Financial Partners Group, Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), Financial Partners Group, Inc reported 227 stock positions worth $864.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.7% of the portfolio, followed by Avantis US Small Cap Value (AVUV, 4.9%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.9%). Compared with Q3 2025, it opened 26 new positions, sold out of 19, added to 107 and reduced 81. The biggest buy was JPMorgan Core Plus Bond ETF (JCPB, shares +1765%) and the biggest sale JPM Nasdaq Equity Premium (JEPQ, shares −80%).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0001731169
- Portfolio Value
- $864.9M (Q4 2025)
- SEC Filing
- 0002085853-26-000184 ↗ filed Feb 3, 2026
Holdings Value
Holdings 227 stocks · $864.9M
| IVV iShares Core S&P 500 ETF | 9.72% | 120,998 | $84.1M | Add +1.9% |
| AVUV Avantis US Small Cap Value | 4.93% | 390,424 | $42.7M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.86% | 60,708 | $42.0M | Add +1.7% |
| OEF iShares S&P 100 ETF | 4.51% | 113,571 | $39.0M | Reduce -1.0% |
| RDVY First Trust Rising Dividend | 4.50% | 538,609 | $38.9M | Add +2.8% |
| QQQM Invesco Nasdaq 100 ETF | 3.94% | 133,201 | $34.1M | Add +2.8% |
| ITOT iShares Core S&P Total U.S. | 3.13% | 179,086 | $27.0M | Reduce -0.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 2.98% | 476,863 | $25.8M | Add +3.1% |
| AAPL Apple Inc. | 2.97% | 99,108 | $25.7M | Reduce -0.9% |
| FTEC Fidelity MSCI Info Tech Indx | 2.72% | 105,465 | $23.5M | Reduce -2.8% |
| QUAL iShares MSCI USA Quality Fac | 2.44% | 104,050 | $21.1M | Add +7.8% |
| MSFT Microsoft Corp. | 2.19% | 44,098 | $19.0M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 2.14% | 54,713 | $18.5M | Reduce -0.5% |
| AGG iShares Core U.S. Aggregate | 1.95% | 168,763 | $16.9M | Reduce -1.0% |
| IUSV iShares Core S&P U.S. Value | 1.95% | 160,364 | $16.9M | Add +0.0% |
| SOXX iShares Semiconductor ETF | 1.94% | 48,471 | $16.8M | Reduce -2.0% |
| AMZN Amazon.com Inc. | 1.89% | 68,346 | $16.4M | Add +0.3% |
| IWP iShares Russell Mid-Cap Grow | 1.82% | 116,259 | $15.8M | Reduce -14.2% |
| JCPB JPMorgan Core Plus Bond ETF | 1.70% | 308,611 | $14.7M | Add +1765.2% |
| XMMO Invesco S&P Midcap Momentum | 1.64% | 100,856 | $14.1M | Reduce -9.1% |
| COWZ Pacer US Cash Cows 100 ETF | 1.57% | 218,500 | $13.6M | Reduce -4.3% |
| FMHI First Trust Municipal High I | 1.26% | 227,133 | $10.9M | Add +14.6% |
| VFMO Vanguard US Momentum Factor | 1.16% | 49,507 | $10.0M | Add +22.7% |
| PAVE Global X US Infrastructure | 1.09% | 186,054 | $9.4M | Add +2.3% |
| NVDA Nvidia Corp. | 1.08% | 49,004 | $9.4M | Add +6.8% |
| IMTM iShares MSCI Intl Momentum F | 1.06% | 180,723 | $9.2M | Add +44.1% |
| GOOG Alphabet Inc. Class C | 1.04% | 26,580 | $9.0M | Reduce -0.7% |
| SPMO Invesco S&P 500 Momentum ETF | 1.04% | 74,753 | $9.0M | Add +6.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.03% | 111,535 | $8.9M | Add +51.5% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.81% | 276,547 | $7.0M | Add +1.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.80% | 11,108 | $6.9M | Add +1.8% |
| SCHD Schwab US DVD Equity ETF | 0.80% | 231,428 | $6.9M | Reduce -10.8% |
| IWY iShares Russell Top 200 Grow | 0.74% | 23,366 | $6.4M | Reduce -0.2% |
| PPA Invesco Aerospace & Defense | 0.69% | 34,102 | $6.0M | Add +1.7% |
| FHLC Fidelity MSCI Health Care | 0.63% | 73,218 | $5.4M | Add +19.7% |
| ITA iShares U.S. Aerospace & Def | 0.57% | 21,324 | $5.0M | Add +0.8% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.55% | 45,024 | $4.8M | Add +28.3% |
| FEOE First Eagle Overseas Eq ETF | 0.55% | 92,681 | $4.8M | Add +98.4% |
