Institutional Fund
Financial Partners Group, Inc
Overland Park, KSCIK 17311695 filings on record
Portfolio Value
$835.91M
Q1 2026
Holdings
227
Reported positions
New Buys
16
Opened this quarter
QoQ Change
-3.4%
from $864.89M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr9.6%
- American Centy ETF Tr5.2%
- Spdr S&P 500 ETF Tr4.7%
- First Tr Exchange Traded Fd4.4%
- Ishares Tr4.3%
- Invesco Exch Traded Fd Tr II3.8%
- Other68.0%
Portfolio Holdings
227 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 123.1K | $80.43M | 9.6% | +2.1K | Added |
| 2 | American Centy ETF Tr | 391.6K | $43.27M | 5.2% | +1.2K | Added |
| 3 | Spdr S&P 500 ETF Tr | 60.4K | $39.30M | 4.7% | −271 | Reduced |
| 4 | First Tr Exchange Traded Fd | 543.0K | $37.08M | 4.4% | +4.4K | Added |
| 5 | Ishares Tr | 113.1K | $35.97M | 4.3% | −470 | Reduced |
| 6 | Invesco Exch Traded Fd Tr II | 133.4K | $31.69M | 3.8% | +166 | Added |
| 7 | Ishares Tr | 482.1K | $25.66M | 3.1% | +5.2K | Added |
| 8 | Ishares Tr | 179.5K | $25.57M | 3.1% | +421 | Added |
| 9 | Apple Inc | 98.3K | $24.95M | 3.0% | −818 | Reduced |
| 10 | Fidelity Covington Trust | 105.5K | $21.95M | 2.6% | +46 | Added |
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