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CIK: 0001907157
Total reported value
$287.6M
$287.6M
235 檔
39.7%
As reported in its official Q4 2025 Form 13F filing, Financial Connections Group, Inc.'s tracked investment portfolio stood at $287.6M with 235 total positions.
Financial Connections Group, Inc. executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 1 holdings and trimming 21 positions.
Showing top 200 holdings (of 235 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 15.54% | -0.43% | +29.11% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 7.26% | -0.76% | -2.17% | |
| 3 | DFIV | Dimensional International Va | ETF-Other | 5.70% | +0.19% | +9.62% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 5.43% | +0.23% | +34.13% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 5.35% | -0.52% | -0.09% | |
| 6 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 4.78% | -0.41% | +1.95% | |
| 7 | PBFR | Pgim La S&p 500 Buf20 Etf-us | ETF-Large Cap & Growth | 3.35% | +0.19% | +7.00% | |
| 8 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 3.17% | +0.16% | +10.08% | |
| 9 | CMF | Ishares California Muni Bond | ETF-Other | 3.11% | -0.07% | -0.90% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.09% | +0.02% | -2.67% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.85% | -0.17% | +18.18% | |
| 12 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 2.83% | +1.21% | +4986.92% | |
| 13 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.66% | -0.31% | -28.76% | |
| 14 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 2.46% | -0.22% | -2.33% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.28% | -0.14% | -0.07% | |
| 16 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 1.99% | -0.02% | +1.01% | |
| 17 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.99% | -0.04% | -2.01% | |
| 18 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 1.84% | +0.01% | -1.59% | |
| 19 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.80% | -0.03% | -37.49% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.74% | +0.18% | +499.54% | |
| 21 | DIHP | Dimensional International Hi | ETF-Other | 1.70% | +0.29% | +607.88% | |
| 22 | CGSM | Cap Group Short Muni Income | ETF-Other | 1.60% | +0.14% | -1.02% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-Other | 1.51% | -0.06% | -0.12% | |
| 24 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.95% | -0.06% | +1.35% | |
| 25 | DFAI | Dimensional International Co | ETF-Other | 0.89% | +0.33% | +399.56% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | -0.02% | — | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.81% | +0.03% | +0.45% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.74% | -0.07% | -2.12% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | -0.04% | -2.17% | |
| 30 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.67% | -0.01% | +1.87% | |
| 31 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 0.66% | -0.02% | -0.48% | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.59% | +0.01% | — | |
| 33 | HYXF | Ishares Esg Adv High Yield | ETF-High Yield | 0.51% | -0.04% | — | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.49% | -0.06% | +0.05% | |
| 35 | CGHM | Cap Group Muni High-income | ETF-Other | 0.45% | -0.01% | -0.15% | |
| 36 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.44% | +0.02% | -10.28% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | -0.05% | -1.61% | |
| 38 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.33% | +0.04% | +8.39% | |
| 39 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.33% | +0.01% | +11.59% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | -0.02% | -0.50% | |
| 41 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 0.25% | +0.28% | +6.66% | |
| 42 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.25% | -0.04% | +2.54% | |
| 43 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.24% | +0.01% | — | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.05% | -2.15% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | -0.04% | -7.89% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.19% | -0.04% | -5.59% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.19% | -0.11% | — | |
