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CIK: 0001907157
Total reported value
$287.6M
$287.6M
241 檔
34.2%
The Q3 2025 SEC filing reveals that Financial Connections Group, Inc. held a total portfolio value of $287.6M, covering 241 public equity positions.
In Q3 2025, Financial Connections Group, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 241 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 13.36% | -0.43% | -2.54% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 8.25% | -0.76% | +3.32% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 5.97% | -0.52% | -7.23% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 5.46% | +0.19% | +0.62% | |
| 5 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 5.30% | -0.41% | +6.50% | |
| 6 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 4.61% | +0.23% | +2.84% | |
| 7 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 4.15% | -0.31% | -16.27% | |
| 8 | CMF | Ishares California Muni Bond | ETF-Other | 3.53% | -0.07% | -4.60% | |
| 9 | PBFR | Pgim La S&p 500 Buf20 Etf-us | ETF-Large Cap & Growth | 3.48% | +0.19% | +1.02% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.45% | +0.02% | -5.25% | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.19% | -0.03% | +0.66% | |
| 12 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 3.17% | +0.16% | +16.61% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.75% | -0.17% | -2.77% | |
| 14 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 2.69% | -0.22% | +3.79% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.43% | -0.14% | -4.27% | |
| 16 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 2.26% | -0.04% | -1.50% | |
| 17 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 2.26% | -0.02% | +1.13% | |
| 18 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 2.14% | +0.01% | -1.80% | |
| 19 | CGSM | Cap Group Short Muni Income | ETF-Other | 1.84% | +0.14% | +6.36% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-Other | 1.68% | -0.06% | -1.28% | |
| 21 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.06% | -0.06% | -14.70% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | -0.02% | — | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.88% | +0.03% | -0.79% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.84% | -0.07% | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | -0.04% | -8.01% | |
| 26 | NUSA | Nuv Esg 1-5 Yr US AB Etf-usd | ETF-Other | 0.77% | -0.01% | +7.66% | |
| 27 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.73% | -0.01% | -2.74% | |
| 28 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 0.73% | -0.02% | — | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.66% | +0.01% | -8.22% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.54% | -0.06% | -0.09% | |
| 31 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.54% | +0.02% | -11.75% | |
| 32 | CGHM | Cap Group Muni High-income | ETF-Other | 0.50% | -0.01% | +18.41% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.05% | -0.55% | |
| 34 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.35% | +0.04% | +20.33% | |
| 35 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.33% | +0.18% | — | |
| 36 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.32% | +0.01% | +0.58% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.30% | -0.11% | -3.49% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.05% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | -0.02% | -16.75% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.28% | -0.04% | -62.36% | |
| 41 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.27% | +0.01% | -0.47% | |
| 42 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 0.27% | +0.28% | +11.72% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | -0.04% | -19.32% | |
| 44 | DIHP | Dimensional International Hi | ETF-Other | 0.26% | +0.29% | — | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | -0.04% | -7.27% | |
| 46 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.20% | — | -1.04% | |
| 47 | DFAI | Dimensional International Co | ETF-Other | 0.19% | +0.33% | +3413.21% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.17% | — | — | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.15% | -0.01% | +173.67% | |
| 50 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.14% | — | -4.96% |
According to official SEC Form 13F filings, Financial Connections Group, Inc. reported a total U.S. public equity portfolio value of $287.6M across 241 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, ESGV, VUG) accounted for 34.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
NUSA
市值: $2.0M
Top Position Liquidated / Trimmed
DFCF
前期市值: $6.4M
During Q3 2025, Financial Connections Group, Inc.'s top holdings by market value included DFAU (13.4%)、ESGV (8.3%)、VUG (6.0%). The largest single position, DFAU, represented 13.4% of total portfolio value.
In Q3 2025, Financial Connections Group, Inc. made 50 total portfolio adjustments, initiating 9 new buys, adding to 23 positions, trimming 16 holdings, and fully liquidating 2 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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