Financial Connections Group, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Financial Connections Group, Inc. reported 234 stock positions worth $290.9 million. Its top holding was Dimensional US Core Equity M (DFAU) at 15.5% of the portfolio, followed by Vanguard ESG US Stock ETF (ESGV, 7.3%) and Dimensional International Va (DFIV, 5.7%). Compared with Q3 2025, it opened 11 new positions, sold out of 17, added to 48 and reduced 38. The biggest buy was JPMorgan Intl BND ETF (JPIB, shares +4987%) and the biggest sale Vanguard Int Div App Indx FD (VIGI, shares −29%).
- Most Recent 13F
- Q1 2026
- Location
- CORTE MADERA, CA
- CIK
- 0001907157
- Portfolio Value
- $290.9M (Q4 2025)
- SEC Filing
- 0001907157-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 234 stocks · $290.9M
| DFAU Dimensional US Core Equity M | 15.54% | 965,963 | $45.2M | Add +29.1% |
| ESGV Vanguard ESG US Stock ETF | 7.26% | 174,698 | $21.1M | Reduce -2.2% |
| DFIV Dimensional International Va | 5.70% | 332,375 | $16.6M | Add +9.6% |
| JCPB JPMorgan Core Plus Bond ETF | 5.43% | 333,450 | $15.8M | Add +34.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.35% | 31,890 | $15.6M | Reduce -0.1% |
| USXF iShares ESG Advance MSCI USA | 4.78% | 241,676 | $13.9M | Add +1.9% |
| PBFR Pgim La S&P 500 BUF20 ETF-US | 3.35% | 333,808 | $9.8M | Add +7.0% |
| VSGX Vanguard ESG Intl Stock ETF | 3.17% | 128,916 | $9.2M | Add +10.1% |
| CMF iShares California Muni Bond | 3.11% | 157,352 | $9.0M | Reduce -0.9% |
| DFAX Dimensional World Ex US Core | 3.09% | 274,247 | $9.0M | Reduce -2.7% |
| JPST JPMorgan Ultra-Short Income | 2.85% | 164,091 | $8.3M | Add +18.2% |
| JPIB JPMorgan Intl BND ETF | 2.83% | 168,784 | $8.2M | Add +4986.9% |
| VIGI Vanguard Int Div App Indx FD | 2.66% | 84,582 | $7.7M | Reduce -28.8% |
| QLTY GMO U.S. Quality ETF | 2.46% | 185,946 | $7.2M | Reduce -2.3% |
| AAPL Apple Inc. | 2.28% | 24,439 | $6.6M | Reduce -0.1% |
| DMXF iShares ESG Advanc MSCI Eafe | 1.99% | 77,169 | $5.8M | Add +1.0% |
| JIRE JPMorgan Int Res Enh Eqty | 1.99% | 77,343 | $5.8M | Reduce -2.0% |
| ACWV iShares MSCI Global Min Vol | 1.84% | 44,976 | $5.3M | Reduce -1.6% |
| DFUS Dimensional US Eq MKT ETF | 1.80% | 70,655 | $5.2M | Reduce -37.5% |
| DUHP Dimensional US High Profi Et | 1.74% | 133,217 | $5.1M | Add +499.5% |
| DIHP Dimensional International Hi | 1.70% | 156,407 | $5.0M | Add +607.9% |
| CGSM Cap Group Short Muni Income | 1.60% | 177,114 | $4.7M | Reduce -1.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.51% | 13,968 | $4.4M | Reduce -0.1% |
| JMUB JPMorgan Municipal ETF | 0.95% | 54,564 | $2.8M | Add +1.4% |
| DFAI Dimensional International Co. | 0.89% | 67,746 | $2.6M | Add +399.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.83% | 4,827 | $2.4M | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.81% | 53,169 | $2.4M | Add +0.5% |
| IWF iShares Russell 1000 Growth | 0.74% | 4,519 | $2.1M | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.68% | 5,910 | $2.0M | Reduce -2.2% |
| DFSU Dimensional US Sus CORE1 ETF | 0.67% | 45,158 | $2.0M | Add +1.9% |
| TDVG T Rowe Price Dividend Growth | 0.66% | 42,410 | $1.9M | Reduce -0.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.59% | 5,718 | $1.7M | No change |
| HYXF iShares ESG Adv High Yield | 0.51% | 31,193 | $1.5M | New |
| VXUS Vanguard Total Intl Stock | 0.49% | 18,970 | $1.4M | Add +0.1% |
| CGHM Cap Group Muni High-Income | 0.45% | 50,948 | $1.3M | Reduce -0.1% |
| DFAS Dimensional US Small Cap ETF | 0.44% | 18,250 | $1.3M | Reduce -10.3% |
| VOO Vanguard S&P 500 ETF | 0.34% | 1,592 | $998K | Reduce -1.6% |
| PYLD PIMCO Multisector Bond Actv | 0.33% | 35,892 | $957K | Add +8.4% |
| DFSI Dimensional Int Sus COR1 ETF | 0.33% | 22,097 | $946K | Add +11.6% |
| GOOGL Alphabet Inc. Class A | 0.32% | 2,967 | $928K | Reduce -0.5% |
| BILZ PIMCO Ultra SHRT Govt Active | 0.25% | 7,308 | $736K | Add +6.7% |
| PLTR Palantir Technologies Inc. Class A | 0.25% | 4,041 | $718K | Add +2.5% |
| ESML iShares ESG Aware MSCI USA S | 0.24% | 15,384 | $707K | No change |
