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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
- DIMENSIONAL ETF TRUST · US CORE EQT MKT · 25434V104 · shares: $43,449
- VANGUARD WORLD FD · ESG US STK ETF · 921910733 · shares: $18,702
- DIMENSIONAL ETF TRUST · INTERNATNAL VAL · 25434V807 · shares: $16,935
- J P MORGAN EXCHANGE TRADED F · CORE PLUS BD ETF · 46641Q670 · shares: $16,288
- VANGUARD INDEX FDS · GROWTH ETF · 922908736 · shares: $13,889
- ISHARES TR · ESG MSCI USA ETF · 46436E767 · shares: $12,573
- J P MORGAN EXCHANGE TRADED F · INTL BD OPP ETF · 46641Q852 · shares: $11,600
- PGIM ROCK ETF TR · LADDERED S&P 500 · 69420N692 · shares: $10,183
- VANGUARD WORLD FD · ESG INTL STK ETF · 921910725 · shares: $9,580
- DIMENSIONAL ETF TRUST · WORLD EX US CORE · 25434V880 · shares: $8,944
Reported holdings
251 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 97 shares | $8 |
| VIAVI SOLUTIONS INC | COM | 925550105 | — | 250 shares | $8 |
| BROADCOM INC | COM | 11135F101 | — | 25 shares | $7 |
| HALEON PLC | SPON ADS | 405552100 | — | 741 shares | $7 |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | 46138E743 | — | 109 shares | $7 |
| SOUTHWEST AIRLS CO | COM | 844741108 | — | 200 shares | $7 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 | — | 46 shares | $7 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 | — | 60 shares | $7 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 28 shares | $7 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 | — | 75 shares | $6 |
| SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 | — | 500 shares | $6 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 24 shares | $6 |
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | — | 200 shares | $5 |
| GEO GROUP INC NEW | COM | 36162J106 | — | 300 shares | $5 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 31 shares | $5 |
| LOWES COS INC | COM | 548661107 | — | 21 shares | $5 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | — | 360 shares | $5 |
| TCW ETF TRUST | TRANSFORM SYSTEM | 29287L205 | — | 61 shares | $5 |
| TCW ETF TRUST | TRANSFRM 500 ETF | 29287L106 | — | 71 shares | $5 |
| VANGUARD WORLD FD | EXTENDED DUR | 921910709 | — | 80 shares | $5 |
| VANGUARD WORLD FD | MATERIALS ETF | 92204A801 | — | 25 shares | $5 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 70 shares | $4 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 50 shares | $4 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 28 shares | $4 |
| UWM HOLDINGS CORPORATION | COM CL A | 91823B109 | — | 1,299 shares | $4 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 83 shares | $4 |
| WALMART INC | COM | 931142103 | — | 33 shares | $4 |
| ZIFF DAVIS INC | COM | 48123V102 | — | 105 shares | $4 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 | — | 135 shares | $3 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 | — | 31 shares | $3 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 41 shares | $3 |
| WILLIAMS COS INC | COM | 969457100 | — | 53 shares | $3 |
| ECOLAB INC | COM | 278865100 | — | 10 shares | $2 |
| NIO INC | SPON ADS | 62914V106 | — | 400 shares | $2 |
| CITIGROUP INC | COM NEW | 172967424 | — | 14 shares | $1 |
| DICKS SPORTING GOODS INC | COM | 253393102 | — | 10 shares | $1 |
| KONTOOR BRANDS INC | COM | 50050N103 | — | 26 shares | $1 |
| PG&E CORP | COM | 69331C108 | — | 100 shares | $1 |
| ZIM INTEGRATED SHIPPING SERV | SHS | M9T951109 | — | 50 shares | $1 |
| CERENCE INC | COM | 156727109 | — | 21 shares | $0 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | — | 8 shares | $0 |
| HARVARD BIOSCIENCE INC | COM | 416906105 | — | 30 shares | $0 |
| KYNDRYL HLDGS INC | COMMON STOCK | 50155Q100 | — | 3 shares | $0 |
| LUCID GROUP INC | COM | 549498103 | — | 15 shares | $0 |
| NU SKIN ENTERPRISES INC | CL A | 67018T105 | — | 109 shares | $0 |
| PROSHARES TR II | ULTA BLMBG 2017 | 74347Y888 | — | 5 shares | $0 |
| SNAP INC | CL A | 83304A106 | — | 20 shares | $0 |
| V2X INC | COM | 92242T101 | — | 6 shares | $0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 12 shares | $0 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | — | 11 shares | $0 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 1 shares | $0 |