Financial Partners Group

Overland Park, KSfiles as Financial Partners Group, Inc

$985m in 250 US stocks at the end of 30 June 2026. The top 10 are 43.9% of the money. It changed about 6.3% of the portfolio this quarter.

Value

$985m

Stocks

250

Top 10 share

43.9%

Turnover

6.3%

What changed this quarter

New

Bought for the first time this quarter.

BNY Mellon ETF Trust IIBMOP
0.2% of the fund
RBB Fund TrustFEGE
<0.1% of the fund
Fidelity Covington TrustFSTA
<0.1% of the fund
Global X FDSDTCR
<0.1% of the fund
Invesco Exch Traded FD TR IIIDMO
<0.1% of the fund
CrowdStrike HoldingsCRWD
<0.1% of the fund
Ishares TRIDGT
<0.1% of the fund
GE VernovaGEV
<0.1% of the fund
IntelINTC
<0.1% of the fund
Franklin Templeton ETF TRIQM
<0.1% of the fund
J P Morgan Exchange Traded FJIVE
<0.1% of the fund
J P Morgan Exchange Traded FJIRE
<0.1% of the fund
Palo Alto NetworksPANW
<0.1% of the fund
Ishares TRMTUM
<0.1% of the fund
Fidelity Covington TrustFDVV
<0.1% of the fund
Select Sector Spdr TRXLB
<0.1% of the fund
EatonETN
<0.1% of the fund
Morgan StanleyMS
<0.1% of the fund
Global X FDSCOPX
<0.1% of the fund
Blackrock ETF TrustDYNF
<0.1% of the fund
MascoMAS
<0.1% of the fund
Pacer FDS TRTRFK
<0.1% of the fund
Ishares TRSUB
<0.1% of the fund
DBX ETF TRSNPE
<0.1% of the fund
J P Morgan Exchange Traded FJAVA
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIVV
9.7% of the fund
+4%
Invesco Exch Traded FD TR IIQQQM
4.2% of the fund
+3%
Ishares TRIGIB
2.7% of the fund
+3%
Ishares TRQUAL
2.5% of the fund
+5%
First TR Exch Traded FD IIIFMHI
1.7% of the fund
+49%
J P Morgan Exchange Traded FJCPB
1.7% of the fund
+8%
IsharesEMXC
1.5% of the fund
+14%
Invesco Exch Traded FD TR IISPMO
1.4% of the fund
+10%
Ishares TRIMTM
1.4% of the fund
+22%
NvidiaNVDA
1.0% of the fund
+4%
RBB Fund TrustFEOE
0.7% of the fund
+2%
American Centy ETF TRAVLV
0.7% of the fund
+147%
BNY Mellon ETF Trust IIBKDV
0.5% of the fund
+5%
Janus Detroit STR TRJAAA
0.5% of the fund
+44%
J P Morgan Exchange Traded FJEPQ
0.3% of the fund
+2%
Micron TechnologyMU
0.3% of the fund
+32%
Ishares TRMUB
0.3% of the fund
+18%
Global X FDSMLPX
0.3% of the fund
+3%
Vaneck ETF TrustSMH
0.2% of the fund
+70%
Advanced Micro DevicesAMD
0.2% of the fund
+23%
Quanta ServicesPWR
0.2% of the fund
+27%
Eli LillyLLY
0.2% of the fund
+11%
Vanguard Index FDSVOO
0.2% of the fund
+24%
Select Sector Spdr TRXLK
0.2% of the fund
+4%
Wisdomtree TRDEM
0.1% of the fund
+4%

Cut

Sold some of their stake.

