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Financial Connections Group, Inc.

Period ended Mar 31, 2026 · Latest filing May 1, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Mar 31, 2026: $287,606

More quarters will appear as history becomes available.

Top holdings

Top 10 at Mar 31, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. DIMENSIONAL ETF TRUST · US CORE EQT MKT · 25434V104 · shares: $43,449
  2. VANGUARD WORLD FD · ESG US STK ETF · 921910733 · shares: $18,702
  3. DIMENSIONAL ETF TRUST · INTERNATNAL VAL · 25434V807 · shares: $16,935
  4. J P MORGAN EXCHANGE TRADED F · CORE PLUS BD ETF · 46641Q670 · shares: $16,288
  5. VANGUARD INDEX FDS · GROWTH ETF · 922908736 · shares: $13,889
  6. ISHARES TR · ESG MSCI USA ETF · 46436E767 · shares: $12,573
  7. J P MORGAN EXCHANGE TRADED F · INTL BD OPP ETF · 46641Q852 · shares: $11,600
  8. PGIM ROCK ETF TR · LADDERED S&P 500 · 69420N692 · shares: $10,183
  9. VANGUARD WORLD FD · ESG INTL STK ETF · 921910725 · shares: $9,580
  10. DIMENSIONAL ETF TRUST · WORLD EX US CORE · 25434V880 · shares: $8,944

