Financial Connections Group, Inc. Portfolio Stock Holdings
Financial Connections Group, Inc. disclosed 251 stock positions valued at approximately $287,606 in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, VANGUARD WORLD FD, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 1, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 251
- Portfolio Value
- $287.6K
Holdings by Sector
Financial Connections Group, Inc. Portfolio Holdings in Q1 2026
245 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | Other | 15.11% | 962,980 | -2,983 | -0.31% | $43,449 |
| VANGUARD WORLD FD | ESGV | Other | 6.50% | 166,585 | -8,113 | -4.64% | $18,702 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 5.89% | 320,867 | -11,508 | -3.46% | $16,935 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 5.66% | 345,985 | +12,535 | +3.76% | $16,288 |
| VANGUARD INDEX FDS | VUG | Other | 4.83% | 31,799 | -91 | -0.29% | $13,889 |
| ISHARES TR | USXF | Other | 4.37% | 227,786 | -13,890 | -5.75% | $12,573 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 4.03% | 242,579 | +73,795 | +43.72% | $11,600 |
| VANGUARD WORLD FD | VSGX | Other | 3.33% | 133,556 | +4,640 | +3.60% | $9,580 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 3.11% | 263,308 | -10,939 | -3.99% | $8,944 |
| ISHARES TR | CMF | Other | 3.04% | 153,857 | -3,495 | -2.22% | $8,748 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 2.68% | 152,150 | -11,941 | -7.28% | $7,700 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 2.35% | 76,502 | -8,080 | -9.55% | $6,767 |
| 2023 ETF SERIES TRUST II | QLTY | Other | 2.24% | 178,032 | -7,914 | -4.26% | $6,441 |
| APPLE INC | AAPL | Technology | 2.14% | 24,264 | -175 | -0.72% | $6,158 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 1.99% | 177,303 | +20,896 | +13.36% | $5,712 |
| ISHARES TR | DMXF | Other | 1.97% | 75,280 | -1,889 | -2.45% | $5,679 |
| J P MORGAN EXCHANGE TRADED F | JIRE | Other | 1.95% | 74,025 | -3,318 | -4.29% | $5,606 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 1.92% | 150,502 | +17,285 | +12.98% | $5,532 |
| ISHARES INC | ACWV | Other | 1.85% | 44,539 | -437 | -0.97% | $5,322 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 1.77% | 71,943 | +1,288 | +1.82% | $5,101 |
| CAPITAL GRP FIXED INCM ETF T | CGSM | Other | 1.74% | 190,872 | +13,758 | +7.77% | $5,016 |
| VANGUARD INDEX FDS | VV | Other | 1.45% | 13,968 | - | - | $4,174 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.22% | 90,186 | +22,440 | +33.12% | $3,513 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.89% | 51,033 | -3,531 | -6.47% | $2,551 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.84% | 52,840 | -329 | -0.62% | $2,412 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.81% | 4,878 | +51 | +1.06% | $2,337 |
| ISHARES TR | IWF | Other | 0.67% | 4,494 | -25 | -0.55% | $1,916 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.66% | 46,359 | +1,201 | +2.66% | $1,904 |
| VANGUARD INDEX FDS | VTI | Other | 0.64% | 5,745 | -165 | -2.79% | $1,843 |
| T ROWE PRICE ETF INC | TDVG | Other | 0.64% | 41,161 | -1,249 | -2.95% | $1,837 |
| VANGUARD INDEX FDS | VBK | Other | 0.60% | 5,740 | +22 | +0.38% | $1,735 |
| PIMCO ETF TR | BILZ | Other | 0.53% | 15,068 | +7,760 | +106.19% | $1,521 |
| ISHARES TR | HYXF | Other | 0.47% | 29,454 | -1,739 | -5.57% | $1,364 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.46% | 18,537 | +287 | +1.57% | $1,318 |
| VANGUARD STAR FDS | VXUS | Other | 0.43% | 15,993 | -2,977 | -15.69% | $1,233 |
| PIMCO ETF TR | PYLD | Other | 0.37% | 40,092 | +4,200 | +11.70% | $1,050 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.34% | 22,868 | +771 | +3.49% | $969 |
| ALPHABET INC | GOOGL | Communication Services | 0.30% | 3,002 | +35 | +1.18% | $863 |
| VANGUARD INDEX FDS | VOO | Other | 0.29% | 1,378 | -214 | -13.44% | $823 |
| ISHARES TR | ESML | Other | 0.25% | 15,384 | - | - | $723 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.21% | 4,041 | - | - | $591 |
| MICROSOFT CORP | MSFT | Technology | 0.18% | 1,427 | +19 | +1.35% | $528 |
| J P MORGAN EXCHANGE TRADED F | JAVA | Other | 0.18% | 7,360 | - | - | $528 |