Ishares TRSOXX
3.0% of the fund
-5%
Ishares TRAGG
1.6% of the fund
-2%
Pacer FDS TRCOWZ
1.3% of the fund
-7%
Schwab Strategic TRSCHD
0.7% of the fund
-5%
Spdr Series TrustSJNK
0.6% of the fund
-9%
Invesco Exchange Traded FD TPPA
0.6% of the fund
-4%
Ishares TRITA
0.5% of the fund
-6%
Invesco Exchange Traded FD TXMHQ
0.5% of the fund
-2%
Fidelity Covington TrustFENY
0.4% of the fund
-6%
Tortoise Capital Series TrusTPYP
0.4% of the fund
-3%
J P Morgan Exchange Traded FJPIE
0.4% of the fund
-4%
Vaneck ETF TrustMOAT
0.3% of the fund
-18%
Spdr Series TrustJNK
0.3% of the fund
-48%
Fidelity Covington TrustFELC
0.2% of the fund
-46%
Vaneck ETF TrustANGL
0.2% of the fund
-13%
Berkshire HathawayBRK-B
0.2% of the fund
-11%
Ishares TRIJH
0.2% of the fund
-7%
Ishares TRIFRA
0.2% of the fund
-3%
J P Morgan Exchange Traded FJPIB
0.2% of the fund
-6%
Proshares TRNOBL
0.2% of the fund
-15%
Global X FDSSHLD
0.2% of the fund
-11%
Cisco SystemsCSCO
0.1% of the fund
-3%
EvergyEVRG
0.1% of the fund
-2%
Fidelity Wise Origin BitcoinFBTC
0.1% of the fund
-21%
Vaneck ETF TrustRAAX
<0.1% of the fund
-2%

Sold out

Sold their entire stake.

Ishares U S ETF TRIETC
-100%
Invesco Exch Traded FD TR IIIDHQ
-100%
Ishares TRIHI
-100%
J P Morgan Exchange Traded FJMUB
-100%
SalesforceCRM
-100%
American Centy ETF TRQGRO
-100%
Intuitive SurgicalISRG
-100%
Capital GRP Fixed Incm ETF TCGCP
-100%

