Financial Partners Group, Inc

CIK

1731169

Location

Overland Park, KS

Portfolio Value

Small $984,569,932

Diversification

Diversified

Filing Date

Global Rank

#2,545 / 8,794 ▲ 573 · as of Jun 2026

Top Industry

Asset Management 27.9%

Period ended 3 months ago

Filed Jul 23, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

134 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

33.5%

+24.8 pts

Top 5

54.3%

+17.4 pts

Top 10

71.8%

+11.8 pts

HHI

1,322

Diversified+882

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	78.3%	$771,069,813	55
Technology	6.9%	$67,750,590	20
Financial Services	6.8%	$66,992,461	16
Communication Services	3.3%	$32,534,437	5
Consumer Cyclical	1.9%	$18,965,741	4
Industrials	1.3%	$12,877,584	14
Consumer Defensive	0.5%	$4,824,887	5
Healthcare	0.4%	$3,942,803	5
Energy	0.3%	$2,472,237	5
Utilities	0.2%	$2,331,791	3
Real Estate	0.0%	$460,362	1
Basic Materials	0.0%	$347,226	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FCAL	First Trust California Municipal High income ETF	+117,506	382,151	$17,749,139
BEDY	BNY Mellon Enhanced Dividend and Income ETF	+69,105	196,854	$6,073,914
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+68,791	2,007,531	$329,898,413
ACSG	American Century Small Cap Growth Insights ETF	+41,555	490,480	$58,042,336
JA	Janus Henderson AA-A CLO ETF	+26,809	88,352	$4,460,892
AGNG	Global X Funds Global X Aging Population ETF	+17,463	265,155	$15,675,685
ACVT	Advent Convertible Bond ETF	+17,374	143,704	$7,608,918
BKF	iShares MSCI BIC ETF	+16,788	141,189	$14,443,634
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+16,450	548,506	$27,532,098
—		+12,245	29,603	$1,662,504
IVZ	Invesco Ltd.	+11,774	244,150	$57,642,638
AGGH	Simplify Aggregate Bond ETF	+9,003	63,310	$1,276,962
—		+8,997	57,194	$10,271,610
VB	Vanguard Morningstar Small-Cap ETF	+5,848	12,106	$2,953,430
—		+4,657	10,154	$685,806
BUYZ	Franklin Disruptive Commerce ETF	+3,971	16,159	$648,328
BCLO	iShares BBB-B CLO Active ETF	+2,363	23,037	$906,007
NVDA	Nvidia Corp	+1,783	51,228	$10,250,210
—		+1,584	5,820	$522,927
CGNG	Capital Group New Geography Equity ETF	+1,270	17,226	$645,285
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+1,107	27,224	$1,464,378
SPXC	SPX Technologies, Inc.	+1,000	2,094	$513,385
AIRR	First Trust RBA American Industrial Renaissance ETF	+937	557,265	$44,607,271
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+915	26,993	$3,539,350
FSSL	FS Specialty Lending Fund	+790	23,043	$256,929
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FBCG	Fidelity Blue Chip Growth ETF	−42,270	424,178	$44,778,416
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−23,148	147,092	$6,230,090
—		−22,946	244,214	$6,383,646
AFK	VanEck Africa Index ETF	−17,492	143,658	$9,525,095
AAAP	Pacer Barings CLO Market Flex ETF	−14,750	206,912	$12,902,265
FNDA	Schwab Fundamental U.S. Small Company ETF	−12,924	223,941	$7,101,169
SLQT	SelectQuote, Inc.	−11,345	45,159	$37,978
SOFI	SoFi Technologies, Inc.	−10,224	21,860	$391,949
FBTC	Fidelity Wise Origin Bitcoin Fund	−5,341	19,664	$1,003,847
TBLU	Tortoise Global Water ETF	−2,639	85,179	$3,571,555
ABI	VictoryShares Pioneer Asset-Based Income ETF	−2,293	331,816	$42,245,025
HODL	VanEck Bitcoin ETF	−2,183	22,325	$370,818
NCLO	Nuveen AA-BBB CLO ETF	−750	32,899	$826,422
SPY	Spdr S&P 500 ETF Trust	−677	59,760	$44,626,975
VMC	Vulcan Materials CO	−627	1,177	$347,226
BRK-B	Berkshire Hathaway Inc	−548	4,311	$2,905,530
RTX	RTX Corp	−490	2,725	$517,014
IAU	Ishares Gold Trust	−441	7,522	$567,986
XOM	ExxonMobil Holdings Corp	−367	6,173	$843,972
GOOGL	Alphabet Inc.	−332	80,805	$28,770,690
VRT	Vertiv Holdings Co	−332	2,254	$754,684
EVRG	Evergy, Inc.	−307	12,431	$1,074,411
SLV	iShares Silver Trust	−302	8,602	$459,948
BLDG	Cambria Global Real Estate ETF	−299	5,165	$408,484
CSCO	Cisco Systems, Inc.	−287	9,346	$1,097,781
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
CRWD	CrowdStrike Holdings, Inc.	541	$412,858
GEV	GE Vernova Inc.	284	$333,660
INTC	Intel Corp	2,368	$330,643
PANW	Palo Alto Networks Inc	791	$269,746
ETN	Eaton Corp plc	551	$234,792
MS	Morgan Stanley	1,102	$230,362
BAI	iShares A.I. Innovation and Tech Active ETF	3,327	$226,269
MAS	Masco Corp /De/	2,675	$217,664
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	3,055	$210,367
SNDK	Sandisk Corp	90	$204,635
STX	Seagate Technology Holdings plc	210	$202,650
APP	AppLovin Corp	393	$202,485
QCOM	Qualcomm Inc/De	1,087	$200,866
PEP	Pepsico Inc	1,478	$200,121
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	5,509	$486,885
CRM	Salesforce, Inc.	1,226	$228,857
ISRG	Intuitive Surgical Inc	447	$206,062
CGCB	Capital Group Core Bond ETF	9,003	$201,127
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

