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FPGK

Financial Partners Group (Kansas) Portfolio holdings

AUM $985M
1-Year Est. Return 29.69%
This Fund
S&P 500
This Quarter Est. Return
-1.35%
1 Year Est. Return
+29.69%
3 Year Est. Return
+70.67%
5 Year Est. Return
+77.31%
10 Year Est. Return
–
AUM
$836M
AUM Growth
-$29M
Cap. Flow
+$9.09M
Cap. Flow %
1.09%
Top 10 Hldgs %
43.77%
Holding
243
New
16
Increased
109
Reduced
73
Closed
16

Top Buys

Rank Stock Value
1
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$11.5M
2
FEOE
First Eagle Overseas Equity ETF
FEOE
+$1.74M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.46M
4
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$1.33M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.28M

Top Sells

Rank Stock Value
1
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$12.6M
2
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.25M
3
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.2M
4
COST icon
Costco
COST
+$757K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$736K

Sector Composition

Rank Sector Weight
1 Technology 6.65%
2 Communication Services 3.25%
3 Consumer Discretionary 2%
4 Industrials 1.17%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MA icon
201
Mastercard
MA
$493B
$255K 0.03%
510
+1
+0.2% +$527
XLU icon
202
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$254K 0.03%
5,534
+3
+0.1% +$135
V icon
203
Visa
V
$677B
$253K 0.03%
838
+83
+11% +$26.7K
XLF icon
204
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$249K 0.03%
5,039
+9
+0.2% +$469
HACK icon
205
Amplify Cybersecurity ETF
HACK
$2.91B
$249K 0.03%
3,310
-369
-10% -$28.4K
LRCX icon
206
Lam Research
LRCX
$390B
$248K 0.03%
1,162
– –
VZ icon
207
Verizon
VZ
$196B
$242K 0.03%
+4,824
New +$224K
GLW icon
208
Corning
GLW
$143B
$239K 0.03%
+1,759
New +$212K
VHT icon
209
Vanguard Health Care ETF
VHT
$18.7B
$236K 0.03%
868
– –
BA icon
210
Boeing
BA
$185B
$235K 0.03%
1,181
-20
-2% -$4.55K
BLK icon
211
Blackrock
BLK
$176B
$233K 0.03%
243
+10
+4% +$10.5K
MPC icon
212
Marathon Petroleum
MPC
$83.7B
$233K 0.03%
+954
New +$193K
CRM icon
213
Salesforce
CRM
$158B
$229K 0.03%
+1,226
New +$254K
EFG icon
214
iShares MSCI EAFE Growth ETF
EFG
$17.3B
$228K 0.03%
2,051
– –
VLUE icon
215
iShares MSCI USA Value Factor ETF
VLUE
$9.47B
$225K 0.03%
1,586
+7
+0.4% +$1.03K
RSPN icon
216
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.07B
$222K 0.03%
3,855
– –
SPXC icon
217
SPX Corp
SPXC
$10.8B
$219K 0.03%
1,094
– –
INMU icon
218
BlackRock Intermediate Muni Income Bond ETF
INMU
$548M
$218K 0.03%
+9,138
New +$222K
AMGN icon
219
Amgen
AMGN
$222B
$215K 0.03%
611
+2
+0.3% +$713
QGRO icon
220
American Century US Quality Growth ETF
QGRO
$2.01B
$212K 0.03%
+2,021
New +$224K
JQUA icon
221
JPMorgan US Quality Factor ETF
JQUA
$8.55B
$210K 0.03%
3,432
+290
+9% +$18.4K
ISRG icon
222
Intuitive Surgical
ISRG
$134B
$206K 0.02%
447
+11
+3% +$5.57K
ARTY
223
iShares Future AI & Tech ETF
ARTY
$3.81B
$206K 0.02%
4,428
– –
CGCP icon
224
Capital Group Core Plus Income ETF
CGCP
$8.51B
$201K 0.02%
9,003
– –
VOE icon
225
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.2B
$201K 0.02%
1,089
+1
+0.1% +$187
6 7 8
9
10

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LMC
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SCM
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KIA
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FCM
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KL
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SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Financial Partners Group (Kansas)'s Q1 2026 Portfolio in Review

As of Q1 2026, Financial Partners Group (Kansas) held 243 positions worth $836M, down 3.4% from $865M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Financial Partners Group (Kansas)'s Q1 2026 filing shows 16 new, 109 increased, 73 reduced and 16 closed positions. Its largest new stake was Invesco S&P SmallCap Momentum ETF: 149,238 shares worth $11.3M. The largest sale was iShares Russell Mid-Cap Growth ETF, an estimated $12.6M.

By sector, the portfolio is most concentrated in Technology at 6.6% of assets, down from 6.9% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Financial Partners Group (Kansas)'s largest Q1 2026 buy was Invesco S&P SmallCap Momentum ETF: 149,238 shares worth $11.3M.
  • Financial Partners Group (Kansas) added most to First Eagle Overseas Equity ETF in Q1 2026, an estimated $1.74M increase.
  • Financial Partners Group (Kansas)'s biggest Q1 2026 reduction was iShares Russell Mid-Cap Growth ETF, cutting an estimated $12.6M.
  • Financial Partners Group (Kansas) fully exited Vanguard International Dividend Appreciation ETF in Q1 2026, selling an estimated $1.2M.
  • Financial Partners Group (Kansas)'s ten largest holdings make up 44% of its $836M portfolio in Q1 2026.
  • Financial Partners Group (Kansas) opened 16 new positions and closed 16 in Q1 2026.
  • Financial Partners Group (Kansas)'s portfolio value fell 3.4% quarter-over-quarter to $836M.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2026, filed 13 Apr 2026.