Financial Partners Group, Inc

13F filer · CIK 0001731169

Reported Jul 23, 2026

Net buyer this quarter

13F portfolio value$985MU.S. long equity reported on 13F

Positions9915 new · 3 closed

Net flow last quarter+$6.64MBuys minus sells

Top 10 positions weight17.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 202699 positions
SPYSPDR S&P 500 ETF Trust	$44.6M	4.53%	Not reported	-1.1%	Q4 2017
AAPLApple Inc.	$28.4M	2.88%	0.00%	-0.1%	Q4 2017
GOOGLAlphabet Inc.	$19.4M	1.97%	0.00%	-0.4%	Q1 2021
MSFTMicrosoft Corp	$16.9M	1.71%	0.00%	+1.8%	Q4 2017
AMZNAmazon Com Inc	$16.5M	1.67%	0.00%	+0.4%	Q2 2018
EMXCEmax Holdings Corp	$14.4M	1.47%	Not reported	+13.5%	Q2 2025
NVDANvidia Corp	$10.3M	1.04%	0.00%	+3.6%	Q2 2018
GOOGAlphabet Inc.	$9.32M	0.95%	Not reported	-0.5%	Q2 2018
QQQInvesco QQQ Trust, Series 1	$8.11M	0.82%	Not reported	-0.5%	Q2 2018
CPCanadian Pacific Kansas City Ltd	$4.13M	0.42%	0.01%	0.0%	Q4 2022
METAMeta Platforms, Inc.	$2.64M	0.27%	Not reported	+1.1%	Q4 2017
MUMicron Technology Inc	$2.6M	0.26%	0.00%	+32.4%	Q2 2024
WMTWalmart Inc.	$2.51M	0.25%	0.00%	-0.5%	Q1 2021
SMHMarket Vectors ETF Trust	$2.31M	0.23%	Not reported	+70.1%	Q4 2022
BRK.BBerkshire Hathaway Inc	$2.16M	0.22%	Not reported	-11.3%	Q4 2017
JPMJPMorgan Chase & Co	$2.01M	0.20%	0.00%	-0.4%	Q1 2021
AMDAdvanced Micro Devices Inc	$1.9M	0.19%	0.00%	+23.3%	Q3 2025
PWRQuanta Services, Inc.	$1.86M	0.19%	0.00%	+26.6%	Q1 2024
CATCaterpillar Inc	$1.73M	0.18%	0.00%	+0.2%	Q1 2021
TSLATesla, Inc.	$1.7M	0.17%	0.00%	-0.4%	Q1 2021
NOBLNoble International, Ltd.	$1.66M	0.17%	Not reported	-14.7%	Q4 2017
