Financial Partners Group, Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Financial Partners Group, Inc reported 227 stock positions worth $835.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.6% of the portfolio, followed by Avantis US Small Cap Value (AVUV, 5.2%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.7%). Compared with Q4 2025, it opened 16 new positions, sold out of 16, added to 109 and reduced 73. The biggest buy was a new position in Invesco S&P Smallcap Momentu (XSMO) and the biggest sale iShares Russell Mid-Cap Grow (IWP, shares −80%).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0001731169
- Portfolio Value
- $835.9M (Q1 2026)
- SEC Filing
- 0002085853-26-000362 ↗ filed Apr 13, 2026
Holdings Value
Holdings 227 stocks · $835.9M
| IVV iShares Core S&P 500 ETF | 9.62% | 123,137 | $80.4M | Add +1.8% |
| AVUV Avantis US Small Cap Value | 5.18% | 391,650 | $43.3M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.70% | 60,437 | $39.3M | Reduce -0.5% |
| RDVY First Trust Rising Dividend | 4.44% | 543,025 | $37.1M | Add +0.8% |
| OEF iShares S&P 100 ETF | 4.30% | 113,101 | $36.0M | Reduce -0.4% |
| QQQM Invesco Nasdaq 100 ETF | 3.79% | 133,367 | $31.7M | Add +0.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 3.07% | 482,095 | $25.7M | Add +1.1% |
| ITOT iShares Core S&P Total U.S. | 3.06% | 179,507 | $25.6M | Add +0.2% |
| AAPL Apple Inc. | 2.98% | 98,290 | $24.9M | Reduce -0.8% |
| FTEC Fidelity MSCI Info Tech Indx | 2.63% | 105,511 | $22.0M | Add +0.0% |
| QUAL iShares MSCI USA Quality Fac | 2.46% | 107,247 | $20.6M | Add +3.1% |
| AGG iShares Core U.S. Aggregate | 2.00% | 168,131 | $16.7M | Reduce -0.4% |
| IUSV iShares Core S&P U.S. Value | 1.97% | 161,395 | $16.5M | Add +0.6% |
| MSFT Microsoft Corp. | 1.97% | 44,504 | $16.5M | Add +0.9% |
| SOXX iShares Semiconductor ETF | 1.91% | 48,463 | $15.9M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 1.88% | 54,610 | $15.7M | Reduce -0.2% |
| JCPB JPMorgan Core Plus Bond ETF | 1.83% | 324,642 | $15.3M | Add +5.2% |
| XMMO Invesco S&P Midcap Momentum | 1.78% | 102,430 | $14.9M | Add +1.6% |
| AMZN Amazon.com Inc. | 1.71% | 68,780 | $14.3M | Add +0.6% |
| COWZ Pacer US Cash Cows 100 ETF | 1.60% | 214,099 | $13.4M | Reduce -2.0% |
| XSMO Invesco S&P Smallcap Momentu | 1.36% | 149,238 | $11.3M | New |
| FMHI First Trust Municipal High I | 1.35% | 237,886 | $11.3M | Add +4.7% |
| VFMO Vanguard US Momentum Factor | 1.24% | 52,775 | $10.4M | Add +6.6% |
| IMTM iShares MSCI Intl Momentum F | 1.19% | 207,170 | $9.9M | Add +14.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.17% | 124,401 | $9.8M | Add +11.5% |
| PAVE Global X US Infrastructure | 1.12% | 184,555 | $9.4M | Reduce -0.8% |
| SPMO Invesco S&P 500 Momentum ETF | 1.04% | 77,475 | $8.7M | Add +3.6% |
| NVDA Nvidia Corp. | 1.03% | 49,445 | $8.6M | Add +0.9% |
| GOOG Alphabet Inc. Class C | 0.91% | 26,527 | $7.6M | Reduce -0.2% |
| SCHD Schwab US DVD Equity ETF | 0.87% | 236,865 | $7.3M | Add +2.4% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.79% | 264,531 | $6.6M | Reduce -4.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.76% | 11,062 | $6.4M | Reduce -0.4% |
| FEOE First Eagle Overseas Eq ETF | 0.76% | 126,330 | $6.4M | Add +36.3% |
| PPA Invesco Aerospace & Defense | 0.69% | 34,596 | $5.7M | Add +1.4% |
| IWY iShares Russell Top 200 Grow | 0.68% | 23,002 | $5.7M | Reduce -1.6% |
| FENY Fidelity MSCI Energy Index | 0.63% | 154,213 | $5.2M | Add +34.4% |
| FHLC Fidelity MSCI Health Care | 0.62% | 73,658 | $5.2M | Add +0.6% |
| JNK SS SPDR BB High Yield Bond | 0.59% | 51,506 | $4.9M | Add +15.8% |
