Financial Partners Group, Inc
228 holdingsFiling period: 2026-03-31Current AUM: $950.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 123.1K | $80.4M | $92.4M | 9.72% | +2.1K | 2026-03-31 |
| 2 | AVUV | AMERICAN CENTY ETF TR | 391.6K | $43.3M | $49.1M | 5.16% | +1.2K | 2026-03-31 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 60.4K | $39.3M | $45.1M | 4.75% | -271 | 2026-03-31 |
| 4 | RDVY | FIRST TR EXCHANGE TRADED FD | 543.0K | $37.1M | $44.0M | 4.63% | +4.4K | 2026-03-31 |
| 5 | OEF | ISHARES TR | 113.1K | $36.0M | $41.7M | 4.39% | -470 | 2026-03-31 |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | 133.4K | $31.7M | $37.8M | 3.97% | +166 | 2026-03-31 |
| 7 | IGIB | ISHARES TR | 482.1K | $25.7M | $25.2M | 2.65% | +5.2K | 2026-03-31 |
| 8 | ITOT | ISHARES TR | 179.5K | $25.6M | $29.4M | 3.09% | +421 | 2026-03-31 |
| 9 | AAPL | APPLE INC | 98.3K | $24.9M | $30.4M | 3.19% | -818 | 2026-03-31 |
| 10 | FTEC | FIDELITY COVINGTON TRUST | 105.5K | $22.0M | $28.5M | 3.00% | +46 | 2026-03-31 |
| 11 | QUAL | ISHARES TR | 107.2K | $20.6M | $23.5M | 2.47% | +3.2K | 2026-03-31 |
| 12 | AGG | ISHARES TR | 168.1K | $16.7M | $16.4M | 1.72% | -632 | 2026-03-31 |
| 13 | IUSV | ISHARES TR | 161.4K | $16.5M | $18.1M | 1.91% | +1.0K | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 44.5K | $16.5M | $20.7M | 2.18% | +406 | 2026-03-31 |
| 15 | SOXX | ISHARES TR | 48.5K | $15.9M | $24.5M | 2.57% | -8 | 2026-03-31 |
| 16 | GOOGL | ALPHABET INC | 54.6K | $15.7M | $19.4M | 2.05% | -103 | 2026-03-31 |
| 17 | JCPB | J P MORGAN EXCHANGE TRADED F | 324.6K | $15.3M | $15.0M | 1.58% | +16.0K | 2026-03-31 |
| 18 | XMMO | INVESCO EXCHANGE TRADED FD T | 102.4K | $14.9M | $15.8M | 1.66% | +1.6K | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 68.8K | $14.3M | $18.7M | 1.96% | +434 | 2026-03-31 |
| 20 | COWZ | PACER FDS TR | 214.1K | $13.4M | $14.3M | 1.51% | -4,401 | 2026-03-31 |
| 21 | XSMO | INVESCO EXCHANGE TRADED FD T | 149.2K | $11.3M | $12.9M | 1.36% | -- | 2026-03-31 |
| 22 | FMHI | FIRST TR EXCH TRADED FD III | 237.9K | $11.3M | $11.3M | 1.19% | +10.8K | 2026-03-31 |
| 23 | VFMO | VANGUARD WELLINGTON FD | 52.8K | $10.4M | $11.8M | 1.24% | +3.3K | 2026-03-31 |
| 24 | IMTM | ISHARES TR | 207.2K | $9.9M | $10.8M | 1.14% | +26.4K | 2026-03-31 |
| 25 | EMXC | ISHARES INC | 124.4K | $9.8M | $11.5M | 1.21% | +12.9K | 2026-03-31 |
← Scroll →
Page 1 of 10