Financial Connections Group, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Financial Connections Group, Inc. held in its portfolio 234 assets valued at $290,936 (i.e. $290.94K).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($45.21K), VANGUARD WORLD FD ($21.13K), and DIMENSIONAL ETF TRUST ($16.59K).
The chart below shows the top 10 valuable assets, and the table below shows the top 234 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Financial Connections Group, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 965963 | 45207 | US CORE EQT MKT |
| VANGUARD WORLD FD | 174698 | 21131 | ESG US STK ETF |
| DIMENSIONAL ETF TRUST | 332375 | 16585 | INTERNATNAL VAL |
| J P MORGAN EXCHANGE TRADED F | 333450 | 15788 | CORE PLUS BD ETF |
| VANGUARD INDEX FDS | 31890 | 15558 | GROWTH ETF |
| ISHARES TR | 241676 | 13915 | ESG MSCI USA ETF |
| PGIM ROCK ETF TR | 336396 | 9830 | LADDERED S&P 500 |
| VANGUARD WORLD FD | 128916 | 9232 | ESG INTL STK ETF |
| ISHARES TR | 157352 | 9041 | CALIF MUN BD ETF |
| DIMENSIONAL ETF TRUST | 274247 | 8976 | WORLD EX US CORE |
| J P MORGAN EXCHANGE TRADED F | 164091 | 8301 | ULTRA SHRT ETF |
| J P MORGAN EXCHANGE TRADED F | 168784 | 8219 | INTL BD OPP ETF |
| VANGUARD WHITEHALL FDS | 84582 | 7735 | INTL DVD ETF |
| 2023 ETF SERIES TRUST II | 185946 | 7151 | GMO US QUALITY E |
| APPLE INC | 24439 | 6644 | COM |
| ISHARES TR | 77169 | 5800 | ESG EAFE ETF |
| J P MORGAN EXCHANGE TRADED F | 77343 | 5791 | INTRNL RES EQT |
| ISHARES INC | 44976 | 5340 | MSCI GBL MIN VOL |
| DIMENSIONAL ETF TRUST | 70655 | 5240 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 133217 | 5066 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 156407 | 4952 | INTL HIGH PROFIT |
| CAPITAL GRP FIXED INCM ETF T | 177114 | 4665 | SHORT DURATION M |
| VANGUARD INDEX FDS | 13968 | 4397 | LARGE CAP ETF |
| J P MORGAN EXCHANGE TRADED F | 54564 | 2755 | MUNICIPAL ETF |
| DIMENSIONAL ETF TRUST | 67746 | 2581 | INTL CORE EQT MK |
| BERKSHIRE HATHAWAY INC DEL | 4827 | 2426 | CL B NEW |
| SPDR INDEX SHS FDS | 53169 | 2361 | PORTFOLIO DEVLPD |
| ISHARES TR | 4519 | 2139 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 5910 | 1981 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 45158 | 1961 | US SUSTAINABILTY |
| T ROWE PRICE ETF INC | 42410 | 1907 | PRICE DIV GRWT |
| VANGUARD INDEX FDS | 5718 | 1727 | SML CP GRW ETF |
| ISHARES TR | 31193 | 1474 | ESG ADVNCD HY BD |
| VANGUARD STAR FDS | 18970 | 1431 | VG TL INTL STK F |
| CAPITAL GRP FIXED INCM ETF T | 50948 | 1298 | MUNICIPAL HIGH I |
| DIMENSIONAL ETF TRUST | 18250 | 1271 | US SMALL CAP ETF |
| VANGUARD INDEX FDS | 1592 | 998 | S&P 500 ETF SHS |
| PIMCO ETF TR | 35892 | 957 | MULTISECTOR BD |
| DIMENSIONAL ETF TRUST | 22097 | 946 | INTERNATIONAL |
| ALPHABET INC | 2967 | 928 | CAP STK CL A |
| PIMCO ETF TR | 7308 | 736 | ULTRA SHORT GOVT |
