Financial Partners Group

Financial Partners Group as of March 31, 2026

Portfolio Holdings for Financial Partners Group

Financial Partners Group holds 227 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.6 $80M 123k 653.21
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.2 $43M 392k 110.47
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 4.7 $39M 60k 650.34
First Tr Exchange Traded Risng Divd Achiv (RDVY) 4.4 $37M 543k 68.28
Ishares Tr S&p 100 Etf (OEF) 4.3 $36M 113k 318.07
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 3.8 $32M 133k 237.62
Ishares Tr Ishs 5-10yr Invt (IGIB) 3.1 $26M 482k 53.22
Ishares Tr Core S&p Ttl Stk (ITOT) 3.1 $26M 180k 142.43
Apple (AAPL) 3.0 $25M 98k 253.79
Fidelity Covington Trust Msci Info Tech I (FTEC) 2.6 $22M 106k 208.05
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.5 $21M 107k 191.81
Ishares Tr Core Us Aggbd Et (AGG) 2.0 $17M 168k 99.27
Ishares Tr Core S&p Us Vlu (IUSV) 2.0 $17M 161k 102.25
Microsoft Corporation (MSFT) 2.0 $17M 45k 370.17
Ishares Tr Ishares Semicdtr (SOXX) 1.9 $16M 49k 328.66
Alphabet Cap Stk Cl A (GOOGL) 1.9 $16M 55k 287.56
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.8 $15M 325k 47.08
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.8 $15M 102k 145.02
Amazon (AMZN) 1.7 $14M 69k 208.27
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.6 $13M 214k 62.56
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 1.4 $11M 149k 76.02
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 1.4 $11M 238k 47.54
Vanguard Wellington Us Momentum (VFMO) 1.2 $10M 53k 197.10
Ishares Tr Msci Intl Moment (IMTM) 1.2 $9.9M 207k 48.02
Ishares Msci Emrg Chn (EMXC) 1.2 $9.8M 124k 78.66
Global X Fds Us Infr Dev Etf (PAVE) 1.1 $9.4M 185k 50.81
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.0 $8.7M 78k 112.11
NVIDIA Corporation (NVDA) 1.0 $8.6M 49k 174.40
Alphabet Cap Stk Cl C (GOOG) 0.9 $7.6M 27k 286.86
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $7.3M 237k 30.68
Spdr Series Trust State Street Spd (SJNK) 0.8 $6.6M 265k 24.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $6.4M 11k 577.19
Rbb Fund Trust First Eagle Over (FEOE) 0.8 $6.4M 126k 50.46
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.7 $5.7M 35k 165.70
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.7 $5.7M 23k 248.84
Fidelity Covington Trust Msci Energy Idx (FENY) 0.6 $5.2M 154k 34.02
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.6 $5.2M 74k 70.36
Spdr Series Trust State Street Spd (JNK) 0.6 $4.9M 52k 95.72
Ishares Tr Us Aer Def Etf (ITA) 0.6 $4.8M 22k 218.75
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.5 $4.5M 44k 103.37
Bny Mellon Etf Trust Ii Dynamic Value (BKDV) 0.5 $3.8M 128k 29.66
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.5 $3.8M 39k 96.70
Canadian Pacific Kansas City (CP) 0.4 $3.7M 48k 78.66
Fidelity Covington Trust Enhanced Large (FELC) 0.4 $3.7M 103k 36.27
Tortoise Capital Series Trus North Amrcn Pipe (TPYP) 0.4 $3.7M 88k 42.36
J P Morgan Exchange Traded F Income Etf (JPIE) 0.4 $3.6M 78k 46.07
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.4 $3.1M 62k 50.37
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $2.9M 23k 128.12
Spdr Series Trust State Street Spd (HYMB) 0.3 $2.8M 114k 24.80
Wal-Mart Stores (WMT) 0.3 $2.8M 22k 124.28
Meta Platforms Cl A (META) 0.3 $2.6M 4.6k 572.18
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.3 $2.6M 91k 28.72
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $2.5M 32k 79.56
