Financial Partners Group, Inc

Q2 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
250
Total value ($000)
$985,063
Net value change ($000)
+149,148 (17.8%)
New positions
32
Sold out positions
8
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 15,364 19.1%
SOXX 13,533 85.0%
QQQM 9,823 31.0%
FTEC 8,247 37.6%
RDVY 6,887 18.6%
FMHI 5,924 52.4%
AVUV 5,496 12.7%
SPY 5,322 13.5%
SPMO 5,035 58.0%
OEF 4,731 13.2%
Top Reduces (Value $000, Stocks/ETFs)
JNK -2,324 -47.1%
FELC -1,427 -38.2%
FENY -956 -18.2%
COWZ -952 -7.1%
JEPI -596 -48.4%
SJNK -561 -8.5%
SHLD -538 -24.9%
IETC -487 -100.0%
FBTC -472 -32.0%
AGG -451 -2.7%
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