Financial Partners Group, Inc

• ISHARES
  $106.1M
• AMERICAN
  $46.0M
• SPY
  $44.9M
• FIRST
  $43.3M
• IVZ
  $42.0M
• ISHARES
  $41.9M
• AAPL
  $32.5M
• FIDELITY
  $30.7M
• ISHARES
  $30.5M
• ISHARES
  $26.2M
• MSFT
  $23.1M
• GOOGL
  $18.8M
• ISHARES
  $18.7M
• AMZN
  $17.2M
• RBB
  $16.8M
• J
  $16.6M
• ISHARES
  $16.1M
• ISHARES
  $15.9M
• ISHARES
  $15.2M
• IVZ
  $14.2M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/financial-partners-group-inc-1731169

Financial Partners Group, Inc 13F holdings — Q3 2026

$963.6M portfolio (-2.2% QoQ) · 251 holdings · Q3 2026 13F · top 10 are 46% of the stock portfolio

• 1

  ISHARES TR - CORE S&P500 ETF

  $106.1M

  11.0% of stocks

  +8%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 2

  AMERICAN CENTY ETF TR - US SML CP VALU

  $46.0M

  4.8% of stocks

  -0.1%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 3

  SPDR S&P 500 ETF TRUST

  $SPY

  $44.9M

  4.7% of stocks

  -1%This quarter-0.1%Since filed11+ qtrsHeld
  AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
• 4

  FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV

  $43.3M

  4.5% of stocks

  +2%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 5

  Invesco Ltd.

  $IVZ

  $42.0M

  4.4% of stocks

  +0.6%This quarter+0.8%Since filed11+ qtrsHeld
  AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row
• 6

  ISHARES TR - S&P 100 ETF

  $41.9M

  4.3% of stocks

  -1%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 7

  Apple Inc.

  $AAPL

  $32.5M

  3.4% of stocks

  -0.6%This quarter+0.3%Since filed11+ qtrsHeld
  AIQuality75.7Est. buyEstimated buy price is Pro: unlock with a free trial
• 8

  FIDELITY COVINGTON TRUST - MSCI INFO TECH I

  $30.7M

  3.2% of stocks

  -3%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 9

  ISHARES TR - CORE S&P TTL STK

  $30.5M

  3.2% of stocks

  +3%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 10

  ISHARES TR - MSCI USA QLT FCT

  $26.2M

  2.7% of stocks

  +5%This quarter—Since filed—Held
  AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR - CORE S&P500 ETF	$106.1M	11.0%	+8%	—	—	—	—
2	AMERICAN CENTY ETF TR - US SML CP VALU	$46.0M	4.8%	-0.1%	—	—	—	—
3	SPDR S&P 500 ETF TRUST$SPY	$44.9M	4.7%	-1%	-0.1%	11+ qtrsTrimmed 2 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
4	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	$43.3M	4.5%	+2%	—	—	—	—
5	Invesco Ltd.$IVZ	$42.0M	4.4%	+0.6%	+0.8%	11+ qtrsAdded 6 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
6	ISHARES TR - S&P 100 ETF	$41.9M	4.3%	-1%	—	—	—	—
7	Apple Inc.$AAPL	$32.5M	3.4%	-0.6%	+0.3%	11+ qtrs	75.7	Estimated buy price is Pro: unlock with a free trial
8	FIDELITY COVINGTON TRUST - MSCI INFO TECH I	$30.7M	3.2%	-3%	—	—	—	—
9	ISHARES TR - CORE S&P TTL STK	$30.5M	3.2%	+3%	—	—	—	—
10	ISHARES TR - MSCI USA QLT FCT	$26.2M	2.7%	+5%	—	—	—	—

All holdings — Financial Partners Group, Inc (Q3 2026)