| MSFT Microsoft Corp. | 0.23% | 1,408 | $680K | Reduce -2.1% |
| NVDA Nvidia Corp. | 0.22% | 3,361 | $626K | Reduce -7.9% |
| TSLA Tesla Inc. | 0.19% | 1,217 | $547K | Reduce -5.6% |
| ORCL Oracle Corp. | 0.19% | 2,766 | $539K | No change |
| JAVA JPMorgan Active Value ETF | 0.18% | 7,360 | $527K | No change |
| UNP Union Pacific Corp. | 0.15% | 1,833 | $424K | No change |
| NUSA Nuv ESG 1-5 YR US AB ETF-Usd | 0.14% | 17,697 | $413K | Reduce -78.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 3,451 | $392K | No change |
| GOOG Alphabet Inc. Class C | 0.13% | 1,243 | $390K | No change |
| AMZN Amazon.com Inc. | 0.13% | 1,633 | $376K | Add +2.6% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.13% | 8,482 | $372K | Add +11.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.12% | 746 | $349K | No change |
| LNT Alliant Energy Corp. | 0.12% | 5,200 | $338K | No change |
| WFC Wells Fargo & Co. | 0.12% | 3,624 | $337K | No change |
| GBCI Glacier Bancorp Inc. | 0.11% | 7,575 | $333K | No change |
| BMRC Bank of Marin Bancorp filed as BANK MARIN BANCORP | 0.11% | 12,000 | $312K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 1,135 | $249K | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 357 | $243K | No change |
| ABBV Abbvie Inc. | 0.08% | 1,046 | $239K | No change |
| MRK Merck & Co. Inc. | 0.08% | 2,271 | $239K | No change |
| IVV iShares Core S&P 500 ETF | 0.08% | 331 | $226K | No change |
| BA The Boeing Co. | 0.07% | 1,000 | $217K | No change |
| IWB iShares Russell 1000 ETF | 0.07% | 582 | $217K | Reduce -19.4% |
| JNJ Johnson & Johnson | 0.07% | 1,040 | $215K | Reduce -0.2% |
| PFE Pfizer Inc. | 0.07% | 8,221 | $204K | No change |
| IWM iShares Russell 2000 ETF | 0.07% | 807 | $198K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 3,458 | $190K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.06% | 1,350 | $188K | No change |
| META Meta Platforms Inc. Class A | 0.06% | 280 | $184K | No change |
| V Visa Inc. Class A | 0.06% | 523 | $183K | Reduce -2.2% |
| TBUX T Rowe Price Ultra Short-Ter | 0.06% | 3,539 | $176K | No change |
| TSPA T Rowe Price US Eqy Research | 0.06% | 3,741 | $160K | No change |
| INMU iShares Intermediate Muni Inc. | 0.05% | 6,587 | $158K | New |
| TEQI T Rowe Price Equity Income E | 0.05% | 3,219 | $145K | No change |
| ADP Automatic Data Processing | 0.05% | 548 | $140K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.05% | 1,682 | $134K | Add +0.1% |
| ABT Abbott Laboratories | 0.05% | 1,065 | $133K | No change |
| TCAF T Rowe PRC Cap Appreciation | 0.05% | 3,503 | $133K | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 210 | $129K | No change |
| GDX Vaneck Gold Miners ETF | 0.04% | 1,500 | $128K | Add +100.0% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 400 | $123K | No change |
| HD Home Depot Inc. | 0.04% | 346 | $119K | No change |
| PANW Palo Alto Networks Inc. | 0.04% | 630 | $116K | No change |
| JPM JPMorgan Chase & Co. | 0.04% | 353 | $113K | Add +2.9% |
| PNC PNC Financial Services Group | 0.03% | 458 | $95K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.03% | 484 | $92K | No change |
| HDV iShares Core High Dividend E | 0.03% | 715 | $86K | No change |
| PEP Pepsico Inc. | 0.03% | 580 | $83K | No change |
| BUFP Pgim Laddered S&P 500 Buffer | 0.03% | 2,588 | $77K | No change |
| EES Wisdomtree US Smallcap Fund | 0.03% | 1,350 | $76K | No change |
| JAAA Janus Henderson Aaa Clo ETF | 0.03% | 1,500 | $75K | Reduce -48.8% |
| BIV Vanguard Intermediate-Term B | 0.03% | 964 | $75K | Add +28.2% |
| IWS iShares Russell Mid-Cap Valu | 0.02% | 517 | $72K | No change |
| VYM Vanguard High DVD Yield ETF | 0.02% | 502 | $72K | No change |
| NOW ServiceNow Inc. | 0.02% | 465 | $71K | No change |
| DVY iShares Select Dividend ETF | 0.02% | 497 | $70K | No change |
| GEV GE Vernova Inc. | 0.02% | 99 | $64K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $29K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| IONQ.WS Ionq Inc. -CW26 | *W EXP 09/30/202 | 650 | $29K | No change |
Total filed on the 13F, all lines: $290.9M.
