Financial Partners Group, Inc

Q3 2025 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2025
Date filed
10/17/2025
Form type
13F-HR
Num holdings
220
Total value ($000)
$802,852
Net value change ($000)
+79,704 (11.0%)
New positions
25
Sold out positions
6
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2025 Next filing: 2/3/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 7,898 11.0%
SPY 7,093 21.7%
QQQM 5,030 18.6%
AAPL 4,727 22.8%
GOOGL 3,644 37.5%
AVUV 3,382 9.4%
OEF 3,020 8.6%
ANGL 2,678 NEW
FTEC 2,644 12.3%
RDVY 2,262 6.9%
Top Reduces (Value $000, Stocks/ETFs)
FELC -1,880 -29.3%
COWZ -1,107 -7.8%
FELG -790 -36.7%
VFMO -750 -8.8%
NOBL -652 -10.8%
FLOT -621 -43.5%
FHLC -503 -11.0%
FENY -394 -10.1%
JEPI -359 -19.1%
AVLV -347 -21.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type