SortLargest valueBiggest addBiggest trimWeightSharesAI qualityName A-ZSector A-Z

251 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#	Ticker	Company	Sector	Value	Weight	Shares	QoQ	Held	AI quality	Source
11	$MSFT	MICROSOFT CORP	Technology	$23.1M	2.4%	45K	-0.8%	11+ qtrs	79.8	13F
12	$GOOGL	Alphabet Inc.	Technology	$18.8M	1.9%	55K	+0.2%	11+ qtrs	77.7	13F
13	—	ISHARES TR - ISHARES SEMICDTRetf/fund	—	$18.7M	1.9%	33K	-29%	—	—	13F
14	$AMZN	AMAZON COM INC	Consumer Discretionary	$17.2M	1.8%	69K	+0.2%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
15	—	RBB FUND TRUST - FIRS EAGL OV ETFetf/fund	—	$16.8M	1.7%	312K	+141%	—	—	13F
16	—	J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETFetf/fund	—	$16.6M	1.7%	370K	+5%	—	—	13F
17	—	ISHARES TR - CORE S&P US VLUetf/fund	—	$16.1M	1.7%	146K	-9%	—	—	13F
18	—	ISHARES INC - MSCI EMRG CHNetf/fund	—	$15.9M	1.6%	160K	+14%	—	—	13F
19	—	ISHARES TR - MSCI INTL MOMENTetf/fund	—	$15.2M	1.6%	289K	+14%	—	—	13F
20	$IVZ	Invesco Ltd.	Financials	$14.2M	1.5%	96K	-4%	11+ qtrsAdded 6 qtrs in a row	—	13F
21	$IVZ	Invesco Ltd.	Financials	$13.9M	1.4%	92K	+8%	11+ qtrsAdded 6 qtrs in a row	—	13F
22	—	ISHARES TR - ISHS 5-10YR INVTetf/fund	—	$13.2M	1.4%	262K	-47%	—	—	13F
23	—	FIRST TR EXCH TRADED FD III - MUNI HI INCM ETFetf/fund	—	$12.6M	1.3%	282K	-21%	—	—	13F
24	—	PACER FDS TR - US CASH COWS 100	—	$12.4M	1.3%	186K	-7%	—	—	13F
25	—	VANGUARD WELLINGTON FD - US MOMENTUMetf/fund	—	$12.2M	1.3%	54K	+0.9%	—	—	13F
26	$IVZ	Invesco Ltd.	Financials	$11.9M	1.2%	145K	-4%
27	$NVDA	NVIDIA CORP	Technology	$11.7M	1.2%	51K	+0.1%
28	—	AMERICAN CENTY ETF TR - US LARGE CAP VLU	—	$9.9M	1.0%	109K	+48%
29	—	GLOBAL X FDS - US INFR DEV ETF	—	$9.0M	0.9%	172K	-6%
30	$GOOG	Alphabet Inc.	Technology	$8.5M	0.9%	25K	-6%
31	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$8.1M	0.8%	11K	-0.7%
32	—	ISHARES TR - RUS TP200 GR ETF	—	$6.6M	0.7%	22K	-2%
33	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$6.0M	0.6%	186K	-17%
34	—	FIDELITY COVINGTON TRUST - MSCI HLTH CARE I	—	$6.0M	0.6%	74K	+1%
35	—	JANUS DETROIT STR TR - HENDRSON AAA CL	—	$5.8M	0.6%	115K	+30%
36	—	RBB FUND TRUST - FIRST EAGLE GBL	—	$5.6M	0.6%	112K	+672%
37	—	FIDELITY COVINGTON TRUST - MSCI ENERGY IDX	—	$4.8M	0.5%	141K	-3%
38	$IVZ	Invesco Ltd.	Financials	$4.7M	0.5%	43K	-1.0%
39	—	BNY MELLON ETF TRUST II - DYNAMIC VALUE	—	$4.7M	0.5%	139K	+3%
40	$IVZ	Invesco Ltd.	Financials	$4.5M	0.5%	29K	-13%
41	$CP	CANADIAN PACIFIC KANSAS CITY LTD/CN	Industrials	$4.1M	0.4%	48K	+0.0%
42	—	ISHARES TR - US AER DEF ETF	—	$3.6M	0.4%	17K	-16%
43	$META	Meta Platforms, Inc.	Technology	$3.4M	0.3%	4,630	-1%
44	—	TORTOISE CAPITAL SERIES TRUS - NORTH AMRCN PIPE	—	$3.3M	0.3%	82K	-3%
45	—	J P MORGAN EXCHANGE TRADED F - INCOME ETF	—	$3.2M	0.3%	72K	-4%
46	—	ISHARES TR - RUS MD CP GR ETF	—	$3.1M	0.3%	22K	-1%
47	—	FIDELITY COVINGTON TRUST - ENHANCED LARGE	—	$2.9M	0.3%	66K	+20%
48	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$2.8M	0.3%	8,562	—
49	—	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	—	$2.8M	0.3%	46K	+0.0%
50	—	SPDR SERIES TRUST - ST TERM HIGH ETF	—	$2.8M	0.3%	115K	-52%
51	$MU	MICRON TECHNOLOGY INC	Technology	$2.5M	0.3%	2,382	+6%
52	—	ISHARES TR - IBOXX HI YD ETF	—	$2.5M	0.3%	32K	+0.0%
53	—	SPDR SERIES TRUST - ST BLOO HIGH ETF	—	$2.3M	0.2%	25K	-9%
