Financial Partners Group, Inc

Q4 2025 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
12/31/2025
Date filed
2/3/2026
Form type
13F-HR
Num holdings
227
Total value ($000)
$864,894
Net value change ($000)
+62,042 (7.7%)
New positions
26
Sold out positions
19
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/17/2025 Next filing: 4/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
JCPB 13,874 1762.9%
GOOGL 5,127 38.4%
IVV 4,597 5.8%
EMXC 3,934 79.2%
JNK 3,854 777.0%
RDVY 3,684 10.5%
JPIE 3,548 NEW
AVUV 3,443 8.8%
SOXX 3,375 25.2%
IMTM 3,157 52.6%
Top Reduces (Value $000, Stocks/ETFs)
JEPQ -11,794 -79.1%
MSFT -3,721 -16.4%
IWP -3,534 -18.3%
NOBL -1,219 -22.6%
XMMO -849 -5.7%
PFF -671 -100.0%
FTF -650 -100.0%
SYLD -615 -55.3%
FTEC -579 -2.4%
MOAT -567 -11.6%
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