Financial Partners Group, Inc
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), Financial Partners Group, Inc reported 201 stock positions worth $723.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.9% of the portfolio, followed by Avantis US Small Cap Value (AVUV, 5.0%) and iShares S&P 100 ETF (OEF, 4.9%). Compared with Q1 2025, it opened 25 new positions, sold out of 14, added to 100 and reduced 61. The biggest buy was a new position in iShares Core U.S. Aggregate (AGG) and the biggest sale JPMorgan Equity Premium Inco (JEPI, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0001731169
- Portfolio Value
- $723.1M (Q2 2025)
- SEC Filing
- 0001667731-25-000799 ↗ filed Jul 15, 2025
Holdings Value
Holdings 201 stocks · $723.1M
| IVV iShares Core S&P 500 ETF | 9.90% | 115,319 | $71.6M | Add +2.6% |
| AVUV Avantis US Small Cap Value | 4.96% | 393,384 | $35.8M | Add +2.8% |
| OEF iShares S&P 100 ETF | 4.86% | 115,521 | $35.2M | Reduce -0.8% |
| RDVY First Trust Rising Dividend | 4.56% | 525,641 | $33.0M | Add +1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.52% | 52,857 | $32.7M | Add +24.1% |
| QQQM Invesco Nasdaq 100 ETF | 3.73% | 118,800 | $27.0M | Add +6.5% |
| ITOT iShares Core S&P Total U.S. | 3.35% | 179,208 | $24.2M | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 3.29% | 447,138 | $23.8M | Add +1.7% |
| FTEC Fidelity MSCI Info Tech Indx | 2.97% | 108,759 | $21.4M | Add +4.5% |
| MSFT Microsoft Corp. | 2.95% | 42,898 | $21.3M | Add +0.9% |
| AAPL Apple Inc. | 2.87% | 101,104 | $20.7M | Reduce -2.3% |
| IWP iShares Russell Mid-Cap Grow | 2.60% | 135,414 | $18.8M | Add +6.1% |
| QUAL iShares MSCI USA Quality Fac | 2.34% | 92,378 | $16.9M | Add +11.7% |
| AGG iShares Core U.S. Aggregate | 2.26% | 164,957 | $16.4M | New |
| IUSV iShares Core S&P U.S. Value | 2.10% | 160,169 | $15.2M | Add +5.6% |
| AMZN Amazon.com Inc. | 2.07% | 68,077 | $14.9M | Reduce -0.1% |
| COWZ Pacer US Cash Cows 100 ETF | 1.97% | 258,125 | $14.2M | Add +0.8% |
| XMMO Invesco S&P Midcap Momentum | 1.89% | 106,346 | $13.7M | Add +53.4% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.89% | 250,976 | $13.7M | Add +14.1% |
| SOXX iShares Semiconductor ETF | 1.63% | 49,486 | $11.8M | Add +13.8% |
| GOOGL Alphabet Inc. Class A | 1.34% | 55,167 | $9.7M | Add +1.4% |
| FMHI First Trust Municipal High I | 1.18% | 182,025 | $8.5M | Reduce -27.5% |
| VFMO Vanguard US Momentum Factor | 1.17% | 49,165 | $8.5M | Reduce -17.7% |
| PAVE Global X US Infrastructure | 1.07% | 178,144 | $7.8M | Add +6.8% |
| SPMO Invesco S&P 500 Momentum ETF | 1.00% | 64,509 | $7.3M | Add +11.4% |
| SCHD Schwab US DVD Equity ETF | 0.99% | 270,113 | $7.2M | Add +12.2% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.96% | 272,774 | $7.0M | Reduce -39.5% |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.89% | 186,226 | $6.4M | Reduce -11.9% |
| NVDA Nvidia Corp. | 0.88% | 40,392 | $6.4M | Reduce -5.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.84% | 10,985 | $6.1M | Add +0.1% |
| NOBL Proshares S&P 500 Dividend A | 0.83% | 59,939 | $6.0M | Reduce -18.1% |
| IWY iShares Russell Top 200 Grow | 0.80% | 23,459 | $5.8M | Add +0.0% |
| MOAT Vaneck Morningstar Wide Moat | 0.67% | 51,308 | $4.8M | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 0.66% | 26,804 | $4.8M | Reduce -0.3% |
| FHLC Fidelity MSCI Health Care | 0.64% | 71,816 | $4.6M | Add +3.6% |
| PPA Invesco Aerospace & Defense | 0.61% | 30,950 | $4.4M | Add +22.4% |
| IMTM iShares MSCI Intl Momentum F | 0.59% | 93,644 | $4.3M | Add +228.2% |
| ITA iShares U.S. Aerospace & Def | 0.55% | 21,268 | $4.0M | Reduce -2.2% |
