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Joshua John Britton

Financial Partners Group, Inc

Assets Managed
$985.063M
Holdings
250
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
17.85%(2Q avg: 7.25%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Partners Group, Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 250 positions.

Assets under management

The assets under management (AUM) of Financial Partners Group, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 985.063M in assets, with a quarterly growth rate of 17.85% and a 2-quarter average growth rate of 7.25%. The portfolio is managed by Joshua John Britton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.89%
9.73%
$95.798M
127,920 shares@ $748.9 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -0.2%
4.96%
$48.762M
390,844 shares@ $124.76 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.12%
4.54%
$44.627M
59,760 shares@ $746.78 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Decreased -0.11%
4.47%
$43.965M
542,375 shares@ $81.07 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 2.75%
4.22%
$41.514M
137,024 shares@ $302.97 avg price
OEF
Ishares S&p 100 Etf
Recent Activity
Decreased -1.63%
4.14%
$40.705M
111,256 shares@ $365.88 avg price
FTEC
Fidelity Msci Info Tech Etf
Recent Activity
Increased 0.23%
3.07%
$30.199M
105,746 shares@ $285.59 avg price
SOXX
Ishares Semiconductor Etf
Recent Activity
Decreased -5.12%
3%
$29.461M
45,977 shares@ $640.77 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -0.99%
2.97%
$29.194M
177,720 shares@ $164.28 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.13%
2.89%
$28.403M
98,158 shares@ $289.37 avg price

1-10 of 250