Financial Connections Group, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Financial Connections Group, Inc. reported 222 stock positions worth $222.8 million. Its top holding was Dimensional US Core Equity M (DFAU) at 14.4% of the portfolio, followed by Vanguard ESG US Stock ETF (ESGV, 7.3%) and Vanguard Mrngstar GR ETF-Sui (VUG, 5.8%). Compared with Q4 2024, it opened 11 new positions, sold out of 24, added to 68 and reduced 32. The biggest buy was Pgim La S&P 500 BUF20 ETF-US (PBFR, shares +3717%) and the biggest sale JPMorgan Core Plus Bond ETF (JCPB, shares −50%).
- Most Recent 13F
- Q1 2026
- Location
- CORTE MADERA, CA
- CIK
- 0001907157
- Portfolio Value
- $222.8M (Q1 2025)
- SEC Filing
- 0001842974-25-000004 ↗ filed May 9, 2025
Holdings Value
Holdings 222 stocks · $222.8M
| DFAU Dimensional US Core Equity M | 14.41% | 835,023 | $32.1M | Add +13.8% |
| ESGV Vanguard ESG US Stock ETF | 7.32% | 166,539 | $16.3M | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.79% | 34,772 | $12.9M | Reduce -1.8% |
| DFIV Dimensional International Va | 5.24% | 296,570 | $11.7M | Add +11.2% |
| VIGI Vanguard Int Div App Indx FD | 5.07% | 136,149 | $11.3M | Add +30.8% |
| JCPB JPMorgan Core Plus Bond ETF | 4.87% | 230,390 | $10.8M | Reduce -50.1% |
| CMF iShares California Muni Bond | 4.84% | 191,708 | $10.8M | Reduce -16.6% |
| USXF iShares ESG Advance MSCI USA | 4.62% | 220,521 | $10.3M | Add +2.9% |
| DFAX Dimensional World Ex US Core | 4.03% | 342,426 | $9.0M | Reduce -7.2% |
| PBFR Pgim La S&P 500 BUF20 ETF-US | 3.40% | 289,497 | $7.6M | Add +3717.2% |
| JPST JPMorgan Ultra-Short Income | 2.98% | 130,934 | $6.6M | Reduce -18.9% |
| DFCF Dimensional Core Fixed Inc. | 2.89% | 129,774 | $6.4M | Add +221.2% |
| VSGX Vanguard ESG Intl Stock ETF | 2.65% | 99,934 | $5.9M | Add +18.1% |
| AAPL Apple Inc. | 2.52% | 25,266 | $5.6M | Add +4.3% |
| ACWV iShares MSCI Global Min Vol | 2.44% | 46,777 | $5.4M | Reduce -0.6% |
| DMXF iShares ESG Advanc MSCI Eafe | 2.31% | 76,266 | $5.1M | Add +15.9% |
| QLTY GMO U.S. Quality ETF | 1.98% | 141,443 | $4.4M | Add +83.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.63% | 14,166 | $3.6M | No change |
| CCL Carnival Corp. | 1.59% | 70,518 | $3.5M | Add +23173.3% |
| CGSM Cap Group Short Muni Income | 1.53% | 130,941 | $3.4M | Add +517.3% |
| JIRE JPMorgan Int Res Enh Eqty | 1.42% | 49,641 | $3.2M | Add +212.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.15% | 4,827 | $2.6M | No change |
| DFAS Dimensional US Small Cap ETF | 1.12% | 41,701 | $2.5M | Reduce -0.6% |
| NUSC Nuveen ESG Small-Cap ETF | 1.06% | 95,002 | $2.4M | Add +836.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.88% | 53,794 | $2.0M | No change |
| TDVG T Rowe Price Dividend Growth | 0.86% | 47,413 | $1.9M | Reduce -0.7% |
| IWF iShares Russell 1000 Growth | 0.81% | 4,974 | $1.8M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.77% | 34,362 | $1.7M | Reduce -33.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.71% | 6,363 | $1.6M | Add +2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.71% | 5,740 | $1.6M | Add +0.0% |
| JMUB JPMorgan Municipal ETF | 0.67% | 29,962 | $1.5M | Reduce -28.6% |
| ESML iShares ESG Aware MSCI USA S | 0.63% | 36,612 | $1.4M | Reduce -12.1% |
| VOO Vanguard S&P 500 ETF | 0.39% | 1,678 | $862K | Reduce -4.6% |
| PYLD PIMCO Multisector Bond Actv | 0.31% | 26,015 | $685K | Reduce -16.2% |
| DFSU Dimensional US Sus CORE1 ETF | 0.29% | 18,135 | $649K | Add +48.3% |
| JAVA JPMorgan Active Value ETF | 0.28% | 10,386 | $621K | Add +28.6% |
| VXUS Vanguard Total Intl Stock | 0.27% | 9,661 | $599K | Add +69.7% |