| CP Canadian Pacific Kansas City | 0.55% | 49,757 | $3.9M | Add +0.9% |
| FENY Fidelity MSCI Energy Index | 0.54% | 165,951 | $3.9M | Reduce -22.9% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.49% | 35,953 | $3.5M | Reduce -31.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 6,317 | $3.1M | Reduce -3.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.38% | 43,867 | $2.8M | New |
| META Meta Platforms Inc. Class A | 0.38% | 3,733 | $2.8M | Add +10.0% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.38% | 110,051 | $2.7M | New |
| JAAA Janus Henderson Aaa Clo ETF | 0.34% | 48,410 | $2.5M | Add +76.3% |
| TPYP Tortoise North American Pipe | 0.33% | 65,906 | $2.4M | Reduce -0.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.32% | 28,370 | $2.3M | Add +105.0% |
| FBTC Fidelity Wise Origin Bitcoin | 0.31% | 24,066 | $2.3M | Reduce -3.3% |
| COST Costco Wholesale Corp. | 0.31% | 2,264 | $2.2M | Reduce -15.7% |
| FELG Fidelity Enh LRG Cap GWTH | 0.30% | 58,112 | $2.2M | Reduce -7.3% |
| WMT Walmart Inc. | 0.29% | 21,772 | $2.1M | Reduce -1.0% |
| MLPX Global X MLP & Energy Infras | 0.28% | 32,016 | $2.0M | Reduce -4.0% |
| JEPI JPMorgan Equity Premium Inco | 0.26% | 33,056 | $1.9M | Reduce -89.8% |
| IJH iShares Core S&P Midcap ETF | 0.25% | 29,638 | $1.8M | Add +0.8% |
| QTEC First Trust Nasdq 100 Tech I | 0.25% | 8,612 | $1.8M | No change |
| IFRA iShares US Infrastructure | 0.22% | 32,887 | $1.6M | Add +3.3% |
| AVLV Avantis US Large Cap Value | 0.22% | 23,597 | $1.6M | Add +17.8% |
| JPM JPMorgan Chase & Co. | 0.22% | 5,518 | $1.6M | Add +1.3% |
| IWR iShares Russell Mid-Cap ETF | 0.22% | 17,144 | $1.6M | Reduce -0.4% |
| BKDV BNY Mellon Dynamic Value | 0.21% | 56,067 | $1.5M | Add +234.1% |
| FLOT iShares Floating Rate Bond E | 0.20% | 27,957 | $1.4M | Add +39.2% |
| IJR iShares Core S&P Small-Cap E | 0.19% | 12,371 | $1.4M | Reduce -25.6% |
| TSLA Tesla Inc. | 0.19% | 4,252 | $1.4M | Add +14.8% |
| IWF iShares Russell 1000 Growth | 0.18% | 3,131 | $1.3M | Add +0.1% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.18% | 13,725 | $1.3M | New |
| NFLX Netflix Inc. | 0.18% | 960 | $1.3M | No change |
| ONEQ Fidelity Nasdaq Comp Indx | 0.17% | 15,359 | $1.2M | Add +0.1% |
| EVRG Evergy Inc. | 0.17% | 17,614 | $1.2M | Reduce -0.1% |
| VIGI Vanguard Int Div App Indx FD | 0.16% | 12,889 | $1.2M | Add +1.7% |
| SYLD Cambria Shareholder Yield Et | 0.16% | 17,684 | $1.2M | Reduce -34.0% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.15% | 9,069 | $1.1M | Reduce -2.6% |
| MUB iShares National Muni Bond E | 0.15% | 10,709 | $1.1M | Reduce -23.6% |
| VIG Vanguard Dividend Apprec ETF | 0.15% | 5,238 | $1.1M | Reduce -1.7% |
| GLD SPDR Gold Shares | 0.15% | 3,450 | $1.1M | Add +16.1% |
| XLK SS Technology Select Sector | 0.13% | 3,825 | $969K | Add +0.1% |
| UNP Union Pacific Corp. | 0.13% | 4,142 | $953K | Add +3.5% |
| ESGU iShares ESG Aware MSCI USA | 0.13% | 6,747 | $913K | Add +1.1% |
| ORCL Oracle Corp. | 0.12% | 4,127 | $902K | Reduce -5.5% |
| PCMM BBLX Private Credit Clo ETF | 0.12% | 17,797 | $897K | Add +3.1% |
| IVW iShares S&P 500 Growth ETF | 0.12% | 7,906 | $870K | Add +0.0% |
| CVX Chevron Corp. | 0.12% | 6,021 | $862K | Add +3.2% |
| PWR Quanta Services Inc. | 0.12% | 2,269 | $858K | Add +1.8% |
| FEOE First Eagle Overseas Eq ETF | 0.11% | 19,209 | $808K | New |
| FTSL First Trust Senior Loan ETF | 0.11% | 17,532 | $805K | Add +0.0% |
| LLY Eli Lilly & Co. | 0.11% | 1,012 | $789K | Add +0.9% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.11% | 3,497 | $787K | Add +0.4% |
| FTF Franklin Ltd. Dur Inc. TR | 0.11% | 120,140 | $771K | Reduce -7.8% |
