Holdings of Financial Partners Group, Inc
205 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 45.2 % of the equity sleeve
Sector breakdown
- Funds 18.1 %
- Technology 6.9 %
- Communication 3.4 %
- Consumer discretionary 2.1 %
- Financials 0.9 %
- Industrials 0.7 %
- Consumer staples 0.6 %
- Health care 0.4 %
- Utilities 0.3 %
- Energy 0.2 %
- Materials 0.1 %
- Real estate 0.1 %
- Unattributed 66.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.9 %
- TW 0.1 %
- NL 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 203 | 808.2M $ | 99.86 % |
| 2 | TW | 1 | 833.8K $ | 0.10 % |
| 3 | NL | 1 | 274.8K $ | 0.03 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 201 | iShares Future AI & Tech ETF | 4,428 | 206K $ | |
| 202 | Capital Group Core Plus Income ETF | 9,003 | 201.1K $ | |
| 203 | Vanguard Index Funds | 1,089 | 200.6K $ | |
| 204 | FS Credit Opportunities Corp | 12,111 | 61.8K $ | |
| 205 | Selectquote Inc | 56,504 | 35.6K $ |