Financial Connections Group, Inc.
CIK: 0001907157SEC EDGAR →
Portfolio Value
$290.9M
Holdings
235
As of
Q4 2025
New Positions
15
Closed Positions
29
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 965,963 | $45.2M | 15.54% |
| 2 | VANGUARD WORLD FD | 174,698 | $21.1M | 7.26% |
| 3 | DIMENSIONAL ETF TRUST | 332,375 | $16.6M | 5.70% |
| 4 | J P MORGAN EXCHANGE TRADED F | 333,450 | $15.8M | 5.43% |
| 5 | VANGUARD INDEX FDS | 31,890 | $15.6M | 5.35% |
| 6 | ISHARES TR | 241,676 | $13.9M | 4.78% |
| 7 | PGIM ROCK ETF TR | 333,808 | $9.8M | 3.35% |
| 8 | VANGUARD WORLD FD | 128,916 | $9.2M | 3.17% |
| 9 | ISHARES TR | 157,352 | $9.0M | 3.11% |
| 10 | DIMENSIONAL ETF TRUST | 274,247 | $9.0M | 3.09% |
Quarterly Changes
Top Buys
New Positions (11)
Closed Positions (17)
$369K · 9K shares
$18K · 637 shares
$12K · 65 shares
$10K · 45 shares
$9K · 324 shares
$7K · 125 shares
$7K · 94 shares
$6K · 78 shares
$6K · 20 shares
$3K · 85 shares
$3K · 33 shares
$2K · 40 shares
$2K · 84 shares
$2K · 10 shares
$2K · 300 shares
$1K · 38 shares
$0 · 100 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 117 | $271.8M | 93.4% |
| Technology | 26 | $10.0M | 3.4% |
| Unknown | 12 | $2.7M | 0.9% |
| Communication Services | 7 | $1.9M | 0.7% |
| Healthcare | 18 | $1.3M | 0.4% |
| Consumer Cyclical | 10 | $1.1M | 0.4% |
| Industrials | 15 | $1.0M | 0.4% |
| Utilities | 8 | $559K | 0.2% |
| Consumer Defensive | 6 | $223K | 0.1% |
| Basic Materials | 6 | $121K | 0.0% |
| Energy | 7 | $97K | 0.0% |
| Real Estate | 3 | $51K | 0.0% |