Financial Connections Group, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Financial Connections Group, Inc. reported 254 stock positions worth $242.4 million. Its top holding was Dimensional US Core Equity M (DFAU) at 13.4% of the portfolio, followed by Vanguard ESG US Stock ETF (ESGV, 7.8%) and Vanguard Mrngstar GR ETF-Sui (VUG, 6.2%). Compared with Q1 2025, it opened 40 new positions, sold out of 8, added to 61 and reduced 52. The biggest buy was Dimensional US Eq MKT ETF (DFUS, shares +2993%) and the biggest sale an exit from Dimensional Core Fixed (DFCF).
- Most Recent 13F
- Q1 2026
- Location
- CORTE MADERA, CA
- CIK
- 0001907157
- Portfolio Value
- $242.4M (Q2 2025)
- SEC Filing
- 0001907157-25-000017 ↗ filed Jul 24, 2025
Holdings Value
Holdings 254 stocks · $242.4M
| DFAU Dimensional US Core Equity M | 13.41% | 767,659 | $32.5M | Reduce -8.1% |
| ESGV Vanguard ESG US Stock ETF | 7.82% | 172,838 | $18.9M | Add +3.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 6.22% | 34,409 | $15.1M | Reduce -1.0% |
| DFIV Dimensional International Va | 5.32% | 301,334 | $12.9M | Add +1.6% |
| VIGI Vanguard Int Div App Indx FD | 5.27% | 141,802 | $12.8M | Add +4.2% |
| USXF iShares ESG Advance MSCI USA | 4.95% | 222,581 | $12.0M | Add +0.9% |
| JCPB JPMorgan Core Plus Bond ETF | 4.69% | 241,729 | $11.4M | Add +4.9% |
| CMF iShares California Muni Bond | 3.83% | 166,442 | $9.3M | Reduce -13.2% |
| DFAX Dimensional World Ex US Core | 3.60% | 297,403 | $8.7M | Reduce -13.2% |
| PBFR Pgim La S&P 500 BUF20 ETF-US | 3.52% | 308,824 | $8.5M | Add +6.7% |
| DFUS Dimensional US Eq MKT ETF | 3.10% | 112,287 | $7.5M | Add +2993.3% |
| JPST JPMorgan Ultra-Short Income | 2.99% | 142,805 | $7.2M | Add +9.1% |
| VSGX Vanguard ESG Intl Stock ETF | 2.71% | 100,429 | $6.6M | Add +0.5% |
| QLTY GMO U.S. Quality ETF | 2.59% | 183,428 | $6.3M | Add +29.7% |
| JIRE JPMorgan Int Res Enh Eqty | 2.34% | 80,133 | $5.7M | Add +61.4% |
| DMXF iShares ESG Advanc MSCI Eafe | 2.32% | 75,545 | $5.6M | Reduce -0.9% |
| ACWV iShares MSCI Global Min Vol | 2.28% | 46,538 | $5.5M | Reduce -0.5% |
| AAPL Apple Inc. | 2.16% | 25,548 | $5.2M | Add +1.1% |
| CGSM Cap Group Short Muni Income | 1.81% | 168,237 | $4.4M | Add +28.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.67% | 14,166 | $4.0M | No change |
| JMUB JPMorgan Municipal ETF | 1.29% | 63,111 | $3.1M | Add +110.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.97% | 4,827 | $2.3M | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.89% | 53,354 | $2.2M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.82% | 6,567 | $2.0M | Add +14.4% |
| IWF iShares Russell 1000 Growth | 0.81% | 4,617 | $2.0M | Reduce -7.2% |
| NUSA Nuv ESG 1-5 YR US AB ETF-Usd | 0.75% | 77,949 | $1.8M | New |
| TDVG T Rowe Price Dividend Growth | 0.74% | 42,616 | $1.8M | Reduce -10.1% |
| DFSU Dimensional US Sus CORE1 ETF | 0.74% | 45,577 | $1.8M | Add +151.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.71% | 6,230 | $1.7M | Reduce -2.1% |
| DFAS Dimensional US Small Cap ETF | 0.61% | 23,047 | $1.5M | Reduce -44.7% |
| PLTR Palantir Technologies Inc. Class A | 0.59% | 10,471 | $1.4M | Add +818.5% |
| VXUS Vanguard Total Intl Stock | 0.54% | 18,977 | $1.3M | Add +96.4% |
| CGHM Cap Group Muni High-Income | 0.44% | 43,093 | $1.1M | New |
| VOO Vanguard S&P 500 ETF | 0.38% | 1,627 | $924K | Reduce -3.0% |
| DFSI Dimensional Int Sus COR1 ETF | 0.32% | 19,688 | $775K | Add +62.5% |
| PYLD PIMCO Multisector Bond Actv | 0.30% | 27,521 | $730K | Add +5.8% |
| MSFT Microsoft Corp. | 0.30% | 1,439 | $716K | Add +5.3% |
| NVDA Nvidia Corp. | 0.29% | 4,523 | $714K | Add +1470.5% |
| ESML iShares ESG Aware MSCI USA S | 0.26% | 15,456 | $638K | Reduce -57.8% |
| GOOGL Alphabet Inc. Class A | 0.26% | 3,582 | $631K | Add +16.5% |
| ORCL Oracle Corp. | 0.26% | 2,866 | $626K | No change |
| BILZ PIMCO Ultra SHRT Govt Active | 0.26% | 6,133 | $620K | New |
| JAVA JPMorgan Active Value ETF | 0.20% | 7,437 | $487K | Reduce -28.4% |
| TSLA Tesla Inc. | 0.18% | 1,390 | $441K | Add +69.9% |
