Universe · entity
Financial Partners Group, Inc
Institutional manager (13F) · CIK 1731169
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $709M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $80M | 123,137 |
| 2 | AMERICAN CENTY ETF TR | $43M | 391,650 |
| 3 | STATE STR SPDR S&P 500 ETF T | $39M | 60,437 |
| 4 | FIRST TR EXCHANGE TRADED FD | $37M | 543,025 |
| 5 | ISHARES TR | $36M | 113,101 |
| 6 | INVESCO EXCH TRADED FD TR II | $32M | 133,367 |
| 7 | ISHARES TR | $26M | 482,095 |
| 8 | ISHARES TR | $26M | 179,507 |
| 9 | APPLE INC | $25M | 98,290 |
| 10 | FIDELITY COVINGTON TRUST | $22M | 105,511 |
| 11 | ISHARES TR | $21M | 107,247 |
| 12 | ISHARES TR | $17M | 168,131 |
| 13 | ISHARES TR | $17M | 161,395 |
| 14 | MICROSOFT CORP | $16M | 44,504 |
| 15 | ISHARES TR | $16M | 48,463 |
| 16 | ALPHABET INC | $16M | 54,610 |
| 17 | J P MORGAN EXCHANGE TRADED F | $15M | 324,642 |
| 18 | INVESCO EXCHANGE TRADED FD T | $15M | 102,430 |
| 19 | AMAZON COM INC | $14M | 68,780 |
| 20 | PACER FDS TR | $13M | 214,099 |
| 21 | INVESCO EXCHANGE TRADED FD T | $11M | 149,238 |
| 22 | FIRST TR EXCH TRADED FD III | $11M | 237,886 |
| 23 | VANGUARD WELLINGTON FD | $10M | 52,775 |
| 24 | ISHARES TR | $10M | 207,170 |
| 25 | ISHARES INC | $10M | 124,401 |
| 26 | GLOBAL X FDS | $9M | 184,555 |
| 27 | INVESCO EXCH TRADED FD TR II | $9M | 77,475 |
| 28 | NVIDIA CORPORATION | $9M | 49,445 |
| 29 | ALPHABET INC | $8M | 26,527 |
| 30 | SCHWAB STRATEGIC TR | $7M | 236,865 |
| 31 | SPDR SERIES TRUST | $7M | 264,531 |
| 32 | INVESCO QQQ TR | $6M | 11,062 |
| 33 | RBB FUND TRUST | $6M | 126,330 |
| 34 | INVESCO EXCHANGE TRADED FD T | $6M | 34,596 |
| 35 | ISHARES TR | $6M | 23,002 |
| 36 | FIDELITY COVINGTON TRUST | $5M | 154,213 |
| 37 | FIDELITY COVINGTON TRUST | $5M | 73,658 |
| 38 | SPDR SERIES TRUST | $5M | 51,506 |
| 39 | ISHARES TR | $5M | 21,831 |
| 40 | INVESCO EXCHANGE TRADED FD T | $5M | 43,990 |
| 41 | BNY MELLON ETF TRUST II | $4M | 127,749 |
| 42 | VANECK ETF TRUST | $4M | 38,942 |
| 43 | CANADIAN PACIFIC KANSAS CITY | $4M | 47,627 |
| 44 | FIDELITY COVINGTON TRUST | $4M | 103,060 |
| 45 | TORTOISE CAPITAL SERIES TRUS | $4M | 87,818 |
| 46 | J P MORGAN EXCHANGE TRADED F | $4M | 78,429 |
| 47 | JANUS DETROIT STR TR | $3M | 61,543 |
| 48 | ISHARES TR | $3M | 22,958 |
| 49 | SPDR SERIES TRUST | $3M | 113,892 |
| 50 | WALMART INC | $3M | 22,251 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.