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Financial Partners Group, Inc.
Financial Partners Group, Inc. is an SEC registered investment adviser providing financial planning and investment management services for individuals, trusts, corporate, and qualified pension accounts.
Investment Strategy
Data-driven strategies with a focus on diverse investments for long-term growth.
Latest 13F Filing Activity
Financial Partners Group, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 216 equity positions with a total 13F market value of $803M. The fund increased holdings in Ishares TR, SPDR S&P 500 Etf TR, Invesco Exch Traded FD TR II among other positions. Financial Partners Group, Inc. reduced exposure to Fidelity Covington Trust, Pacer FDS TR, Fidelity Covington Trust among others.
Top Holdings
Equity Positions (216)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 9.90% | $79.5M | 118,781 | $361.92 | $669.30 | +$7.9M |
S SPY | SPDR S&P 500 ETF TR | 4.95% | $39.7M | 59,668 | $515.25 | $666.18 | +$7.1M |
A AVUV | AMERICAN CENTY ETF TR | 4.88% | $39.2M | 394,040 | $84.77 | $99.53 | +$3.4M |
O OEF | ISHARES TR | 4.76% | $38.2M | 114,707 | $204.30 | $332.84 | +$3.0M |
R RDVY | FIRST TR EXCHANGE TRADED FD | 4.39% | $35.2M | 523,955 | $48.66 | $67.26 | +$2.3M |
Industry Allocation
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