Financial Partners Group
Financial Partners Group reported 251 stocks worth $964M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are IVV (11.0%), AVUV (4.8%) and SPY (4.7%). Compared with Q2 2026, the fund opened new positions in ACYN, added to IVV, RDVY and QQQM, trimmed SPY, OEF and AAPL and sold out of AGG, HYMB and MUB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $106M | 11.0% | 139K | +11K (+8%) | 8 of 8 | |
| 2 |  AVUV American Centy ETF TR | $46M | 4.8% | 391K | No change | 8 of 8 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $44.9M | 4.7% | 59K | −825 (−1%) | 8 of 8 | |
| 4 |  RDVY First TR Exchange Traded FD | $43.3M | 4.5% | 552K | +10K (+2%) | 8 of 8 | |
| 5 |  QQQM Invesco Nasdaq | $42M | 4.4% | 138K | +777 (+1%) | 8 of 8 | |
| 6 |  OEF Ishares S&P 100 ETF | $41.9M | 4.3% | 110K | −1,626 (−1%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $32.5M | 3.4% | 98K | −594 (−1%) | 8 of 8 | |
| 8 |  FTEC Fidelity Covington Trust | $30.7M | 3.2% | 102K | −3,476 (−3%) | 8 of 8 | |
| 9 |  ITOT Ishares TR | $30.5M | 3.2% | 183K | +5,712 (+3%) | 8 of 8 | |
| 10 |  QUAL Ishares TR | $26.2M | 2.7% | 118K | +5,757 (+5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AGG Ishares TR | $16.2M | 164K |
 HYMB Spdr Series Trust | $2.9M | 116K |
 MUB Ishares TR | $2.6M | 24K |
 XOM Exxon Mobil Corp | $844K | 6,173 |
 GOVT Ishares US Treasury Bond | $712K | 31K |
🔒 Free account: see all 16.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Financial Partners Group 13F FAQ
What does Financial Partners Group own?
Financial Partners Group reported 251 stocks worth $964M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are IVV (11.0%), AVUV (4.8%) and SPY (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Financial Partners Group buy and sell in Q3 2026?
Compared with Q2 2026: 17 new positions, 88 added to, 112 trimmed and 16 sold out. New positions include ACYN. It sold all of AGG, HYMB and MUB.
When will Financial Partners Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Financial Partners Group's portfolio worth?
The Q3 2026 filing reports $964M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.