Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Financial Partners Group, Inc (CIK 1731169) reported $835.9M across 226 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($80.4M, 9.62%), AVUV ($43.3M, 5.18%), SPY ($39.3M, 4.70%), RDVY ($37.1M, 4.44%), OEF ($36.0M, 4.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $80.4M | 9.62% | 123,137 | Added |
| 2 | AVUV | AMERICAN CENTY ETF TR | $43.3M | 5.18% | 391,650 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $39.3M | 4.70% | 60,437 | Trimmed |
| 4 | RDVY | FIRST TR EXCHANGE TRADED FD | $37.1M | 4.44% | 543,025 | Added |
| 5 | OEF | ISHARES TR | $36.0M | 4.30% | 113,101 | Trimmed |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | $31.7M | 3.79% | 133,367 | Added |
| 7 | IGIB | ISHARES TR | $25.7M | 3.07% | 482,095 | Added |
| 8 | ITOT | ISHARES TR | $25.6M | 3.06% | 179,507 | Added |
| 9 | AAPL | APPLE INC | $24.9M | 2.98% | 98,290 | Trimmed |
| 10 | FTEC | FIDELITY COVINGTON TRUST | $22.0M | 2.63% | 105,511 | Added |
| 11 | QUAL | ISHARES TR | $20.6M | 2.46% | 107,247 | Added |
| 12 | AGG | ISHARES TR | $16.7M | 2.00% | 168,131 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $16.5M | 1.97% | 44,504 | Added |
| 14 | IUSV | ISHARES TR | $16.5M | 1.97% | 161,395 | Added |
| 15 | SOXX | ISHARES TR | $15.9M | 1.91% | 48,463 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $15.7M | 1.88% | 54,610 | Trimmed |
| 17 | JCPB | J P MORGAN EXCHANGE TRADED F | $15.3M | 1.83% | 324,642 | Added |
| 18 | XMMO | INVESCO EXCHANGE TRADED FD T | $14.9M | 1.78% | 102,430 | Added |
| 19 | AMZN | AMAZON COM INC | $14.3M | 1.71% | 68,780 | Added |
| 20 | COWZ | PACER FDS TR | $13.4M | 1.60% | 214,099 | Trimmed |
| 21 | XSMO | INVESCO EXCHANGE TRADED FD T | $11.3M | 1.36% | 149,238 | New |
| 22 | FMHI | FIRST TR EXCH TRADED FD III | $11.3M | 1.35% | 237,886 | Added |
| 23 | VFMO | VANGUARD WELLINGTON FD | $10.4M | 1.24% | 52,775 | Added |
| 24 | IMTM | ISHARES TR | $9.9M | 1.19% | 207,170 | Added |
| 25 | EMXC | ISHARES INC | $9.8M | 1.17% | 124,401 | Added |
Source: SEC Form 13F filings · as of 2026-03-31