| JNK SS SPDR BB High Yield Bond | 0.50% | 44,469 | $4.3M | Add +778.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.50% | 41,115 | $4.3M | Reduce -16.4% |
| NOBL Proshares S&P 500 Dividend A | 0.48% | 37,878 | $4.2M | Reduce -27.5% |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.47% | 104,971 | $4.1M | Reduce -13.9% |
| JPIE JPMorgan Income ETF | 0.41% | 76,315 | $3.5M | New |
| CP Canadian Pacific Kansas City | 0.41% | 47,707 | $3.5M | Reduce -3.6% |
| META Meta Platforms Inc. Class A | 0.38% | 4,583 | $3.3M | Reduce -6.4% |
| FENY Fidelity MSCI Energy Index | 0.38% | 114,786 | $3.2M | Reduce -18.9% |
| JAAA Janus Henderson Aaa Clo ETF | 0.36% | 62,140 | $3.1M | Reduce -3.6% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.36% | 52,410 | $3.1M | Reduce -79.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 6,358 | $3.1M | Reduce -3.8% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.33% | 114,123 | $2.9M | Add +2.3% |
| ANGL Vaneck Fallen Angel High YLD | 0.33% | 96,710 | $2.9M | Add +7.3% |
| BKDV BNY Mellon Dynamic Value | 0.32% | 92,334 | $2.8M | Add +27.3% |
| WMT Walmart Inc. | 0.30% | 22,006 | $2.6M | Add +0.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.30% | 31,958 | $2.6M | Add +12.6% |
| TPYP Tortoise North American Pipe | 0.28% | 65,197 | $2.5M | Reduce -0.4% |
| AVLV Avantis US Large Cap Value | 0.25% | 26,848 | $2.2M | Add +53.6% |
| SHLD Global X Defense Tech ETF | 0.24% | 27,948 | $2.1M | Add +14.7% |
| JPIB JPMorgan Intl BND ETF | 0.24% | 42,221 | $2.1M | Add +150.4% |
| QTEC First Trust Nasdq 100 Tech I | 0.23% | 8,561 | $2.0M | Reduce -0.6% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 29,231 | $2.0M | Reduce -1.3% |
| MLPX Global X MLP & Energy Infras | 0.22% | 29,093 | $1.9M | Reduce -10.6% |
| FBTC Fidelity Wise Origin Bitcoin | 0.22% | 25,803 | $1.9M | Add +6.5% |
| JPM JPMorgan Chase & Co. | 0.22% | 6,146 | $1.9M | Add +2.6% |
| IFRA iShares US Infrastructure | 0.21% | 32,917 | $1.8M | Reduce -1.2% |
| IWR iShares Russell Mid-Cap ETF | 0.21% | 18,217 | $1.8M | Add +4.4% |
| COST Costco Wholesale Corp. | 0.21% | 1,897 | $1.8M | Reduce -16.2% |
| MUB iShares National Muni Bond E | 0.21% | 16,451 | $1.8M | Add +34.1% |
| TSLA Tesla Inc. | 0.20% | 3,995 | $1.7M | Add +3.4% |
| IJR iShares Core S&P Small-Cap E | 0.18% | 12,588 | $1.6M | Add +1.2% |
| GLD SPDR Gold Shares | 0.18% | 3,551 | $1.6M | Reduce -0.8% |
| NUKZ Range Nuclear Renaissance filed as EXCHANGE TRADED CONCEPTS TRU | 0.18% | 21,919 | $1.5M | Add +43.2% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.17% | 15,825 | $1.5M | Add +15.3% |
| IWF iShares Russell 1000 Growth | 0.16% | 3,061 | $1.4M | Reduce -0.1% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.16% | 15,206 | $1.4M | Add +0.1% |
| PWR Quanta Services Inc. | 0.15% | 2,794 | $1.3M | Add +0.9% |
| JEPI JPMorgan Equity Premium Inco | 0.15% | 21,525 | $1.3M | Reduce -19.1% |
| DEM Wisdomtree Emerging Markets | 0.14% | 25,272 | $1.3M | Add +28.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.14% | 8,951 | $1.2M | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 0.14% | 1,903 | $1.2M | Add +400.8% |
| LLY Eli Lilly & Co. | 0.14% | 1,160 | $1.2M | Add +5.8% |
| VIGI Vanguard Int Div App Indx FD | 0.14% | 12,933 | $1.2M | Add +0.2% |
| VIG Vanguard Dividend Apprec ETF | 0.13% | 5,124 | $1.1M | Reduce -2.5% |
| XLK SS Technology Select Sector | 0.13% | 7,665 | $1.1M | Add +0.1% |
| CAT Caterpillar Inc. | 0.13% | 1,650 | $1.1M | Add +4.7% |
| ESGU iShares ESG Aware MSCI USA | 0.12% | 6,650 | $1.0M | Reduce -1.4% |
| SOFI Sofi Technologies Inc. | 0.11% | 43,549 | $993K | Add +12.7% |