| ITA iShares U.S. Aerospace & Def | 0.57% | 21,831 | $4.8M | Add +2.4% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.54% | 43,990 | $4.5M | Reduce -2.3% |
| BKDV BNY Mellon Dynamic Value | 0.45% | 127,749 | $3.8M | Add +38.4% |
| MOAT Vaneck Morningstar Wide Moat | 0.45% | 38,942 | $3.8M | Reduce -5.3% |
| CP Canadian Pacific Kansas City | 0.45% | 47,627 | $3.7M | Reduce -0.2% |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.45% | 103,060 | $3.7M | Reduce -1.8% |
| TPYP Tortoise North American Pipe | 0.45% | 87,818 | $3.7M | Add +34.7% |
| JPIE JPMorgan Income ETF | 0.43% | 78,429 | $3.6M | Add +2.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.37% | 61,543 | $3.1M | Reduce -1.0% |
| IWP iShares Russell Mid-Cap Grow | 0.35% | 22,958 | $2.9M | Reduce -80.3% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.34% | 113,892 | $2.8M | Reduce -0.2% |
| WMT Walmart Inc. | 0.33% | 22,251 | $2.8M | Add +1.1% |
| META Meta Platforms Inc. Class A | 0.32% | 4,631 | $2.6M | Add +1.1% |
| ANGL Vaneck Fallen Angel High YLD | 0.31% | 90,870 | $2.6M | Reduce -6.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.30% | 31,965 | $2.5M | Add +0.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.30% | 44,766 | $2.5M | Reduce -14.6% |
| MLPX Global X MLP & Energy Infras | 0.29% | 32,666 | $2.4M | Add +12.3% |
| AVLV Avantis US Large Cap Value | 0.29% | 29,800 | $2.4M | Add +11.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 4,858 | $2.3M | Reduce -23.6% |
| SHLD Global X Defense Tech ETF | 0.26% | 30,471 | $2.2M | Add +9.0% |
| MUB iShares National Muni Bond E | 0.26% | 20,209 | $2.1M | Add +22.8% |
| JPIB JPMorgan Intl BND ETF | 0.25% | 42,970 | $2.1M | Add +1.8% |
| IJH iShares Core S&P Midcap ETF | 0.24% | 29,183 | $2.0M | Reduce -0.2% |
| IFRA iShares US Infrastructure | 0.22% | 32,768 | $1.9M | Reduce -0.5% |
| QTEC First Trust Nasdq 100 Tech I | 0.22% | 8,561 | $1.8M | No change |
| NOBL Proshares S&P 500 Dividend A | 0.22% | 17,358 | $1.8M | Reduce -54.2% |
| JPM JPMorgan Chase & Co. | 0.22% | 6,169 | $1.8M | Add +0.4% |
| IWR iShares Russell Mid-Cap ETF | 0.21% | 17,859 | $1.7M | Reduce -2.0% |
| IJR iShares Core S&P Small-Cap E | 0.18% | 12,288 | $1.5M | Reduce -2.4% |
| TSLA Tesla Inc. | 0.18% | 4,055 | $1.5M | Add +1.5% |
| FBTC Fidelity Wise Origin Bitcoin | 0.18% | 25,005 | $1.5M | Reduce -3.1% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.18% | 15,825 | $1.5M | No change |
| NUKZ Range Nuclear Renaissance filed as EXCHANGE TRADED CONCEPTS TRU | 0.17% | 21,075 | $1.4M | Reduce -3.9% |
| IWF iShares Russell 1000 Growth | 0.16% | 3,063 | $1.3M | Add +0.1% |
| DEM Wisdomtree Emerging Markets | 0.16% | 26,117 | $1.3M | Add +3.3% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.15% | 15,137 | $1.3M | Reduce -0.5% |
| GLD SPDR Gold Shares | 0.15% | 2,907 | $1.3M | Reduce -18.1% |
| AVDE Avantis International Equity | 0.15% | 14,710 | $1.2M | New |
| JEPI JPMorgan Equity Premium Inco | 0.15% | 21,713 | $1.2M | Add +0.9% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.14% | 8,849 | $1.2M | Reduce -1.1% |
| CAT Caterpillar Inc. | 0.14% | 1,625 | $1.2M | Reduce -1.5% |
| PWR Quanta Services Inc. | 0.13% | 2,045 | $1.1M | Reduce -26.8% |
| COST Costco Wholesale Corp. | 0.13% | 1,120 | $1.1M | Reduce -41.0% |
| XOM Exxon Mobil Corp. | 0.13% | 6,540 | $1.1M | Add +1.3% |
| AGGH Simplify Aggregate Bond ETF | 0.13% | 54,307 | $1.1M | Add +16.6% |
| LLY Eli Lilly & Co. | 0.13% | 1,192 | $1.1M | Add +2.8% |
| VOO Vanguard S&P 500 ETF | 0.13% | 1,824 | $1.1M | Reduce -4.2% |
| VIG Vanguard Dividend Apprec ETF | 0.13% | 5,048 | $1.1M | Reduce -1.5% |
| EVRG Evergy Inc. | 0.12% | 12,738 | $1.0M | Reduce -0.6% |
