Financial Partners Group, Inc

Q1 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
227
Total value ($000)
$835,915
Net value change ($000)
-28,979 (-3.4%)
New positions
16
Sold out positions
16
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XSMO 11,345 NEW
FENY 2,000 61.6%
FEOE 1,619 34.0%
TPYP 1,256 51.0%
AVDE 1,248 NEW
BKDV 991 35.4%
EMXC 882 9.9%
IMTM 787 8.6%
XMMO 706 5.0%
JCPB 623 4.2%
Top Reduces (Value $000, Stocks/ETFs)
IWP -12,830 -81.4%
IVV -3,663 -4.4%
OEF -3,044 -7.8%
GOOGL -2,789 -15.1%
SPY -2,703 -6.4%
MSFT -2,501 -13.2%
QQQM -2,415 -7.1%
NOBL -2,325 -55.8%
AMZN -2,030 -12.4%
RDVY -1,847 -4.7%
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