| FTSL First Trust Senior Loan ETF | 0.11% | 21,843 | $992K | Add +24.6% |
| EVRG Evergy Inc. | 0.11% | 12,814 | $983K | Reduce -27.6% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 7,799 | $966K | Reduce -1.4% |
| AGGH Simplify Aggregate Bond ETF | 0.11% | 46,566 | $964K | Add +21.2% |
| NEE Nextera Energy Inc. | 0.11% | 10,857 | $954K | Add +0.1% |
| UNP Union Pacific Corp. | 0.11% | 4,023 | $946K | Add +0.0% |
| XOM Exxon Mobil Corp. | 0.11% | 6,458 | $913K | Add +15.3% |
| GS Goldman Sachs Group Inc. | 0.10% | 959 | $897K | Reduce -2.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.10% | 7,360 | $891K | Reduce -1.2% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.10% | 3,488 | $885K | Reduce -0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.10% | 2,639 | $872K | Add +12.7% |
| FELG Fidelity Enh LRG Cap GWTH | 0.10% | 20,811 | $853K | Reduce -37.2% |
| NFLX Netflix Inc. | 0.10% | 9,879 | $825K | Add +1.9% |
| XLV SS Health Care Select Sector | 0.09% | 5,298 | $820K | Add +3.0% |
Portfolio Sells Q3 2025 → Q4 2025
| JEPQ JPM Nasdaq Equity Premium | Reduce -79.8% | 0.36% | −1.50 |
| IWP iShares Russell Mid-Cap Grow | Reduce -14.2% | 1.82% | −0.58 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -2.8% | 2.72% | −0.28 |
| OEF iShares S&P 100 ETF | Reduce -1.0% | 4.51% | −0.24 |
| XMMO Invesco S&P Midcap Momentum | Reduce -9.1% | 1.64% | −0.23 |
| AAPL Apple Inc. | Reduce -0.9% | 2.97% | −0.20 |
| NOBL Proshares S&P 500 Dividend A | Reduce -27.5% | 0.48% | −0.19 |
| AGG iShares Core U.S. Aggregate | Reduce -1.0% | 1.95% | −0.17 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.6% | 3.13% | −0.14 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -16.4% | 0.50% | −0.11 |
| FELC Fidelity Enh LRG Cap Cor ETF | Reduce -13.9% | 0.47% | −0.10 |
| SCHD Schwab US DVD Equity ETF | Reduce -10.8% | 0.80% | −0.08 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.08 |
| SYLD Cambria Shareholder Yield Et | Reduce -58.2% | 0.06% | −0.08 |
| FTF Franklin Ltd. Dur Inc. TR | Sold out | 0.00% | −0.08 |
| FELG Fidelity Enh LRG Cap GWTH | Reduce -37.2% | 0.10% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -6.4% | 0.38% | −0.07 |
| IWY iShares Russell Top 200 Grow | Reduce -0.2% | 0.74% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.8% | 0.35% | −0.06 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -4.3% | 1.57% | −0.06 |
| FENY Fidelity MSCI Energy Index | Reduce -18.9% | 0.38% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -16.2% | 0.21% | −0.05 |
| EVRG Evergy Inc. | Reduce -27.6% | 0.11% | −0.05 |
| TIDAL TRUST II | Sold out | 0.00% | −0.05 |
| CP Canadian Pacific Kansas City | Reduce -3.6% | 0.41% | −0.05 |
| VG Venture Global Inc. Class A | Sold out | 0.00% | −0.04 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -3.6% | 0.36% | −0.04 |
| JEPI JPMorgan Equity Premium Inco | Reduce -19.1% | 0.15% | −0.04 |
| GRMN Garmin Ltd. | Sold out | 0.00% | −0.04 |
| SPIB SS SPDR P Int C Corp. ETF | Sold out | 0.00% | −0.04 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -47.9% | 0.04% | −0.04 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.04 |
| ISPY Proshares S&P High Incom ETF | Sold out | 0.00% | −0.04 |
| SAIA Saia Inc. | Sold out | 0.00% | −0.04 |
| HODL Vaneck Bitcoin ETF | Reduce -8.8% | 0.06% | −0.03 |
| MLPX Global X MLP & Energy Infras | Reduce -10.6% | 0.22% | −0.03 |
| CVX Chevron Corp. | Reduce -31.9% | 0.09% | −0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.03 |
| AVMV Avantis US Mid Cap Val ETF | Sold out | 0.00% | −0.03 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.03 |