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $2.5M 45k 55.52
Global X Fds Glb X Mlp Enrg I (MLPX) 0.3 $2.4M 33k 73.94
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.3 $2.4M 30k 80.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.3M 4.9k 479.16
Global X Fds Defense Tech Etf (SHLD) 0.3 $2.2M 31k 70.84
Ishares Tr National Mun Etf (MUB) 0.3 $2.1M 20k 106.15
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.2 $2.1M 43k 47.82
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $2.0M 29k 67.53
Ishares Tr Us Infrastruc (IFRA) 0.2 $1.9M 33k 57.20
First Tr Exchange-traded SHS (QTEC) 0.2 $1.8M 8.6k 215.99
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $1.8M 17k 106.01
JPMorgan Chase & Co. (JPM) 0.2 $1.8M 6.2k 294.14
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $1.7M 18k 97.23
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.5M 12k 124.31
Tesla Motors (TSLA) 0.2 $1.5M 4.1k 371.75
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $1.5M 25k 59.03
Pimco Etf Tr 0-5 High Yield (HYS) 0.2 $1.5M 16k 93.27
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) 0.2 $1.4M 21k 65.77
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.3M 3.1k 426.35
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $1.3M 26k 49.69
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $1.3M 15k 84.91
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.3M 2.9k 430.36
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $1.2M 15k 84.84
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.2M 22k 56.68
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $1.2M 8.8k 132.50
Caterpillar (CAT) 0.1 $1.2M 1.6k 708.44
Quanta Services (PWR) 0.1 $1.1M 2.0k 548.99
Costco Wholesale Corporation (COST) 0.1 $1.1M 1.1k 996.63
Exxon Mobil Corporation (XOM) 0.1 $1.1M 6.5k 169.66
Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 0.1 $1.1M 54k 20.35
Eli Lilly & Co. (LLY) 0.1 $1.1M 1.2k 920.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.1M 1.8k 597.50
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.1M 5.0k 215.08
Evergy (EVRG) 0.1 $1.0M 13k 81.92
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $1.0M 7.6k 132.91
Nextera Energy (NEE) 0.1 $1.0M 11k 92.88
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $979k 22k 44.80
Union Pacific Corporation (UNP) 0.1 $974k 4.0k 242.62
Netflix (NFLX) 0.1 $958k 10k 96.15
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $931k 6.6k 141.43
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $923k 9.2k 100.72
Vaneck Etf Trust Real Assets Etf (RAAX) 0.1 $923k 23k 40.71
J P Morgan Exchange Traded F Active Growth (JGRO) 0.1 $899k 11k 84.52
Johnson & Johnson (JNJ) 0.1 $897k 3.7k 244.46
Chevron Corporation (CVX) 0.1 $892k 4.3k 206.90
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $882k 7.8k 113.11
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $873k 7.4k 118.45
Ishares Tr Mbs Etf (MBB) 0.1 $847k 8.9k 94.95
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $834k 2.5k 337.97
Nushares Etf Tr Nuveen High Yiel (NHYM) 0.1 $831k 34k 24.70
Vanguard World Mega Cap Index (MGC) 0.1 $830k 3.5k 236.35
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $823k 16k 50.95
Goldman Sachs (GS) 0.1 $812k 959.00 846.23
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $796k 2.1k 383.45
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $778k 5.3k 146.62
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $760k 13k 58.54
Fidelity Covington Trust Enhanced Large (FELG) 0.1 $758k 20k 37.49
