Financial Connections Group, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on May 1, 2026, Financial Connections Group, Inc. disclosed 245 stock positions valued at approximately $287.61M as of quarter-end March 31, 2026. The largest holdings include DIMENSIONAL ETF TRUST, VANGUARD WORLD FD, and DIMENSIONAL ETF TRUST.
- Report Period
- March 31, 2026
- No. of Stocks
- 245
- Portfolio Value
- $287.61M
Holdings by Sector
Financial Connections Group, Inc. Portfolio Holdings in Q1 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | Other | 15.11% | 962,980 | -2,983 | -0.31% | $43,449,000 |
| VANGUARD WORLD FD | ESGV | Other | 6.50% | 166,585 | -8,113 | -4.64% | $18,702,000 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 5.89% | 320,867 | -11,508 | -3.46% | $16,935,000 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 5.66% | 345,985 | +12,535 | +3.76% | $16,288,000 |
| VANGUARD INDEX FDS | VUG | Other | 4.83% | 31,799 | -91 | -0.29% | $13,889,000 |
| ISHARES TR | USXF | Other | 4.37% | 227,786 | -13,890 | -5.75% | $12,573,000 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 4.03% | 242,579 | +73,795 | +43.72% | $11,600,000 |
| VANGUARD WORLD FD | VSGX | Other | 3.33% | 133,556 | +4,640 | +3.60% | $9,580,000 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 3.11% | 263,308 | -10,939 | -3.99% | $8,944,000 |
| ISHARES TR | CMF | Other | 3.04% | 153,857 | -3,495 | -2.22% | $8,748,000 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 2.68% | 152,150 | -11,941 | -7.28% | $7,700,000 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 2.35% | 76,502 | -8,080 | -9.55% | $6,767,000 |
| 2023 ETF SERIES TRUST II | QLTY | Other | 2.24% | 178,032 | -7,914 | -4.26% | $6,441,000 |
| APPLE INC | AAPL | Technology | 2.14% | 24,264 | -175 | -0.72% | $6,158,000 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 1.99% | 177,303 | +20,896 | +13.36% | $5,712,000 |
| ISHARES TR | DMXF | Other | 1.97% | 75,280 | -1,889 | -2.45% | $5,679,000 |
| J P MORGAN EXCHANGE TRADED F | JIRE | Other | 1.95% | 74,025 | -3,318 | -4.29% | $5,606,000 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 1.92% | 150,502 | +17,285 | +12.98% | $5,532,000 |
| ISHARES INC | ACWV | Other | 1.85% | 44,539 | -437 | -0.97% | $5,322,000 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 1.77% | 71,943 | +1,288 | +1.82% | $5,101,000 |
| CAPITAL GRP FIXED INCM ETF T | CGSM | Other | 1.74% | 190,872 | +13,758 | +7.77% | $5,016,000 |
| VANGUARD INDEX FDS | VV | Other | 1.45% | 13,968 | - | - | $4,174,000 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.22% | 90,186 | +22,440 | +33.12% | $3,513,000 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.89% | 51,033 | -3,531 | -6.47% | $2,551,000 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.84% | 52,840 | -329 | -0.62% | $2,412,000 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.81% | 4,878 | +51 | +1.06% | $2,337,000 |
| ISHARES TR | IWF | Other | 0.67% | 4,494 | -25 | -0.55% | $1,916,000 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.66% | 46,359 | +1,201 | +2.66% | $1,904,000 |
| VANGUARD INDEX FDS | VTI | Other | 0.64% | 5,745 | -165 | -2.79% | $1,843,000 |
| T ROWE PRICE ETF INC | TDVG | Other | 0.64% | 41,161 | -1,249 | -2.95% | $1,837,000 |
Showing 30 of 245 holdings in the latest reporting period.