| NEE Nextera Energy Inc. | 0.10% | 10,847 | $753K | Add +2.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.10% | 7,441 | $740K | Reduce -2.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.10% | 1 | $729K | No change |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.10% | 18,127 | $722K | Reduce -21.8% |
| AGGH Simplify Aggregate Bond ETF | 0.10% | 34,532 | $713K | New |
| GOVT iShares US Treasury Bond ETF | 0.10% | 30,578 | $703K | Add +0.9% |
| GS Goldman Sachs Group Inc. | 0.10% | 983 | $696K | Add +1.4% |
| CSCO Cisco Systems Inc. | 0.09% | 9,648 | $669K | Reduce -1.8% |
| FXH First Trust Health Care Alph | 0.09% | 6,358 | $659K | Add +0.0% |
| IVE iShares S&P 500 Value ETF | 0.09% | 3,364 | $657K | Add +2.4% |
| PFF iShares Preferred & Income S | 0.09% | 21,208 | $651K | Reduce -42.5% |
| XLV SS Health Care Select Sector | 0.09% | 4,798 | $647K | Add +17.2% |
Portfolio Sells Q1 2025 → Q2 2025
| JEPI JPMorgan Equity Premium Inco | Reduce -89.8% | 0.26% | −2.61 |
| AVMU Avantis Core Municipal Fixed | Sold out | 0.00% | −1.23 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -39.5% | 0.96% | −0.79 |
| AAPL Apple Inc. | Reduce -2.3% | 2.87% | −0.68 |
| FMHI First Trust Municipal High I | Reduce -27.5% | 1.18% | −0.68 |
| NOBL Proshares S&P 500 Dividend A | Reduce -18.1% | 0.83% | −0.32 |
| FENY Fidelity MSCI Energy Index | Reduce -22.9% | 0.54% | −0.31 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -31.3% | 0.49% | −0.25 |
| VFMO Vanguard US Momentum Factor | Reduce -17.7% | 1.17% | −0.23 |
| FELC Fidelity Enh LRG Cap Cor ETF | Reduce -11.9% | 0.89% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.3% | 0.42% | −0.11 |
| SYLD Cambria Shareholder Yield Et | Reduce -34.0% | 0.16% | −0.10 |
| ISPY Proshares S&P High Incom ETF | Reduce -47.6% | 0.09% | −0.10 |
| PECO Phillips Edison & Company Inc. | Reduce -61.9% | 0.05% | −0.09 |
| PFF iShares Preferred & Income S | Reduce -42.5% | 0.09% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -15.7% | 0.31% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -25.6% | 0.19% | −0.08 |
| MUB iShares National Muni Bond E | Reduce -23.6% | 0.15% | −0.07 |
| SDY SS SPDR S&P Dividend ETF | Reduce -48.9% | 0.05% | −0.06 |
| RSPG Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.05 |
| MLPX Global X MLP & Energy Infras | Reduce -4.0% | 0.28% | −0.05 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -29.7% | 0.08% | −0.05 |
| TPYP Tortoise North American Pipe | Reduce -0.9% | 0.33% | −0.05 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -2.1% | 0.67% | −0.05 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.04 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.04 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.04 |
| PSN Parsons Corp. | Sold out | 0.00% | −0.04 |
| SHYM iShares Short Duration High | Sold out | 0.00% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.04 |
| FDIS Fidelity MSCI Cons Discr Ind | Sold out | 0.00% | −0.04 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.04 |
| FDVV Fidelity High Dividend ETF | Sold out | 0.00% | −0.03 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -21.8% | 0.10% | −0.03 |
| DOCU Docusign Inc. | Sold out | 0.00% | −0.03 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.03 |
| IQQQ Proshares NDX High Incom ETF | Reduce -44.5% | 0.03% | −0.03 |
| BBLU Ea Bridgeway Blue Chip ETF | Sold out | 0.00% | −0.03 |
| FTF Franklin Ltd. Dur Inc. TR | Reduce -7.8% | 0.11% | −0.02 |
| IYE iShares U.S. Energy ETF | Reduce -7.5% | 0.06% | −0.02 |