Holdings

Ishares TRIVV
Share
9.7%
Value
$96m
Shares
127,920
+4%
American Centy ETF TRAVUV
Share
5.0%
Value
$49m
Shares
390,844
Held
State STR Spdr S&P 500 ETF TSPY
Share
4.5%
Value
$45m
Shares
59,760
Held
First TR Exchange Traded FDRDVY
Share
4.5%
Value
$44m
Shares
542,375
Held
Invesco Exch Traded FD TR IIQQQM
Share
4.2%
Value
$42m
Shares
137,024
+3%
Ishares TROEF
Share
4.1%
Value
$41m
Shares
111,256
Held
Fidelity Covington TrustFTEC
Share
3.1%
Value
$30m
Shares
105,746
Held
Ishares TRSOXX
Share
3.0%
Value
$29m
Shares
45,977
-5%
Ishares TRITOT
Share
3.0%
Value
$29m
Shares
177,720
Held
AppleAAPL
Share
2.9%
Value
$28m
Shares
98,158
Held
Ishares TRIGIB
Share
2.7%
Value
$26m
Shares
495,446
+3%
Ishares TRQUAL
Share
2.5%
Value
$25m
Shares
112,092
+5%
AlphabetGOOGL
Share
2.0%
Value
$19m
Shares
54,421
Held
Ishares TRIUSV
Share
1.8%
Value
$18m
Shares
159,702
Held
First TR Exch Traded FD IIIFMHI
Share
1.7%
Value
$17m
Shares
355,392
+49%
Invesco Exchange Traded FD TXMMO
Share
1.7%
Value
$17m
Shares
100,867
Held
MicrosoftMSFT
Share
1.7%
Value
$17m
Shares
45,284
Held
J P Morgan Exchange Traded FJCPB
Share
1.7%
Value
$17m
Shares
352,065
+8%
Amazon.comAMZN
Share
1.7%
Value
$16m
Shares
69,069
Held
Ishares TRAGG
Share
1.6%
Value
$16m
Shares
164,064
-2%
IsharesEMXC
Share
1.5%
Value
$14m
Shares
141,189
+14%
Invesco Exchange Traded FD TXSMO
Share
1.4%
Value
$14m
Shares
151,054
Held
Invesco Exch Traded FD TR IISPMO
Share
1.4%
Value
$14m
Shares
84,937
+10%
Ishares TRIMTM
Share
1.4%
Value
$14m
Shares
253,750
+22%
Vanguard Wellington FDVFMO
Share
1.4%
Value
$13m
Shares
53,315
Held
Pacer FDS TRCOWZ
Share
1.3%
Value
$12m
Shares
200,033
-7%
Global X FDSPAVE
Share
1.1%
Value
$11m
Shares
183,114
Held
NvidiaNVDA
Share
1.0%
Value
$10m
Shares
51,228
+4%
AlphabetGOOG
Share
0.9%
Value
$9m
Shares
26,384
Held
Invesco QQQ TRQQQ
Share
0.8%
Value
$8m
Shares
11,012
Held
Schwab Strategic TRSCHD
Share
0.7%
Value
$7m
Shares
223,941
-5%
RBB Fund TrustFEOE
Share
0.7%
Value
$7m
Shares
129,223
+2%
American Centy ETF TRAVLV
Share
0.7%
Value
$7m
Shares
73,687
+147%
Ishares TRIWY
Share
0.7%
Value
$7m
Shares
22,890
Held
Spdr Series TrustSJNK
Share
0.6%
Value
$6m
Shares
241,585
-9%
Invesco Exchange Traded FD TPPA
Share
0.6%
Value
$6m
Shares
33,091
-4%
Fidelity Covington TrustFHLC
Share
0.6%
Value
$6m
Shares
72,729
Held
Ishares TRITA
Share
0.5%
Value
$5m
Shares
20,594
-6%
Invesco Exchange Traded FD TXMHQ
Share
0.5%
Value
$5m
Shares
42,949
-2%
BNY Mellon ETF Trust IIBKDV
Share
0.5%
Value
$4m
Shares
134,206
+5%
Janus Detroit STR TRJAAA
Share
0.5%
Value
$4m
Shares
88,352
+44%
Fidelity Covington TrustFENY
Share
0.4%
Value
$4m
Shares
145,120
-6%
Canadian Pacific Kansas CityCP
Share
0.4%
Value
$4m
Shares
47,635
Held
Tortoise Capital Series TrusTPYP
Share
0.4%
Value
$4m
Shares
85,179
-3%
J P Morgan Exchange Traded FJPIE
Share
0.4%
Value
$3m
Shares
74,928
-4%
Vaneck ETF TrustMOAT
Share
0.3%
Value
$3m
Shares
32,106
-18%
Ishares TRIWP
Share
0.3%
Value
$3m
Shares
22,513
Held
Spdr Series TrustHYMB
Share
0.3%
Value
$3m
Shares
115,678
Held
First TR Exchange-Traded FDQTEC
Share
0.3%
Value
$3m
