Notify me when Financial Partners Group, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 227 | $864,893,779 | +$61,684,283 | -$35,002,691 | +$26,681,592 | IVV, AVUV, SPY, OEF, RDVY | 13F-HR | 03 Feb 2026, 16:46 |
| Q3 2025 | 220 | $802,851,612 | +$39,327,774 | -$15,344,851 | +$23,982,923 | IVV, SPY, AVUV, OEF, RDVY | 13F-HR | 17 Oct 2025, 13:59 |
| Q2 2025 | 201 | $723,147,889 | +$69,312,589 | -$51,525,686 | +$17,786,903 | IVV, AVUV, OEF, RDVY, SPY | 13F-HR | 15 Jul 2025, 08:31 |
| Q1 2025 | 190 | $647,782,837 | +$59,620,289 | -$61,943,793 | -$2,323,504 | IVV, AVUV, OEF, RDVY, SPY | 13F-HR | 06 May 2025, 09:17 |
| Q4 2024 | 182 | $685,374,816 | +$49,826,834 | -$46,264,086 | +$3,562,748 | IVV, OEF, AVUV, RDVY, JEPI | 13F-HR | 24 Jan 2025, 15:33 |
| Q3 2024 | 188 | $675,663,701 | +$48,416,176 | -$35,010,336 | +$13,405,840 | IVV, OEF, AVUV, JEPI, RDVY | 13F-HR | 30 Oct 2024, 16:36 |
| Q2 2024 | 171 | $633,576,094 | +$38,586,690 | -$39,479,671 | -$892,981 | IVV, OEF, AVUV, JEPI, RDVY | 13F-HR | 19 Jul 2024, 16:22 |
| Q1 2024 | 173 | $627,003,574 | +$87,076,646 | -$47,303,683 | +$39,772,963 | IVV, OEF, JEPI, AVUV, RDVY | 13F-HR | 07 May 2024, 11:17 |
| Q4 2023 | 167 | $557,721,080 | +$51,731,699 | -$20,581,489 | +$31,150,210 | IVV, OEF, JEPI, NOBL, RDVY | 13F-HR | 09 Feb 2024, 10:59 |
| Q3 2023 | 161 | $484,588,695 | +$50,514,044 | -$41,115,332 | +$9,398,712 | IVV, JEPI, OEF, FTGC, NOBL | 13F-HR | 13 Nov 2023, 11:04 |
| Q2 2023 | 158 | $493,103,956 | +$57,117,082 | -$42,231,924 | +$14,885,158 | IVV, JEPI, FTGC, NOBL, OEF | 13F-HR | 08 Aug 2023, 09:53 |
| Q1 2023 | 165 | $449,639,771 | +$7,882,208 | -$5,914,696 | +$1,967,512 | IVV, JEPI, FTGC, NOBL, AAPL | 13F-HR | 12 May 2023, 12:01 |
| Q4 2022 | 165 | $443,678,514 | +$92,363,355 | -$67,346,765 | +$25,016,590 | IVV, JEPI, FTGC, NOBL, RDVY | 13F-HR | 14 Feb 2023, 13:40 |
| Q3 2022 | 143 | $379,665,000 | +$52,804,436 | -$43,674,798 | +$9,129,638 | IVV, DBC, RDVY, FTGC, NOBL | 13F-HR | 14 Nov 2022, 10:48 |
| Q2 2022 | 148 | $398,775,000 | +$35,640,188 | -$26,196,385 | +$9,443,803 | IVV, ITOT, DBC, RDVY, NOBL | 13F-HR | 11 Aug 2022, 18:39 |
| Q1 2022 | 161 | $462,115,000 | +$59,286,852 | -$59,386,202 | -$99,350 | ITOT, IVV, RDVY, DBC, AAPL | 13F-HR | 29 Apr 2022, 17:17 |