Portfolio Sells Q3 2025 → Q4 2025
| VIGI Vanguard Int Div App Indx FD | Reduce -28.8% | 2.66% | −1.49 |
| DFUS Dimensional US Eq MKT ETF | Reduce -37.5% | 1.80% | −1.39 |
| ESGV Vanguard ESG US Stock ETF | Reduce -2.2% | 7.26% | −0.99 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.1% | 5.35% | −0.63 |
| NUSA Nuv ESG 1-5 YR US AB ETF-Usd | Reduce -78.9% | 0.14% | −0.63 |
| CMF iShares California Muni Bond | Reduce -0.9% | 3.11% | −0.43 |
| DFAX Dimensional World Ex US Core | Reduce -2.7% | 3.09% | −0.36 |
| ACWV iShares MSCI Global Min Vol | Reduce -1.6% | 1.84% | −0.30 |
| JIRE JPMorgan Int Res Enh Eqty | Reduce -2.0% | 1.99% | −0.27 |
| CGSM Cap Group Short Muni Income | Reduce -1.0% | 1.60% | −0.24 |
| QLTY GMO U.S. Quality ETF | Reduce -2.3% | 2.46% | −0.23 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.1% | 1.51% | −0.17 |
| AAPL Apple Inc. | Reduce -0.1% | 2.28% | −0.15 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Sold out | 0.00% | −0.14 |
| IWF iShares Russell 1000 Growth | Reduce -2.1% | 0.74% | −0.11 |
| DFAS Dimensional US Small Cap ETF | Reduce -10.3% | 0.44% | −0.11 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.2% | 0.68% | −0.09 |
| TDVG T Rowe Price Dividend Growth | Reduce -0.5% | 0.66% | −0.08 |
| PXF Invesco Rafi Developed Marke | Reduce -96.1% | 0.00% | −0.06 |
| CGHM Cap Group Muni High-Income | Reduce -0.1% | 0.45% | −0.06 |
| MSFT Microsoft Corp. | Reduce -2.1% | 0.23% | −0.06 |
| NVDA Nvidia Corp. | Reduce -7.9% | 0.22% | −0.05 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -78.8% | 0.01% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -1.6% | 0.34% | −0.04 |
| TSLA Tesla Inc. | Reduce -5.6% | 0.19% | −0.04 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -48.8% | 0.03% | −0.03 |
| IWB iShares Russell 1000 ETF | Reduce -19.4% | 0.07% | −0.03 |
| CRM Salesforce Inc. | Reduce -74.9% | 0.01% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.3% | 0.09% | −0.01 |
| V Visa Inc. Class A | Reduce -2.2% | 0.06% | −0.01 |
| CGXU Cap Group Intl Focus | Sold out | 0.00% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -8.5% | 0.02% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -6.8% | 0.02% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -9.3% | 0.01% | −0.00 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Sold out | 0.00% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.00 |
| ZD Ziff Davis Inc. | Reduce -62.0% | 0.00% | −0.00 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.00 |
| IDEV iShares Core MSCI Dev MKTS | Sold out | 0.00% | −0.00 |
| SMH Vaneck Semiconductor ETF | Sold out | 0.00% | −0.00 |
| ACN Accenture PLC Class A | Reduce -22.4% | 0.01% | −0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -15.1% | 0.01% | −0.00 |
| JNJ Johnson & Johnson | Reduce -0.2% | 0.07% | −0.00 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Sold out | 0.00% | −0.00 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −0.00 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.00 |
| IVLU iShares MSCI International V | Sold out | 0.00% | −0.00 |