| NVIDIA CORPORATION | NVDA | Technology | 0.18% | 2,959 | -402 | -11.96% | $516 |
| UNION PAC CORP | UNP | Industrials | 0.15% | 1,833 | - | - | $444 |
| TESLA INC | TSLA | Consumer Cyclical | 0.15% | 1,191 | -26 | -2.14% | $442 |
| ISHARES TR | EUSB | Other | 0.13% | 8,850 | +368 | +4.34% | $384 |
| NUSHARES ETF TR | NUSA | Other | 0.13% | 16,108 | -1,589 | -8.98% | $375 |
| ALLIANT ENERGY CORP | LNT | Utilities | 0.13% | 5,200 | - | - | $373 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.12% | 1,728 | +95 | +5.82% | $359 |
| ALPHABET INC | GOOG | Communication Services | 0.12% | 1,243 | - | - | $356 |
| GLACIER BANCORP INC NEW | GBCI | Financial Services | 0.12% | 7,575 | - | - | $338 |
| DISNEY WALT CO | DIS | Communication Services | 0.12% | 3,451 | - | - | $332 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.11% | 1,434 | +299 | +26.34% | $308 |
| BANK MARIN BANCORP | BMRC | Financial Services | 0.11% | 12,000 | - | - | $307 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.10% | 746 | - | - | $291 |
| WELLS FARGO CO NEW | WFC | Financial Services | 0.10% | 3,624 | - | - | $288 |
| MERCK & CO INC | MRK | Healthcare | 0.09% | 2,271 | - | - | $273 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.09% | 1,050 | +10 | +0.96% | $256 |
| SPDR S&P 500 ETF TR | SPY | Other | 0.08% | 357 | - | - | $232 |
| PFIZER INC | PFE | Healthcare | 0.08% | 8,221 | - | - | $230 |
| ABBVIE INC | ABBV | Healthcare | 0.08% | 1,046 | - | - | $227 |
| ORACLE CORP | ORCL | Technology | 0.08% | 1,541 | -1,225 | -44.29% | $226 |
| ISHARES TR | IVV | Other | 0.08% | 333 | +2 | +0.60% | $217 |
| ISHARES TR | IWB | Other | 0.07% | 582 | - | - | $207 |
| ISHARES TR | IWM | Other | 0.07% | 807 | - | - | $200 |
| BOEING CO | BA | Industrials | 0.07% | 1,000 | - | - | $199 |
| VISA INC | V | Financial Services | 0.06% | 578 | +55 | +10.52% | $174 |
| META PLATFORMS INC | META | Communication Services | 0.06% | 296 | +16 | +5.71% | $169 |
| BANK AMERICA CORP | BAC | Financial Services | 0.06% | 3,458 | - | - | $168 |
| T ROWE PRICE ETF INC | TSPA | Other | 0.05% | 3,741 | - | - | $153 |
| T ROWE PRICE ETF INC | TEQI | Other | 0.05% | 3,219 | - | - | $144 |
| VANECK ETF TRUST | GDX | Other | 0.05% | 1,500 | - | - | $137 |
| T ROWE PRICE ETF INC | TBUX | Other | 0.05% | 2,736 | -803 | -22.69% | $136 |
| SPDR SERIES TRUST | SPLG | Other | 0.04% | 1,682 | - | - | $128 |
| T ROWE PRICE ETF INC | TCAF | Other | 0.04% | 3,503 | - | - | $124 |
| INVESCO QQQ TR | QQQ | Other | 0.04% | 210 | - | - | $121 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.04% | 346 | - | - | $114 |
| JPMORGAN CHASE & CO. | JPM | Financial Services | 0.04% | 387 | +34 | +9.63% | $113 |
| GE AEROSPACE | GE | Industrials | 0.04% | 400 | - | - | $113 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.04% | 548 | - | - | $111 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.04% | 694 | +64 | +10.16% | $111 |
| ABBOTT LABS | ABT | Healthcare | 0.04% | 1,065 | - | - | $109 |
| ISHARES TR | SUSA | Other | 0.04% | 773 | -577 | -42.74% | $102 |
| ISHARES TR | HDV | Other | 0.03% | 715 | - | - | $97 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.03% | 458 | - | - | $95 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.03% | 484 | - | - | $92 |
| PEPSICO INC | PEP | Consumer Defensive | 0.03% | 580 | - | - | $90 |
| GE VERNOVA INC | GEV | Utilities | 0.03% | 103 | +4 | +4.04% | $89 |
| WISDOMTREE TR | EES | Other | 0.03% | 1,350 | - | - | $78 |
| JANUS DETROIT STR TR | JAAA | Other | 0.03% | 1,500 | - | - | $75 |
| ISHARES TR | DVY | Other | 0.03% | 497 | - | - | $75 |
| ISHARES TR | IWS | Other | 0.03% | 517 | - | - | $75 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.03% | 502 | - | - | $74 |
| CORTEVA INC | CTVA | Basic Materials | 0.02% | 854 | - | - | $71 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.02% | 729 | - | - | $67 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.02% | 706 | - | - | $60 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.02% | 296 | +286 | +2860.00% | $60 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.02% | 768 | -196 | -20.33% | $59 |
| ISHARES TR | ITOT | Other | 0.02% | 392 | - | - | $55 |