| Q4 2021 | 158 | $456,689,000 | +$65,518,704 | -$39,314,538 | +$26,204,166 | IVV, ITOT, RDVY, AAPL, IEFA | 13F-HR | 10 Feb 2022, 16:50 |
| Q3 2021 | 155 | $424,454,000 | +$57,369,827 | -$8,596,191 | +$48,773,636 | IVV, ITOT, RDVY, IEFA, AAPL | 13F-HR | 04 Nov 2021, 19:57 |
| Q2 2021 | 147 | $388,287,000 | +$52,803,202 | -$38,482,850 | +$14,320,352 | IVV, ITOT, RDVY, IEFA, NOBL | 13F-HR | 13 Aug 2021, 17:15 |
| Q1 2021 | 140 | $352,536,000 | +$29,285,054 | -$11,446,839 | +$17,838,215 | IVV, ITOT, IEFA, HYG, NOBL | 13F-HR | 04 May 2021, 16:22 |
| Q4 2020 | 126 | $330,813,000 | +$37,410,506 | -$30,493,200 | +$6,917,306 | IVV, ITOT, IEFA, HYG, IGIB | 13F-HR | 12 Feb 2021, 18:40 |
| Q3 2020 | 116 | $291,171,000 | +$36,623,355 | -$7,721,336 | +$28,902,019 | IVV, ITOT, HYG, IEFA, AAPL | 13F-HR | 12 Nov 2020, 19:23 |
| Q2 2020 | 100 | $255,951,000 | +$70,559,437 | -$18,031,848 | +$52,527,589 | IVV, ITOT, IEFA, HYG, USMV | Restatement | 07 Aug 2020, 18:29 |
| Q1 2020 | 68 | $161,341,000 | +$42,519,843 | -$81,726,314 | -$39,206,471 | IEFA, IVV, ITOT, USMV, IEMG | 13F-HR | 14 May 2020, 16:50 |
| Q4 2019 | 82 | $257,269,000 | +$25,120,927 | -$10,117,178 | +$15,003,749 | IVV, IEFA, ITOT, IEMG, GOVT | 13F-HR | 10 Feb 2020, 15:07 |
| Q3 2019 | 80 | $224,984,000 | +$40,033,702 | -$28,547,559 | +$11,486,143 | IVV, IEFA, ITOT, IEMG, GOVT | 13F-HR | 12 Nov 2019, 16:04 |
| Q2 2019 | 76 | $212,861,000 | +$70,379,606 | -$47,082,874 | +$23,296,732 | IVV, IEFA, ITOT, IEMG, IJH | 13F-HR | 15 Aug 2019, 12:15 |
| Q1 2019 | 75 | $184,967,000 | +$21,659,359 | -$9,145,476 | +$12,513,883 | IJR, IUSG, DGRO, IEMG, IJH | 13F-HR | 06 May 2019, 17:42 |
| Q4 2018 | 1 | $7,205,000 | $0 | $0 | $0 | IJH | New Holdings | 14 Feb 2019, 15:20 |
| Q4 2018 | 73 | $153,699,000 | +$51,909,646 | -$29,747,956 | +$22,161,690 | IJR, DGRO, IUSG, FHLC, IEMG | 13F-HR | 14 Feb 2019, 11:49 |
| Q3 2018 | 75 | $153,408,000 | +$23,000,426 | -$12,382,818 | +$10,617,608 | IJH, IUSG, IJR, IJT, DGRO | 13F-HR | 02 Nov 2018, 14:04 |
| Q2 2018 | 78 | $136,337,000 | +$17,124,076 | -$15,186,856 | +$1,937,220 | IJH, IUSG, IJR, DGRO, PFF | 13F-HR | 03 Aug 2018, 16:38 |
| Q1 2018 | 76 | $125,330,000 | +$13,096,930 | -$10,993,199 | +$2,103,731 | IJH, IUSG, DGRO, IJR, PFF | 13F-HR | 10 May 2018, 17:41 |
| Q4 2017 | 77 | $126,922,000 | $0 | $0 | $0 | IJH, IUSG, IJR, DGRO, USMV | 13F-HR | 14 Feb 2018, 18:14 |