SHLDSears Holdings Corp	$1.62M	0.16%	0.02%	-10.9%	Q2 2025
LLYELI LILLY & Co	$1.58M	0.16%	0.00%	+10.7%	Q2 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.34M	0.14%	0.00%	+13.7%	Q1 2021
COSTCostco Wholesale Corp	$1.14M	0.12%	0.00%	+8.6%	Q1 2021
CSCOCisco Systems, Inc.	$1.1M	0.11%	0.00%	-3.0%	Q1 2021
UNPUnion Pacific Corp	$1.09M	0.11%	0.00%	-0.1%	Q1 2021
GLDSPDR Gold Trust	$1.08M	0.11%	0.00%	+0.7%	Q1 2021
EVRGEvergy, Inc.	$1.07M	0.11%	0.01%	-2.4%	Q2 2018
FBTCFidelity Wise Origin Bitcoin Fund	$1M	0.10%	0.01%	-21.4%	Q1 2024
GSGoldman Sachs Group Inc	$989K	0.10%	0.00%	+2.0%	Q1 2021
JNJJohnson & Johnson	$988K	0.10%	0.00%	+6.0%	Q1 2021
NEENextera Energy Inc	$956K	0.10%	0.00%	+0.2%	Q1 2021
XOMExxonMobil Holdings Corp	$844K	0.09%	0.00%	-5.6%	Q4 2017
VRTVertiv Holdings Co	$755K	0.08%	0.00%	-12.8%	Q3 2024
BRK.ABerkshire Hathaway Inc	$749K	0.08%	Not reported	Not reported	Q4 2017
NFLXNetflix Inc	$723K	0.07%	0.00%	+1.6%	Q4 2017
CVXChevron Corp	$699K	0.07%	0.00%	-2.2%	Q4 2017
BXBlackstone Inc.	$646K	0.07%	0.00%	-0.3%	Q4 2017
AMATApplied Materials Inc	$645K	0.07%	0.00%	+0.8%	Q4 2025
PGPROCTER & GAMBLE Co	$641K	0.07%	0.00%	-1.0%	Q4 2017
ORCLOracle Corp	$601K	0.06%	0.00%	-2.0%	Q2 2021
AVGOBroadcom Inc.	$597K	0.06%	0.00%	+36.9%	Q3 2024
MRKMerck & Co., Inc.	$584K	0.06%	0.00%	+4.1%	Q1 2021
IAUIshares Gold Trust	$568K	0.06%	0.00%	-5.5%	Q1 2025
ABBVAbbVie Inc.	$567K	0.06%	0.00%	+10.4%	Q4 2022
URIUnited Rentals, Inc.	$544K	0.06%	0.00%	+0.2%	Q1 2021
RTXRTX Corp	$517K	0.05%	0.00%	-15.2%	Q4 2023
SPXCSPX Technologies, Inc.	$513K	0.05%	0.00%	+91.4%	Q3 2025
ETEnergy Transfer LP	$482K	0.05%	0.00%	+1.6%	Q4 2022