134 tracked positions · $984,569,932 total · filing declares 250 positions · $985,062,913 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 134 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	2,007,531	+68,791	$329,898,413	—	33.51%
ACSG	American Century Small Cap Growth Insights ETF	Added	490,480	+41,555	$58,042,336	+20.4%	5.90%
IVZ	Invesco Ltd. Financial Services	Added	244,150	+11,774	$57,642,638	+36.8%	5.85%
FBCG	Fidelity Blue Chip Growth ETF	Reduced	424,178	-42,270	$44,778,416	+19.8%	4.55%
SPY	Spdr S&P 500 ETF Trust	Reduced	59,760	-677	$44,626,975	+13.5%	4.53%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	557,265	+937	$44,607,271	+18.6%	4.53%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	331,816	-2,293	$42,245,025	+15.1%	4.29%
GOOGL	Alphabet Inc. Communication Services	Reduced	80,805	-332	$28,770,690	+23.4%	2.92%
AAPL	Apple Inc. Technology	Reduced	98,158	-132	$28,402,998	+13.9%	2.88%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	548,506	+16,450	$27,532,098	+5.7%	2.80%
FCAL	First Trust California Municipal High income ETF	Added	382,151	+117,506	$17,749,139	+50.2%	1.80%
MSFT	Microsoft Corp Technology	Added	45,284	+780	$16,891,837	+2.5%	1.72%
AMZN	Amazon Com Inc Consumer Cyclical	Added	69,069	+289	$16,461,905	+14.9%	1.67%
AGNG	Global X Funds Global X Aging Population ETF	Added	265,155	+17,463	$15,675,685	+12.4%	1.59%
BKF	iShares MSCI BIC ETF	Added	141,189	+16,788	$14,443,634	+47.6%	1.47%
VFMF	Vanguard U.S. Multifactor ETF	Added	58,547	+544	$14,079,210	+26.8%	1.43%
AAAP	Pacer Barings CLO Market Flex ETF	Reduced	206,912	-14,750	$12,902,265	−6.1%	1.31%
		Added	57,194	+8,997	$10,271,610	+17.7%	1.04%
NVDA	Nvidia Corp Technology	Added	51,228	+1,783	$10,250,210	+18.9%	1.04%
AFK	VanEck Africa Index ETF	Reduced	143,658	-17,492	$9,525,095	+9.1%	0.97%
QQQ	Invesco Qqq Trust, Series 1	Reduced	11,012	-50	$8,109,236	+27.0%	0.82%
ACVT	Advent Convertible Bond ETF	Added	143,704	+17,374	$7,608,918	+19.4%	0.77%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	223,941	-12,924	$7,101,169	−2.3%	0.72%
		Reduced	244,214	-22,946	$6,383,646	−7.8%	0.65%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	147,092	-23,148	$6,230,090	−26.0%	0.63%
BEDY	BNY Mellon Enhanced Dividend and Income ETF	Added	196,854	+69,105	$6,073,914	+60.3%	0.62%
JA	Janus Henderson AA-A CLO ETF	Added	88,352	+26,809	$4,460,892	+43.9%	0.45%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Added	47,635	+8	$4,127,572	+10.2%	0.42%
TBLU	Tortoise Global Water ETF	Reduced	85,179	-2,639	$3,571,555	−4.0%	0.36%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	26,993	+915	$3,539,350	+25.6%	0.36%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	14,227	+1	$3,212,992	+52.1%	0.33%
VB	Vanguard Morningstar Small-Cap ETF	Added	12,106	+5,848	$2,953,430	+53.2%	0.30%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,311	-548	$2,905,530	−4.6%	0.30%
META	Meta Platforms, Inc. Communication Services	Added	4,683	+52	$2,637,887	−0.4%	0.27%
MU	Micron Technology Inc Technology	Added	2,256	+552	$2,604,078	+352.3%	0.26%
WMT	Walmart Inc. Consumer Defensive	Reduced	22,148	-103	$2,508,482	−9.3%	0.25%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,143	-26	$2,010,788	+10.8%	0.20%
AMD	Advanced Micro Devices Inc Technology	Added	3,275	+619	$1,902,480	+252.1%	0.19%
PWR	Quanta Services, Inc. Industrials	Added	2,588	+543	$1,863,463	+66.0%	0.19%
CAT	Caterpillar Inc Industrials	Added	1,628	+3	$1,733,657	+50.6%	0.18%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,040	-15	$1,699,224	+12.7%	0.17%
		Added	29,603	+12,245	$1,662,504	+80.7%	0.17%
LLY	ELI LILLY & Co Healthcare	Added	1,319	+127	$1,582,048	+44.3%	0.16%
ONEQ	Fidelity Nasdaq Composite Index ETF	Reduced	15,025	-112	$1,550,880	+20.7%	0.16%
BILZ	PIMCO Ultra Short Government Active ETF	Held	15,825	0	$1,479,954	+0.3%	0.15%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	27,224	+1,107	$1,464,378	+12.8%	0.15%
BDBT	Bluemonte Core Bond ETF	Reduced	20,855	-220	$1,421,476	+2.6%	0.14%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,804	+337	$1,339,106	+60.6%	0.14%
AGGH	Simplify Aggregate Bond ETF	Added	63,310	+9,003	$1,276,962	+15.5%	0.13%
EDV	Vanguard World Funds Extended Duration ETF	Added	4,388	+10	$1,222,742	+14.7%	0.12%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.