Financial Partners Group, Inc

CIK 0001731169 • 7 13F filings • May 6, 2025 – Oct 19, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $647.8M189 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$309K	0.0%	1,474 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$215K	0.0%	688 SH
ADOBE INC	COM	$237K	0.0%	618 SH
ALPHABET INC	CAP STK CL A	$8.4M	1.3%	54,388 SH
ALPHABET INC	CAP STK CL C	$4.2M	0.6%	26,889 SH
AMAZON COM INC	COM	$13.0M	2.0%	68,168 SH
AMERICAN CENTY ETF TR	AVANTIS US MID C	$296K	0.0%	4,813 SH
AMERICAN CENTY ETF TR	CORE MUNI FXD IN	$7.9M	1.2%	174,638 SH
AMERICAN CENTY ETF TR	DIVERSIFIED MU	$214K	0.0%	4,318 SH
AMERICAN CENTY ETF TR	FOCUSED DYNAMIC	$347K	0.1%	3,816 SH
AMERICAN CENTY ETF TR	US EQT ETF	$325K	0.1%	3,522 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$1.3M	0.2%	20,031 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$33.4M	5.1%	382,661 SH
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$281K	0.0%	3,907 SH
AMPLIFY ETF TR	VIDEO GAME LEADE	$226K	0.0%	3,414 SH
APPLE INC	COM	$23.0M	3.5%	103,434 SH
ARISTA NETWORKS INC	COM SHS	$215K	0.0%	2,775 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$798K	0.1%	1 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.5M	0.5%	6,533 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$553K	0.1%	10,564 SH
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$245K	0.0%	10,786 SH
BLACKROCK INC	COM	$251K	0.0%	266 SH
BLACKSTONE INC	COM	$556K	0.1%	3,979 SH
BNY MELLON ETF TRUST II	DYNAMIC VALUE	$424K	0.1%	16,782 SH
BONDBLOXX ETF TRUST	BONDBLOXX PRIVAT	$878K	0.1%	17,254 SH
BROADCOM INC	COM	$218K	0.0%	1,300 SH
CAMBRIA ETF TR	SHSHLD YIELD ETF	$1.7M	0.3%	26,784 SH
CANADIAN PACIFIC KANSAS CITY	COM	$3.5M	0.5%	49,334 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$242K	0.0%	10,793 SH
CATERPILLAR INC	COM	$504K	0.1%	1,528 SH
CHEVRON CORP NEW	COM	$976K	0.2%	5,835 SH
CISCO SYS INC	COM	$606K	0.1%	9,825 SH
COCA COLA CO	COM	$362K	0.1%	5,049 SH
CONOCOPHILLIPS	COM	$264K	0.0%	2,511 SH
COSTCO WHSL CORP NEW	COM	$2.5M	0.4%	2,685 SH
DOCUSIGN INC	COM	$217K	0.0%	2,671 SH
EA SERIES TRUST	BRIDGEWAY BLUE	$195K	0.0%	15,286 SH
ELI LILLY & CO	COM	$829K	0.1%	1,003 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$472K	0.1%	25,388 SH
EVERGY INC	COM	$1.2M	0.2%	17,627 SH
EXXON MOBIL CORP	COM	$661K	0.1%	5,554 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$1.0M	0.2%	15,341 SH
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$8.6M	1.3%	274,100 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$225K	0.0%	4,542 SH
FIDELITY COVINGTON TRUST	MSCI CONSM DIS	$233K	0.0%	2,761 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$5.5M	0.8%	215,137 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$4.7M	0.7%	69,303 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$16.8M	2.6%	104,087 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$1.8M	0.3%	24,886 SH
FIRST BUSEY CORP	COM NEW	$231K	0.0%	10,680 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$12.0M	1.9%	251,112 SH
FIRST TR EXCHANGE TRADED FD	HLTH CARE ALPH	$659K	0.1%	6,357 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$30.3M	4.7%	517,244 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$801K	0.1%	15,854 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$800K	0.1%	17,531 SH
FIRST TR LRGE CP CORE ALPHA	COM SHS	$285K	0.0%	2,781 SH
FIRST TR NASDAQ 100 TECH IND	SHS	$1.5M	0.2%	8,612 SH
FRANKLIN LTD DURATION INCOME	COM	$842K	0.1%	130,375 SH
FS CREDIT OPPORTUNITIES CORP	COMMON STOCK	$144K	0.0%	20,494 SH