Q1 2026Reported Apr 13, 202687 positions
SPYSPDR S&P 500 ETF Trust	$39.3M	4.70%	Not reported	-0.5%	Q4 2017
AAPLApple Inc.	$24.9M	2.98%	0.00%	-0.8%	Q4 2017
MSFTMicrosoft Corp	$16.5M	1.97%	0.00%	+0.9%	Q4 2017
GOOGLAlphabet Inc.	$15.7M	1.88%	0.00%	-0.2%	Q1 2021
AMZNAmazon Com Inc	$14.3M	1.71%	0.00%	+0.6%	Q2 2018
EMXCEmax Holdings Corp	$9.79M	1.17%	Not reported	+11.5%	Q2 2025
NVDANvidia Corp	$8.62M	1.03%	0.00%	+0.9%	Q2 2018
GOOGAlphabet Inc.	$7.61M	0.91%	Not reported	-0.2%	Q2 2018
QQQInvesco QQQ Trust, Series 1	$6.38M	0.76%	Not reported	-0.4%	Q2 2018
CPCanadian Pacific Kansas City Ltd	$3.75M	0.45%	0.01%	-0.2%	Q4 2022
WMTWalmart Inc.	$2.77M	0.33%	0.00%	+1.1%	Q1 2021
METAMeta Platforms, Inc.	$2.65M	0.32%	Not reported	+1.1%	Q4 2017
BRK.BBerkshire Hathaway Inc	$2.33M	0.28%	Not reported	-23.6%	Q4 2017
SHLDSears Holdings Corp	$2.16M	0.26%	0.03%	+9.0%	Q2 2025
NOBLNoble International, Ltd.	$1.84M	0.22%	Not reported	-54.2%	Q4 2017
JPMJPMorgan Chase & Co	$1.81M	0.22%	0.00%	+0.4%	Q1 2021
TSLATesla, Inc.	$1.51M	0.18%	0.00%	+1.5%	Q1 2021
FBTCFidelity Wise Origin Bitcoin Fund	$1.48M	0.18%	0.01%	-3.1%	Q1 2024
GLDSPDR Gold Trust	$1.25M	0.15%	0.00%	-18.1%	Q1 2021
CATCaterpillar Inc	$1.15M	0.14%	0.00%	-1.5%	Q1 2021
PWRQuanta Services, Inc.	$1.12M	0.13%	0.00%	-26.8%	Q1 2024
COSTCostco Wholesale Corp	$1.12M	0.13%	0.00%	-41.0%	Q1 2021
XOMExxonMobil Holdings Corp	$1.11M	0.13%	0.00%	+1.3%	Q4 2017
LLYELI LILLY & Co	$1.1M	0.13%	0.00%	+2.8%	Q2 2021
EVRGEvergy, Inc.	$1.04M	0.12%	0.01%	-0.6%	Q2 2018
NEENextera Energy Inc	$1.01M	0.12%	0.00%	+0.1%	Q1 2021
UNPUnion Pacific Corp	$974K	0.12%	0.00%	-0.3%	Q1 2021
NFLXNetflix Inc	$958K	0.11%	0.00%	+0.8%	Q4 2017
JNJJohnson & Johnson	$897K	0.11%	0.00%	+2.2%	Q1 2021
CVXChevron Corp	$892K	0.11%	0.00%	+3.9%	Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$834K	0.10%	0.00%	-6.5%	Q1 2021
GSGoldman Sachs Group Inc	$812K	0.10%	0.00%	Not reported	Q1 2021
SMHMarket Vectors ETF Trust	$796K	0.10%	Not reported	+18.6%	Q4 2022
CSCOCisco Systems, Inc.	$747K	0.09%	0.00%	Not reported	Q1 2021
BRK.ABerkshire Hathaway Inc	$718K	0.09%	Not reported	Not reported	Q4 2017
IAUIshares Gold Trust	$702K	0.08%	0.00%	+18.6%	Q1 2025
VRTVertiv Holdings Co	$648K	0.08%	0.00%	-5.5%	Q3 2024
PGPROCTER & GAMBLE Co	$638K	0.08%	0.00%	+9.0%	Q4 2017
BXBlackstone Inc.	$633K	0.08%	0.00%	+14.3%	Q4 2017
RTXRTX Corp	$620K	0.07%	0.00%	+0.3%	Q4 2023
ORCLOracle Corp	$616K	0.07%	0.00%	Not reported	Q2 2021
SLViShares Silver Trust	$607K	0.07%	0.00%	+12.8%	Q4 2017
MUMicron Technology Inc	$576K	0.07%	0.00%	+8.1%	Q2 2024
PLTRPalantir Technologies Inc.	$575K	0.07%	0.00%	+3.4%	Q2 2025
AMDAdvanced Micro Devices Inc	$540K	0.06%	0.00%	+25.5%	Q3 2025
MCDMcdonalds Corp	$534K	0.06%	0.00%	+4.9%	Q1 2021
MRKMerck & Co., Inc.	$525K	0.06%	0.00%	Not reported	Q1 2021
SOFISoFi Technologies, Inc.	$509K	0.06%	0.00%	-26.3%	Q3 2025
VMCVulcan Materials CO	$491K	0.06%	0.00%	-7.1%	Q4 2025
ETEnergy Transfer LP	$479K	0.06%	0.00%	+1.0%	Q4 2022