| BIV Vanguard Intermediate-Term B | 0.23% | 5,343 | $523K | Add +684.6% |
| MSFT Microsoft Corp. | 0.23% | 1,367 | $513K | Reduce -2.5% |
| GOOGL Alphabet Inc. Class A | 0.21% | 3,074 | $475K | Add +48.1% |
| UNP Union Pacific Corp. | 0.19% | 1,833 | $433K | No change |
| DFSI Dimensional Int Sus COR1 ETF | 0.19% | 12,114 | $422K | Add +13.3% |
| ORCL Oracle Corp. | 0.18% | 2,866 | $400K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.17% | 13,673 | $373K | New |
| AMZN Amazon.com Inc. | 0.14% | 1,642 | $312K | Reduce -8.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.13% | 8,339 | $300K | New |
| SCHF Schwab Intl Equity ETF | 0.13% | 14,692 | $290K | New |
| EUSB Ishr ESG Advn Universal BD-$ | 0.13% | 6,571 | $284K | Reduce -70.8% |
| TBUX T Rowe Price Ultra Short-Ter | 0.12% | 5,341 | $265K | No change |
| JNJ Johnson & Johnson | 0.10% | 1,409 | $233K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 1,195 | $231K | Reduce -0.2% |
| ABBV Abbvie Inc. | 0.10% | 1,061 | $222K | No change |
| IWB iShares Russell 1000 ETF | 0.10% | 722 | $221K | Add +24.1% |
| DFUS Dimensional US Eq MKT ETF | 0.10% | 3,630 | $219K | Add +28.9% |
| TSLA Tesla Inc. | 0.09% | 818 | $211K | Reduce -31.3% |
| TEQI T Rowe Price Equity Income E | 0.09% | 4,977 | $208K | No change |
| GOOG Alphabet Inc. Class C | 0.09% | 1,327 | $207K | Add +270.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 357 | $199K | No change |
| IVV iShares Core S&P 500 ETF | 0.08% | 415 | $187K | Add +25.4% |
| V Visa Inc. Class A | 0.08% | 535 | $187K | Reduce -5.5% |
| ADP Automatic Data Processing | 0.07% | 548 | $167K | Add +145.7% |
| SCHA Schwab US Small-Cap ETF | 0.07% | 7,085 | $166K | New |
| IWM iShares Russell 2000 ETF | 0.07% | 817 | $162K | Add +1.2% |
| META Meta Platforms Inc. Class A | 0.07% | 280 | $161K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.07% | 722 | $158K | Add +166.4% |
| SUSA iShares ESG Optimized MSCI U | 0.07% | 1,350 | $155K | Reduce -36.7% |
| PXF Invesco Rafi Developed Marke | 0.06% | 2,745 | $143K | New |
| ABT Abbott Laboratories | 0.06% | 1,065 | $141K | No change |
| TSPA T Rowe Price US Eqy Research | 0.06% | 3,741 | $131K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 3,113 | $129K | No change |
| HD Home Depot Inc. | 0.06% | 346 | $127K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.05% | 1,804 | $118K | Add +0.1% |
| TCAF T Rowe PRC Cap Appreciation | 0.05% | 3,501 | $113K | No change |
| PANW Palo Alto Networks Inc. | 0.05% | 630 | $107K | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.05% | 4,564 | $107K | New |
| JPIB JPMorgan Intl BND ETF | 0.05% | 2,143 | $102K | Add +5.4% |
| PEP Pepsico Inc. | 0.04% | 679 | $94K | Add +157.2% |
| VCIT Vanguard Int-Term Corporate | 0.04% | 1,078 | $88K | Add +5.2% |
| TFLR T Rowe Price Floating RT ETF | 0.04% | 1,667 | $85K | No change |
| JPM JPMorgan Chase & Co. | 0.04% | 343 | $84K | Add +163.8% |
| RSP Invesco S&P 500 Equal Weight | 0.04% | 484 | $83K | No change |
| PNC PNC Financial Services Group | 0.04% | 458 | $80K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 761 | $75K | No change |
| NOW ServiceNow Inc. | 0.03% | 93 | $74K | No change |
| CRM Salesforce Inc. | 0.03% | 263 | $70K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.03% | 1,002 | $69K | No change |
| CL Colgate-Palmolive Co. | 0.03% | 706 | $66K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 142 | $66K | Reduce -23.2% |
| DVY iShares Select Dividend ETF | 0.03% | 497 | $66K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.03% | 517 | $65K | No change |
| EES Wisdomtree US Smallcap Fund | 0.03% | 1,350 | $65K | No change |
| VYM Vanguard High DVD Yield ETF | 0.03% | 502 | $64K | Reduce -4.6% |