Shares
8,562
Held
J P Morgan Exchange Traded FJEPQ
Share
0.3%
Value
$3m
Shares
45,774
+2%
Meta PlatformsMETA
Share
0.3%
Value
$3m
Shares
4,683
Held
Spdr Series TrustJNK
Share
0.3%
Value
$3m
Shares
27,036
-48%
Micron TechnologyMU
Share
0.3%
Value
$3m
Shares
2,256
+32%
Ishares TRMUB
Share
0.3%
Value
$3m
Shares
23,866
+18%
Ishares TRHYG
Share
0.3%
Value
$3m
Shares
31,977
Held
WalmartWMT
Share
0.3%
Value
$3m
Shares
22,148
Held
Global X FDSMLPX
Share
0.3%
Value
$2m
Shares
33,726
+3%
Vaneck ETF TrustSMH
Share
0.2%
Value
$2m
Shares
3,529
+70%
Fidelity Covington TrustFELC
Share
0.2%
Value
$2m
Shares
55,144
-46%
Vaneck ETF TrustANGL
Share
0.2%
Value
$2m
Shares
78,910
-13%
Berkshire HathawayBRK-B
Share
0.2%
Value
$2m
Shares
4,310
-11%
Ishares TRIJH
Share
0.2%
Value
$2m
Shares
27,119
-7%
JPMorgan ChaseJPM
Share
0.2%
Value
$2m
Shares
6,143
Held
Ishares TRIFRA
Share
0.2%
Value
$2m
Shares
31,874
-3%
J P Morgan Exchange Traded FJPIB
Share
0.2%
Value
$2m
Shares
40,349
-6%
Ishares TRIWR
Share
0.2%
Value
$2m
Shares
17,527
Held
Advanced Micro DevicesAMD
Share
0.2%
Value
$2m
Shares
3,275
+23%
Quanta ServicesPWR
Share
0.2%
Value
$2m
Shares
2,588
+27%
Ishares TRIJR
Share
0.2%
Value
$2m
Shares
12,277
Held
CaterpillarCAT
Share
0.2%
Value
$2m
Shares
1,628
Held
TeslaTSLA
Share
0.2%
Value
$2m
Shares
4,040
Held
Proshares TRNOBL
Share
0.2%
Value
$2m
Shares
29,603
-15%
Global X FDSSHLD
Share
0.2%
Value
$2m
Shares
27,142
-11%
Eli LillyLLY
Share
0.2%
Value
$2m
Shares
1,319
+11%
BNY Mellon ETF Trust IIBMOP
Share
0.2%
Value
$2m
Shares
62,648
New
Vanguard Index FDSVOO
Share
0.2%
Value
$2m
Shares
2,270
+24%
Fidelity Comwlth TRONEQ
Share
0.2%
Value
$2m
Shares
15,025
Held
Ishares TRIWF
Share
0.2%
Value
$2m
Shares
12,337
Held
Select Sector Spdr TRXLK
Share
0.2%
Value
$2m
Shares
7,917
+4%
Pimco ETF TRHYS
Share
0.2%
Value
$1m
Shares
15,825
Held
Wisdomtree TRDEM
Share
0.1%
Value
$1m
Shares
27,224
+4%
Exchange Traded Concepts TRUNUKZ
Share
0.1%
Value
$1m
Shares
20,855
Held
American Centy ETF TRAVDE
Share
0.1%
Value
$1m
Shares
15,118
+3%
Taiwan Semiconductor ManufacturingTSM
Share
0.1%
Value
$1m
Shares
2,804
+14%
Ishares TRIJJ
Share
0.1%
Value
$1m
Shares
8,844
Held
Simplify Exchange Traded FUNAGGH
Share
0.1%
Value
$1m
Shares
63,310
+17%
Vanguard Specialized FundsVIG
Share
0.1%
Value
$1m
Shares
5,066
Held
Costco WholesaleCOST
Share
0.1%
Value
$1m
Shares
1,216
+9%
J P Morgan Exchange Traded FJGRO
Share
0.1%
Value
$1m
Shares
11,253
+6%
Cisco SystemsCSCO
Share
0.1%
Value
$1m
Shares
9,346
-3%
Union PacificUNP
Share
0.1%
Value
$1m
Shares
4,010
Held
Spdr Gold TRGLD
Share
0.1%
Value
$1m
Shares
2,927
Held
Ishares TRESGU
Share
0.1%
Value
$1m
Shares
6,576
Held
EvergyEVRG
Share
0.1%
Value
$1m
Shares
12,431
-2%
Ishares TRIVW
Share
0.1%
Value
$1m
Shares
7,664
Held
Ishares TRIJS
Share
0.1%
Value
$1m
Shares
7,392
Held
Fidelity Wise Origin BitcoinFBTC
Share
0.1%
Value
$1m
Shares
19,664
-21%
Goldman Sachs GroupGS
Share
0.1%
Value
$988,684
Shares
978
Held
Johnson & JohnsonJNJ
Share
0.1%
Value
$987,568
Shares
3,889
+6%
Select Sector Spdr TRXLV
Share
<0.1%
Value
$984,921
Shares
6,208
+17%

