Financial Connections Group, Inc. — 13F Holdings & Portfolio
CIK 1907157 · latest 13F-HR filed 2026-05-01
Financial Connections Group, Inc. manages $287.6K in 13F-reported U.S. long-equity assets across 251 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are DFAU (15.11%), ESGV (6.50%), DFIV (5.89%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 29 new positions, exited 13, added to 63, and trimmed 63.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$287.6K
Long-equity book
251
Distinct positions
2026-03-31
Filed 2026-05-01
+29 / −13 / ↑63 / ↓63
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- J P MORGAN EXCHANGE TRADED F$3.4K +41.1%
- BLACKROCK ETF TRUST II$1.1K +664.6%
- DIMENSIONAL ETF TRUST$932 +36.1%
- PIMCO ETF TR$785 +106.7%
- DIMENSIONAL ETF TRUST$760 +15.3%
Top Trims
- VANGUARD WORLD FD-$2.4K -11.5%
- VANGUARD INDEX FDS-$1.7K -10.7%
- ISHARES TR-$1.3K -9.6%
- VANGUARD WHITEHALL FDS-$968 -12.5%
- 2023 ETF SERIES TRUST II-$710 -9.9%
New Positions
- EXXON MOBIL CORP$53
- ISHARES TR$53
- VALERO ENERGY CORP$48
- DIMENSIONAL ETF TRUST$29
- AT&T INC$23
Exited Positions
- SERVICENOW INC$71
- PTC INC$17
- DOLBY LABORATORIES INC$14
- SELECT SECTOR SPDR TR$10
- DELL TECHNOLOGIES INC$9
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $43.4K | 15.11% | 962,980 | SH |
| 2 | VANGUARD WORLD FD | ESGV | 921910733 | $18.7K | 6.50% | 166,585 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $16.9K | 5.89% | 320,867 | SH |
| 4 | J P MORGAN EXCHANGE TRADED F | JCPB | 46641Q670 | $16.3K | 5.66% | 345,985 | SH |
| 5 | VANGUARD INDEX FDS | VUG | 922908736 | $13.9K | 4.83% | 31,799 | SH |
| 6 | ISHARES TR | USXF | 46436E767 | $12.6K | 4.37% | 227,786 | SH |
| 7 | J P MORGAN EXCHANGE TRADED F | JPIB | 46641Q852 | $11.6K | 4.03% | 242,579 | SH |
| 8 | PGIM ROCK ETF TR | PBFR | 69420N692 | $10.2K | 3.54% | 351,152 | SH |
| 9 | VANGUARD WORLD FD | VSGX | 921910725 | $9.6K | 3.33% | 133,556 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $8.9K | 3.11% | 263,308 | SH |
| 11 | ISHARES TR | CMF | 464288356 | $8.7K | 3.04% | 153,857 | SH |
| 12 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $7.7K | 2.68% | 152,150 | SH |
| 13 | VANGUARD WHITEHALL FDS | VIGI | 921946810 | $6.8K | 2.35% | 76,502 | SH |
| 14 | 2023 ETF SERIES TRUST II | QLTY | 90139K100 | $6.4K | 2.24% | 178,032 | SH |
| 15 | APPLE INC | AAPL | 037833100 | $6.2K | 2.14% | 24,264 | SH |
| 16 | DIMENSIONAL ETF TRUST | DIHP | 25434V765 | $5.7K | 1.99% | 177,303 | SH |
| 17 | ISHARES TR | DMXF | 46436E759 | $5.7K | 1.97% | 75,280 | SH |
| 18 | J P MORGAN EXCHANGE TRADED F | JIRE | 46641Q134 | $5.6K | 1.95% | 74,025 | SH |
| 19 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $5.5K | 1.92% | 150,502 | SH |
| 20 | ISHARES INC | ACWV | 464286525 | $5.3K | 1.85% | 44,539 | SH |
| 21 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $5.1K | 1.77% | 71,943 | SH |
| 22 | CAPITAL GRP FIXED INCM ETF T | CGSM | 14020Y607 | $5.0K | 1.74% | 190,872 | SH |
| 23 | VANGUARD INDEX FDS | VV | 922908637 | $4.2K | 1.45% | 13,968 | SH |
| 24 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $3.5K | 1.22% | 90,186 | SH |
| 25 | J P MORGAN EXCHANGE TRADED F | JMUB | 46641Q647 | $2.6K | 0.89% | 51,033 | SH |
| 26 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $2.4K | 0.84% | 52,840 | SH |
| 27 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.3K | 0.81% | 4,878 | SH |
| 28 | ISHARES TR | IWF | 464287614 | $1.9K | 0.67% | 4,494 | SH |
| 29 | DIMENSIONAL ETF TRUST | DFSU | 25434V716 | $1.9K | 0.66% | 46,359 | SH |
| 30 | VANGUARD INDEX FDS | VTI | 922908769 | $1.8K | 0.64% | 5,745 | SH |
| 31 | T ROWE PRICE ETF INC | TDVG | 87283Q404 | $1.8K | 0.64% | 41,161 | SH |
| 32 | VANGUARD INDEX FDS | VBK | 922908595 | $1.7K | 0.60% | 5,740 | SH |
| 33 | PIMCO ETF TR | BILZ | 72201R577 | $1.5K | 0.53% | 15,068 | SH |
| 34 | ISHARES TR | HYXF | 46435G441 | $1.4K | 0.47% | 29,454 | SH |
| 35 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $1.3K | 0.46% | 18,537 | SH |
| 36 | CAPITAL GRP FIXED INCM ETF T | CGHM | 14020Y805 | $1.3K | 0.44% | 50,510 | SH |
| 37 | VANGUARD STAR FDS | VXUS | 921909768 | $1.2K | 0.43% | 15,993 | SH |
| 38 | BLACKROCK ETF TRUST II | INMU | 092528207 | $1.2K | 0.42% | 50,552 | SH |
| 39 | PIMCO ETF TR | PYLD | 72201R585 | $1.1K | 0.37% | 40,092 | SH |
| 40 | DIMENSIONAL ETF TRUST | DFSI | 25434V690 | $969 | 0.34% | 22,868 | SH |
| 41 | ALPHABET INC | GOOGL | 02079K305 | $863 | 0.30% | 3,002 | SH |
| 42 | VANGUARD INDEX FDS | VOO | 922908363 | $823 | 0.29% | 1,378 | SH |
| 43 | ISHARES TR | ESML | 46435U663 | $723 | 0.25% | 15,384 | SH |
| 44 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $591 | 0.21% | 4,041 | SH |
| 45 | J P MORGAN EXCHANGE TRADED F | JAVA | 46641Q167 | $528 | 0.18% | 7,360 | SH |
| 46 | MICROSOFT CORP | MSFT | 594918104 | $528 | 0.18% | 1,427 | SH |
| 47 | NVIDIA CORPORATION | NVDA | 67066G104 | $516 | 0.18% | 2,959 | SH |
| 48 | UNION PAC CORP | UNP | 907818108 | $444 | 0.15% | 1,833 | SH |
| 49 | TESLA INC | TSLA | 88160R101 | $442 | 0.15% | 1,191 | SH |
| 50 | ISHARES TR | EUSB | 46436E619 | $384 | 0.13% | 8,850 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-01 | $287.6K | 251 | 0001907157-26-000002 |
| 2025-12-31 | 2026-01-23 | $290.9K | 235 | 0001907157-26-000001 |