| PALANTIR TECHNOLOGIES INC | 4041 | 718 | CL A |
| ISHARES TR | 15384 | 707 | ESG AWARE MSCI |
| MICROSOFT CORP | 1408 | 680 | COM |
| NVIDIA CORPORATION | 3361 | 626 | COM |
| TESLA INC | 1217 | 547 | COM |
| ORACLE CORP | 2766 | 539 | COM |
| J P MORGAN EXCHANGE TRADED F | 7360 | 527 | ACTIVE VALUE ETF |
| UNION PAC CORP | 1833 | 424 | COM |
| NUSHARES ETF TR | 17697 | 413 | NUVEEN ESG 1-5 |
| DISNEY WALT CO | 3451 | 392 | COM |
| ALPHABET INC | 1243 | 390 | CAP STK CL C |
| AMAZON COM INC | 1633 | 376 | COM |
| ISHARES TR | 8482 | 372 | ESG ADV TTL USD |
| CROWDSTRIKE HLDGS INC | 746 | 349 | CL A |
| ALLIANT ENERGY CORP | 5200 | 338 | COM |
| WELLS FARGO CO NEW | 3624 | 337 | COM |
| GLACIER BANCORP INC NEW | 7575 | 333 | COM |
| BANK MARIN BANCORP | 12000 | 312 | COM |
| VANGUARD SPECIALIZED FUNDS | 1135 | 249 | DIV APP ETF |
| SPDR S&P 500 ETF TR | 357 | 243 | TR UNIT |
| ABBVIE INC | 1046 | 239 | COM |
| MERCK & CO INC | 2271 | 239 | COM |
| ISHARES TR | 331 | 226 | CORE S&P500 ETF |
| BOEING CO | 1000 | 217 | COM |
| ISHARES TR | 582 | 217 | RUS 1000 ETF |
| JOHNSON & JOHNSON | 1040 | 215 | COM |
| PFIZER INC | 8221 | 204 | COM |
| ISHARES TR | 807 | 198 | RUSSELL 2000 ETF |
| BANK AMERICA CORP | 3458 | 190 | COM |
| ISHARES TR | 1350 | 188 | ESG OPTIMIZED |
| META PLATFORMS INC | 280 | 184 | CL A |
| VISA INC | 523 | 183 | COM CL A |
| T ROWE PRICE ETF INC | 3539 | 176 | ULTRA SHRT TRM |
| T ROWE PRICE ETF INC | 3741 | 160 | US EQUITY RESEAR |
| BLACKROCK ETF TRUST II | 6587 | 158 | ISHARES INTERMED |
| T ROWE PRICE ETF INC | 3219 | 145 | PRICE EQT INCOME |
| AUTOMATIC DATA PROCESSING IN | 548 | 140 | COM |
| SPDR SERIES TRUST | 1682 | 134 | PORTFOLIO S&P500 |
| T ROWE PRICE ETF INC | 3503 | 133 | CAP APPRECIATION |
| ABBOTT LABS | 1065 | 133 | COM |
| INVESCO QQQ TR | 210 | 129 | UNIT SER 1 |
| VANECK ETF TRUST | 1500 | 128 | GOLD MINERS ETF |
| GE AEROSPACE | 400 | 123 | COM NEW |
| HOME DEPOT INC | 346 | 119 | COM |
| PALO ALTO NETWORKS INC | 630 | 116 | COM |
| JPMORGAN CHASE & CO. | 353 | 113 | COM |
| PNC FINL SVCS GROUP INC | 458 | 95 | COM |
| INVESCO EXCHANGE TRADED FD T | 484 | 92 | S&P500 EQL WGT |
| ISHARES TR | 715 | 86 | CORE HIGH DV ETF |
| PEPSICO INC | 580 | 83 | COM |
| WISDOMTREE TR | 1350 | 76 | US SMALLCAP FUND |
| VANGUARD BD INDEX FDS | 964 | 75 | INTERMED TERM |
| JANUS DETROIT STR TR | 1500 | 75 | HENDRSON AAA CL |
| VANGUARD WHITEHALL FDS | 502 | 72 | HIGH DIV YLD |
| ISHARES TR | 517 | 72 | RUS MDCP VAL ETF |
| SERVICENOW INC | 465 | 71 | COM |
| ISHARES TR | 497 | 70 | SELECT DIVID ETF |
| GE VERNOVA INC | 99 | 64 | COM |
| AMERICAN EXPRESS CO | 165 | 61 | COM |
| VANGUARD INDEX FDS | 236 | 60 | SMALL CP ETF |
| ISHARES TR | 392 | 58 | CORE S&P TTL STK |
| NEXTERA ENERGY INC | 729 | 58 | COM |
| CORTEVA INC | 854 | 57 | COM |
| IDEXX LABS INC | 84 | 56 | COM |
| VANGUARD INDEX FDS | 191 | 55 | MID CAP ETF |
