Financial Partners Group, Inc - Portfolio overview

Financial Partners Group, Inc has 256 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 9.51%
2. AVUV - AMERICAN CENTY ETF TR, 5.11%
3. SPY - STATE STR SPDR S&P 500 ETF T, 4.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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