| UNP Union Pacific Corp. | 0.17% | 1,833 | $421K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.16% | 746 | $379K | New |
| AMZN Amazon.com Inc. | 0.15% | 1,695 | $371K | Add +3.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.15% | 9,059 | $362K | Add +8.6% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.13% | 7,361 | $320K | Add +12.0% |
| IWB iShares Russell 1000 ETF | 0.10% | 722 | $245K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 1,195 | $244K | No change |
| JAAA Janus Henderson Aaa Clo ETF | 0.09% | 4,449 | $225K | New |
| GOOG Alphabet Inc. Class C | 0.09% | 1,243 | $220K | Reduce -6.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 357 | $220K | No change |
| ABBV Abbvie Inc. | 0.09% | 1,165 | $216K | Add +9.8% |
| META Meta Platforms Inc. Class A | 0.09% | 280 | $206K | No change |
| IVV iShares Core S&P 500 ETF | 0.08% | 331 | $205K | Reduce -20.2% |
| TEQI T Rowe Price Equity Income E | 0.08% | 4,688 | $199K | Reduce -5.8% |
| V Visa Inc. Class A | 0.08% | 535 | $189K | No change |
| TBUX T Rowe Price Ultra Short-Ter | 0.07% | 3,539 | $176K | Reduce -33.7% |
| IWM iShares Russell 2000 ETF | 0.07% | 807 | $174K | Reduce -1.2% |
| SUSA iShares ESG Optimized MSCI U | 0.07% | 1,350 | $171K | No change |
| ADP Automatic Data Processing | 0.07% | 548 | $169K | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.07% | 6,898 | $169K | Add +51.1% |
| JNJ Johnson & Johnson | 0.07% | 1,092 | $166K | Reduce -22.5% |
| PXF Invesco Rafi Developed Marke | 0.07% | 2,794 | $160K | Add +1.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 1,261 | $156K | Add +65.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 3,113 | $147K | No change |
| TSPA T Rowe Price US Eqy Research | 0.06% | 3,741 | $145K | No change |
| ABT Abbott Laboratories | 0.06% | 1,065 | $144K | No change |
| HD Home Depot Inc. | 0.06% | 366 | $134K | Add +5.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.05% | 1,804 | $131K | No change |
| PANW Palo Alto Networks Inc. | 0.05% | 630 | $128K | No change |
| CRM Salesforce Inc. | 0.05% | 463 | $126K | Add +76.0% |
| TCAF T Rowe PRC Cap Appreciation | 0.05% | 3,501 | $123K | No change |
| JPM JPMorgan Chase & Co. | 0.05% | 403 | $116K | Add +17.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 210 | $115K | Add +47.9% |
| SCHW Schwab (charles) Corp. | 0.05% | 1,271 | $115K | Add +369.0% |
| JPIB JPMorgan Intl BND ETF | 0.04% | 2,220 | $107K | Add +3.6% |
| TFLR T Rowe Price Floating RT ETF | 0.04% | 2,067 | $106K | Add +24.0% |
| FLOT iShares Floating Rate Bond E | 0.04% | 2,008 | $102K | New |
| NOW ServiceNow Inc. | 0.04% | 93 | $95K | No change |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.04% | 440 | $93K | New |
| NEE Nextera Energy Inc. | 0.04% | 1,329 | $92K | Add +82.3% |
| VCIT Vanguard Int-Term Corporate | 0.04% | 1,113 | $92K | Add +3.3% |
| RSP Invesco S&P 500 Equal Weight | 0.04% | 484 | $87K | No change |
| PNC PNC Financial Services Group | 0.04% | 458 | $85K | No change |
| PEP Pepsico Inc. | 0.03% | 629 | $83K | Reduce -7.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.03% | 1,002 | $69K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.03% | 517 | $68K | No change |
| EES Wisdomtree US Smallcap Fund | 0.03% | 1,350 | $68K | No change |
| GILD Gilead Sciences Inc. | 0.03% | 607 | $67K | Add +15.8% |
| DVY iShares Select Dividend ETF | 0.03% | 497 | $66K | No change |
| VYM Vanguard High DVD Yield ETF | 0.03% | 502 | $66K | No change |
| CL Colgate-Palmolive Co. | 0.03% | 706 | $64K | No change |
| DFAT Dimensional US Target Value | 0.03% | 1,180 | $63K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.03% | 258 | $61K | Reduce -64.3% |
| HDV iShares Core High Dividend E | 0.02% | 495 | $57K | No change |
| PG The Procter & Gamble Co. | 0.02% | 359 | $57K | Add +2143.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 205 | $57K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $27K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| IONQ.WS Ionq Inc. -CW26 | *W EXP 09/30/202 | 650 | $27K | New |
Total filed on the 13F, all lines: $242.4M.
