Financial Partners Group, Inc - Portfolio Stock Holdings
Financial Partners Group, Inc disclosed 266 stock positions in a recent SEC 13F filing. $963,606,327 of stock holdings were filed, with the largest holdings including IVV, AVUV, and SPY. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,145,591,375 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
266Est. Stock Holding Value:
$963,606,327Top Stock Holdings By Sector
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Portfolio Stock Holdings - Financial Partners Group, Inc
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