| 48 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.18% | — | — | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.15% | — | — | |
| 50 | NUSA | Nuv Esg 1-5 Yr US AB Etf-usd | ETF-Other | 0.14% | -0.01% | -78.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPIB | Jpmorgan Intl Bnd ETF | +2.8% | +4986.92% | Add |
| 2 | DFAU | Dimensional US Core Equity M | +2.2% | +29.11% | Add |
| 3 | DIHP | Dimensional International Hi | +1.4% | +607.88% | Add |
| 4 | DUHP | Dimensional US High Profi Et | +1.4% | +499.54% | Add |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | +0.8% | +34.13% | Add |
| 6 | DFAI | Dimensional International Co | +0.7% | +399.56% | Add |
| 7 | DFIV | Dimensional International Va | +0.2% | +9.62% | Add |
| 8 | JPST | Jpmorgan Ultra-short Income | +0.1% | +18.18% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | 0% | -0.50% | Trim |
| 10 | GDX | Vaneck Gold Miners ETF | 0% | +100.00% | Add |
| 11 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | +11.59% | Add |
| 12 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 13 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 14 | VSGX | Vanguard Esg Intl Stock ETF | — | +10.08% | Add |
| 15 | EUSB | Ishr Esg Advn Universal Bd-$ | — | +11.36% | Add |
| 16 | WFC | Wells Fargo & Co | — | — | Unchanged |
| 17 | CRM | Salesforce Inc | 0% | -74.90% | Trim |
| 18 | AMZN | Amazon.com Inc | 0% | +2.64% | Add |
| 19 | PYLD | Pimco Multisector Bond Actv | 0% | +8.39% | Add |
| 20 | BILZ | Pimco Ultra Shrt Govt Active | 0% | +6.66% | Add |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | 0% | -48.79% | Trim |
| 22 | IWB | Ishares Russell 1000 ETF | 0% | -19.39% | Trim |
| 23 | GBCI | Glacier Bancorp Inc | 0% | — | Unchanged |
| 24 | TSLA | Tesla Inc | 0% | -5.59% | Trim |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.1% | -78.81% | Trim |
| 26 | NVDA | Nvidia CORP | -0.1% | -7.89% | Trim |
| 27 | VXUS | Vanguard Total Intl Stock | -0.1% | +0.05% | Add |
| 28 | DFSU | Dimensional US Sus Core1 ETF | -0.1% | +1.87% | Add |
| 29 | MSFT | Microsoft CORP | -0.1% | -2.15% | Trim |
| 30 | PXF | Invesco Rafi Developed Marke | -0.1% | -96.10% | Trim |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.1% | +0.45% | Add |
| 32 | TDVG | T Rowe Price Dividend Growth | -0.1% | -0.48% | Trim |
| 33 | DFAS | Dimensional US Small Cap ETF | -0.1% | -10.28% | Trim |
| 34 | ORCL | Oracle CORP | -0.1% | — | Unchanged |
| 35 | JMUB | Jpmorgan Municipal ETF | -0.1% | +1.35% | Add |
| 36 | PBFR | Pgim La S&p 500 Buf20 Etf-us | -0.1% | +7.00% | Add |
| 37 | AAPL | Apple Inc | -0.2% | -0.07% | Trim |
| 38 | VV | Vanguard Large-cap ETF | -0.2% | -0.12% | Trim |
| 39 | QLTY | Gmo U.s. Quality ETF | -0.2% | -2.33% | Trim |
| 40 | CGSM | Cap Group Short Muni Income | -0.2% | -1.02% | Trim |
| 41 | ACWV | Ishares Msci Global Min Vol | -0.3% | -1.59% | Trim |
| 42 | DFAX | Dimensional World Ex US Core | -0.4% | -2.67% | Trim |
| 43 | USXF | Ishares Esg Advance Msci USA | -0.5% | +1.95% | Add |
| 44 | VUG | Vanguard Growth ETF | -0.6% | -0.09% | Trim |
| 45 | NUSA | Nuv Esg 1-5 Yr US AB Etf-usd | -0.6% | -78.91% | Trim |
| 46 | DFUS | Dimensional US Eq Mkt ETF | -1.4% | -37.49% | Trim |
| 47 | VIGI | Vanguard Int Div App Indx Fd | -1.5% | -28.76% | Trim |
| 48 | HYXF | Ishares Esg Adv High Yield | — | NEW | New buy |
| 49 | FNDF | Schwab Fndmn Intl Lrg Co ETF | — | EXIT | Sold out |
| 50 | INMU | Ishares Intermediate Muni In | — | NEW | New buy |
According to official SEC Form 13F filings, Financial Connections Group, Inc. reported a total U.S. public equity portfolio value of $287.6M across 235 disclosed positions in Q4 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, DFIV) accounted for 39.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
HYXF
市值: $1.5M
Top Position Liquidated / Trimmed
FNDF
前期市值: $369.0K
During Q4 2025, Financial Connections Group, Inc.'s top holdings by market value included DFAU (15.5%)、ESGV (7.3%)、DFIV (5.7%). The largest single position, DFAU, represented 15.5% of total portfolio value.
In Q4 2025, Financial Connections Group, Inc. made 45 total portfolio adjustments, initiating 2 new buys, adding to 21 positions, trimming 21 holdings, and fully liquidating 1 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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