Q4 2025Reported Feb 3, 202691 positions
SPYSPDR S&P 500 ETF Trust	$42M	4.86%	Not reported	+1.7%	Q4 2017
AAPLApple Inc.	$25.7M	2.97%	0.00%	-0.9%	Q4 2017
MSFTMicrosoft Corp	$19M	2.19%	0.00%	+0.6%	Q4 2017
GOOGLAlphabet Inc.	$18.5M	2.14%	0.00%	-0.5%	Q1 2021
AMZNAmazon Com Inc	$16.4M	1.89%	0.00%	+0.3%	Q2 2018
NVDANvidia Corp	$9.37M	1.08%	0.00%	+6.8%	Q2 2018
GOOGAlphabet Inc.	$9M	1.04%	Not reported	-0.7%	Q2 2018
EMXCEmax Holdings Corp	$8.9M	1.03%	Not reported	+51.5%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$6.91M	0.80%	Not reported	+1.8%	Q2 2018
NOBLNoble International, Ltd.	$4.17M	0.48%	Not reported	-27.5%	Q4 2017
CPCanadian Pacific Kansas City Ltd	$3.55M	0.41%	0.01%	-3.6%	Q4 2022
METAMeta Platforms, Inc.	$3.28M	0.38%	Not reported	-6.4%	Q4 2017
BRK.BBerkshire Hathaway Inc	$3.06M	0.35%	Not reported	-3.8%	Q4 2017
WMTWalmart Inc.	$2.62M	0.30%	0.00%	+0.9%	Q1 2021
SHLDSears Holdings Corp	$2.1M	0.24%	0.03%	+14.7%	Q2 2025
FBTCFidelity Wise Origin Bitcoin Fund	$1.88M	0.22%	0.01%	+6.5%	Q1 2024
JPMJPMorgan Chase & Co	$1.88M	0.22%	0.00%	+2.6%	Q1 2021
COSTCostco Wholesale Corp	$1.78M	0.21%	0.00%	-16.2%	Q1 2021
TSLATesla, Inc.	$1.72M	0.20%	0.00%	+3.4%	Q1 2021
GLDSPDR Gold Trust	$1.58M	0.18%	0.00%	-0.8%	Q1 2021
PWRQuanta Services, Inc.	$1.33M	0.15%	0.00%	+0.9%	Q1 2024
LLYELI LILLY & Co	$1.2M	0.14%	0.00%	+5.8%	Q2 2021
CATCaterpillar Inc	$1.08M	0.13%	0.00%	+4.7%	Q1 2021
SOFISoFi Technologies, Inc.	$993K	0.11%	0.00%	+12.7%	Q3 2025
EVRGEvergy, Inc.	$983K	0.11%	0.01%	-27.7%	Q2 2018
NEENextera Energy Inc	$954K	0.11%	0.00%	+0.1%	Q1 2021
UNPUnion Pacific Corp	$946K	0.11%	0.00%	0.0%	Q1 2021
XOMExxonMobil Holdings Corp	$913K	0.11%	0.00%	+15.3%	Q4 2017
GSGoldman Sachs Group Inc	$897K	0.10%	0.00%	-2.3%	Q1 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$872K	0.10%	0.00%	+12.7%	Q1 2021
NFLXNetflix Inc	$825K	0.10%	0.00%	+2.0%	Q4 2017
JNJJohnson & Johnson	$816K	0.09%	0.00%	+0.7%	Q1 2021
CSCOCisco Systems, Inc.	$754K	0.09%	0.00%	-0.6%	Q1 2021
CVXChevron Corp	$735K	0.08%	0.00%	-31.9%	Q4 2017
BRK.ABerkshire Hathaway Inc	$723K	0.08%	Not reported	Not reported	Q4 2017
SMHMarket Vectors ETF Trust	$706K	0.08%	Not reported	-0.3%	Q4 2022
ORCLOracle Corp	$689K	0.08%	0.00%	+0.5%	Q2 2021
BXBlackstone Inc.	$686K	0.08%	0.00%	+7.5%	Q4 2017
MUMicron Technology Inc	$654K	0.08%	0.00%	+15.5%	Q2 2024
RTXRTX Corp	$644K	0.07%	0.00%	-10.9%	Q4 2023
PGPROCTER & GAMBLE Co	$615K	0.07%	0.00%	+33.0%	Q4 2017
IAUIshares Gold Trust	$612K	0.07%	0.00%	+80.9%	Q1 2025
SLViShares Silver Trust	$596K	0.07%	0.00%	Not reported	Q4 2017
VMCVulcan Materials CO	$583K	0.07%	0.00%	New	Q4 2025
PLTRPalantir Technologies Inc.	$557K	0.06%	0.00%	+1.8%	Q2 2025
MCDMcdonalds Corp	$516K	0.06%	0.00%	+2.6%	Q1 2021
VRTVertiv Holdings Co	$509K	0.06%	0.00%	-3.8%	Q3 2024
AMDAdvanced Micro Devices Inc	$501K	0.06%	0.00%	+13.2%	Q3 2025
HODLVanEck Bitcoin ETF	$485K	0.06%	0.03%	-8.8%	Q4 2024
MRKMerck & Co., Inc.	$481K	0.06%	0.00%	+16.2%	Q1 2021

