Fund HoldingsFinancial Partners Group, Inc

Total Portfolio Value
$985.06M
Total Bought
$132.55M
Total Sold
$103.64M
Net Transaction
+$28.91M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR0127,920+127,920095,7989.73%+95,798
ISHARES TR045,977+45,977029,4612.99%+29,461
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
0137,024+137,024041,5144.21%+41,514
FIDELITY COVINGTON TRUST0105,746+105,746030,1993.07%+30,199
RBB FUND TRUST
FIRS EAGL OV ETF
0129,223+129,22306,9010.70%+6,901
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
0542,375+542,375043,9654.46%+43,965
SPDR SERIES TRUST
ST TERM HIGH ETF
0241,585+241,58506,0470.61%+6,047
FIRST TR EXCH TRADED FD III
MUNI HI INCM ETF
237,886355,392+117,50611,30917,2331.75%+5,924
AMERICAN CENTY ETF TR391,650390,844-80643,26648,7624.95%+5,496
STATE STR SPDR S&P 500 ETF T(SPY)059,760+59,760044,6274.53%+44,627
INVESCO EXCH TRADED FD TR II084,937+84,937013,7211.39%+13,721
ISHARES TR0111,256+111,256040,7054.13%+40,705
ISHARES INC
MSCI EMRG CHN
124,401141,189+16,7889,78514,4441.47%+4,658
AMERICAN CENTY ETF TR29,80073,687+43,8872,4026,7210.68%+4,319
ISHARES TR
MSCI USA QLT FCT
0112,092+112,092024,5962.50%+24,596
ALPHABET INC(GOOG)054,421+54,421019,4481.97%+19,448
ISHARES TR0177,720+177,720029,1942.96%+29,194
ISHARES TR
MSCI INTL MOMENT
207,170253,750+46,5809,94813,5331.37%+3,584
APPLE INC(AAPL)098,158+98,158028,4032.88%+28,403
SPDR SERIES TRUST
ST NUVE HIGH ETF
0115,678+115,67802,9430.30%+2,943
VANGUARD WELLINGTON FD52,77553,315+54010,40213,3031.35%+2,901
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
149,238151,054+1,81611,34514,1431.44%+2,798
SPDR SERIES TRUST
ST BLOO HIGH ETF
027,036+27,03602,6060.26%+2,606
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
102,430100,867-1,56314,85417,1621.74%+2,307
AMAZON COM INC(AMZN)069,069+69,069016,4621.67%+16,462
MICRON TECHNOLOGY INC(MU)02,256+2,25602,6040.26%+2,604
INVESCO QQQ TR011,012+11,01208,1090.82%+8,109
ALPHABET INC(GOOG)026,384+26,38409,3220.95%+9,322
NVIDIA CORPORATION(NVDA)051,228+51,228010,2501.04%+10,250
BNY MELLON ETF TRUST II
MUN OPPTYS ETF
062,648+62,64801,5790.16%+1,579
VANECK ETF TRUST
SEMICONDUCTR ETF
2,0753,529+1,4547962,3140.23%+1,519
SELECT SECTOR SPDR TR
ST STR TECHN ETF
07,917+7,91701,5080.15%+1,508
EXCHANGE TRADED CONCEPTS TRU020,855+20,85501,4210.14%+1,421
GLOBAL X FDS
US INFR DEV ETF
0183,114+183,114010,7891.10%+10,789
ADVANCED MICRO DEVICES INC(AMD)2,6563,275+6195401,9020.19%+1,362
JANUS DETROIT STR TR
HENDRSON AAA CL
088,352+88,35204,4610.45%+4,461
SIMPLIFY EXCHANGE TRADED FUN
AGGREGATE BD ETF
063,310+63,31001,2770.13%+1,277
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
324,642352,065+27,42315,28416,5261.68%+1,242
ISHARES TR0159,702+159,702017,5911.79%+17,591
FIRST TR EXCHANGE-TRADED FD08,562+8,56202,8650.29%+2,865
SELECT SECTOR SPDR TR
ST STR CARE ETF
06,208+6,20809850.10%+985
ISHARES TR022,890+22,89006,6520.68%+6,652
NUSHARES ETF TR
NUV HIG INC ETF
032,899+32,89908260.08%+826
QUANTA SVCS INC02,588+2,58801,8630.19%+1,863
RBB FUND TRUST
FIRST EAGLE GBL
014,481+14,48107080.07%+708
BNY MELLON ETF TRUST II
DYNAMIC VALUE