| XLK SS Technology Select Sector | 0.12% | 7,600 | $1.0M | Reduce -0.8% |
| NEE Nextera Energy Inc. | 0.12% | 10,871 | $1.0M | Add +0.1% |
| FTSL First Trust Senior Loan ETF | 0.12% | 21,843 | $979K | No change |
| UNP Union Pacific Corp. | 0.12% | 4,013 | $974K | Reduce -0.3% |
| NFLX Netflix Inc. | 0.11% | 9,961 | $958K | Add +0.8% |
| ESGU iShares ESG Aware MSCI USA | 0.11% | 6,586 | $931K | Reduce -1.0% |
| TLH iShares 10-20 Year Treasury | 0.11% | 9,164 | $923K | Add +24.8% |
| RAAX Vaneck Real Assets ETF | 0.11% | 22,662 | $923K | Add +125.7% |
| JGRO JPMorgan Active Growth ETF | 0.11% | 10,637 | $899K | Add +84.3% |
| JNJ Johnson & Johnson | 0.11% | 3,670 | $897K | Add +2.2% |
| CVX Chevron Corp. | 0.11% | 4,313 | $892K | Add +3.9% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 7,800 | $882K | Add +0.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.10% | 7,367 | $873K | Add +0.1% |
Portfolio Sells Q4 2025 → Q1 2026
| IWP iShares Russell Mid-Cap Grow | Reduce -80.3% | 0.35% | −1.47 |
| NOBL Proshares S&P 500 Dividend A | Reduce -54.2% | 0.22% | −0.26 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 1.88% | −0.26 |
| OEF iShares S&P 100 ETF | Reduce -0.4% | 4.30% | −0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 4.70% | −0.15 |
| VIGI Vanguard Int Div App Indx FD | Sold out | 0.00% | −0.14 |
| GOOG Alphabet Inc. Class C | Reduce -0.2% | 0.91% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -23.6% | 0.28% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -41.0% | 0.13% | −0.07 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.06 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -14.6% | 0.30% | −0.06 |
| SOFI Sofi Technologies Inc. | Reduce -26.3% | 0.06% | −0.05 |
| IWY iShares Russell Top 200 Grow | Reduce -1.6% | 0.68% | −0.05 |
| IDMO Invesco S&P International DE | Sold out | 0.00% | −0.05 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -5.3% | 0.45% | −0.05 |
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −0.04 |
| KNG FT Vest S&P 500 DVD Arst TRG | Sold out | 0.00% | −0.04 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -3.1% | 0.18% | −0.04 |
| PECO Phillips Edison & Company Inc. | Sold out | 0.00% | −0.04 |
| SOXX iShares Semiconductor ETF | Reduce -0.0% | 1.91% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.4% | 0.76% | −0.03 |
| GLD SPDR Gold Shares | Reduce -18.1% | 0.15% | −0.03 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.03 |
| MAGS Roundhill Magnificent Seven | Sold out | 0.00% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.03 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.02 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.02 |
| FDVV Fidelity High Dividend ETF | Sold out | 0.00% | −0.02 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.02 |
| JIRE JPMorgan Int Res Enh Eqty | Sold out | 0.00% | −0.02 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.02 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -4.3% | 0.79% | −0.02 |
| FELC Fidelity Enh LRG Cap Cor ETF | Reduce -1.8% | 0.45% | −0.02 |
| PWR Quanta Services Inc. | Reduce -26.8% | 0.13% | −0.02 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -6.0% | 0.31% | −0.02 |
| PCMM BBLX Private Credit Clo ETF | Reduce -23.3% | 0.06% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -15.9% | 0.06% | −0.01 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -2.3% | 0.54% | −0.01 |
| NUKZ Range Nuclear Renaissance | Reduce -3.9% | 0.17% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -4.2% | 0.13% | −0.01 |
| VMC Vulcan Materials Co. | Reduce -7.1% | 0.06% | −0.01 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -0.5% | 0.15% | −0.01 |
