Financial Partners Group, Inc holds a diversified book of 250 stocks worth $985.1M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Bny Meln Munipl Opp ETF and trimmed Avantis US Small Cap Value. Their largest long position is Ishares Core S&P 500 ETF at 10% of the equity book. Cloning the disclosed picks since 2025 would be +15% (+19.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1731169/holdings"
Use Arkolith to show Financial Partners Group, Inc's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.1 points over this window.
Growth of $10,000 cloning Financial Partners Group, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
16% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Financial Partners Group, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $349.1B |
| LPL Financial LLC | 80 / 80 | $92.8B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $86.2B |
| NewEdge Advisors, LLC | 80 / 80 | $7.7B |
| MORGAN STANLEY | 79 / 80 | $492.8B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $152.2B |
| ROYAL BANK OF CANADA | 79 / 80 | $140.4B |
| UBS Group AG | 79 / 80 | $119.5B |
Ranked by how many of Financial Partners Group, Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $95.8M | 127.9K | 9.7% | ▲+3.9% Added · +5K sh | |
| 2 | American Centy ETF TR US SML CP VALU | $48.8M | 390.8K | 5.0% | ▼−0.2% Reduced · −806 sh | |
| 3 | State STR SPDR S&P 500 ETF T TR UNIT | $44.6M | 59.8K | 4.5% | ▼−1.1% Reduced · −677 sh | |
| 4 | First TR Exchange Traded FD RISNG DIVD ACHIV | $44.0M | 542.4K | 4.5% | ▼−0.1% Reduced · −650 sh | |
| 5 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $41.5M | 137.0K | 4.2% | ▲+2.7% Added · +4K sh | |
| 6 | Ishares TR S&P 100 ETF | $40.7M | 111.3K | 4.1% | ▼−1.6% Reduced · −2K sh | |
| 7 | Fidelity Covington Trust MSCI INFO TECH I | $30.2M | 105.7K | 3.1% | ▲+0.2% Added · +235 sh | |
| 8 | Ishares TR ISHARES SEMICDTR | $29.5M | 46.0K | 3.0% | ▼−5.1% Reduced · −2K sh | |
| 9 | Ishares TR CORE S&P TTL STK | $29.2M | 177.7K | 3.0% | ▼−1.0% Reduced · −2K sh | |
| 10 | Apple Inc COM | $28.4M | 98.2K | 2.9% | ▼−0.1% Reduced · −132 sh | |
| 11 | Ishares TR ISHS 5-10YR INVT | $26.3M | 495.4K | 2.7% | ▲+2.8% Added · +13K sh | |
| 12 | Ishares TR MSCI USA QLT FCT | $24.6M | 112.1K | 2.5% | ▲+4.5% Added · +5K sh | |
| 13 | Alphabet Inc CAP STK CL A | $19.4M | 54.4K | 2.0% | ▼−0.3% Reduced · −189 sh | |
| 14 | Ishares TR CORE S&P US VLU | $17.6M | 159.7K | 1.8% | ▼−1.0% Reduced · −2K sh | |
| 15 | First TR Exch Traded FD III MUNI HI INCM ETF | $17.2M | 355.4K | 1.7% | ▲+49% Added · +118K sh | |
| 16 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $17.2M | 100.9K | 1.7% | ▼−1.5% Reduced · −2K sh | |
| 17 | Microsoft Corp COM | $16.9M | 45.3K | 1.7% | ▲+1.8% Added · +780 sh | |
| 18 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $16.5M | 352.1K | 1.7% | ▲+8.4% Added · +27K sh | |
| 19 | Amazon Com Inc COM | $16.5M | 69.1K | 1.7% | ▲+0.4% Added · +289 sh | |
