We are live on ! Find out more
FPGK

Financial Partners Group (Kansas) Portfolio holdings

AUM $985M
1-Year Est. Return 29.69%
This Fund
S&P 500
This Quarter Est. Return
+2.83%
1 Year Est. Return
+29.69%
3 Year Est. Return
+70.67%
5 Year Est. Return
+77.31%
10 Year Est. Return
–
AUM
$865M
AUM Growth
+$62M
Cap. Flow
+$24.2M
Cap. Flow %
2.79%
Top 10 Hldgs %
44.26%
Holding
246
New
26
Increased
107
Reduced
81
Closed
19

Top Buys

Rank Stock Value
1
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$13.9M
2
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$3.83M
3
JPIE icon
JPMorgan Income ETF
JPIE
+$3.54M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.69M
5
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$2.65M

Top Sells

Rank Stock Value
1
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$12M
2
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.7M
3
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.48M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$1.37M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$824K

Sector Composition

Rank Sector Weight
1 Technology 6.89%
2 Communication Services 3.68%
3 Consumer Discretionary 2.19%
4 Financials 1.18%
5 Industrials 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APO icon
176
Apollo Global Management
APO
$73.4B
$316K 0.04%
+2,349
New +$312K
ASML icon
177
ASML
ASML
$669B
$314K 0.04%
221
-9
-4% -$9.39K
ONEY icon
178
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$677M
$314K 0.04%
2,629
– –
FSSL
179
FS Specialty Lending Fund
FSSL
$864M
$314K 0.04%
+23,331
New +$319K
AVUS icon
180
Avantis US Equity ETF
AVUS
$14.3B
$314K 0.04%
2,714
-825
-23% -$90.9K
VTWO icon
181
Vanguard Russell 2000 ETF
VTWO
$17.4B
$314K 0.04%
2,990
+3
+0.1% +$298
KO icon
182
Coca-Cola
KO
$375B
$309K 0.04%
4,137
-35
-0.8% -$2.44K
GAMR icon
183
Amplify Video Game Tech ETF
GAMR
$40.2M
$295K 0.03%
3,414
– –
CIBR icon
184
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
$294K 0.03%
4,262
+1,371
+47% +$103K
AMAT icon
185
Applied Materials
AMAT
$428B
$286K 0.03%
+888
New +$213K
HACK icon
186
Amplify Cybersecurity ETF
HACK
$2.91B
$284K 0.03%
3,679
-201
-5% -$17K
MDY icon
187
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$281K 0.03%
448
– –
BA icon
188
Boeing
BA
$185B
$281K 0.03%
1,201
– –
AVIV icon
189
Avantis International Large Cap Value ETF
AVIV
$2.06B
$280K 0.03%
3,711
-25
-0.7% -$1.73K
QCLN icon
190
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$629M
$279K 0.03%
5,665
– –
REMX icon
191
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.26B
$278K 0.03%
+3,246
New +$233K
KKR icon
192
KKR & Co
KKR
$92.3B
$277K 0.03%
2,421
+850
+54% +$106K
JMUB icon
193
JPMorgan Municipal ETF
JMUB
$8.51B
$276K 0.03%
5,435
+603
+12% +$30.5K
QCOM icon
194
Qualcomm
QCOM
$176B
$276K 0.03%
1,822
-47
-3% -$8.06K
BUSE icon
195
First Busey Corp
BUSE
$2.56B
$275K 0.03%
11,162
+238
+2% +$5.6K
MA icon
196
Mastercard
MA
$493B
$274K 0.03%
509
+6
+1% +$3.35K
SO icon
197
Southern Company
SO
$107B
$272K 0.03%
3,047
-64
-2% -$5.84K
LRCX icon
198
Lam Research
LRCX
$390B
$271K 0.03%
+1,162
New +$181K
XLF icon
199
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$269K 0.03%
5,030
+6
+0.1% +$320
MAGS icon
200
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.24B
$263K 0.03%
+3,975
New +$263K
6 7
8
9 10

Similar funds

PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
PCM
Polymer Capital Management New York $988M AUM 56.33% 1-Year Est. Return
LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
SCM
Silverarc Capital Management Boston, Massachusetts $980M AUM 470.8% 1-Year Est. Return
KIA
Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return
FCM
Fortis Capital Management Bellevue, Washington $977M AUM 17.17% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Financial Partners Group (Kansas)'s Q4 2025 Portfolio in Review

As of Q4 2025, Financial Partners Group (Kansas) held 246 positions worth $865M, up 7.7% from $803M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Financial Partners Group (Kansas)'s Q4 2025 filing shows 26 new, 107 increased, 81 reduced and 19 closed positions. Its largest new stake was JPMorgan Income ETF: 76,315 shares worth $3.55M. The largest sale was JPMorgan Nasdaq Equity Premium Income ETF, an estimated $12M.

By sector, the portfolio is most concentrated in Technology at 6.9% of assets, down from 7.8% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Financial Partners Group (Kansas)'s largest Q4 2025 buy was JPMorgan Income ETF: 76,315 shares worth $3.55M.
  • Financial Partners Group (Kansas) added most to JPMorgan Core Plus Bond ETF in Q4 2025, an estimated $13.9M increase.
  • Financial Partners Group (Kansas)'s biggest Q4 2025 reduction was JPMorgan Nasdaq Equity Premium Income ETF, cutting an estimated $12M.
  • Financial Partners Group (Kansas) fully exited iShares Preferred and Income Securities ETF in Q4 2025, selling an estimated $671K.
  • Financial Partners Group (Kansas)'s ten largest holdings make up 44% of its $865M portfolio in Q4 2025.
  • Financial Partners Group (Kansas) opened 26 new positions and closed 19 in Q4 2025.
  • Financial Partners Group (Kansas)'s portfolio value rose 7.7% quarter-over-quarter to $865M.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2025, filed 3 Feb 2026.