GENERAL DYNAMICS CORP	COM	$246K	0.0%	904 SH
GLOBAL X FDS	GLB X MLP ENRG I	$2.1M	0.3%	33,348 SH
GLOBAL X FDS	US INFR DEV ETF	$6.3M	1.0%	166,806 SH
GOLDMAN SACHS GROUP INC	COM	$529K	0.1%	969 SH
HOME DEPOT INC	COM	$357K	0.1%	974 SH
INTUITIVE SURGICAL INC	COM NEW	$204K	0.0%	412 SH
INVESCO EXCH TRADED FD TR II	DORSEY WRGT SMLC	$583K	0.1%	7,475 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$21.5M	3.3%	111,576 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$5.4M	0.8%	57,927 SH
INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$366K	0.1%	3,686 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$2.9M	0.5%	25,280 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$7.9M	1.2%	69,329 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$4.8M	0.7%	52,355 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL ENR	$350K	0.1%	4,281 SH
INVESCO QQQ TR	UNIT SER 1	$5.1M	0.8%	10,969 SH
ISHARES GOLD TR	ISHARES NEW	$227K	0.0%	3,857 SH
ISHARES TR	CORE DIV GRWTH	$482K	0.1%	7,794 SH
ISHARES TR	CORE S&P MCP ETF	$1.7M	0.3%	29,411 SH
ISHARES TR	CORE S&P SCP ETF	$1.7M	0.3%	16,622 SH
ISHARES TR	CORE S&P TTL STK	$21.9M	3.4%	179,208 SH
ISHARES TR	CORE S&P US GWT	$477K	0.1%	3,750 SH
ISHARES TR	CORE S&P US VLU	$14.0M	2.2%	151,622 SH
ISHARES TR	CORE S&P500 ETF	$63.2M	9.8%	112,446 SH
ISHARES TR	DOW JONES US ETF	$369K	0.1%	2,711 SH
ISHARES TR	EAFE GRWTH ETF	$214K	0.0%	2,138 SH
ISHARES TR	ESG AWR MSCI USA	$814K	0.1%	6,676 SH
ISHARES TR	EXPONENTIAL TECH	$434K	0.1%	7,534 SH
ISHARES TR	FLTG RATE NT ETF	$1.0M	0.2%	20,084 SH
ISHARES TR	GLOBAL TECH ETF	$234K	0.0%	3,085 SH
ISHARES TR	IBOXX HI YD ETF	$1.1M	0.2%	13,836 SH
ISHARES TR	ISHARES SEMICDTR	$8.2M	1.3%	43,501 SH
ISHARES TR	ISHS 5-10YR INVT	$23.1M	3.6%	439,846 SH
ISHARES TR	MSCI EAFE ETF	$369K	0.1%	4,515 SH
ISHARES TR	MSCI INTL MOMENT	$1.1M	0.2%	28,532 SH
ISHARES TR	MSCI USA QLT FCT	$14.1M	2.2%	82,684 SH
ISHARES TR	NATIONAL MUN ETF	$1.5M	0.2%	14,017 SH
ISHARES TR	PFD AND INCM SEC	$1.1M	0.2%	36,898 SH
ISHARES TR	RUS 1000 GRW ETF	$1.1M	0.2%	3,129 SH
ISHARES TR	RUS 2000 GRW ETF	$413K	0.1%	1,616 SH
ISHARES TR	RUS MD CP GR ETF	$15.0M	2.3%	127,612 SH
ISHARES TR	RUS MID CAP ETF	$1.5M	0.2%	17,213 SH
ISHARES TR	RUS TP200 GR ETF	$4.9M	0.8%	23,452 SH
ISHARES TR	RUSSELL 2000 ETF	$487K	0.1%	2,443 SH
ISHARES TR	S&P 100 ETF	$31.5M	4.9%	116,485 SH
ISHARES TR	S&P 500 GRWT ETF	$734K	0.1%	7,904 SH
ISHARES TR	S&P 500 VAL ETF	$626K	0.1%	3,284 SH
ISHARES TR	S&P MC 400GR ETF	$317K	0.0%	3,807 SH
ISHARES TR	S&P MC 400VL ETF	$1.1M	0.2%	9,309 SH
ISHARES TR	SP SMCP600VL ETF	$744K	0.1%	7,633 SH
ISHARES TR	U.S. ENERGY ETF	$545K	0.1%	11,064 SH
ISHARES TR	U.S. FIN SVC ETF	$549K	0.1%	6,984 SH
ISHARES TR	U.S. MED DVC ETF	$359K	0.1%	5,967 SH
ISHARES TR	US AER DEF ETF	$3.3M	0.5%	21,750 SH
ISHARES TR	US INFRASTRUC	$1.4M	0.2%	31,843 SH
ISHARES TR	US TREAS BD ETF	$697K	0.1%	30,310 SH
ISHARES U S ETF TR	U.S. TECH INDEPD	$309K	0.0%	4,125 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$220K	0.0%	4,678 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$18.6M	2.9%	325,350 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$240K	0.0%	4,807 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$11.4M	1.8%	220,062 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.4M	0.2%	27,456 SH
JOHNSON & JOHNSON	COM	$467K	0.1%	2,815 SH
JPMORGAN CHASE & CO.	COM	$1.3M	0.2%	5,449 SH
LOCKHEED MARTIN CORP	COM	$207K	0.0%	464 SH
MANAGED PORTFOLIO SERIES	TORTOISE NRAM PI	$2.4M	0.4%	66,508 SH
MASTERCARD INCORPORATED	CL A	$221K	0.0%	402 SH