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	9.7%	$96m	127,920	+4%
American Centy ETF TRAVUV	5.0%	$49m	390,844	Held
State STR Spdr S&P 500 ETF TSPY	4.5%	$45m	59,760	Held
First TR Exchange Traded FDRDVY	4.5%	$44m	542,375	Held
Invesco Exch Traded FD TR IIQQQM	4.2%	$42m	137,024	+3%
Ishares TROEF	4.1%	$41m	111,256	Held
Fidelity Covington TrustFTEC	3.1%	$30m	105,746	Held
Ishares TRSOXX	3.0%	$29m	45,977	-5%
Ishares TRITOT	3.0%	$29m	177,720	Held
AppleAAPL	2.9%	$28m	98,158	Held
Ishares TRIGIB	2.7%	$26m	495,446	+3%
Ishares TRQUAL	2.5%	$25m	112,092	+5%
AlphabetGOOGL	2.0%	$19m	54,421	Held
Ishares TRIUSV	1.8%	$18m	159,702	Held
First TR Exch Traded FD IIIFMHI	1.7%	$17m	355,392	+49%
Invesco Exchange Traded FD TXMMO	1.7%	$17m	100,867	Held
MicrosoftMSFT	1.7%	$17m	45,284	Held
J P Morgan Exchange Traded FJCPB	1.7%	$17m	352,065	+8%
Amazon.comAMZN	1.7%	$16m	69,069	Held
Ishares TRAGG	1.6%	$16m	164,064	-2%
IsharesEMXC	1.5%	$14m	141,189	+14%
Invesco Exchange Traded FD TXSMO	1.4%	$14m	151,054	Held
Invesco Exch Traded FD TR IISPMO	1.4%	$14m	84,937	+10%
Ishares TRIMTM	1.4%	$14m	253,750	+22%
Vanguard Wellington FDVFMO	1.4%	$13m	53,315	Held
Pacer FDS TRCOWZ	1.3%	$12m	200,033	-7%
Global X FDSPAVE	1.1%	$11m	183,114	Held
NvidiaNVDA	1.0%	$10m	51,228	+4%
AlphabetGOOG	0.9%	$9m	26,384	Held
Invesco QQQ TRQQQ	0.8%	$8m	11,012	Held
Schwab Strategic TRSCHD	0.7%	$7m	223,941	-5%
RBB Fund TrustFEOE	0.7%	$7m	129,223	+2%
American Centy ETF TRAVLV	0.7%	$7m	73,687	+147%
Ishares TRIWY	0.7%	$7m	22,890	Held
Spdr Series TrustSJNK	0.6%	$6m	241,585	-9%
Invesco Exchange Traded FD TPPA	0.6%	$6m	33,091	-4%
Fidelity Covington TrustFHLC	0.6%	$6m	72,729	Held
Ishares TRITA	0.5%	$5m	20,594	-6%
Invesco Exchange Traded FD TXMHQ	0.5%	$5m	42,949	-2%
BNY Mellon ETF Trust IIBKDV	0.5%	$4m	134,206	+5%
Janus Detroit STR TRJAAA	0.5%	$4m	88,352	+44%
Fidelity Covington TrustFENY	0.4%	$4m	145,120	-6%
Canadian Pacific Kansas CityCP	0.4%	$4m	47,635	Held
Tortoise Capital Series TrusTPYP	0.4%	$4m	85,179	-3%
J P Morgan Exchange Traded FJPIE	0.4%	$3m	74,928	-4%
Vaneck ETF TrustMOAT	0.3%	$3m	32,106	-18%
Ishares TRIWP	0.3%	$3m	22,513	Held
Spdr Series TrustHYMB	0.3%	$3m	115,678	Held
First TR Exchange-Traded FDQTEC	0.3%	$3m	8,562	Held
J P Morgan Exchange Traded FJEPQ	0.3%	$3m	45,774	+2%
Meta PlatformsMETA	0.3%	$3m	4,683	Held
Spdr Series TrustJNK	0.3%	$3m	27,036	-48%