| EVRG Evergy Inc. | Reduce -0.1% | 0.17% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -0.0% | 0.08% | −0.02 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -2.6% | 0.15% | −0.02 |
| MCD McDonald's Corp. | Reduce -2.4% | 0.07% | −0.01 |
| O Realty Income Corp. | Reduce -10.7% | 0.05% | −0.01 |
| ET Energy Transfer LP | Reduce -5.2% | 0.06% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -2.5% | 0.10% | −0.01 |
| COP Conocophillips | Reduce -8.5% | 0.03% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.7% | 0.15% | −0.01 |
| KO The Coca-Cola Co. | Reduce -9.5% | 0.04% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| AGG iShares Core U.S. Aggregate | New | 2.26% | +2.26 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +24.1% | 4.52% | +0.84 |
| XMMO Invesco S&P Midcap Momentum | Add +53.4% | 1.89% | +0.67 |
| MSFT Microsoft Corp. | Add +0.9% | 2.95% | +0.49 |
| IMTM iShares MSCI Intl Momentum F | Add +228.2% | 0.59% | +0.42 |
| QQQM Invesco Nasdaq 100 ETF | Add +6.5% | 3.73% | +0.41 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.38% | +0.38 |
| HYMB SS SPDR N Ice HY Muni ETF | New | 0.38% | +0.38 |
| FTEC Fidelity MSCI Info Tech Indx | Add +4.5% | 2.97% | +0.37 |
| SOXX iShares Semiconductor ETF | Add +13.8% | 1.63% | +0.37 |
| IWP iShares Russell Mid-Cap Grow | Add +6.1% | 2.60% | +0.28 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | New | 0.18% | +0.18 |
| SPMO Invesco S&P 500 Momentum ETF | Add +11.4% | 1.00% | +0.18 |
| QUAL iShares MSCI USA Quality Fac | Add +11.7% | 2.34% | +0.15 |
| PPA Invesco Aerospace & Defense | Add +22.4% | 0.61% | +0.15 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +105.0% | 0.32% | +0.15 |
| IVV iShares Core S&P 500 ETF | Add +2.6% | 9.90% | +0.15 |
| BKDV BNY Mellon Dynamic Value | Add +234.1% | 0.21% | +0.14 |
| JEPQ JPM Nasdaq Equity Premium | Add +14.1% | 1.89% | +0.13 |
| JAAA Janus Henderson Aaa Clo ETF | Add +76.3% | 0.34% | +0.12 |
| FEOE First Eagle Overseas Eq ETF | New | 0.11% | +0.11 |
| PAVE Global X US Infrastructure | Add +6.8% | 1.07% | +0.10 |
| AGGH Simplify Aggregate Bond ETF | New | 0.10% | +0.10 |
| TIDAL TRUST II | New | 0.08% | +0.08 |
| META Meta Platforms Inc. Class A | Add +10.0% | 0.38% | +0.08 |
| DEM Wisdomtree Emerging Markets | New | 0.08% | +0.08 |
| FPEI First Trust Institutional PR | New | 0.07% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | New | 0.06% | +0.06 |
| SHLD Global X Defense Tech ETF | New | 0.06% | +0.06 |
| VRT Vertiv Holdings Co. Class A | New | 0.06% | +0.06 |
| NUKZ Range Nuclear Renaissance | New | 0.05% | +0.05 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.05% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +1.4% | 1.34% | +0.05 |
| MBB iShares MBS ETF | New | 0.05% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.84% | +0.04 |
| FLOT iShares Floating Rate Bond E | Add +39.2% | 0.20% | +0.04 |
| TSLA Tesla Inc. | Add +14.8% | 0.19% | +0.04 |
| IWY iShares Russell Top 200 Grow | Add +0.0% | 0.80% | +0.04 |
| BA The Boeing Co. | New | 0.03% | +0.03 |
| AVIV Avantis Intl LRG Cap Val ETF | New | 0.03% | +0.03 |
| PWR Quanta Services Inc. | Add +1.8% | 0.12% | +0.03 |
| KKR KKR & Co. Inc. | New | 0.03% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.03% | +0.03 |
| NRG NRG Energy Inc. | New | 0.03% | +0.03 |
| APO Apollo Global Management Inc. | New | 0.03% | +0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.03% | +0.03 |
| RSPN Invesco S&P 500 Equal Weight | New | 0.03% | +0.03 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.03% | +0.03 |
| PEP Pepsico Inc. | New | 0.03% | +0.03 |
| RWL Invesco S&P 500 Revenue ETF | Add +49.7% | 0.08% | +0.02 |
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 |