Reported holdings

251 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
ADVANCED MICRO DEVICES INCCOM007903107 — 296 shares $60
COLGATE PALMOLIVE COCOM194162103 — 706 shares $60
VANGUARD BD INDEX FDSINTERMED TERM921937819 — 768 shares $59
ISHARES TRCORE S&P TTL STK464287150 — 392 shares $55
ISHARES TRS&P 500 GRWT ETF464287309 — 490 shares $55
VANGUARD INDEX FDSMID CAP ETF922908629 — 191 shares $54
COCA COLA COCOM191216100 — 706 shares $53
EXXON MOBIL CORPCOM30231G102 — 318 shares $53
ISHARES TRIBOND DEC 203046436E593 — 2,715 shares $53
BLACKROCK ETF TRUST IIISHARES FLEXIBLE092528603 — 1,000 shares $51
VANGUARD INDEX FDSSMALL CP ETF922908751 — 198 shares $51
VALERO ENERGY CORPCOM91913Y100 — 197 shares $48
IDEXX LABS INCCOM45168D104 — 84 shares $47
SEMPRACOM816851109 — 474 shares $46
GILEAD SCIENCES INCCOM375558103 — 328 shares $45
OREILLY AUTOMOTIVE INCCOM67103H107 — 495 shares $45
ISHARES TRRUSSELL 3000 ETF464287689 — 120 shares $44
CHEVRON CORP NEWCOM166764100 — 211 shares $43
DIMENSIONAL ETF TRUSTUS TARGETED VLU25434V609 — 680 shares $42
AST SPACEMOBILE INCCOM CL A00217D100 — 500 shares $41
NORFOLK SOUTHN CORPCOM655844108 — 146 shares $41
AMERICAN EXPRESS COCOM025816109 — 134 shares $40
COSTCO WHSL CORP NEWCOM22160K105 — 39 shares $39
INVESCO EXCHANGE TRADED FD TWATER RES ETF46137V142 — 558 shares $37
LUMENTUM HLDGS INCCOM55024U109 — 50 shares $35
STARBUCKS CORPCOM855244109 — 400 shares $35
INTEL CORPCOM458140100 — 792 shares $34
SCHWAB STRATEGIC TRFUNDAMENTAL US L808524771 — 1,227 shares $34
SOUTHERN COCOM842587107 — 360 shares $34
INTUITIVE SURGICAL INCCOM NEW46120E602 — 72 shares $33
GSK PLCSPONSORED ADR37733W204 — 593 shares $32
T ROWE PRICE ETF INCINTERNATIONAL EQ87283Q834 — 930 shares $32
CAPITAL GROUP DIVIDEND VALUESHS CREATION UNI14020W106 — 690 shares $29
DIMENSIONAL ETF TRUSTEMERGING MKTS CO25434V732 — 856 shares $29
ENERGY TRANSFER L PCOM UT LTD PTN29273V100 — 1,501 shares $28
ADOBE INCCOM00724F101 — 113 shares $27
CSX CORPCOM126408103 — 659 shares $27
INTUITIVE MACHINES INCCLASS A COM46125A100 — 1,452 shares $26
SCHWAB CHARLES CORPCOM808513105 — 271 shares $25
T ROWE PRICE ETF INCFLOATING RATE87283Q883 — 500 shares $25
DUKE ENERGY CORP NEWCOM NEW26441C204 — 187 shares $24
ISHARES TRS&P MC 400GR ETF464287606 — 240 shares $24
AT&T INCCOM00206R102 — 812 shares $23
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT921943858 — 362 shares $23
ISHARES TRSP SMCP600VL ETF464287879 — 188 shares $22
SALESFORCE INCCOM79466L302 — 121 shares $22
AIR PRODS & CHEMS INCCOM009158106 — 75 shares $21
FEDEX CORPCOM31428X106 — 60 shares $21
DIMENSIONAL ETF TRUSTUS SMALL CAP VAL25434V815 — 586 shares $20
THERMO FISHER SCIENTIFIC INCCOM883556102 — 42 shares $20
AMERICAN WTR WKS CO INC NEWCOM030420103 — 141 shares $19
SELECT SECTOR SPDR TRSBI CONS DISCR81369Y407 — 180 shares $19
VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775 — 254 shares $19
AGNC INVT CORPCOM00123Q104 — 1,822 shares $18
IONQ INC*W EXP 10/01/20246222L116 — 650 shares $18
IRON MTN INC DELCOM46284V101 — 177 shares $18
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858 — 345 shares $18
ANNALY CAPITAL MANAGEMENT INCOM NEW035710839 — 822 shares $17
CENTRUS ENERGY CORPCL A15643U104 — 100 shares $17
SCHWAB STRATEGIC TRINTL EQTY ETF808524805 — 714 shares $17
ARBOR REALTY TRUST INCCOM038923108 — 2,078 shares $16
ENTERPRISE PRODS PARTNERS LCOM293792107 — 428 shares $16
ISHARES TRUS TREAS BD ETF46429B267 — 716 shares $16
NORTHROP GRUMMAN CORPCOM666807102 — 24 shares $16
PIMCO ETF TRENHAN SHRT MA AC72201R833 — 164 shares $16
DRDGOLD LIMITEDSPON ADR REPSTG26152H301 — 537 shares $15
NEW YORK LIFE INVESTMENTS ETNYLI HEDGE MULTI45409B107 — 449 shares $15
VALE S ASPONSORED ADS91912E105 — 1,000 shares $15
ZIMMER BIOMET HOLDINGS INCCOM98956P102 — 169 shares $15
ENBRIDGE INCCOM29250N105 — 264 shares $14
INVESCO EXCH TRADED FD TR IIRAFI EMRGNG MRKT46138E727 — 548 shares $14
MANAGER DIRECTED PORTFOLIOSVERT GLB SUST RE56170L695 — 1,440 shares $14
ACCENTURE PLC IRELANDSHS CLASS AG1151C101 — 66 shares $13
FIRST TR EXCHNG TRADED FD VIFT VEST LADDERED33740F755 — 408 shares $13
ISHARES INCMSCI AGRICULTURE464286350 — 300 shares $13
SCHWAB STRATEGIC TRFUNDAMENTAL US S808524763 — 418 shares $13
XYLEM INCCOM98419M100 — 109 shares $13
CISCO SYS INCCOM17275R102 — 163 shares $12
ON SEMICONDUCTOR CORPCOM682189105 — 200 shares $12
PRIME MEDICINE INCCOM74168J101 — 3,712 shares $12
SELECT SECTOR SPDR TRCOMMUNICATION81369Y852 — 115 shares $12
VANGUARD INDEX FDSEXTEND MKT ETF922908652 — 60 shares $12
HSBC HLDGS PLCSPON ADR NEW404280406 — 143 shares $11
NETFLIX INCCOM64110L106 — 120 shares $11
SUMITOMO MITSUI FINL GROUP ISPONSORED ADR86562M209 — 561 shares $11
US BANCORP DELCOM NEW902973304 — 213 shares $11
VIATRIS INCCOM92556V106 — 868 shares $11
CHENIERE ENERGY INCCOM NEW16411R208 — 38 shares $10
ISHARES TRCORE INTL AGGR46435G672 — 203 shares $10
PPG INDS INCCOM693506107 — 101 shares $10
VANGUARD MALVERN FDSSTRM INFPROIDX922020805 — 202 shares $10
ANIKA THERAPEUTICS INCCOM035255108 — 650 shares $9
ELI LILLY & COCOM532457108 — 10 shares $9
EQT CORPCOM26884L109 — 146 shares $9
EXELON CORPCOM30161N101 — 188 shares $9
WISDOMTREE TRFUTRE STRAT FD97717W125 — 229 shares $9
ANTERO RESOURCES CORPCOM03674X106 — 200 shares $8
ISHARES TRMSCI GBL SUS DEV46435G532 — 100 shares $8
SPDR GOLD TRGOLD SHS78463V107 — 20 shares $8
VANECK ETF TRUSTAGRIBUSINESS ETF92189F700 — 100 shares $8