ETF Portfolio Partners, Inc.

RIA/Wealth

ETF Portfolio Partners, Inc. is a RIA/Wealth based in Leawood, KS led by Richard Dean Romey, managing $375.9M across 67 long positions as of Q3 2025 with 98% ETF concentration, 69% concentrated in top 10 holdings, and 18% allocation to VTI.

PresidentRichard Dean Romey

Portfolio Value: $375.9M
Positions: 67
Top Holding: VTI at 18.45%
Last Reported: Q3 2025

Address4831 W. 136th Street, Suite 300, Leawood, KS, 66224-5922, United States

Top Holdings

Largest long holdings in ETF Portfolio Partners, Inc.'s portfolio (68.6% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$69.3M	18.45%	-$2.7M Sold	— 211.3K shares	Q4 2014 Held for 10y 11m
2 Vanguard Mega Cap Growth MGK	ETF ETF	$34.7M	9.23%	-$3.6M Sold	— 86.2K shares	Q4 2014 Held for 10y 11m
3 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$30.7M	8.17%	+$912.7K Bought	— 306.1K shares	Q1 2015 Held for 10y 8m
4 Vanguard Mega Cap Value MGV	ETF ETF	$23.5M	6.26%	+$140.2K Bought	— 170.7K shares	Q3 2022 Held for 3y 2m
5 BLV Vanguard Long-Term Bond BLV	ETF ETF	$18.1M	4.82%	+$594.7K Bought	— 255.9K shares	Q2 2023 Held for 2y 5m
6 Invesco QQQ Trust QQQ	ETF ETF	$17.9M	4.75%	-$1.6M Sold	— 29.7K shares	Q1 2024 Held for 1y 8m
7 Vanguard FTSE All-World Ex-US ETF VEU	ETF ETF	$17.4M	4.62%	-$584.1K Sold	— 243.5K shares	Q1 2024 Held for 1y 8m
8 Fidelity Total Bond FBND	ETF ETF	$16.3M	4.34%	+$1.0M Bought	— 352.5K shares	Q1 2025 Held for 8 months
9 iShares 3-7 Year Treasury Bond IEI	ETF ETF	$15.8M	4.21%	+$568.4K Bought	— 132.3K shares	Q1 2025 Held for 8 months
10 Vanguard Small-Cap ETF VB	ETF ETF	$14.0M	3.73%	-$6.6K Sold	— 55.1K shares	Q2 2020 Held for 5y 5m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in ETF Portfolio Partners, Inc.'s latest filing

See all changes

GthenC

Market Value

$375.9M

Prior: $360.8M

Q/Q Change

+4.16%

+$15.0M

Net Flows % of MV

-1.59%

Turnover Ratio

2.11%

New Purchases

1 stocks

$255.8K

Added To

19 stocks

+$4.5M

Sold Out Of

2 stocks

$405.9K

Reduced Holdings

22 stocks

-$10.3M

Increased Positions

Position	Shares Δ	Change
1 TE Connectivity TEL	New	0 → 1.2K +$255.8K
2 Vanguard Mid-Cap Fund VO	+9.12%	1.9K → 2.1K +$50.5K
3 SPDR Portfolio Long Term Treasury SPTL	+8.41%	9.4K → 10.2K +$21.4K
4 Fidelity Total Bond FBND	+6.65%	330.5K → 352.5K +$1.0M
5 iShares ESG Aware U.S. Aggregate Bond EAGG	+6.29%	6.7K → 7.2K +$20.3K

Decreased Positions

Position	Shares Δ	Change
1 Coca-Cola KO	Sold	2.9K → 0 −$205.1K
2 Comcast CMCSA	Sold	5.6K → 0 −$200.8K
3 Invesco NASDAQ 100 ETF QQQM	-10.47%	2.7K → 2.4K −$68.7K
4 Vanguard Mega Cap Growth MGK	-9.44%	95.1K → 86.2K −$3.6M
5 Invesco QQQ Trust QQQ	-8.09%	32.4K → 29.7K −$1.6M