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Showing Q2 2025 data
Financial Partners Group, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Financial Partners Group, LLC
•CIK: 1965246•Filing: Q2 2025
**Financial Partners Group, LLC** manages $276M across 88 positions, demonstrating a concentrated, large-cap tilt. Top holdings are heavily weighted toward technology and financial sectors, notably MSFT ($14.3M) and GOOGL ($13.9M). The portfolio maintains significant exposure to established names, including JPM ($13.5M) and BRK/B ($13.3M). This structure suggests a disciplined, value-oriented approach targeting market leaders.
Total AUM
$276.3M
QoQ Performance
+19.9%
Positions
79
Top 10 Concentration
42.3%
Latest Filing
Q2 2025
Top Holdings Allocation
MSFT
GOOGL
MSFT5.2%
GOOGL5.0%
JPM4.9%
BRK/B4.8%
PANW4.6%
ECL4.0%
CHV3.7%
UNH3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other32.1%
Technology17.0%
Industrial12.9%
Financial11.8%
Healthcare6.4%
Energy5.7%
Materials4.4%
Consumer Staples4.3%
🚪 Exited Positionssold since Q1 2025
+2 more exited positions
Changes from Q1 2025
NEW14 new positions
↑33 increased
↓34 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023