Institutions / Financial Partners Group, Inc / Holdings

Financial Partners Group, Inc

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
WISDOMTREE TR	—	$1.25M	25,272	0.1%
J P MORGAN EXCHANGE TRADED F	—	$1.26M	21,525	0.1%
Quanta Services Inc	—	$1.33M	2,794	0.2%
FIDELITY COMWLTH TR	—	$1.40M	15,206	0.2%
ISHARES TR	—	$1.43M	3,061	0.2%
PIMCO ETF TR	—	$1.51M	15,825	0.2%
EXCHANGE TRADED CONCEPTS TRU	—	$1.52M	21,919	0.2%
SPDR GOLD TR	—	$1.58M	3,551	0.2%
ISHARES TR	—	$1.60M	12,588	0.2%
Tesla Inc	—	$1.72M	3,995	0.2%
ISHARES TR	—	$1.77M	16,451	0.2%
COSTCO WHOLESALE CORP /NEW	—	$1.78M	1,897	0.2%
ISHARES TR	—	$1.81M	18,217	0.2%
ISHARES TR	—	$1.84M	32,917	0.2%
JPMORGAN CHASE & CO	—	$1.88M	6,146	0.2%
FIDELITY WISE ORIGIN BITCOIN	—	$1.88M	25,803	0.2%
GLOBAL X FDS	—	$1.90M	29,093	0.2%
ISHARES TR	—	$2.01M	29,231	0.2%
FIRST TR EXCHANGE-TRADED FD	—	$2.02M	8,561	0.2%
J P MORGAN EXCHANGE TRADED F	—	$2.08M	42,221	0.2%
GLOBAL X FDS	—	$2.10M	27,948	0.2%
AMERICAN CENTY ETF TR	—	$2.17M	26,848	0.3%
TORTOISE CAPITAL SERIES TRUS	—	$2.46M	65,197	0.3%
ISHARES TR	—	$2.59M	31,958	0.3%
Walmart Inc.	—	$2.62M	22,006	0.3%
BNY MELLON ETF TRUST II	—	$2.80M	92,334	0.3%
VANECK ETF TRUST	—	$2.86M	96,710	0.3%
SPDR SERIES TRUST	—	$2.86M	114,123	0.3%
Warren E. Buffett	—	$3.06M	6,358	0.4%
J P MORGAN EXCHANGE TRADED F	—	$3.11M	52,410	0.4%
JANUS DETROIT STR TR	—	$3.15M	62,140	0.4%
FIDELITY COVINGTON TRUST	—	$3.25M	114,786	0.4%
Meta Platforms Inc	—	$3.28M	4,583	0.4%
CANADIAN PACIFIC KANSAS CITY	—	$3.55M	47,707	0.4%
J P MORGAN EXCHANGE TRADED F	—	$3.55M	76,315	0.4%
FIDELITY COVINGTON TRUST	—	$4.05M	104,971	0.5%
PROSHARES TR	—	$4.17M	37,878	0.5%
VANECK ETF TRUST	—	$4.31M	41,115	0.5%
SPDR SERIES TRUST	—	$4.35M	44,469	0.5%
RBB FUND TRUST	—	$4.76M	92,681	0.5%
INVESCO EXCHANGE TRADED FD T	—	$4.79M	45,024	0.6%
ISHARES TR	—	$4.96M	21,324	0.6%
FIDELITY COVINGTON TRUST	—	$5.43M	73,218	0.6%
INVESCO EXCHANGE TRADED FD T	—	$5.95M	34,102	0.7%
ISHARES TR	—	$6.36M	23,366	0.7%
SCHWAB STRATEGIC TR	—	$6.90M	231,428	0.8%
INVESCO QQQ TR	—	$6.91M	11,108	0.8%
SPDR SERIES TRUST	—	$7.03M	276,547	0.8%
ISHARES INC	—	$8.90M	111,535	1.0%
INVESCO EXCH TRADED FD TR II	—	$8.96M	74,753	1.0%