Financial Partners Group, Inc
CIK: 1731169SEC EDGAR →
Portfolio Value
$288.4B
Holdings
227
As of
Q1 2026
New Positions
227
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIRST TR EXCHANGE TRADED FD | 543,025 | $37.1B | 12.86% |
| 2 | ISHARES TR | 482,095 | $25.7B | 8.90% |
| 3 | ISHARES TR | 168,131 | $16.7B | 5.79% |
| 4 | J P MORGAN EXCHANGE TRADED F | 324,642 | $15.3B | 5.30% |
| 5 | PACER FDS TR | 214,099 | $13.4B | 4.64% |
| 6 | INVESCO EXCHANGE TRADED FD T | 149,238 | $11.3B | 3.93% |
| 7 | FIRST TR EXCH TRADED FD III | 237,886 | $11.3B | 3.92% |
| 8 | ISHARES TR | 207,170 | $9.9B | 3.45% |
| 9 | ISHARES INC | 124,401 | $9.8B | 3.39% |
| 10 | GLOBAL X FDS | 184,555 | $9.4B | 3.25% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 159 | $266.6B | 92.4% |
| Unknown | 12 | $11.8B | 4.1% |
| Industrials | 11 | $3.8B | 1.3% |
| Utilities | 3 | $2.4B | 0.8% |
| Technology | 17 | $1.7B | 0.6% |
| Communication Services | 4 | $983.7M | 0.3% |
| Energy | 5 | $481.9M | 0.2% |
| Real Estate | 1 | $449.5M | 0.2% |
| Consumer Defensive | 4 | $319.1M | 0.1% |
| Consumer Cyclical | 4 | $16.7M | 0.0% |
| Healthcare | 6 | $3.4M | 0.0% |
| Basic Materials | 1 | $491K | 0.0% |