54	$WMT	Walmart Inc.	Consumer Staples	$2.3M	0.2%	22K	-1%
55	—	GLOBAL X FDS - GLB X MLP ENRG I	—	$2.3M	0.2%	32K	-4%
56	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$2.2M	0.2%	4,479	+4%
57	$AMD	ADVANCED MICRO DEVICES INC	Technology	$2.2M	0.2%	3,566	+9%
58	—	VANECK ETF TRUST - SEMICONDUCTR ETF	—	$2.1M	0.2%	3,510	-0.5%
59	—	VANECK ETF TRUST - FALLEN ANGEL HG	—	$2.0M	0.2%	74K	-7%
60	$JPM	JPMORGAN CHASE & CO	Financials	$2.0M	0.2%	6,147	+0.1%
61	—	ISHARES TR - CORE S&P MCP ETF	—	$2.0M	0.2%	27K	+0.4%
62	—	ISHARES TR - RUS MID CAP ETF	—	$1.8M	0.2%	17K	-1%
63	—	BLACKROCK ETF TRUST II - ISHAR INTER ETF	—	$1.8M	0.2%	77K	+625%
64	$PWR	QUANTA SERVICES, INC.	Industrials	$1.7M	0.2%	2,672	+3%
65	—	ISHARES TR - US INFRASTRUC	—	$1.7M	0.2%	31K	-3%
66	$ETN	Eaton Corp plc	Industrials	$1.7M	0.2%	3,963	+619%
67	$LLY	ELI LILLY & Co	Healthcare	$1.7M	0.2%	1,463	+11%
68	—	ISHARES TR - CORE S&P SCP ETF	—	$1.6M	0.2%	12K	-2%
69	—	FIDELITY COMWLTH TR - NASDAQ COMPSIT	—	$1.6M	0.2%	15K	-0.1%
70	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$1.6M	0.2%	2,216	-2%
71	—	ISHARES TR - RUS 1000 GRW ETF	—	$1.5M	0.2%	12K	-0.3%
72	—	PROSHARES TR - S&P 500 DV ARIST	—	$1.5M	0.2%	28K	-6%
73	—	J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF	—	$1.4M	0.1%	31K	-23%
74	—	PIMCO ETF TR - 0-5 HIGH YIELD	—	$1.4M	0.1%	16K	—
75	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$1.4M	0.1%	7,297	-8%
76	$WT	WisdomTree, Inc.	Financials	$1.4M	0.1%	25K	-7%
77	—	BNY MELLON ETF TRUST II - MUN OPPTYS ETF	—	$1.3M	0.1%	57K	-9%
78	—	AMERICAN CENTY ETF TR - INTL EQT ETF	—	$1.3M	0.1%	15K	-2%
79	$TSLA	Tesla, Inc.	Consumer Discretionary	$1.3M	0.1%	3,764	-7%
80	—	GLOBAL X FDS - DEFENSE TECH ETF	—	$1.3M	0.1%	22K	-20%
81	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$1.3M	0.1%	7,681	+24%
82	$CAT	CATERPILLAR INC	Industrials	$1.3M	0.1%	1,583	-3%
83	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$1.3M	0.1%	2,766	-1%
84	—	ISHARES TR - CORE S&P US GWT	—	$1.3M	0.1%	6,510	+28%
85	—	ISHARES TR - S&P MC 400VL ETF	—	$1.2M	0.1%	8,860	+0.2%
86	$FBTC	Fidelity Wise Origin Bitcoin Fund	Financials	$1.2M	0.1%	17K	-15%
87	—	SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF	—	$1.1M	0.1%	59K	-7%
88	$GLD	SPDR GOLD TRUST	Financials	$1.1M	0.1%	2,915	-0.4%
89	—	ISHARES TR - ESG AWR MSCI USA	—	$1.1M	0.1%	6,591	+0.2%
90	—	VANECK ETF TRUST - REAL ASSETS ETF	—	$1.1M	0.1%	28K	+24%
91	$UNP	UNION PACIFIC CORP	Industrials	$1.1M	0.1%	4,011	+0.0%
92	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$1.1M	0.1%	1,198	-1%
93	—	ISHARES TR - S&P 500 GRWT ETF	—	$1.1M	0.1%	7,666	+0.0%
94	—	FIDELITY COVINGTON TRUST - CONSMR STAPLES	—	$1.1M	0.1%	21K	+86%
95	—	J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH	—	$1.1M	0.1%	11K	-0.9%
96	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$1.1M	0.1%	4,515	-11%
97	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.0M	0.1%	3,827	-2%
98	—	FIRST TR EXCHANGE-TRADED FD - VEST LADDERED	—	$1.0M	0.1%	48K	New
99	—	VANGUARD WORLD FD - MRNGSTR CAP ETF	—	$990K	0.1%	3,507	-0.3%
100	$EVRG	Evergy, Inc.	Utilities	$980K	0.1%	12K	+0.5%
101	—	FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD	—	$974K	0.1%	22K	—
102	—	ISHARES TR - FLTG RATE NT ETF	—	$963K	0.1%	19K	+22%
103	—	ISHARES TR - SP SMCP600VL ETF	—	$948K	0.1%	7,402	+0.1%
