +56.9% | 0.18% | +0.08 |
| BKDV BNY Mellon Dynamic Value | New | 0.07% | +0.07 |
| IQQQ Proshares NDX High Incom ETF | New | 0.06% | +0.06 |
| RWL Invesco S&P 500 Revenue ETF | New | 0.06% | +0.06 |
| IHI iShares U.S. Medical Devices | New | 0.06% | +0.06 |
| FDG American Century Focused DYN | New | 0.05% | +0.05 |
| MLPX Global X MLP & Energy Infras | Add +6.4% | 0.33% | +0.05 |
| QCOM Qualcomm Inc. | New | 0.05% | +0.05 |
| SPIB SS SPDR P Int C Corp. ETF | New | 0.05% | +0.05 |
| AVMV Avantis US Mid Cap Val ETF | New | 0.05% | +0.05 |
| EVRG Evergy Inc. | Add +8.2% | 0.19% | +0.04 |
| ISPY Proshares S&P High Incom ETF | Add +25.9% | 0.19% | +0.04 |
| GD General Dynamics Corp. | New | 0.04% | +0.04 |
| BUSE First Busey Corp. | New | 0.04% | +0.04 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.04% | +0.04 |
| IAU iShares Gold Trust | New | 0.04% | +0.04 |
| ACN Accenture PLC Class A | New | 0.03% | +0.03 |
| BBLU Ea Bridgeway Blue Chip ETF | New | 0.03% | +0.03 |
| MUB iShares National Muni Bond E | Add +9.9% | 0.23% | +0.03 |
| GLD SPDR Gold Shares | Add +1.3% | 0.13% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +4.1% | 0.21% | +0.02 |
| XOM Exxon Mobil Corp. | Add +6.4% | 0.10% | +0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +4.5% | 0.17% | +0.02 |
| CP Canadian Pacific Kansas City | Add +0.3% | 0.53% | +0.02 |
| FTF Franklin Ltd. Dur Inc. TR | Add +9.9% | 0.13% | +0.02 |
| VIGI Vanguard Int Div App Indx FD | Add +0.5% | 0.16% | +0.02 |
| LLY Eli Lilly & Co. | Add +0.1% | 0.13% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 250 | $985.1M | IVV, AVUV, SPY, RDVY, QQQM |
| Q1 2026 | 227 | $835.9M | IVV, AVUV, SPY, RDVY, OEF |
| Q4 2025 | 227 | $864.9M | IVV, AVUV, SPY, OEF, RDVY |
| Q3 2025 | 220 | $802.9M | IVV, SPY, AVUV, OEF, RDVY |
| Q2 2025 | 201 | $723.1M | IVV, AVUV, OEF, RDVY, SPY |
| Q1 2025 | 190 | $647.8M | IVV, AVUV, OEF, RDVY, SPY |
| Q4 2024 | 182 | $685.4M | IVV, OEF, AVUV, RDVY, JEPI |
| Q3 2024 | 188 | $675.7M | IVV, OEF, AVUV, JEPI, RDVY |
| Q2 2024 | 171 | $633.6M | IVV, OEF, AVUV, JEPI, RDVY |
| Q1 2024 | 173 | $627.0M | IVV, OEF, JEPI, AVUV, RDVY |