Portfolio Sells Q1 2025 → Q2 2025
| DFCF Dimensional Core Fixed Inc. | Sold out | 0.00% | −2.89 |
| CCL Carnival Corp. | Reduce -99.7% | 0.00% | −1.59 |
| NUSC Nuveen ESG Small-Cap ETF | Sold out | 0.00% | −1.06 |
| CMF iShares California Muni Bond | Reduce -13.2% | 3.83% | −1.02 |
| DFAU Dimensional US Core Equity M | Reduce -8.1% | 13.41% | −1.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -99.8% | 0.00% | −0.76 |
| DFAS Dimensional US Small Cap ETF | Reduce -44.7% | 0.61% | −0.51 |
| DFAX Dimensional World Ex US Core | Reduce -13.2% | 3.60% | −0.42 |
| ESML iShares ESG Aware MSCI USA S | Reduce -57.8% | 0.26% | −0.37 |
| BIV Vanguard Intermediate-Term B | Reduce -87.0% | 0.02% | −0.21 |
| ACWV iShares MSCI Global Min Vol | Reduce -0.5% | 2.28% | −0.17 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -96.9% | 0.00% | −0.16 |
| TDVG T Rowe Price Dividend Growth | Reduce -10.1% | 0.74% | −0.11 |
| SCHF Schwab Intl Equity ETF | Reduce -88.0% | 0.02% | −0.11 |
| JAVA JPMorgan Active Value ETF | Reduce -28.4% | 0.20% | −0.08 |
| SCHA Schwab US Small-Cap ETF | Reduce -95.4% | 0.00% | −0.07 |
| TBUX T Rowe Price Ultra Short-Ter | Reduce -33.7% | 0.07% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -64.3% | 0.03% | −0.05 |
| JNJ Johnson & Johnson | Reduce -22.5% | 0.07% | −0.04 |
| UBS UBS Group AG-Reg | Sold out | 0.00% | −0.03 |
| TEQI T Rowe Price Equity Income E | Reduce -5.8% | 0.08% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -32.8% | 0.01% | −0.01 |
| PEP Pepsico Inc. | Reduce -7.4% | 0.03% | −0.01 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -3.0% | 0.38% | −0.01 |
| PPG PPG Industries Inc. | Reduce -71.2% | 0.00% | −0.01 |
| GE General Electric | Reduce -70.2% | 0.00% | −0.00 |
| MRVL Marvell Technology Inc. | Reduce -88.6% | 0.00% | −0.00 |
| ZIM Zim Integrated Shipping Serv | Reduce -81.9% | 0.00% | −0.00 |
| PHO Invesco Water Resources ETF | Reduce -20.6% | 0.02% | −0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -36.5% | 0.01% | −0.00 |
| COP Conocophillips | Sold out | 0.00% | −0.00 |
| VXF Vanguard Extended Market ETF | Reduce -62.9% | 0.00% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -6.3% | 0.09% | −0.00 |
| NOC Northrop Grumman Corp. | Reduce -11.8% | 0.01% | −0.00 |
| SBSW Sibanye-Stillwater Ltd.-ADR | Reduce -9.1% | 0.00% | −0.00 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.00 |
| SNAP Snap Inc. Class A | Reduce -50.0% | 0.00% | −0.00 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -9.5% | 0.01% | −0.00 |
| GEV GE Vernova Inc. | Reduce -70.0% | 0.00% | −0.00 |
| FDX FedEx Corp. | Reduce -73.2% | 0.00% | −0.00 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.00 |
| INTC Intel Corp. | Reduce -1.4% | 0.01% | −0.00 |
| GEHC GE Healthcare Technology | Reduce -70.4% | 0.00% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -1.2% | 0.07% | −0.00 |
| DFAE Dimensional Emerging Core Eq | Reduce -36.9% | 0.00% | −0.00 |
| ELQD iShares ESG Adv Inv GR CB | Reduce -5.6% | 0.01% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -24.6% | 0.00% | −0.00 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −0.00 |
| HLN Haleon PLC-ADR | Reduce -11.9% | 0.00% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| DFUS Dimensional US Eq MKT ETF | Add +2993.3% | 3.10% | +3.01 |