| OPEN Opendoor Technologies Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| JPIB JPMorgan Intl BND ETF | Add +4986.9% | 2.83% | +2.76 |
| DFAU Dimensional US Core Equity M | Add +29.1% | 15.54% | +2.18 |
| DIHP Dimensional International Hi | Add +607.9% | 1.70% | +1.44 |
| DUHP Dimensional US High Profi Et | Add +499.5% | 1.74% | +1.41 |
| JCPB JPMorgan Core Plus Bond ETF | Add +34.1% | 5.43% | +0.81 |
| DFAI Dimensional International Co. | Add +399.6% | 0.89% | +0.70 |
| HYXF iShares ESG Adv High Yield | New | 0.51% | +0.51 |
| DFIV Dimensional International Va | Add +9.6% | 5.70% | +0.24 |
| JPST JPMorgan Ultra-Short Income | Add +18.2% | 2.85% | +0.10 |
| INMU iShares Intermediate Muni Inc. | New | 0.05% | +0.05 |
| GDX Vaneck Gold Miners ETF | Add +100.0% | 0.04% | +0.02 |
| DFSI Dimensional Int Sus COR1 ETF | Add +11.6% | 0.33% | +0.01 |
| ASTS Ast Spacemobile Inc. | Add +100.0% | 0.01% | +0.01 |
| FDX FedEx Corp. | Add +300.0% | 0.01% | +0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Add +10.1% | 3.17% | +0.00 |
| XLE SS Energy Select Sector | New | 0.00% | +0.00 |
| DELL Dell Technologies -C | New | 0.00% | +0.00 |
| BIV Vanguard Intermediate-Term B | Add +28.2% | 0.03% | +0.00 |
| EXC Exelon Corp. | New | 0.00% | +0.00 |
| GEO The Geo Group Inc. | Add +200.0% | 0.00% | +0.00 |
| LEU Centrus Energy Corp. Class A | Add +100.0% | 0.01% | +0.00 |
| PTC PTC Inc. | Add +100.0% | 0.01% | +0.00 |
| MS Morgan Stanley | New | 0.00% | +0.00 |
| MRVL Marvell Technology Inc. | Add +100.0% | 0.00% | +0.00 |
| AR Antero Resources Corp. | Add +100.0% | 0.00% | +0.00 |
| TDAY USA Today Co. Inc. | New | 0.00% | +0.00 |
| HELO JPMorgan Hedged Equity ETF | New | 0.00% | +0.00 |
| KO The Coca-Cola Co. | Add +7.6% | 0.02% | +0.00 |
| FG F&G Annuities & Life Inc. | New | 0.00% | 0.00 |
| SPHY SS SPDR P High Yield ETF | New | 0.00% | 0.00 |
| WM Waste Management Inc. | New | 0.00% | 0.00 |
| AGNC AGNC Investment Corp. | Add +3.6% | 0.01% | −0.00 |
| VTIP Vanguard Short-Term Tips | Add +2.5% | 0.00% | −0.00 |
| EPD Enterprise Products Partners | Add +1.7% | 0.00% | −0.00 |
| EDV Vanguard Extended Dur Treas | Add +2.6% | 0.00% | −0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.6% | 0.01% | −0.00 |
| IAGG iShares Intl Aggregate Bond | Add +3.1% | 0.00% | −0.00 |
| VXF Vanguard Extended Market ETF | Add +1.7% | 0.00% | −0.00 |
| GOVT iShares US Treasury Bond ETF | Add +1.1% | 0.01% | −0.00 |
| TOUS T Rowe PRC International Eq | Add +1.8% | 0.01% | −0.00 |
| VGSR Vert GLB Sust Re ETF | Add +0.6% | 0.00% | −0.00 |
| UWMC Uwm Holdings Corp. | Add +1.9% | 0.00% | −0.00 |
| ET Energy Transfer LP | Add +1.9% | 0.01% | −0.00 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +11.4% | 0.13% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +2.9% | 0.04% | −0.00 |
| ABR Arbor Realty Trust Inc. | Add +3.3% | 0.01% | −0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.1% | 0.05% | −0.01 |
| TCAF T Rowe PRC Cap Appreciation | Add +0.1% | 0.05% | −0.01 |
| AMZN Amazon.com Inc. | Add +2.6% | 0.13% | −0.01 |
| BILZ PIMCO Ultra SHRT Govt Active | Add +6.7% | 0.25% | −0.02 |
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 |