MCDONALDS CORP	COM	$523K	0.1%	1,675 SH
MERCK & CO INC	COM	$308K	0.0%	3,435 SH
META PLATFORMS INC	CL A	$2.0M	0.3%	3,395 SH
MICROSOFT CORP	COM	$16.0M	2.5%	42,533 SH
MICROSTRATEGY INC	CL A NEW	$257K	0.0%	891 SH
NETFLIX INC	COM	$895K	0.1%	960 SH
NEXTERA ENERGY INC	COM	$754K	0.1%	10,637 SH
NORTHERN LTS FD TR IV	INSPIRE 100 ETF	$267K	0.0%	6,958 SH
NVIDIA CORPORATION	COM	$4.6M	0.7%	42,681 SH
ONEOK INC NEW	COM	$227K	0.0%	2,285 SH
ORACLE CORP	COM	$611K	0.1%	4,368 SH
PACER FDS TR	US CASH COWS 100	$14.0M	2.2%	256,186 SH
PACER FDS TR	US SMALL CAP CAS	$869K	0.1%	23,184 SH
PARSONS CORP DEL	COM	$250K	0.0%	4,218 SH
PHILLIPS EDISON & CO INC	COMMON STOCK	$896K	0.1%	24,544 SH
PROCTER AND GAMBLE CO	COM	$531K	0.1%	3,117 SH
PROSHARES TR	NASDAQ 100 HIGH	$417K	0.1%	10,722 SH
PROSHARES TR	S&P 500 DV ARIST	$7.5M	1.2%	73,150 SH
PROSHARES TR	S&P 500 HIGH INC	$1.2M	0.2%	28,792 SH
QUALCOMM INC	COM	$332K	0.1%	2,158 SH
QUANTA SVCS INC	COM	$566K	0.1%	2,228 SH
REALTY INCOME CORP	COM	$447K	0.1%	7,711 SH
RTX CORPORATION	COM	$471K	0.1%	3,553 SH
SAIA INC	COM	$354K	0.1%	1,014 SH
SALESFORCE INC	COM	$302K	0.0%	1,126 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.7M	1.0%	240,743 SH
SELECT SECTOR SPDR TR	ENERGY	$283K	0.0%	3,030 SH
SELECT SECTOR SPDR TR	FINANCIAL	$248K	0.0%	4,988 SH
SELECT SECTOR SPDR TR	INDL	$423K	0.1%	3,225 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$359K	0.1%	4,396 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$598K	0.1%	4,095 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$789K	0.1%	3,820 SH
SELECTQUOTE INC	COM	$114K	0.0%	34,223 SH
SOUTHERN CO	COM	$289K	0.0%	3,144 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$229K	0.0%	546 SH
SPDR GOLD TR	GOLD SHS	$856K	0.1%	2,972 SH
SPDR S&P 500 ETF TR	TR UNIT	$23.8M	3.7%	42,592 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$239K	0.0%	448 SH
SPDR SER TR	BLOOMBERG SHT TE	$11.3M	1.8%	450,731 SH
SPDR SER TR	PORTFOLIO INTRMD	$329K	0.1%	9,891 SH
SPDR SER TR	RUSSELL YIELD	$311K	0.0%	2,849 SH
SPDR SER TR	S&P DIVID ETF	$678K	0.1%	4,994 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$338K	0.1%	2,034 SH
TESLA INC	COM	$960K	0.1%	3,705 SH
THERMO FISHER SCIENTIFIC INC	COM	$234K	0.0%	471 SH
UNION PAC CORP	COM	$946K	0.1%	4,003 SH
UNITED RENTALS INC	COM	$303K	0.0%	483 SH
VANECK BITCOIN ETF	SH BEN INT	$466K	0.1%	19,989 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$4.6M	0.7%	52,389 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$319K	0.0%	1,507 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$269K	0.0%	1,675 SH
VANGUARD INDEX FDS	MID CAP ETF	$459K	0.1%	1,776 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$490K	0.1%	1,782 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$604K	0.1%	10,300 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$240K	0.0%	2,982 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.0M	0.2%	5,328 SH
VANGUARD WELLINGTON FD	US MOMENTUM	$9.1M	1.4%	59,732 SH
VANGUARD WELLINGTON FD	US VALUE FACTR	$594K	0.1%	5,214 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$1.1M	0.2%	12,674 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$229K	0.0%	866 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$701K	0.1%	3,482 SH
VERIZON COMMUNICATIONS INC	COM	$238K	0.0%	5,237 SH
VISA INC	COM CL A	$264K	0.0%	753 SH
WALMART INC	COM	$1.9M	0.3%	21,986 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0002085853-26-001227	—	View
Feb 3, 2026	Q4 2025	13F-HR	0002085853-26-000184	$864.9M	View
Oct 17, 2025	Q3 2025