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CIK: 0001907157
Total reported value
$287.6M
$287.6M
255 檔
32.1%
As reported in its official Q2 2025 Form 13F filing, Financial Connections Group, Inc.'s tracked investment portfolio stood at $287.6M with 255 total positions.
During Q2 2025, Financial Connections Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 255 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 13.41% | -0.43% | -8.07% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 7.82% | -0.76% | +3.78% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 6.22% | -0.52% | -1.04% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 5.32% | +0.19% | +1.61% | |
| 5 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 5.27% | -0.31% | +4.15% | |
| 6 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 4.95% | -0.41% | +0.93% | |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 4.69% | +0.23% | +4.92% | |
| 8 | CMF | Ishares California Muni Bond | ETF-Other | 3.83% | -0.07% | -13.18% | |
| 9 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.60% | +0.02% | -13.15% | |
| 10 | PBFR | Pgim La S&p 500 Buf20 Etf-us | ETF-Large Cap & Growth | 3.52% | +0.19% | +6.68% | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.10% | -0.03% | +2993.31% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.99% | -0.17% | +9.07% | |
| 13 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 2.71% | +0.16% | +0.50% | |
| 14 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 2.59% | -0.22% | +29.68% | |
| 15 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 2.34% | -0.04% | +61.42% | |
| 16 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 2.32% | -0.02% | -0.95% | |
| 17 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 2.28% | +0.01% | -0.51% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 2.16% | -0.14% | +1.12% | |
| 19 | CGSM | Cap Group Short Muni Income | ETF-Other | 1.81% | +0.14% | +28.48% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-Other | 1.67% | -0.06% | — | |
| 21 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.29% | -0.06% | +110.64% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.02% | — | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.89% | +0.03% | -0.82% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.82% | -0.04% | +14.41% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.81% | -0.07% | -7.18% | |
| 26 | NUSA | Nuv Esg 1-5 Yr US AB Etf-usd | ETF-Other | 0.75% | -0.01% | — | |
| 27 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 0.74% | -0.02% | -10.12% | |
| 28 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.74% | -0.01% | +151.32% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.71% | +0.01% | -2.09% | |
| 30 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.61% | +0.02% | -44.73% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.59% | -0.04% | +818.51% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.54% | -0.06% | +96.43% | |
| 33 | CGHM | Cap Group Muni High-income | ETF-Other | 0.44% | -0.01% | — | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | -0.05% | -3.04% | |
| 35 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.32% | +0.01% | +62.52% | |
| 36 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.30% | +0.04% | +5.79% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.05% | +5.27% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | -0.04% | +1470.49% | |
| 39 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.26% | +0.01% | -57.78% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | -0.02% | +16.53% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.26% | -0.11% | — | |
| 42 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 0.26% | +0.28% | — | |
| 43 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.20% | — | -28.39% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.18% | -0.04% | +69.93% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.17% | — | — | |
| 46 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.16% | -0.02% | — | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | -0.01% | +3.23% | |
| 48 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.15% | — | +8.63% | |
| 49 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.13% | — | +12.02% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.10% | — | — |
According to official SEC Form 13F filings, Financial Connections Group, Inc. reported a total U.S. public equity portfolio value of $287.6M across 255 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAU, ESGV, VUG) accounted for 32.1% of total reported equity market value during Q2 2025.
During Q2 2025, Financial Connections Group, Inc.'s top holdings by market value included DFAU (13.4%)、ESGV (7.8%)、VUG (6.2%). The largest single position, DFAU, represented 13.4% of total portfolio value.
In Q2 2025, Financial Connections Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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