Financial Partners Group, Inc Portfolio Holdings
Financial Partners Group, Inc
- $768 Million
- Q3 2025
Financial Partners Group, Inc has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $768 Million distributed in 220 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $79.5M, Spdr S&P 500 ETF Trust with a value of $39.7M, American Centy ETF Tr Avantis with a value of $39.2M, First Trust Rising Dividend Ac with a value of $35.2M, and Invesco Exchange Traded Fd Tr with a value of $32M.
Examining the 13F form we can see an increase of $75M in the current position value, from $693M to 768M.
Financial Partners Group, Inc is based out at Overland Park, KS
Below you can find more details about Financial Partners Group, Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 220
- Current Value $768 Million
- Prior Value $693 Million
- Filing
- Period Q3 2025
- Filing Date October 17, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 25 stocks
- Additional Purchases 103 stocks
- Sold out of 0 stocks
- Reduced holdings in 68 stocks