| COLGATE PALMOLIVE CO | 706 | 55 | COM |
| BLACKROCK ETF TRUST II | 1000 | 52 | ISHARES FLEXIBLE |
| COCA COLA CO | 706 | 49 | COM |
| ISHARES TR | 380 | 46 | S&P 500 GRWT ETF |
| ISHARES TR | 120 | 46 | RUSSELL 3000 ETF |
| OREILLY AUTOMOTIVE INC | 495 | 45 | COM |
| NORFOLK SOUTHN CORP | 146 | 42 | COM |
| SEMPRA | 458 | 40 | COM |
| DIMENSIONAL ETF TRUST | 680 | 40 | US TARGETED VLU |
| INTUITIVE SURGICAL INC | 72 | 40 | COM NEW |
| ADOBE INC | 113 | 39 | COM |
| INVESCO EXCHANGE TRADED FD T | 558 | 39 | WATER RES ETF |
| AST SPACEMOBILE INC | 500 | 36 | COM CL A |
| SCHWAB STRATEGIC TR | 1227 | 33 | FUNDAMENTAL US L |
| STARBUCKS CORP | 400 | 33 | COM |
| THERMO FISHER SCIENTIFIC INC | 58 | 33 | COM |
| COSTCO WHSL CORP NEW | 39 | 33 | COM |
| T ROWE PRICE ETF INC | 930 | 32 | INTERNATIONAL EQ |
| SOUTHERN CO | 360 | 31 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 690 | 30 | SHS CREATION UNI |
| GILEAD SCIENCES INC | 252 | 30 | COM |
| GSK PLC | 593 | 29 | SPONSORED ADR |
| INTEL CORP | 792 | 29 | COM |
| IONQ INC | 650 | 29 | *W EXP 10/01/202 |
| SCHWAB CHARLES CORP | 271 | 27 | COM |
| T ROWE PRICE ETF INC | 500 | 25 | FLOATING RATE |
| CENTRUS ENERGY CORP | 100 | 24 | CL A |
| ENERGY TRANSFER L P | 1475 | 24 | COM UT LTD PTN |
| CSX CORP | 659 | 23 | COM |
| INTUITIVE MACHINES INC | 1452 | 23 | CLASS A COM |
| ISHARES TR | 240 | 23 | S&P MC 400GR ETF |
| SELECT SECTOR SPDR TR | 180 | 21 | SBI CONS DISCR |
| DUKE ENERGY CORP NEW | 187 | 21 | COM NEW |
| ISHARES TR | 188 | 21 | SP SMCP600VL ETF |
| VANGUARD INTL EQUITY INDEX F | 254 | 18 | ALLWRLD EX US |
| AGNC INVT CORP | 1764 | 18 | COM |
| AIR PRODS & CHEMS INC | 75 | 18 | COM |
| AMERICAN WTR WKS CO INC NEW | 141 | 18 | COM |
| ANNALY CAPITAL MANAGEMENT IN | 822 | 18 | COM NEW |
| LUMENTUM HLDGS INC | 50 | 18 | COM |
| SALESFORCE INC | 66 | 17 | COM |
| SCHWAB STRATEGIC TR | 714 | 17 | INTL EQTY ETF |
| ACCENTURE PLC IRELAND | 66 | 17 | SHS CLASS A |
| FEDEX CORP | 60 | 17 | COM |
| PTC INC | 100 | 17 | COM |
| DRDGOLD LIMITED | 537 | 16 | SPON ADR REPSTG |
| ISHARES TR | 712 | 16 | US TREAS BD ETF |
| ZIMMER BIOMET HOLDINGS INC | 169 | 15 | COM |
| ARBOR REALTY TRUST INC | 1999 | 15 | COM |
| XYLEM INC | 109 | 14 | COM |
| CHEVRON CORP NEW | 92 | 14 | COM |
| DOLBY LABORATORIES INC | 227 | 14 | COM CL A |
| GEO GROUP INC NEW | 900 | 14 | COM |
| INVESCO EXCH TRADED FD TR II | 548 | 14 | RAFI EMRGNG MRKT |
| MANAGER DIRECTED PORTFOLIOS | 1427 | 14 | VERT GLB SUST RE |
| SCHWAB STRATEGIC TR | 418 | 13 | FUNDAMENTAL US S |
| SELECT SECTOR SPDR TR | 115 | 13 | COMMUNICATION |
| VALE S A | 1000 | 13 | SPONSORED ADS |
| ENTERPRISE PRODS PARTNERS L | 422 | 13 | COM |
| FIRST TR EXCHNG TRADED FD VI | 408 | 13 | FT VEST LADDERED |
| NORTHROP GRUMMAN CORP | 24 | 13 | COM |
| VANGUARD INDEX FDS | 60 | 12 | EXTEND MKT ETF |
| CISCO SYS INC | 163 | 12 | COM |