| TAXF American Century Diver Muni | Sold out | 0.00% | −0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.03 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.03 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.03 |
| PSN Parsons Corp. | Sold out | 0.00% | −0.03 |
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −0.03 |
| MTUM iShares MSCI USA Momentum Fa | Sold out | 0.00% | −0.03 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -31.4% | 0.04% | −0.02 |
| PCMM BBLX Private Credit Clo ETF | Reduce -9.1% | 0.08% | −0.02 |
| URI United Rentals Inc. | Reduce -1.9% | 0.04% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| JCPB JPMorgan Core Plus Bond ETF | Add +1765.2% | 1.70% | +1.60 |
| JNK SS SPDR BB High Yield Bond | Add +778.5% | 0.50% | +0.44 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +51.5% | 1.03% | +0.41 |
| JPIE JPMorgan Income ETF | New | 0.41% | +0.41 |
| IMTM iShares MSCI Intl Momentum F | Add +44.1% | 1.06% | +0.31 |
| FEOE First Eagle Overseas Eq ETF | Add +98.4% | 0.55% | +0.28 |
| VFMO Vanguard US Momentum Factor | Add +22.7% | 1.16% | +0.19 |
| JPIB JPMorgan Intl BND ETF | Add +150.4% | 0.24% | +0.14 |
| FHLC Fidelity MSCI Health Care | Add +19.7% | 0.63% | +0.12 |
| RDVY First Trust Rising Dividend | Add +2.8% | 4.50% | +0.11 |
| VOO Vanguard S&P 500 ETF | Add +400.8% | 0.14% | +0.11 |
| QUAL iShares MSCI USA Quality Fac | Add +7.8% | 2.44% | +0.10 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +28.3% | 0.55% | +0.10 |
| AVLV Avantis US Large Cap Value | Add +53.6% | 0.25% | +0.09 |
| NHYM Nuveen HY Municipal Bond ETF | New | 0.09% | +0.09 |
| FMHI First Trust Municipal High I | Add +14.6% | 1.26% | +0.09 |
| BKDV BNY Mellon Dynamic Value | Add +27.3% | 0.32% | +0.07 |
| SLV iShares Silver Trust | New | 0.07% | +0.07 |
| GRID First TRST Nasd Class Edg Sgiif | New | 0.07% | +0.07 |
| VMC Vulcan Materials Co. | New | 0.07% | +0.07 |
| TLH iShares 10-20 Year Treasury | Add +176.0% | 0.09% | +0.05 |
| NUKZ Range Nuclear Renaissance | Add +43.2% | 0.18% | +0.05 |
| MU Micron Technology Inc. | Add +15.5% | 0.08% | +0.05 |
| RAAX Vaneck Real Assets ETF | New | 0.04% | +0.04 |
| MUB iShares National Muni Bond E | Add +34.1% | 0.21% | +0.04 |
| PPH Vaneck Pharmaceutical ETF | New | 0.04% | +0.04 |
| PPA Invesco Aerospace & Defense | Add +1.7% | 0.69% | +0.04 |
| IHE iShares US Pharmaceuticals E | New | 0.04% | +0.04 |
| IAU iShares Gold Trust | Add +80.9% | 0.07% | +0.04 |
| APO Apollo Global Management Inc. | New | 0.04% | +0.04 |
| FSSL FS Specialty Lending Fund | New | 0.04% | +0.04 |
| LLY Eli Lilly & Co. | Add +5.8% | 0.14% | +0.04 |
| AMAT Applied Materials Inc. | New | 0.03% | +0.03 |
| REMX Vaneck Rar Earth ND STG-Usdi | New | 0.03% | +0.03 |
| DEM Wisdomtree Emerging Markets | Add +28.3% | 0.14% | +0.03 |
| CAT Caterpillar Inc. | Add +4.7% | 0.13% | +0.03 |
| LRCX Lam Research Corp. | New | 0.03% | +0.03 |
| MAGS Roundhill Magnificent Seven | New | 0.03% | +0.03 |
| XBI SS SPDR S&P Biotech ETF | New | 0.03% | +0.03 |
| SHLD Global X Defense Tech ETF | Add +14.7% | 0.24% | +0.03 |
| XLE SS Energy Select Sector | New | 0.03% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +96.0% | 0.05% | +0.03 |
| XOM Exxon Mobil Corp. | Add +15.3% | 0.11% | +0.03 |
| VLUE iShares MSCI USA Value Facto | New | 0.03% | +0.03 |
| AMZN Amazon.com Inc. | Add +0.3% | 1.89% | +0.03 |
| ARTY iShares Future AI & Tech ETF | New | 0.03% | +0.03 |
| ISRG Intuitive Surgical Inc. | New | 0.03% | +0.03 |
| AMGN Amgen Inc. | New | 0.02% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | New | 0.02% | +0.02 |
| FDVV Fidelity High Dividend ETF | New | 0.02% | +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 |