Financial Partners Group, Inc: 13F holdings

CIK 17311692026Q2

Positions250
Reported value$985.1m
Filed2026-07-23

Change since last quarter

Positions250 (+23 vs prior quarter)
Reported value$985.1m (+17.8%)

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR127,920$95.8m9.7%
AVUV AMERICAN CENTY ETF TR390,844$48.8m5.0%
SPY STATE STR SPDR S&P 500 ETF T59,760$44.6m4.5%
RDVY FIRST TR EXCHANGE TRADED FD542,375$44.0m4.5%
QQQM INVESCO EXCH TRADED FD TR II137,024$41.5m4.2%
VTI ISHARES TR111,256$40.7m4.1%
FTEC FIDELITY COVINGTON TRUST105,746$30.2m3.1%
SOXX ISHARES TR45,977$29.5m3.0%
ITOT ISHARES TR177,720$29.2m3.0%
AAPL APPLE INC98,158$28.4m2.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1731169")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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