| DFAT Dimensional US Target Value | 0.03% | 1,180 | $60K | No change |
| HDV iShares Core High Dividend E | 0.03% | 495 | $59K | No change |
| UBS UBS Group AG-Reg | 0.03% | 354 | $59K | Add +1509.1% |
| GILD Gilead Sciences Inc. | 0.03% | 524 | $58K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.02% | 1,140 | $54K | Add +59.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 205 | $53K | No change |
| NEE Nextera Energy Inc. | 0.02% | 729 | $51K | Reduce -12.1% |
| KO The Coca-Cola Co. | 0.02% | 656 | $47K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| JCPB JPMorgan Core Plus Bond ETF | Reduce -50.1% | 4.87% | −5.36 |
| CMF iShares California Muni Bond | Reduce -16.6% | 4.84% | −1.48 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.8% | 5.79% | −1.20 |
| ESGV Vanguard ESG US Stock ETF | Reduce -0.1% | 7.32% | −1.08 |
| JPST JPMorgan Ultra-Short Income | Reduce -18.9% | 2.98% | −0.93 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -33.5% | 0.77% | −0.48 |
| DFAX Dimensional World Ex US Core | Reduce -7.2% | 4.03% | −0.38 |
| JMUB JPMorgan Municipal ETF | Reduce -28.6% | 0.67% | −0.34 |
| EUSB Ishr ESG Advn Universal BD-$ | Reduce -70.8% | 0.13% | −0.33 |
| PHYL Pgim Active High Yield Bond | Sold out | 0.00% | −0.27 |
| ESML iShares ESG Aware MSCI USA S | Reduce -12.1% | 0.63% | −0.21 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.6% | 1.12% | −0.19 |
| TSLA Tesla Inc. | Reduce -31.3% | 0.09% | −0.14 |
| PYLD PIMCO Multisector Bond Actv | Reduce -16.2% | 0.31% | −0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -4.6% | 0.39% | −0.07 |
| SUSA iShares ESG Optimized MSCI U | Reduce -36.7% | 0.07% | −0.05 |
| MSFT Microsoft Corp. | Reduce -2.5% | 0.23% | −0.05 |
| TDVG T Rowe Price Dividend Growth | Reduce -0.7% | 0.86% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -8.0% | 0.14% | −0.05 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.04 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -84.0% | 0.01% | −0.03 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.03 |
| ACWV iShares MSCI Global Min Vol | Reduce -0.6% | 2.44% | −0.02 |
| IR Ingersoll-Rand Inc. | Sold out | 0.00% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -23.2% | 0.03% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -46.4% | 0.02% | −0.01 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.2% | 0.10% | −0.01 |
| CSX CSX Corp. | Reduce -18.8% | 0.01% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -12.1% | 0.02% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -10.0% | 0.02% | −0.01 |
| ACN Accenture PLC Class A | Reduce -7.6% | 0.01% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -4.6% | 0.03% | −0.00 |
| VOX Vanguard Communication Servi | Sold out | 0.00% | −0.00 |
| LOW Lowe's Cos Inc. | Reduce -19.4% | 0.00% | −0.00 |
| GLW Corning Inc. | Sold out | 0.00% | −0.00 |
| PWRD TCW Transform Systems ETF | Sold out | 0.00% | −0.00 |
| XSD SS SPDR S&P Semiconductor | Sold out | 0.00% | −0.00 |
| V Visa Inc. Class A | Reduce -5.5% | 0.08% | −0.00 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.00 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.00 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.00 |
| KRE SS SPDR S&P Regional Bank | Sold out | 0.00% | −0.00 |
| INDA iShares MSCI India ETF | Reduce -37.6% | 0.00% | −0.00 |
| AKAM Akamai Technologies Inc. | Sold out | 0.00% | −0.00 |
| ECL Ecolab Inc. | Sold out | 0.00% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.00 |
| RTX RTX Corp. | Sold out | 0.00% | −0.00 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.00 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| PBFR Pgim La S&P 500 BUF20 ETF-US | Add +3717.2% | 3.40% | +3.30 |