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $755k 4.9k 155.12
Cisco Systems (CSCO) 0.1 $748k 9.6k 77.59
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS) 0.1 $736k 7.5k 98.48
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $718k 1.00 718140.00
Vanguard Wellington Us Value Factr (VFVA) 0.1 $704k 5.2k 134.60
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $703k 31k 22.91
Ishares Gold Tr Ishares New (IAU) 0.1 $702k 8.0k 88.16
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $687k 3.3k 211.16
Ishares Tr U.s. Energy Etf (IYE) 0.1 $685k 11k 64.77
Vertiv Holdings Com Cl A (VRT) 0.1 $648k 2.6k 250.58
Procter & Gamble Company (PG) 0.1 $638k 4.4k 144.43
Blackstone Group Inc Com Cl A (BX) 0.1 $633k 5.5k 114.99
Raytheon Technologies Corp (RTX) 0.1 $620k 3.2k 192.90
Oracle Corporation (ORCL) 0.1 $616k 4.2k 147.12
Ishares Silver Tr Ishares (SLV) 0.1 $607k 8.9k 68.14
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $599k 12k 51.93
Ishares Tr Core Div Grwth (DGRO) 0.1 $599k 8.5k 70.18
First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.1 $594k 3.6k 163.60
Micron Technology (MU) 0.1 $576k 1.7k 337.75
Palantir Technologies Cl A (PLTR) 0.1 $575k 3.9k 146.27
Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $568k 6.9k 82.84
Advanced Micro Devices (AMD) 0.1 $540k 2.7k 203.47
Bondbloxx Etf Trust Bondbloxx Privat (PCMM) 0.1 $535k 11k 49.17
McDonald's Corporation (MCD) 0.1 $534k 1.7k 310.84
Merck & Co (MRK) 0.1 $525k 4.4k 120.28
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.1 $525k 13k 39.43
Ishares Tr Russell 2000 Etf (IWM) 0.1 $520k 2.1k 247.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $512k 1.6k 320.90
Sofi Technologies (SOFI) 0.1 $510k 32k 15.88
American Centy Etf Tr Focused Dynamic (FDG) 0.1 $509k 4.5k 114.06
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.1 $508k 27k 19.00
Capital Group New Geography SHS (CGNG) 0.1 $504k 16k 31.57
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $503k 1.8k 287.23
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $496k 3.1k 161.73
Vulcan Materials Company (VMC) 0.1 $491k 1.8k 272.25
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.1 $487k 5.5k 88.38
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $479k 25k 19.30
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.1 $470k 25k 19.16
Select Sector Spdr Tr State Street Con (XLP) 0.1 $451k 5.5k 81.98
Realty Income (O) 0.1 $450k 7.3k 61.18
Ishares Core Msci Emkt (IEMG) 0.1 $448k 6.4k 69.75
Abbvie (ABBV) 0.1 $444k 2.0k 217.49
Ishares Tr Msci Eafe Etf (EFA) 0.1 $436k 4.5k 97.13
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $430k 2.7k 158.45
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.0 $414k 7.5k 54.84
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.0 $412k 5.5k 75.41
Spdr Series Trust State Street Spd (SDY) 0.0 $402k 2.8k 145.93
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 0.0 $398k 3.4k 115.95
Ishares Tr Core Univrsl Usd (IUSB) 0.0 $387k 8.4k 46.19
Broadcom (AVGO) 0.0 $357k 1.2k 309.48
First Tr Exchange-traded Hlth Care Alph (FXH) 0.0 $356k 3.2k 109.75
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.0 $355k 3.1k 114.92
General Dynamics Corporation (GD) 0.0 $354k 1.0k 343.18
Ishares Tr Future Exponenti (XT) 0.0 $353k 5.2k 68.15
United Rentals (URI) 0.0 $349k 479.00 728.05
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.0 $346k 3.3k 103.88
First Tr Exchange-traded A Com Shs (FEX) 0.0 $341k 2.8k 121.92
Lockheed Martin Corporation (LMT) 0.0 $340k 562.00 604.82
