Financial Partners Group, Inc

Q3 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
251
Total value ($000)
$963,607
Net value change ($000)
-21,456 (-2.2%)
New positions
17
Sold out positions
16
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 10,307 10.8%
FEOE 9,852 142.8%
MSFT 6,159 36.5%
FEGE 4,906 692.9%
AAPL 4,088 14.4%
AVLV 3,157 47.0%
IMTM 1,664 12.3%
QUAL 1,595 6.5%
INMU 1,511 583.4%
ETN 1,468 624.7%
Top Reduces (Value $000, Stocks/ETFs)
AGG -16,239 -100.0%
IGIB -13,146 -49.9%
SOXX -10,790 -36.6%
FMHI -4,588 -26.6%
SJNK -3,259 -53.9%
XMMO -3,003 -17.5%
HYMB -2,943 -100.0%
AVUV -2,764 -5.7%
MUB -2,569 -100.0%
MOAT -2,464 -73.8%
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