| DFCF Dimensional Core Fixed Inc. | Add +221.2% | 2.89% | +1.92 |
| CCL Carnival Corp. | Add +23173.3% | 1.59% | +1.59 |
| CGSM Cap Group Short Muni Income | Add +517.3% | 1.53% | +1.26 |
| VIGI Vanguard Int Div App Indx FD | Add +30.8% | 5.07% | +1.07 |
| JIRE JPMorgan Int Res Enh Eqty | Add +212.3% | 1.42% | +0.97 |
| NUSC Nuveen ESG Small-Cap ETF | Add +836.5% | 1.06% | +0.85 |
| QLTY GMO U.S. Quality ETF | Add +83.3% | 1.98% | +0.80 |
| DFIV Dimensional International Va | Add +11.2% | 5.24% | +0.69 |
| VSGX Vanguard ESG Intl Stock ETF | Add +18.1% | 2.65% | +0.34 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +15.9% | 2.31% | +0.26 |
| BIV Vanguard Intermediate-Term B | Add +684.6% | 0.23% | +0.21 |
| FNDA Schwab Fndmntl US SM Co. ETF | New | 0.17% | +0.17 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.13% | +0.13 |
| DFAU Dimensional US Core Equity M | Add +13.8% | 14.41% | +0.13 |
| SCHF Schwab Intl Equity ETF | New | 0.13% | +0.13 |
| VXUS Vanguard Total Intl Stock | Add +69.7% | 0.27% | +0.11 |
| SCHA Schwab US Small-Cap ETF | New | 0.07% | +0.07 |
| DFSU Dimensional US Sus CORE1 ETF | Add +48.3% | 0.29% | +0.07 |
| PXF Invesco Rafi Developed Marke | New | 0.06% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +270.7% | 0.09% | +0.06 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.05% | +0.05 |
| ADP Automatic Data Processing | Add +145.7% | 0.07% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +166.4% | 0.07% | +0.04 |
| PNC PNC Financial Services Group | New | 0.04% | +0.04 |
| JAVA JPMorgan Active Value ETF | Add +28.6% | 0.28% | +0.03 |
| UBS UBS Group AG-Reg | Add +1509.1% | 0.03% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +48.1% | 0.21% | +0.02 |
| PEP Pepsico Inc. | Add +157.2% | 0.04% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +163.8% | 0.04% | +0.02 |
| DFSI Dimensional Int Sus COR1 ETF | Add +13.3% | 0.19% | +0.02 |
| SO The Southern Co. | New | 0.01% | +0.01 |
| DFUS Dimensional US Eq MKT ETF | Add +28.9% | 0.10% | +0.01 |
| IWB iShares Russell 1000 ETF | Add +24.1% | 0.10% | +0.01 |
| GE General Electric | Add +223.1% | 0.01% | +0.01 |
| ZIM Zim Integrated Shipping Serv | Add +452.0% | 0.00% | +0.00 |
| MRVL Marvell Technology Inc. | Add +776.0% | 0.01% | +0.00 |
| GDX Vaneck Gold Miners ETF | Add +13.3% | 0.02% | +0.00 |
| SBSW Sibanye-Stillwater Ltd.-ADR | Add +10.0% | 0.00% | +0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +57.5% | 0.01% | +0.00 |
| GEV GE Vernova Inc. | Add +233.3% | 0.00% | +0.00 |
| ELQD iShares ESG Adv Inv GR CB | Add +30.5% | 0.01% | +0.00 |
| VXF Vanguard Extended Market ETF | Add +169.5% | 0.01% | +0.00 |
| PYPL PayPal Holdings Inc. | New | 0.00% | +0.00 |
| SNAP Snap Inc. Class A | Add +100.0% | 0.00% | +0.00 |
| AMGN Amgen Inc. | New | 0.00% | +0.00 |
| FDX FedEx Corp. | New | 0.00% | +0.00 |
| DFAE Dimensional Emerging Core Eq | Add +58.6% | 0.00% | +0.00 |
| GEHC GE Healthcare Technology | Add +237.5% | 0.00% | +0.00 |
| CVX Chevron Corp. | Add +9.6% | 0.01% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 250 | $287.6M | DFAU, ESGV, DFIV, JCPB, VUG |
| Q4 2025 | 234 | $290.9M | DFAU, ESGV, DFIV, JCPB, VUG |
| Q3 2025 | 240 | $256.3M | DFAU, ESGV, VUG, DFIV, USXF |
| Q2 2025 | 254 | $242.4M | DFAU, ESGV, VUG, DFIV, VIGI |
| Q1 2025 | 222 | $222.8M | DFAU, ESGV, VUG, DFIV, VIGI |
| Q4 2024 | 235 | $208.1M | DFAU, JCPB, ESGV, VUG, CMF |
| Q3 2024 | 216 | $203.5M | DFAU, JCPB, ESGV, CMF, VUG |
| Q2 2024 | 343 | $192.7M | DFAU, JCPB, ESGV, CMF, VUG |
| Q1 2024 | 165 | $91.3M | DFAU, DFAX, DFIV, USXF, AAPL |