2026 Q1 Portfolio Activity
In 2026 Q1, Financial Connections Group, Inc. maintained a portfolio of 251 distinct positions. The most significant new addition was ISHARES TR, now representing 0.02% of the total fund value. They heavily accumulated shares in J P MORGAN EXCHANGE TRADED F, increasing the position by 43.7%.
Position History
hover any row below to update
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Total Positions
251
Quarter
2026 Q1
Top Holding
DFAU (15.1%)
Top 10 Concentration
56.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 251
Financial Connections Group, Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAU
DIMENSIONAL ETF...
|
ETF | 15.11% | 15.54% |
#1
Prev: #1
|
6.5 |
—
|
-2,983 | -0.3% |
P
S
|
962,980 | $43,449 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 6.50% | 7.26% |
#2
Prev: #2
|
4.6 |
—
|
-8,113 | -4.6% |
P
S
|
166,585 | $18,702 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 5.89% | 5.70% |
#3
Prev: #3
|
3.9 |
—
|
-11,508 | -3.5% |
P
S
|
320,867 | $16,935 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 5.66% | 5.43% |
#4
Prev: #4
|
3.3 |
—
|
12,535 | 3.8% |
P
S
|
345,985 | $16,288 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 4.83% | 5.35% |
#5
Prev: #5
|
2.9 |
—
|
-91 | -0.3% |
P
S
|
31,799 | $13,889 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
USXF
ISHARES TR
|
ETF | 4.37% | 4.78% |
#6
Prev: #6
|
2.2 |
—
|
-13,890 | -5.7% |
P
S
|
227,786 | $12,573 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
JPIB
J P MORGAN EXCH...
|
Bond/Debt | 4.03% | 2.83% |
#7
5
Prev: #12
|
4.1 |
—
|
73,795 | 43.7% |
P
S
|
242,579 | $11,600 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PBFR
PGIM ROCK ETF T...
|
ETF | 3.54% | 3.35% |
#8
1
Prev: #7
|
3.4 |
—
|
17,344 | 5.2% |
P
S
|
351,152 | $10,183 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VSGX
VANGUARD WORLD ...
|
Bond/Debt | 3.33% | 3.17% |
#9
1
Prev: #8
|
1.8 |
—
|
4,640 | 3.6% |
P
S
|
133,556 | $9,580 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 3.11% | 3.09% |
#10
Prev: #10
|
1.7 |
—
|
-10,939 | -4.0% |
P
S
|
263,308 | $8,944 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CMF
ISHARES TR
|
ETF | 3.04% | 3.11% |
#11
2
Prev: #9
|
1.7 |
—
|
-3,495 | -2.2% |
P
S
|
153,857 | $8,748 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 2.68% | 2.85% |
#12
1
Prev: #11
|
1.6 |
—
|
-11,941 | -7.3% |
P
S
|
152,150 | $7,700 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VIGI
VANGUARD WHITEH...
|
Bond/Debt | 2.35% | 2.66% |
#13
Prev: #13
|
1.4 |
—
|
-8,080 | -9.6% |
P
S
|
76,502 | $6,767 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
QLTY
2023 ETF SERIES...
|
ETF | 2.24% | 2.46% |
#14
Prev: #14
|
1.4 |
—
|
-7,914 | -4.3% |
P
S
|
178,032 | $6,441 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AAPL
APPLE INC
|
Technology | 2.14% | 2.28% |
#15
Prev: #15
|
1.4 |
—
|
-175 | -0.7% |
P
S
|
24,264 | $6,158 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 1.99% | 1.70% |
#16
5
Prev: #21
|
2.8 |
—
|
20,896 | 13.4% |
P
S
|
177,303 | $5,712 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DMXF
ISHARES TR
|
ETF | 1.97% | 1.99% |
#17
1
Prev: #16
|
1.3 |
—
|
-1,889 | -2.4% |
P
S
|
75,280 | $5,679 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
JIRE
J P MORGAN EXCH...
|
Bond/Debt | 1.95% | 1.99% |
#18
1
Prev: #17
|
1.3 |
—
|
-3,318 | -4.3% |
P
S
|
74,025 | $5,606 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 1.92% | 1.74% |
#19
1
Prev: #20
|
2.8 |
—
|
17,285 | 13.0% |
P
S
|
150,502 | $5,532 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
ACWV
ISHARES INC
|
ETF | 1.85% | 1.84% |
#20
2
Prev: #18
|
1.2 |
—
|
-437 | -1.0% |
P
S
|
44,539 | $5,322 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 1.77% | 1.80% |
#21
2
Prev: #19
|
1.2 |
—
|
1,288 | 1.8% |
P
S
|
71,943 | $5,101 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CGSM
CAPITAL GRP FIX...