104	$XOM.R34088	EXXON MOBIL CORP	Energy	$935K	0.1%	5,745	-7%
105	$CSCO	CISCO SYSTEMS, INC.	Technology	$921K	0.1%	8,559	-8%
106	$SPXC	SPX Technologies, Inc.	Industrials	$892K	0.1%	5,262	+151%
107	—	VANECK ETF TRUST - MRNGSTR WDE MOAT	—	$874K	0.1%	8,266	-74%
108	—	FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF	—	$869K	0.1%	8,434	+45%
109	$CVX	CHEVRON CORP	Energy	$869K	0.1%	4,254	+0.9%
110	$GS	GOLDMAN SACHS GROUP INC	Financials	$866K	0.1%	962	-2%
111	—	SPDR SERIES TRUST - ST STR P500ETF	—	$848K	0.1%	9,450	New
112	—	ISHARES TR - MBS ETF	—	$848K	0.1%	9,465	-7%
113	—	FIDELITY COVINGTON TRUST - ENHANCED LARGE	—	$821K	0.1%	18K	-4%
114	$NEE	NEXTERA ENERGY INC	Utilities	$819K	0.1%	11K	-0.7%
115	—	NUSHARES ETF TR - NUV HIG INC ETF	—	$816K	0.1%	35K	+8%
116	$IVZ	Invesco Ltd.	Financials	$810K	0.1%	7,473	—
117	—	VANGUARD WELLINGTON FD - US VALUE FACTR	—	$789K	0.1%	5,237	+0.1%
118	$PLTR	Palantir Technologies Inc.	Technology	$774K	0.1%	4,139	+8%
119	—	ISHARES TR - 10-20 YR TRS ETF	—	$770K	0.1%	8,351	-14%
120	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$747K	0.1%	1	—
121	—	ISHARES TR - S&P 500 VAL ETF	—	$745K	0.1%	3,265	+2%
122	—	J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL	—	$697K	0.1%	7,321	+130%
123	$NFLX	NETFLIX INC	Communication Services	$692K	0.1%	9,951	-2%
124	—	BLACKROCK ETF TRUST II - ISHA FLEX IN ETF	—	$685K	0.1%	13K	+9%
125	$MRK	Merck & Co., Inc.	Healthcare	$667K	0.1%	4,593	+1%
126	—	ISHARES TR - CORE DIV GRWTH	—	$655K	0.1%	8,695	-1.0%
127	—	VANGUARD INDEX FDS - MRNGSTR MID CAP	—	$632K	0.1%	8,064	+13%
128	—	VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS	—	$629K	0.1%	11K	-16%
129	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$625K	0.1%	11K	-1%
130	$PG	PROCTER & GAMBLE Co	Consumer Staples	$625K	0.1%	4,300	-2%
131	$BX	Blackstone Inc.	Financials	$618K	0.1%	5,515	+0.5%
132	—	CAPITAL GROUP NEW GEOGRAPHY - SHS	—	$616K	0.1%	17K	-2%
133	—	VANGUARD INDEX FDS - MRNGSTR TTL STK	—	$613K	0.1%	1,639	—
134	$IAU	ISHARES GOLD TRUST	Financials	$609K	0.1%	7,795	+4%
135	—	AMPLIFY ETF TR - AMPLIFY CYBERSEC	—	$595K	0.1%	4,911	+33%
136	—	ISHARES INC - CORE MSCI EMKT	—	$595K	0.1%	7,329	+14%
137	$ABBV	AbbVie Inc.	Healthcare	$591K	0.1%	2,261	+0.4%
138	—	ISHARES TR - U.S. FIN SVC ETF	—	$589K	0.1%	6,549	-5%
139	—	ISHARES TR - RUSSELL 2000 ETF	—	$585K	0.1%	2,105	-0.1%
140	—	FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF	—	$580K	0.1%	14K	-4%
141	—	FRANKLIN TEMPLETON ETF TR - FRANKLIN DYN MUN	—	$570K	0.1%	24K	+78%
142	$IVZ	Invesco Ltd.	Financials	$566K	0.1%	23K	New
143	$ORCL	ORACLE CORP	Technology	$558K	0.1%	4,062	-1%
144	$IVZ	Invesco Ltd.	Financials	$554K	0.1%	3,678	-5%
145	—	AMERICAN CENTY ETF TR - FOCUSED DYNAMIC	—	$550K	0.1%	4,101	-6%
146	$ASML	ASML HOLDING NV	Technology	$544K	0.1%	300	+36%
147	—	J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT	—	$529K	0.1%	6,436	+92%
148	—	SPDR SERIES TRUST - ST STR SP BIOT	—	$513K	0.1%	3,251	+27%
149	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$512K	0.1%	3,067	-0.1%
150	$ET	Energy Transfer LP	Energy	$506K	0.1%	26K	+2%

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Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Financial Partners Group's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)