Q1 2026 13F · SEC CIK 1907157

Financial Connections Group, Inc.

Investment managerFiled 2026-05-01 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $287.6M
Reported positions: 239
Top holdings a year, 3 yrs: +14.6%
Average holding period: 3.0 yrs

Financial Connections Group, Inc. is an investment manager that reported 239 positions worth $287.6M in its Q1 2026 13F, filed 2026-05-01. Its largest holdings were Dimensional ETF Trust (DFAU, 15.1%), Vanguard World Fd (ESGV, 6.5%), Dimensional ETF Trust (DFIV, 5.9%). A portfolio copying its top holdings returned 14.6% a year over the last 3 years, against 20.4% for the S&P 500.

Financial Connections Group, Inc. holdings largest 50 of 239 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Financial Connections Group, Inc. 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
DFAUDimensional ETF Trust	15.1%	15.5%	962,980	-0.3%	$43.4M
ESGVVanguard World Fd	6.5%	7.3%	166,585	-4.6%	$18.7M
DFIVDimensional ETF Trust	5.9%	5.7%	320,867	-3.5%	$16.9M
JCPBJ P Morgan Exchange Traded F	5.7%	5.4%	345,985	+3.8%	$16.3M
VUGVanguard Index Fds	4.8%	5.3%	31,799	-0.3%	$13.9M
USXFIshares Tr	4.4%	4.8%	227,786	-5.7%	$12.6M
JPIBJ P Morgan Exchange Traded F	4.0%	2.8%	242,579	+43.7%	$11.6M
PBFRPgim Rock ETF Tr	3.5%	3.4%	351,152	+5.2%	$10.2M
VSGXVanguard World Fd	3.3%	3.2%	133,556	+3.6%	$9.6M
DFAXDimensional ETF Trust	3.1%	3.1%	263,308	-4.0%	$8.9M
CMFIshares Tr	3.0%	3.1%	153,857	-2.2%	$8.7M
JPSTJ P Morgan Exchange Traded F	2.7%	2.9%	152,150	-7.3%	$7.7M
VIGIVanguard Whitehall Fds	2.4%	2.7%	76,502	-9.6%	$6.8M
QLTYGmo ETF Trust	2.2%	2.5%	178,032	-4.3%	$6.4M
AAPLApple Inc	2.1%	2.3%	24,264	-0.7%	$6.2M
DIHPDimensional International High Profitabi	2.0%	1.7%	177,303	+13.4%	$5.7M
DMXFIshares Tr	2.0%	2.0%	75,280	-2.4%	$5.7M
JIREJpmorgan International Research Enhanced	1.9%	2.0%	74,025	-4.3%	$5.6M
DUHPDimensional ETF Trust	1.9%	1.7%	150,502	+13.0%	$5.5M
ACWVIshares Inc	1.9%	1.8%	44,539	-1.0%	$5.3M
DFUSDimensional ETF Trust	1.8%	1.8%	71,943	+1.8%	$5.1M
CGSMCapital Grp Fixed Incm ETF T	1.7%	1.6%	190,872	+7.8%	$5.0M
VVVanguard Index Fds	1.5%	1.5%	13,968	+0.0%	$4.2M
DFAIDimensional ETF Trust	1.2%	0.9%	90,186	+33.1%	$3.5M
JMUBJ P Morgan Exchange Traded F	0.9%	0.9%	51,033	-6.5%	$2.6M
SPDWSpdr Index Shs Fds	0.8%	0.8%	52,840	-0.6%	$2.4M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.8%	4,878	+1.1%	$2.3M
IWFIshares Tr	0.7%	0.7%	4,494	-0.6%	$1.9M
DFSUDimensional ETF Trust	0.7%	0.7%	46,359	+2.7%	$1.9M
VTIVanguard Index Fds	0.6%	0.7%	5,745	-2.8%	$1.8M
TDVGT Rowe Price Exchange-Traded	0.6%	0.7%	41,161	-2.9%	$1.8M
VBKVanguard Index Fds	0.6%	0.6%	5,740	+0.4%	$1.7M
BILZPimco ETF Tr	0.5%	0.3%	15,068	+106.2%	$1.5M
HYXFIshares Tr	0.5%	0.5%	29,454	-5.6%	$1.4M
DFASDimensional ETF Trust	0.5%	0.4%	18,537	+1.6%	$1.3M
CGHMCapital Grp Fixed Incm ETF T	0.4%	0.4%	50,510	-0.9%	$1.3M
VXUSVanguard Star Fds	0.4%	0.5%	15,993	-15.7%	$1.2M
INMUBlackrock ETF Trust II	0.4%	—	50,552	—	$1.2M
PYLDPimco ETF Tr	0.4%	0.3%	40,092	+11.7%	$1.1M
DFSIDimensional ETF Trust	0.3%	0.3%	22,868	+3.5%	$969K
GOOGLAlphabet Inc	0.3%	0.3%	3,002	+1.2%	$863K
VOOVanguard Index Fds	0.3%	0.3%	1,378	-13.4%	$823K
ESMLIshares Tr	0.3%	0.2%	15,384	+0.0%	$723K
PLTRPalantir Technologies Inc	0.2%	0.2%	4,041	+0.0%	$591K
JAVAJ P Morgan Exchange Traded F	0.2%	0.2%	7,360	+0.0%	$528K
MSFTMicrosoft Corp	0.2%	0.2%	1,427	+1.3%	$528K
NVDANvidia Corporation	0.2%	0.2%	2,959	-12.0%	$516K
UNPUnion Pac Corp	0.2%	0.1%	1,833	+0.0%	$444K
TSLATesla Inc	0.2%	0.2%	1,191	-2.1%	$442K
EUSBIshares Tr	0.1%	—	8,850	—	$384K

What Financial Connections Group, Inc. bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.3% /yr; S&P 500 +20.1%
3 years: +14.6% /yr; S&P 500 +20.4%
5 years: +8.4% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$287.6M	239
Q4 2025	$290.9M	221
Q3 2025	$256.3M	227
Q2 2025	$242.4M	239
Q1 2025	$222.8M	210
Q4 2024	$208.1M	218
Q3 2024	$203.5M	198
Q2 2024	$192.7M	320
Q1 2024	$91.3M	165
Q4 2023	$154.4M	214
Q3 2023	$81.1M	124
Q2 2023	$152.5M	237

Questions about Financial Connections Group, Inc.'s portfolio

What stocks does Financial Connections Group, Inc. own?

Financial Connections Group, Inc.'s latest 13F, for Q1 2026 and filed May 1, 2026, lists 239 positions worth $287.6M. The largest are Dimensional ETF Trust (DFAU) at 15.1%, Vanguard World Fd (ESGV) at 6.5%, Dimensional ETF Trust (DFIV) at 5.9%, J P Morgan Exchange Traded F (JCPB) at 5.7% and Vanguard Index Fds (VUG) at 4.8%.

What did Financial Connections Group, Inc. buy last quarter?

In Q1 2026, Financial Connections Group, Inc. added Pimco ETF Tr (BILZ) (+106.2% shares), J P Morgan Exchange Traded F (JPIB) (+43.7% shares) and Dimensional ETF Trust (DFAI) (+33.1% shares), compared with its Q4 2025 filing.

What did Financial Connections Group, Inc. sell last quarter?

In Q1 2026, Financial Connections Group, Inc. cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Nushares ETF Tr (NUSA), Vanguard Star Fds (VXUS) (-15.7% shares), Vanguard Index Fds (VOO) (-13.4% shares) and Nvidia Corporation (NVDA) (-12.0% shares), compared with its Q4 2025 filing.

How has Financial Connections Group, Inc.'s portfolio performed?

A portfolio copying Financial Connections Group, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.3% against +20.1%. Over 5 years: +8.4% a year against +13.0%.

When is Financial Connections Group, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Financial Connections Group, Inc.'s filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.