Pacer Fds Tr Us Small Cap Cas (CALF) 0.0 $339k 7.6k 44.87
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.0 $335k 7.1k 47.15
Home Depot (HD) 0.0 $326k 990.00 328.84
Ishares Tr U.s. Pharma Etf (IHE) 0.0 $323k 3.7k 86.68
Spdr Series Trust State Street Spd (ONEY) 0.0 $316k 2.6k 120.06
Coca-Cola Company (KO) 0.0 $315k 4.1k 76.04
Ishares Tr Global Tech Etf (IXN) 0.0 $309k 3.1k 99.98
ConocoPhillips (COP) 0.0 $306k 2.3k 131.98
Ishares Tr Core High Dv Etf (HDV) 0.0 $304k 2.2k 135.69
Southern Company (SO) 0.0 $303k 3.1k 96.53
Applied Materials (AMAT) 0.0 $302k 885.00 341.73
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.0 $302k 12k 24.79
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $300k 3.0k 100.16
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $298k 5.6k 53.35
Kkr & Co (KKR) 0.0 $288k 3.1k 92.50
Vaneck Etf Trust Rare Earth And S (REMX) 0.0 $288k 3.3k 88.00
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $286k 2.6k 111.16
Apollo Global Mgmt (APO) 0.0 $282k 2.5k 111.42
First Busey Corp Com New (BUSE) 0.0 $282k 11k 25.27
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $280k 4.6k 61.26
Fs Specialty Lending Com Sh Ben Int (FSSL) 0.0 $278k 22k 12.51
American Centy Etf Tr International Lr (AVIV) 0.0 $278k 3.7k 74.83
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $276k 448.00 616.76
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $275k 208.00 1320.96
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $273k 5.5k 49.99
Spdr Series Trust State Street Spd (XBI) 0.0 $267k 2.1k 127.71
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.0 $266k 4.2k 62.68
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $263k 5.7k 46.47
Fidelity Covington Trust Enhanced Small (FESM) 0.0 $259k 6.8k 38.00
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.0 $257k 3.0k 86.53
Amplify Etf Tr Video Game Leade (GAMR) 0.0 $256k 3.4k 75.07
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.0 $256k 2.6k 96.98
Mastercard Incorporated Cl A (MA) 0.0 $255k 510.00 499.45
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $254k 5.5k 45.89
Visa Com Cl A (V) 0.0 $253k 838.00 302.42
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $249k 5.0k 49.37
Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $249k 3.3k 75.09
Lam Research Corp Com New (LRCX) 0.0 $248k 1.2k 213.69
Verizon Communications (VZ) 0.0 $242k 4.8k 50.20
Corning Incorporated (GLW) 0.0 $239k 1.8k 135.96
Vanguard World Health Car Etf (VHT) 0.0 $236k 868.00 272.38
Boeing Company (BA) 0.0 $235k 1.2k 199.01
Blackrock (BLK) 0.0 $233k 243.00 960.36
Marathon Petroleum Corp (MPC) 0.0 $233k 954.00 244.30
salesforce (CRM) 0.0 $229k 1.2k 186.67
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $228k 2.1k 111.35
Ishares Tr Msci Usa Value (VLUE) 0.0 $226k 1.6k 142.17
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 0.0 $222k 3.9k 57.58
Spx Corp (SPXC) 0.0 $219k 1.1k 199.85
Blackrock Etf Trust Ii Ishares Intermed (INMU) 0.0 $219k 9.1k 23.91
Amgen (AMGN) 0.0 $215k 611.00 352.06
American Centy Etf Tr Us Quality Grow (QGRO) 0.0 $212k 2.0k 105.03
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.0 $211k 3.4k 61.32
Intuitive Surgical Com New (ISRG) 0.0 $206k 447.00 460.93
Ishares Tr Future Ai & Tech (ARTY) 0.0 $206k 4.4k 46.53
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.0 $201k 9.0k 22.34
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $201k 1.1k 184.20
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $62k 12k 5.10
Selectquote Ord (SLQT) 0.0 $36k 57k 0.63