| SYLD Cambria Shareholder Yield Et | Reduce -19.3% | 0.05% | −0.01 |
| FELG Fidelity Enh LRG Cap GWTH | Reduce -2.8% | 0.09% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -9.1% | 0.06% | −0.01 |
| XLK SS Technology Select Sector | Reduce -0.8% | 0.12% | −0.01 |
| IHI iShares U.S. Medical Devices | Reduce -5.7% | 0.04% | −0.01 |
| FDG American Century Focused DYN | Reduce -0.4% | 0.06% | −0.00 |
| IYG iShares U.S. Financial Servi | Reduce -1.2% | 0.07% | −0.00 |
| ESGU iShares ESG Aware MSCI USA | Reduce -1.0% | 0.11% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| XSMO Invesco S&P Smallcap Momentu | New | 1.36% | +1.36 |
| FENY Fidelity MSCI Energy Index | Add +34.4% | 0.63% | +0.25 |
| AVUV Avantis US Small Cap Value | Add +0.3% | 5.18% | +0.24 |
| FEOE First Eagle Overseas Eq ETF | Add +36.3% | 0.76% | +0.21 |
| TPYP Tortoise North American Pipe | Add +34.7% | 0.45% | +0.16 |
| AVDE Avantis International Equity | New | 0.15% | +0.15 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +11.5% | 1.17% | +0.14 |
| XMMO Invesco S&P Midcap Momentum | Add +1.6% | 1.78% | +0.14 |
| JCPB JPMorgan Core Plus Bond ETF | Add +5.2% | 1.83% | +0.13 |
| IMTM iShares MSCI Intl Momentum F | Add +14.6% | 1.19% | +0.13 |
| BKDV BNY Mellon Dynamic Value | Add +38.4% | 0.45% | +0.13 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +1.1% | 3.07% | +0.09 |
| FMHI First Trust Municipal High I | Add +4.7% | 1.35% | +0.09 |
| VFMO Vanguard US Momentum Factor | Add +6.6% | 1.24% | +0.09 |
| JNK SS SPDR BB High Yield Bond | Add +15.8% | 0.59% | +0.09 |
| SCHD Schwab US DVD Equity ETF | Add +2.4% | 0.87% | +0.07 |
| MLPX Global X MLP & Energy Infras | Add +12.3% | 0.29% | +0.07 |
| RAAX Vaneck Real Assets ETF | Add +125.7% | 0.11% | +0.07 |
| CGNG Cap Group New Geography Eq | New | 0.06% | +0.06 |
| MUB iShares National Muni Bond E | Add +22.8% | 0.26% | +0.05 |
| IDHQ Invesco S&P International DE | New | 0.05% | +0.05 |
| SPHB Invesco S&P 500 High Beta Et | New | 0.05% | +0.05 |
| JGRO JPMorgan Active Growth ETF | Add +84.3% | 0.11% | +0.05 |
| HDV iShares Core High Dividend E | New | 0.04% | +0.04 |
| FLMI Franklin Dynamic Municipal B | New | 0.04% | +0.04 |
| AVLV Avantis US Large Cap Value | Add +11.0% | 0.29% | +0.04 |
| FESM Fidelity Enhanced Small Cap | New | 0.03% | +0.03 |
| FIDU Fidelity MSCI Indust Indx | New | 0.03% | +0.03 |
| FYC First Trust Small Cap Growth | New | 0.03% | +0.03 |
| VZ Verizon Communications Inc. | New | 0.03% | +0.03 |
| GLW Corning Inc. | New | 0.03% | +0.03 |
| MPC Marathon Petroleum Corp. | New | 0.03% | +0.03 |
| WMT Walmart Inc. | Add +1.1% | 0.33% | +0.03 |
| CRM Salesforce Inc. | New | 0.03% | +0.03 |
| XOM Exxon Mobil Corp. | Add +1.3% | 0.13% | +0.03 |
| INMU iShares Intermediate Muni Inc. | New | 0.03% | +0.03 |
| QUAL iShares MSCI USA Quality Fac | Add +3.1% | 2.46% | +0.03 |
| QGRO American Century US Quality | New | 0.03% | +0.03 |
| TLH iShares 10-20 Year Treasury | Add +24.8% | 0.11% | +0.02 |
| IUSV iShares Core S&P U.S. Value | Add +0.6% | 1.97% | +0.02 |
| JPIE JPMorgan Income ETF | Add +2.8% | 0.43% | +0.02 |
| CVX Chevron Corp. | Add +3.9% | 0.11% | +0.02 |
| AGGH Simplify Aggregate Bond ETF | Add +16.6% | 0.13% | +0.02 |
| VGSH Vanguard Short-Term Treasury | Add +25.1% | 0.09% | +0.02 |
| NFLX Netflix Inc. | Add +0.8% | 0.11% | +0.02 |
| IYE iShares U.S. Energy ETF | Add +1.4% | 0.08% | +0.02 |
| MBB iShares MBS ETF | Add +14.6% | 0.10% | +0.02 |
| SHLD Global X Defense Tech ETF | Add +9.0% | 0.26% | +0.02 |
| SMH Vaneck Semiconductor ETF | Add +18.6% | 0.10% | +0.01 |
| IAU iShares Gold Trust | Add +18.6% | 0.08% | +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 |