| 20 | Ishares TR CORE US AGGBD ET | $16.2M | 164.1K | 1.6% | ▼−2.4% Reduced · −4K sh | |
| 21 | Ishares Inc MSCI EMRG CHN | $14.4M | 141.2K | 1.5% | ▲+13% Added · +17K sh | |
| 22 | Invesco Exchange Traded FD T S&P SMLCP MOMENT | $14.1M | 151.1K | 1.4% | ▲+1.2% Added · +2K sh | |
| 23 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $13.7M | 84.9K | 1.4% | ▲+9.6% Added · +7K sh | |
| 24 | Ishares TR MSCI INTL MOMENT | $13.5M | 253.8K | 1.4% | ▲+22% Added · +47K sh | |
| 25 | Vanguard Wellington FD US MOMENTUM | $13.3M | 53.3K | 1.4% | ▲+1.0% Added · +540 sh | |
| 26 | Pacer FDS TR US CASH COWS 100 | $12.4M | 200.0K | 1.3% | ▼−6.6% Reduced · −14K sh | |
| 27 | Global X FDS US INFR DEV ETF | $10.8M | 183.1K | 1.1% | ▼−0.8% Reduced · −1K sh | |
| 28 | Nvidia Corporation COM | $10.3M | 51.2K | 1.0% | ▲+3.6% Added · +2K sh | |
| 29 | Alphabet Inc CAP STK CL C | $9.3M | 26.4K | 0.9% | ▼−0.5% Reduced · −143 sh | |
| 30 | Invesco QQQ TR UNIT SER 1 | $8.1M | 11.0K | 0.8% | ▼−0.5% Reduced · −50 sh | |
| 31 | Schwab Strategic TR US DIVIDEND EQ | $7.1M | 223.9K | 0.7% | ▼−5.5% Reduced · −13K sh | |
| 32 | RBB Fund Trust FIRS EAGL OV ETF | $6.9M | 129.2K | 0.7% | ▲+2.3% Added · +3K sh | |
| 33 | American Centy ETF TR US LARGE CAP VLU | $6.7M | 73.7K | 0.7% | ▲+147% Added · +44K sh | |
| 34 | Ishares TR RUS TP200 GR ETF | $6.7M | 22.9K | 0.7% | ▼−0.5% Reduced · −112 sh | |
| 35 | SPDR Series Trust ST TERM HIGH ETF | $6.0M | 241.6K | 0.6% | ▼−8.7% Reduced · −23K sh | |
| 36 | Invesco Exchange Traded FD T AEROSPACE DEFN | $5.8M | 33.1K | 0.6% | ▼−4.3% Reduced · −2K sh | |
| 37 | Fidelity Covington Trust MSCI HLTH CARE I | $5.6M | 72.7K | 0.6% | ▼−1.3% Reduced · −929 sh | |
| 38 | Ishares TR US AER DEF ETF | $5.0M | 20.6K | 0.5% | ▼−5.7% Reduced · −1K sh | |
| 39 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $4.8M | 42.9K | 0.5% | ▼−2.4% Reduced · −1K sh | |
| 40 | Bny Mellon ETF Trust II DYNAMIC VALUE | $4.5M | 134.2K | 0.5% | ▲+5.0% Added · +6K sh | |
| 41 | Janus Detroit STR TR HENDRSON AAA CL | $4.5M | 88.4K | 0.5% | ▲+44% Added · +27K sh | |
| 42 | Fidelity Covington Trust MSCI ENERGY IDX | $4.3M | 145.1K | 0.4% | ▼−5.9% Reduced · −9K sh | |
| 43 | Canadian Pacific Kansas City COM | $4.1M | 47.6K | 0.4% | ▲~0% Added · +8 sh | |
| 44 | Tortoise Capital Series Trus NORTH AMRCN PIPE | $3.6M | 85.2K | 0.4% | ▼−3.0% Reduced · −3K sh | |
| 45 | J P Morgan Exchange Traded F INCOME ETF | $3.5M | 74.9K | 0.4% | ▼−4.5% Reduced · −4K sh | |
| 46 | Vaneck ETF Trust MRNGSTR WDE MOAT | $3.3M | 32.1K | 0.3% | ▼−18% Reduced · −7K sh | |
| 47 | Ishares TR RUS MD CP GR ETF | $3.3M | 22.5K | 0.3% | ▼−1.9% Reduced · −445 sh | |
| 48 | SPDR Series Trust ST NUVE HIGH ETF | $2.9M | 115.7K | 0.3% | ▲+1.6% Added · +2K sh | |
| 49 | First TR Exchange-Traded FD SHS | $2.9M | 8.6K | 0.3% | ▲~0% Added · +1 sh | |
| 50 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $2.8M | 45.8K | 0.3% | ▲+2.3% Added · +1K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.