Financial Connections Group, Inc.
CIK: 0001907157Latest portfolio: $290.9M · Q4 2025
Holdings
235
Total Value
$290.9M
New Positions
11
Closed Positions
17
Top Holdings
View All 235 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 965,963 | $45.2M | 15.54% | +218K | |
| 2 | ESGVVANGUARD WORLD FD | 174,698 | $21.1M | 7.26% | -3,873 | |
| 3 | DFIVDIMENSIONAL ETF TRUST | 332,375 | $16.6M | 5.70% | +29K | |
| 4 | JCPBJ P MORGAN EXCHANGE TRADED F | 333,450 | $15.8M | 5.43% | +85K | |
| 5 | VUGVANGUARD INDEX FDS | 31,890 | $15.6M | 5.35% | -30 | |
| 6 | USXFISHARES TR | 241,676 | $13.9M | 4.78% | +5K | |
| 7 | PBFRPGIM ROCK ETF TR | 333,808 | $9.8M | 3.35% | +22K | |
| 8 | VSGXVANGUARD WORLD FD | 128,916 | $9.2M | 3.17% | +12K | |
| 9 | CMFISHARES TR | 157,352 | $9.0M | 3.11% | -1,427 | |
| 10 | DFAXDIMENSIONAL ETF TRUST | 274,247 | $9.0M | 3.09% | -7,528 | |
| 11 | JPSTJ P MORGAN EXCHANGE TRADED F | 164,091 | $8.3M | 2.85% | +25K | |
| 12 | JPIBJ P MORGAN EXCHANGE TRADED F | 168,784 | $8.2M | 2.83% | +165K | |
| 13 | VIGIVANGUARD WHITEHALL FDS | 84,582 | $7.7M | 2.66% | -34,146 | |
| 14 | QLTY2023 ETF SERIES TRUST II | 185,946 | $7.2M | 2.46% | -4,432 | |
| 15 | AAPLAPPLE INC | 24,439 | $6.6M | 2.28% | -17 | |
| 16 | DMXFISHARES TR | 77,169 | $5.8M | 1.99% | +771 | |
| 17 | JIREJ P MORGAN EXCHANGE TRADED F | 77,343 | $5.8M | 1.99% | -1,585 | |
| 18 | ACWVISHARES INC | 44,976 | $5.3M | 1.84% | -725 | |
| 19 | DFUSDIMENSIONAL ETF TRUST | 70,655 | $5.2M | 1.80% | -42,370 | |
| 20 | DUHPDIMENSIONAL ETF TRUST | 133,217 | $5.1M | 1.74% | +111K | |
| 21 | DIHPDIMENSIONAL ETF TRUST | 156,407 | $5.0M | 1.70% | +134K | |
| 22 | CGSMCAPITAL GRP FIXED INCM ETF T | 177,114 | $4.7M | 1.60% | -1,826 | |
| 23 | VVVANGUARD INDEX FDS | 13,968 | $4.4M | 1.51% | -17 | |
| 24 | JMUBJ P MORGAN EXCHANGE TRADED F | 54,564 | $2.8M | 0.95% | +729 | |
| 25 | DFAIDIMENSIONAL ETF TRUST | 67,746 | $2.6M | 0.89% | +54K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($6.644718680626539e+41T)
Healthcare0.0% ($2.3923921520413359e+27T)
Industrials0.0% ($42421714012342231040.0T)
Unknown0.0% ($24261297029181.6T)
Consumer Cyclical0.0% ($5473761194.5T)
Communication Services0.0% ($928392.4T)
Utilities0.0% ($338645.8T)
Energy0.0% ($242.4T)
Basic Materials0.0% ($57.2T)
Consumer Defensive0.0% ($8.4T)
Real Estate0.0% ($181.8M)
Filing History
Fund Information
Financial Connections Group, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $290.9M across 235 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAU), representing 15.5% of the portfolio. Compared to the previous quarter, the fund opened 11 new positions and closed 17 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.