Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Financial Connections Group, Inc. (CIK 1907157) reported $287.6M across 251 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAU ($43.4M, 15.11%), ESGV ($18.7M, 6.50%), DFIV ($16.9M, 5.89%), JCPB ($16.3M, 5.66%), VUG ($13.9M, 4.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $43.4M | 15.11% | 962,980 | Trimmed |
| 2 | ESGV | VANGUARD WORLD FD | $18.7M | 6.50% | 166,585 | Trimmed |
| 3 | DFIV | DIMENSIONAL ETF TRUST | $16.9M | 5.89% | 320,867 | Trimmed |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | $16.3M | 5.66% | 345,985 | Added |
| 5 | VUG | VANGUARD INDEX FDS | $13.9M | 4.83% | 31,799 | Trimmed |
| 6 | USXF | ISHARES TR | $12.6M | 4.37% | 227,786 | Trimmed |
| 7 | JPIB | J P MORGAN EXCHANGE TRADED F | $11.6M | 4.03% | 242,579 | Added |
| 8 | PBFR | PGIM ROCK ETF TR | $10.2M | 3.54% | 351,152 | Added |
| 9 | VSGX | VANGUARD WORLD FD | $9.6M | 3.33% | 133,556 | Added |
| 10 | DFAX | DIMENSIONAL ETF TRUST | $8.9M | 3.11% | 263,308 | Trimmed |
| 11 | CMF | ISHARES TR | $8.7M | 3.04% | 153,857 | Trimmed |
| 12 | JPST | J P MORGAN EXCHANGE TRADED F | $7.7M | 2.68% | 152,150 | Trimmed |
| 13 | VIGI | VANGUARD WHITEHALL FDS | $6.8M | 2.35% | 76,502 | Trimmed |
| 14 | QLTY | 2023 ETF SERIES TRUST II | $6.4M | 2.24% | 178,032 | Trimmed |
| 15 | AAPL | APPLE INC | $6.2M | 2.14% | 24,264 | Trimmed |
| 16 | DIHP | DIMENSIONAL ETF TRUST | $5.7M | 1.99% | 177,303 | Added |
| 17 | DMXF | ISHARES TR | $5.7M | 1.97% | 75,280 | Trimmed |
| 18 | JIRE | J P MORGAN EXCHANGE TRADED F | $5.6M | 1.95% | 74,025 | Trimmed |
| 19 | DUHP | DIMENSIONAL ETF TRUST | $5.5M | 1.92% | 150,502 | Added |
| 20 | ACWV | ISHARES INC | $5.3M | 1.85% | 44,539 | Trimmed |
| 21 | DFUS | DIMENSIONAL ETF TRUST | $5.1M | 1.77% | 71,943 | Added |
| 22 | CGSM | CAPITAL GRP FIXED INCM ETF T | $5.0M | 1.74% | 190,872 | Added |
| 23 | VV | VANGUARD INDEX FDS | $4.2M | 1.45% | 13,968 | Hold |
| 24 | DFAI | DIMENSIONAL ETF TRUST | $3.5M | 1.22% | 90,186 | Added |
| 25 | JMUB | J P MORGAN EXCHANGE TRADED F | $2.6M | 0.89% | 51,033 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31