| JIRE JPMorgan Int Res Enh Eqty | Add +61.4% | 2.34% | +0.92 |
| NUSA Nuv ESG 1-5 YR US AB ETF-Usd | New | 0.75% | +0.75 |
| JMUB JPMorgan Municipal ETF | Add +110.6% | 1.29% | +0.62 |
| QLTY GMO U.S. Quality ETF | Add +29.7% | 2.59% | +0.61 |
| PLTR Palantir Technologies Inc. Class A | Add +818.5% | 0.59% | +0.56 |
| ESGV Vanguard ESG US Stock ETF | Add +3.8% | 7.82% | +0.49 |
| DFSU Dimensional US Sus CORE1 ETF | Add +151.3% | 0.74% | +0.45 |
| CGHM Cap Group Muni High-Income | New | 0.44% | +0.44 |
| USXF iShares ESG Advance MSCI USA | Add +0.9% | 4.95% | +0.33 |
| CGSM Cap Group Short Muni Income | Add +28.5% | 1.81% | +0.28 |
| NVDA Nvidia Corp. | Add +1470.5% | 0.29% | +0.28 |
| VXUS Vanguard Total Intl Stock | Add +96.4% | 0.54% | +0.27 |
| BILZ PIMCO Ultra SHRT Govt Active | New | 0.26% | +0.26 |
| VIGI Vanguard Int Div App Indx FD | Add +4.2% | 5.27% | +0.20 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.16% | +0.16 |
| DFSI Dimensional Int Sus COR1 ETF | Add +62.5% | 0.32% | +0.13 |
| PBFR Pgim La S&P 500 BUF20 ETF-US | Add +6.7% | 3.52% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +14.4% | 0.82% | +0.12 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.09% | +0.09 |
| TSLA Tesla Inc. | Add +69.9% | 0.18% | +0.09 |
| DFIV Dimensional International Va | Add +1.6% | 5.32% | +0.08 |
| VSGX Vanguard ESG Intl Stock ETF | Add +0.5% | 2.71% | +0.07 |
| MSFT Microsoft Corp. | Add +5.3% | 0.30% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +16.5% | 0.26% | +0.05 |
| FLOT iShares Floating Rate Bond E | New | 0.04% | +0.04 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | New | 0.04% | +0.04 |
| SCHW Schwab (charles) Corp. | Add +369.0% | 0.05% | +0.04 |
| DIS The Walt Disney Co. | Add +65.7% | 0.06% | +0.03 |
| PG The Procter & Gamble Co. | Add +2143.8% | 0.02% | +0.02 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +51.1% | 0.07% | +0.02 |
| ALC Alcon Inc. | New | 0.02% | +0.02 |
| CRM Salesforce Inc. | Add +76.0% | 0.05% | +0.02 |
| BGRN iShares Usd Green Bond ETF | New | 0.02% | +0.02 |
| BUFP Pgim Laddered S&P 500 Buffer | New | 0.02% | +0.02 |
| VGIT Vanguard Intermediate-Term T | New | 0.02% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +47.9% | 0.05% | +0.02 |
| UL Unilever PLC | New | 0.02% | +0.02 |
| COST Costco Wholesale Corp. | Add +975.0% | 0.02% | +0.02 |
| NEE Nextera Energy Inc. | Add +82.3% | 0.04% | +0.02 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +8.6% | 0.15% | +0.01 |
| MDLZ Mondelez International Inc. Class A | New | 0.01% | +0.01 |
| AMZN Amazon.com Inc. | Add +3.2% | 0.15% | +0.01 |
| ECL Ecolab Inc. | New | 0.01% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +17.5% | 0.05% | +0.01 |
| JPST JPMorgan Ultra-Short Income | Add +9.1% | 2.99% | +0.01 |
| TTD Trade Desk Inc./the Class A | New | 0.01% | +0.01 |
| IBM Intl Business Machines Corp. | New | 0.01% | +0.01 |
| T AT&T Inc. | Add +929.1% | 0.01% | +0.01 |
| DLB Dolby Laboratories Inc. Class A | New | 0.01% | +0.01 |
Notes & Other Activity Q1 2025 → Q2 2025
| IONQ.WS Ionq Inc. -CW26 | *W EXP 09/30/202 | New | 650 | $27K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |