Financial Connections Group, Inc.

Est. AUM

$287.6M

13F long equity, this entity only

Positions

251

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$43.4M	962980	15.11%	SOLE
2	VANGUARD WORLD FD	ESG US STK ETF	$18.7M	166585	6.50%	SOLE
3	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$16.9M	320867	5.89%	SOLE
4	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$16.3M	345985	5.66%	SOLE
5	VANGUARD INDEX FDS	GROWTH ETF	$13.9M	31799	4.83%	SOLE
6	ISHARES TR	ESG MSCI USA ETF	$12.6M	227786	4.37%	SOLE
7	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$11.6M	242579	4.03%	SOLE
8	PGIM ROCK ETF TR	LADDERED S&P 500	$10.2M	351152	3.54%	SOLE
9	VANGUARD WORLD FD	ESG INTL STK ETF	$9.6M	133556	3.33%	SOLE
10	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$8.9M	263308	3.11%	SOLE
11	ISHARES TR	CALIF MUN BD ETF	$8.7M	153857	3.04%	SOLE
12	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$7.7M	152150	2.68%	SOLE
13	VANGUARD WHITEHALL FDS	INTL DVD ETF	$6.8M	76502	2.35%	SOLE
14	2023 ETF SERIES TRUST II	GMO US QUALITY E	$6.4M	178032	2.24%	SOLE
15	APPLE INC	COM	$6.2M	24264	2.14%	SOLE
16	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$5.7M	177303	1.99%	SOLE
17	ISHARES TR	ESG EAFE ETF	$5.7M	75280	1.97%	SOLE
18	J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$5.6M	74025	1.95%	SOLE
19	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$5.5M	150502	1.92%	SOLE
20	ISHARES INC	MSCI GBL MIN VOL	$5.3M	44539	1.85%	SOLE
21	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$5.1M	71943	1.77%	SOLE
22	CAPITAL GRP FIXED INCM ETF T	SHORT DURATION M	$5.0M	190872	1.74%	SOLE
23	VANGUARD INDEX FDS	LARGE CAP ETF	$4.2M	13968	1.45%	SOLE
24	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$3.5M	90186	1.22%	SOLE
25	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$2.6M	51033	0.89%	SOLE
26	SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$2.4M	52840	0.84%	SOLE
27	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.3M	4878	0.81%	SOLE
28	ISHARES TR	RUS 1000 GRW ETF	$1.9M	4494	0.67%	SOLE
29	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.9M	46359	0.66%	SOLE
30	VANGUARD INDEX FDS	TOTAL STK MKT	$1.8M	5745	0.64%	SOLE
31	T ROWE PRICE ETF INC	PRICE DIV GRWT	$1.8M	41161	0.64%	SOLE
32	VANGUARD INDEX FDS	SML CP GRW ETF	$1.7M	5740	0.60%	SOLE
33	PIMCO ETF TR	ULTRA SHORT GOVT	$1.5M	15068	0.53%	SOLE
34	ISHARES TR	ESG ADVNCD HY BD	$1.4M	29454	0.47%	SOLE
35	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.3M	18537	0.46%	SOLE
36	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL HIGH I	$1.3M	50510	0.44%	SOLE
37	VANGUARD STAR FDS	VG TL INTL STK F	$1.2M	15993	0.43%	SOLE
38	BLACKROCK ETF TRUST II	ISHARES INTERMED	$1.2M	50552	0.42%	SOLE
39	PIMCO ETF TR	MULTISECTOR BD	$1.1M	40092	0.37%	SOLE
40	DIMENSIONAL ETF TRUST	INTERNATIONAL	$969K	22868	0.34%	SOLE
41	ALPHABET INC	CAP STK CL A	$863K	3002	0.30%	SOLE
42	VANGUARD INDEX FDS	S&P 500 ETF SHS	$823K	1378	0.29%	SOLE
43	ISHARES TR	ESG AWARE MSCI	$723K	15384	0.25%	SOLE
44	PALANTIR TECHNOLOGIES INC	CL A	$591K	4041	0.21%	SOLE
45	MICROSOFT CORP	COM	$528K	1427	0.18%	SOLE
46	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$528K	7360	0.18%	SOLE
47	NVIDIA CORPORATION	COM	$516K	2959	0.18%	SOLE
48	UNION PAC CORP	COM	$444K	1833	0.15%	SOLE
49	TESLA INC	COM	$442K	1191	0.15%	SOLE
50	ISHARES TR	ESG ADV TTL USD	$384K	8850	0.13%	SOLE

1–50 of 251

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.