| ENBRIDGE INC | 264 | 12 | COM |
| LOWES COS INC | 51 | 12 | COM |
| PRIME MEDICINE INC | 3712 | 12 | COM |
| HSBC HLDGS PLC | 143 | 11 | SPON ADR NEW |
| ISHARES INC | 300 | 11 | MSCI AGRICULTURE |
| SELECT SECTOR SPDR TR | 225 | 10 | ENERGY |
| SUMITOMO MITSUI FINL GROUP I | 561 | 10 | SPONSORED ADR |
| VANGUARD MALVERN FDS | 202 | 10 | STRM INFPROIDX |
| VIATRIS INC | 868 | 10 | COM |
| ISHARES TR | 202 | 10 | CORE INTL AGGR |
| ON SEMICONDUCTOR CORP | 200 | 10 | COM |
| PPG INDS INC | 101 | 10 | COM |
| DELL TECHNOLOGIES INC | 73 | 9 | CL C |
| SOUTHWEST AIRLS CO | 200 | 8 | COM |
| EXELON CORP | 188 | 8 | COM |
| ISHARES TR | 100 | 8 | MSCI GBL SUS DEV |
| MARVELL TECHNOLOGY INC | 100 | 8 | COM |
| SIBANYE STILLWATER LTD | 500 | 7 | SPONSORED ADR |
| UNITEDHEALTH GROUP INC | 24 | 7 | COM |
| VANECK ETF TRUST | 100 | 7 | AGRIBUSINESS ETF |
| HALEON PLC | 741 | 7 | SPON ADS |
| INVESCO EXCH TRADED FD TR II | 109 | 7 | RAFI DVLPD MRKTS |
| PUBLIC SVC ENTERPRISE GRP IN | 75 | 6 | COM |
| UBER TECHNOLOGIES INC | 81 | 6 | COM |
| ANTERO RESOURCES CORP | 200 | 6 | COM |
| CARNIVAL CORP | 200 | 6 | UNIT 99/99/9999 |
| TCW ETF TRUST | 61 | 5 | TRANSFORM SYSTEM |
| TCW ETF TRUST | 70 | 5 | TRANSFRM 500 ETF |
| UWM HOLDINGS CORPORATION | 1272 | 5 | COM CL A |
| VANGUARD WORLD FD | 80 | 5 | EXTENDED DUR |
| VANGUARD WORLD FD | 25 | 5 | MATERIALS ETF |
| VIAVI SOLUTIONS INC | 250 | 4 | COM |
| EQT CORP | 79 | 4 | COM |
| MORGAN STANLEY | 28 | 4 | COM NEW |
| REGIONS FINANCIAL CORP NEW | 135 | 3 | COM |
| UNITED PARCEL SERVICE INC | 31 | 3 | CL B |
| VERIZON COMMUNICATIONS INC | 83 | 3 | COM |
| ZIFF DAVIS INC | 105 | 3 | COM |
| INVESCO EXCH TRADED FD TR II | 200 | 3 | GBL CLEAN ENRG |
| MASTERCARD INCORPORATED | 6 | 3 | CL A |
| ADVANCED MICRO DEVICES INC | 10 | 2 | COM |
| PROCTER AND GAMBLE CO | 16 | 2 | COM |
| RIVIAN AUTOMOTIVE INC | 100 | 1 | COM CL A |
| ZIM INTEGRATED SHIPPING SERV | 50 | 1 | SHS |
| CITIGROUP INC | 14 | 1 | COM NEW |
| DICKS SPORTING GOODS INC | 10 | 1 | COM |
| GANNETT CO INC | 250 | 1 | COM |
| J P MORGAN EXCHANGE TRADED F | 19 | 1 | HEDGED EQUITY LA |
| KONTOOR BRANDS INC | 26 | 1 | COM |
| NU SKIN ENTERPRISES INC | 109 | 1 | CL A |
| PG&E CORP | 100 | 1 | COM |
| SNAP INC | 20 | 0 | CL A |
| SPDR SERIES TRUST | 33 | 0 | PORTFLI HIGH YLD |
| V2X INC | 6 | 0 | COM |
| VANGUARD BD INDEX FDS | 12 | 0 | TOTAL BND MRKT |
| VANGUARD BD INDEX FDS | 7 | 0 | SHORT TRM BOND |
| WARNER BROS DISCOVERY INC | 3 | 0 | COM SER A |
| WASTE MGMT INC DEL | 1 | 0 | COM |
| CERENCE INC | 21 | 0 | COM |
| F&G ANNUITIES & LIFE INC | 6 | 0 | COMMON STOCK |
| GE HEALTHCARE TECHNOLOGIES I | 8 | 0 | COMMON STOCK |
| HARVARD BIOSCIENCE INC | 300 | 0 | COM |
| KYNDRYL HLDGS INC | 3 | 0 | COMMON STOCK |
| LUCID GROUP INC | 15 | 0 | COM |
| PROSHARES TR II | 5 | 0 | ULTA BLMBG 2017 |
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