Micron TechnologyMU	0.3%	$3m	2,256	+32%
Ishares TRMUB	0.3%	$3m	23,866	+18%
Ishares TRHYG	0.3%	$3m	31,977	Held
WalmartWMT	0.3%	$3m	22,148	Held
Global X FDSMLPX	0.3%	$2m	33,726	+3%
Vaneck ETF TrustSMH	0.2%	$2m	3,529	+70%
Fidelity Covington TrustFELC	0.2%	$2m	55,144	-46%
Vaneck ETF TrustANGL	0.2%	$2m	78,910	-13%
Berkshire HathawayBRK-B	0.2%	$2m	4,310	-11%
Ishares TRIJH	0.2%	$2m	27,119	-7%
JPMorgan ChaseJPM	0.2%	$2m	6,143	Held
Ishares TRIFRA	0.2%	$2m	31,874	-3%
J P Morgan Exchange Traded FJPIB	0.2%	$2m	40,349	-6%
Ishares TRIWR	0.2%	$2m	17,527	Held
Advanced Micro DevicesAMD	0.2%	$2m	3,275	+23%
Quanta ServicesPWR	0.2%	$2m	2,588	+27%
Ishares TRIJR	0.2%	$2m	12,277	Held
CaterpillarCAT	0.2%	$2m	1,628	Held
TeslaTSLA	0.2%	$2m	4,040	Held
Proshares TRNOBL	0.2%	$2m	29,603	-15%
Global X FDSSHLD	0.2%	$2m	27,142	-11%
Eli LillyLLY	0.2%	$2m	1,319	+11%
BNY Mellon ETF Trust IIBMOP	0.2%	$2m	62,648	New
Vanguard Index FDSVOO	0.2%	$2m	2,270	+24%
Fidelity Comwlth TRONEQ	0.2%	$2m	15,025	Held
Ishares TRIWF	0.2%	$2m	12,337	Held
Select Sector Spdr TRXLK	0.2%	$2m	7,917	+4%
Pimco ETF TRHYS	0.2%	$1m	15,825	Held
Wisdomtree TRDEM	0.1%	$1m	27,224	+4%
Exchange Traded Concepts TRUNUKZ	0.1%	$1m	20,855	Held
American Centy ETF TRAVDE	0.1%	$1m	15,118	+3%
Taiwan Semiconductor ManufacturingTSM	0.1%	$1m	2,804	+14%
Ishares TRIJJ	0.1%	$1m	8,844	Held
Simplify Exchange Traded FUNAGGH	0.1%	$1m	63,310	+17%
Vanguard Specialized FundsVIG	0.1%	$1m	5,066	Held
Costco WholesaleCOST	0.1%	$1m	1,216	+9%
J P Morgan Exchange Traded FJGRO	0.1%	$1m	11,253	+6%
Cisco SystemsCSCO	0.1%	$1m	9,346	-3%
Union PacificUNP	0.1%	$1m	4,010	Held
Spdr Gold TRGLD	0.1%	$1m	2,927	Held
Ishares TRESGU	0.1%	$1m	6,576	Held
EvergyEVRG	0.1%	$1m	12,431	-2%
Ishares TRIVW	0.1%	$1m	7,664	Held
Ishares TRIJS	0.1%	$1m	7,392	Held
Fidelity Wise Origin BitcoinFBTC	0.1%	$1m	19,664	-21%
Goldman Sachs GroupGS	0.1%	$988,684	978	Held
Johnson & JohnsonJNJ	0.1%	$987,568	3,889	+6%
Select Sector Spdr TRXLV	<0.1%	$984,921	6,208	+17%

Showing the largest 100 of 250.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 36.2% since 30 June 2025.

Where the money is

Technology6.8%

Media & telecom3.3%

Retail & consumer1.9%

Industrials1.4%

Financial services0.8%

Everyday goods0.5%

Health care0.4%

Utilities0.2%

Energy0.2%

Real estate0.0%

Materials0.0%

Other84.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.