|
ETF | 1.74% | 1.60% |
#22
Prev: #22
|
2.7 |
—
|
13,758 | 7.8% |
P
S
|
190,872 | $5,016 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 1.45% | 1.51% |
#23
Prev: #23
|
1.6 |
—
|
no change | no change |
P
S
|
13,968 | $4,174 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 1.22% | 0.89% |
#24
1
Prev: #25
|
3.0 |
—
|
22,440 | 33.1% |
P
S
|
90,186 | $3,513 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
JMUB
J P MORGAN EXCH...
|
ETF | 0.89% | 0.95% |
#25
1
Prev: #24
|
0.9 |
—
|
-3,531 | -6.5% |
P
S
|
51,033 | $2,551 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.84% | 0.81% |
#26
1
Prev: #27
|
0.8 |
—
|
-329 | -0.6% |
P
S
|
52,840 | $2,412 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.81% | 0.83% |
#27
1
Prev: #26
|
0.8 |
—
|
51 | 1.1% |
P
S
|
4,878 | $2,337 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IWF
ISHARES TR
|
ETF | 0.67% | 0.74% |
#28
Prev: #28
|
0.8 |
—
|
-25 | -0.6% |
P
S
|
4,494 | $1,916 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 0.66% | 0.67% |
#29
1
Prev: #30
|
0.8 |
—
|
1,201 | 2.7% |
P
S
|
46,359 | $1,904 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.64% | 0.68% |
#30
1
Prev: #29
|
0.8 |
—
|
-165 | -2.8% |
P
S
|
5,745 | $1,843 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
TDVG
T ROWE PRICE ET...
|
Warrant | 0.64% | 0.66% |
#31
Prev: #31
|
0.8 |
—
|
-1,249 | -2.9% |
P
S
|
41,161 | $1,837 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 0.60% | 0.59% |
#32
Prev: #32
|
0.7 |
—
|
22 | 0.4% |
P
S
|
5,740 | $1,735 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
BILZ
PIMCO ETF TR
|
ETF | 0.53% | 0.25% |
#33
8
Prev: #41
|
3.2 |
—
|
7,760 | 106.2% |
P
S
|
15,068 | $1,521 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
HYXF
ISHARES TR
|
ETF | 0.47% | 0.51% |
#34
1
Prev: #33
|
0.7 |
—
|
-1,739 | -5.6% |
P
S
|
29,454 | $1,364 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 0.46% | 0.44% |
#35
1
Prev: #36
|
0.7 |
—
|
287 | 1.6% |
P
S
|
18,537 | $1,318 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CGHM
CAPITAL GRP FIX...
|
ETF | 0.44% | 0.45% |
#36
1
Prev: #35
|
0.7 |
—
|
-438 | -0.9% |
P
S
|
50,510 | $1,278 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.43% | 0.49% |
#37
3
Prev: #34
|
0.7 |
—
|
-2,977 | -15.7% |
P
S
|
15,993 | $1,233 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
INMU
BLACKROCK ETF T...
|
Bond/Debt | 0.42% | 0.05% |
#38
38
Prev: #76
|
3.2 |
—
|
43,965 | 667.5% |
P
S
|
50,552 | $1,208 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PYLD
PIMCO ETF TR
|
ETF | 0.37% | 0.33% |
#39
1
Prev: #38
|
2.1 |
—
|
4,200 | 11.7% |
P
S
|
40,092 | $1,050 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DFSI
DIMENSIONAL ETF...
|
Bond/Debt | 0.34% | 0.33% |
#40
1
Prev: #39
|
0.6 |
—
|
771 | 3.5% |
P
S
|
22,868 | $969 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.30% | 0.32% |
#41
1
Prev: #40
|
0.6 |
—
|
35 | 1.2% |
P
S
|
3,002 | $863 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.29% | 0.34% |
#42
5
Prev: #37
|
0.6 |
—
|
-214 | -13.4% |
P
S
|
1,378 | $823 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
ESML
ISHARES TR
|
ETF | 0.25% | 0.24% |
#43
Prev: #43
|
1.1 |
—
|
no change | no change |
P
S
|
15,384 | $723 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.21% | 0.25% |
#44
2
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
4,041 | $591 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
JAVA
J P MORGAN EXCH...
|
ETF | 0.18% | 0.18% |
#46
2
Prev: #48
|
1.1 |
—
|
no change | no change |
P
S
|
7,360 | $528 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.18% | 0.23% |
#45
1
Prev: #44
|
0.6 |
—
|
19 | 1.3% |
P
S
|
1,427 | $528 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.18% | 0.22% |
#47
2
Prev: #45
|
0.6 |
—
|
-402 | -12.0% |
P
S
|
2,959 | $516 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.15% | 0.15% |
#48
1
Prev: #49
|
1.1 |
—
|
no change | no change |
P
S
|
1,833 | $444 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.15% | 0.19% |
#49
3
Prev: #46
|
0.6 |
—
|
-26 | -2.1% |
P
S
|
1,191 | $442 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
EUSB
ISHARES TR
|
ETF | 0.13% | 0.13% |
#50
4
Prev: #54
|
0.6 |
—
|
368 | 4.3% |
P
S
|
8,850 | $384 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 |
Showing 1-50 of 251 holdings