Q3 2025Reported Oct 17, 202591 positions
SPYSPDR S&P 500 ETF Trust	$39.7M	4.95%	Not reported	+12.9%	Q4 2017
AAPLApple Inc.	$25.5M	3.17%	0.00%	-1.1%	Q4 2017
MSFTMicrosoft Corp	$22.7M	2.83%	0.00%	+2.2%	Q4 2017
AMZNAmazon Com Inc	$15M	1.86%	0.00%	+0.1%	Q2 2018
GOOGLAlphabet Inc.	$13.4M	1.66%	0.00%	-0.3%	Q1 2021
NVDANvidia Corp	$8.56M	1.07%	0.00%	+13.6%	Q2 2018
QQQInvesco QQQ Trust, Series 1	$6.55M	0.82%	Not reported	-0.7%	Q2 2018
GOOGAlphabet Inc.	$6.52M	0.81%	Not reported	-0.2%	Q2 2018
NOBLNoble International, Ltd.	$5.38M	0.67%	Not reported	-12.9%	Q4 2017
EMXCEmax Holdings Corp	$4.97M	0.62%	Not reported	+67.8%	Q2 2025
CPCanadian Pacific Kansas City Ltd	$3.69M	0.46%	0.01%	-0.6%	Q4 2022
METAMeta Platforms, Inc.	$3.6M	0.45%	Not reported	+31.2%	Q4 2017
BRK.BBerkshire Hathaway Inc	$3.32M	0.41%	Not reported	+4.7%	Q4 2017
FBTCFidelity Wise Origin Bitcoin Fund	$2.42M	0.30%	0.01%	+0.6%	Q1 2024
WMTWalmart Inc.	$2.25M	0.28%	0.00%	+0.2%	Q1 2021
COSTCostco Wholesale Corp	$2.1M	0.26%	0.00%	Not reported	Q1 2021
JPMJPMorgan Chase & Co	$1.89M	0.24%	0.00%	+8.5%	Q1 2021
TSLATesla, Inc.	$1.72M	0.21%	0.00%	-9.1%	Q1 2021
SHLDSears Holdings Corp	$1.71M	0.21%	0.02%	+265.2%	Q2 2025
EVRGEvergy, Inc.	$1.35M	0.17%	0.01%	+0.6%	Q2 2018
GLDSPDR Gold Trust	$1.27M	0.16%	0.00%	+3.7%	Q1 2021
ORCLOracle Corp	$1.17M	0.15%	0.00%	+1.0%	Q2 2021
NFLXNetflix Inc	$1.16M	0.14%	0.00%	+0.9%	Q4 2017
PWRQuanta Services, Inc.	$1.15M	0.14%	0.00%	+22.0%	Q1 2024
SOFISoFi Technologies, Inc.	$1.02M	0.13%	0.00%	New	Q3 2025
UNPUnion Pacific Corp	$951K	0.12%	0.00%	-2.9%	Q1 2021
CVXChevron Corp	$947K	0.12%	0.00%	+1.3%	Q4 2017
LLYELI LILLY & Co	$836K	0.10%	0.00%	+8.3%	Q2 2021
NEENextera Energy Inc	$819K	0.10%	0.00%	Not reported	Q1 2021
GSGoldman Sachs Group Inc	$782K	0.10%	0.00%	-0.1%	Q1 2021
BXBlackstone Inc.	$766K	0.10%	0.00%	+3.9%	Q4 2017
BRK.ABerkshire Hathaway Inc	$754K	0.09%	Not reported	Not reported	Q4 2017
CATCaterpillar Inc	$752K	0.09%	0.00%	+9.8%	Q1 2021
HODLVanEck Bitcoin ETF	$726K	0.09%	0.04%	+19.7%	Q4 2024
PLTRPalantir Technologies Inc.	$681K	0.08%	0.00%	+15.6%	Q2 2025
CSCOCisco Systems, Inc.	$663K	0.08%	0.00%	+0.4%	Q1 2021
JNJJohnson & Johnson	$661K	0.08%	0.00%	+26.0%	Q1 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$654K	0.08%	0.00%	+12.9%	Q1 2021
FTFFranklin Ltd Duration Income Trust	$650K	0.08%	Not reported	-15.1%	Q3 2024
XOMExxonMobil Holdings Corp	$632K	0.08%	0.00%	+0.9%	Q4 2017
RTXRTX Corp	$602K	0.07%	0.00%	+0.4%	Q4 2023
SMHMarket Vectors ETF Trust	$573K	0.07%	Not reported	Not reported	Q4 2022
MCDMcdonalds Corp	$486K	0.06%	0.00%	-2.3%	Q1 2021
ABBVAbbVie Inc.	$473K	0.06%	0.00%	+37.7%	Q4 2022
PGPROCTER & GAMBLE Co	$468K	0.06%	0.00%	-3.3%	Q4 2017
URIUnited Rentals, Inc.	$462K	0.06%	0.00%	Not reported	Q1 2021
VRTVertiv Holdings Co	$429K	0.05%	0.00%	-8.9%	Q3 2024
ETEnergy Transfer LP	$414K	0.05%	0.00%	+0.4%	Q4 2022
ORealty Income Corp	$409K	0.05%	0.00%	-2.2%	Q4 2017
AVGOBroadcom Inc.	$397K	0.05%	0.00%	+8.2%	Q3 2024

Premium opens every quarter this fund has filed