127,749134,206+6,4573,7894,4950.46%+706
ISHARES TR0495,446+495,446026,3432.67%+26,343
BLACKROCK ETF TRUST II012,366+12,36606470.07%+647
FIDELITY COVINGTON TRUST011,502+11,50206040.06%+604
CATERPILLAR INC(CAT)1,6251,628+31,1511,7330.18%+582
SELECT SECTOR SPDR TR
ST STR INDL ETF
03,069+3,06905680.06%+568
GLOBAL X FDS
DATA CTR DIG ETF
018,197+18,19705530.06%+553
TAIWAN SEMICONDUCTOR MANUFAC(TSM)02,804+2,80401,3390.14%+1,339
BONDBLOXX ETF TRUST
PRIVA CR CLO ETF
09,901+9,90104940.05%+494
ELI LILLY & CO(LLY)01,319+1,31901,5820.16%+1,582
INVESCO EXCH TRADED FD TR II07,876+7,87604750.05%+475
VANGUARD INDEX FDS02,270+2,27001,5590.16%+1,559
SELECT SECTOR SPDR TR
ST STR STAPL ETF
05,263+5,26304370.04%+437
FIDELITY COVINGTON TRUST072,729+72,72905,6180.57%+5,618
ISHARES TR
FUTU EXPO TE ETF
05,198+5,19804290.04%+429
ISHARES TR20,20923,866+3,6572,1452,5690.26%+423
MICROSOFT CORP(MSFT)045,284+45,284016,8921.71%+16,892
CROWDSTRIKE HLDGS INC(CRWD)0541+54104130.04%+413
SPDR SERIES TRUST
ST STR SP BIOT
02,560+2,56004050.04%+405
ISHARES TR03,340+3,34004000.04%+400
CANADIAN PACIFIC KANSAS CITY(CP)47,62747,635+83,7464,1280.42%+381
FIDELITY COVINGTON TRUST
ENHANCED SML CAP
07,718+7,71803730.04%+373
ISHARES TR022,513+22,51303,2960.33%+3,296
CISCO SYS INC(CSCO)9,6339,346-2877471,0980.11%+350
APPLIED MATLS INC885892+73026450.07%+342
ISHARES TR
FUTU AI TECH ETF
04,429+4,42903370.03%+337
SPDR SERIES TRUST
ST STR R1K YLD
02,629+2,62903370.03%+337
GE VERNOVA INC(GEV)0284+28403340.03%+334
INTEL CORP(INTC)02,368+2,36803310.03%+331
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
045,774+45,77402,8130.29%+2,813
VANECK ETF TRUST
RARE EAR STR ETF
03,683+3,68303260.03%+326
AMPLIFY ETF TR03,414+3,41403100.03%+310
FRANKLIN TEMPLETON ETF TR
INTEL MACHI ETF
02,440+2,44003030.03%+303
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
042,949+42,94904,8480.49%+4,848
SPX TECHNOLOGIES INC02,094+2,09405130.05%+513
ISHARES TR012,277+12,27701,8210.18%+1,821
J P MORGAN EXCHANGE TRADED F
JPMORGAN INTL VL
03,183+3,18302930.03%+293
SPDR SERIES TRUST
ST STR SP DIV
01,818+1,81802770.03%+277
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
03,351+3,35102760.03%+276
SELECT SECTOR SPDR TR
ST STR FINL ETF
05,085+5,08502730.03%+273
PALO ALTO NETWORKS INC(PANW)0791+79102700.03%+270
FIDELITY COMWLTH TR015,025+15,02501,5510.16%+1,551
ISHARES TR
MSCI USA MMENTM
0773+77302650.03%+265
BLACKROCK ETF TRUST II010,671+10,67102590.03%+259
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
05,820+5,82005230.05%+523
FIDELITY COVINGTON TRUST04,235+4,23502550.03%+255
SELECT SECTOR SPDR TR
ST STR UTIL ETF
05,515+5,51502500.03%+250
SELECT SECTOR SPDR TR
ST STR MATER ETF
04,891+4,89102490.03%+249
PACER FDS TR
US SM CAP CA ETF
04,881+4,88102470.03%+247
BROADCOM INC(AVGO)01,580+1,58005970.06%+597
EATON CORP PLC(ETN)0551+55102350.02%+235
MORGAN STANLEY(MS)01,102+1,10202300.02%+230
GLOBAL X FDS
GLOBAL X COPPER
02,976+2,97602290.02%+229
SELECT SECTOR SPDR TR
ST STR ENERG ETF
04,284+4,28402280.02%+228
BLACKROCK ETF TRUST
ISHARES US EQUIT
03,327+3,32702260.02%+226
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