Financial Connections Group, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1907157
Institutional-grade research for retail investors

13F Reported Value

$287,606

Holdings

251

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Financial Connections Group, Inc. disclosed 251 positions worth $287,606 in its Form 13F-HR for Q1 2026. During the quarter the fund opened 17 new positions and exited 9 — including a new stake in $XOM and a full exit from $NOW. The portfolio is most concentrated in Other (93.2% of disclosed assets). All figures are sourced directly from Financial Connections Group, Inc.’s Form 13F-HR filing with the SEC under CIK 1907157.

Sector Allocation

OtherTechnologyFinancialsHealthcareIndustrialsConsumer Discretionary

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored
  • DIMENSIONAL ETF TRUST

    Quality

    $43.4K962,980 sh
  • VANGUARD WORLD FD

    Quality

    $18.7K166,585 sh
  • DIMENSIONAL ETF TRUST

    Quality

    $16.9K320,867 sh
  • J P MORGAN EXCHANGE TRADED F

    Quality

    $16.3K345,985 sh
  • VANGUARD INDEX FDS

    Quality

    $13.9K31,799 sh
  • ISHARES TR

    Quality

    $12.6K227,786 sh
  • J P MORGAN EXCHANGE TRADED F

    Quality

    $11.6K242,579 sh
  • PGIM ROCK ETF TR

    Quality

    $10.2K351,152 sh
  • VANGUARD WORLD FD

    Quality

    $9.6K133,556 sh
  • DIMENSIONAL ETF TRUST

    Quality

    $8.9K263,308 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Financial Connections Group, Inc.'s 251 positions.

Showing top 10 of 251 holdings.

Sector Allocation

Other

$268,088

Technology

$10,550

Financials

$4,161

Healthcare

$1,314

Industrials

$1,228

Consumer Discretionary

$603

Utilities

$579

Communication Services

$415

Full Holdings — Financial Connections Group, Inc. (Q1 2026)

All 251 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1DIMENSIONAL ETF TRUST$43,44915.1%-0%
2VANGUARD WORLD FD$18,7026.5%-5%
3DIMENSIONAL ETF TRUST$16,9355.9%-3%
4J P MORGAN EXCHANGE TRADED F$16,2885.7%+4%
5VANGUARD INDEX FDS$13,8894.8%-0%
6ISHARES TR$12,5734.4%-6%
7J P MORGAN EXCHANGE TRADED F$11,6004.0%+44%
8PGIM ROCK ETF TR$10,1833.5%+5%
9VANGUARD WORLD FD$9,5803.3%+4%
10DIMENSIONAL ETF TRUST$8,9443.1%-4%
11ISHARES TR$8,7483.0%-2%
12J P MORGAN EXCHANGE TRADED F$7,7002.7%-7%
13VANGUARD WHITEHALL FDS$6,7672.4%-10%
142023 ETF SERIES TRUST II$6,4412.2%-4%
15AAPL$AAPLApple Inc.$6,1582.1%-1%76.1
16DIMENSIONAL ETF TRUST$5,7122.0%+13%
17ISHARES TR$5,6792.0%-2%
18J P MORGAN EXCHANGE TRADED F$5,6061.9%-4%
19DIMENSIONAL ETF TRUST$5,5321.9%+13%
20ISHARES INC$5,3221.9%-1%
21DIMENSIONAL ETF TRUST$5,1011.8%+2%
22CAPITAL GRP FIXED INCM ETF T$5,0161.7%+8%
23VANGUARD INDEX FDS$4,1741.4%+0%
24DIMENSIONAL ETF TRUST$3,5131.2%+33%
25J P MORGAN EXCHANGE TRADED F$2,5510.9%-6%
26SPDR INDEX SHS FDS$2,4120.8%-1%
27BRK.B$BRK.BBERKSHIRE HATHAWAY INC$2,3370.8%+1%64.5
28ISHARES TR$1,9160.7%-1%
29DIMENSIONAL ETF TRUST$1,9040.7%+3%
30VANGUARD INDEX FDS$1,8430.6%-3%
31T ROWE PRICE ETF INC$1,8370.6%-3%
32VANGUARD INDEX FDS$1,7350.6%+0%
33PIMCO ETF TR$1,5210.5%+106%
34ISHARES TR$1,3640.5%-6%
35DIMENSIONAL ETF TRUST$1,3180.5%+2%
36CAPITAL GRP FIXED INCM ETF T$1,2780.4%-1%
37VANGUARD STAR FDS$1,2330.4%-16%
38BLACKROCK ETF TRUST II$1,2080.4%+667%
39PIMCO ETF TR$1,0500.4%+12%
40DIMENSIONAL ETF TRUST$9690.3%+3%
41GOOG$GOOGAlphabet Inc.$8630.3%+1%80.2
42VANGUARD INDEX FDS$8230.3%-13%
43ISHARES TR$7230.3%+0%
44PLTR$PLTRPalantir Technologies Inc.$5910.2%+0%85.8
45MSFT$MSFTMICROSOFT CORP$5280.2%+1%83.7
46J P MORGAN EXCHANGE TRADED F$5280.2%+0%
47NVDA$NVDANVIDIA CORP$5160.2%-12%90.2
48UNP$UNPUNION PACIFIC CORP$4440.1%+0%74
49TSLA$TSLATesla, Inc.$4420.1%-2%50.1
50ISHARES TR$3840.1%+4%
51NUSHARES ETF TR$3750.1%-9%
52LNT$LNTALLIANT ENERGY CORP$3730.1%+0%56.7
53AMZN$AMZNAMAZON COM INC$3590.1%+6%74.6
54GOOGL$GOOGLAlphabet Inc.$3560.1%+0%80.2
55GBCI$GBCIGLACIER BANCORP, INC.$3380.1%+0%62.1
56DIS$DISWalt Disney Co$3320.1%+0%68.9
57VANGUARD SPECIALIZED FUNDS$3080.1%+26%
58BMRC$BMRCBank of Marin Bancorp$3070.1%+0%
59CRWD$CRWDCrowdStrike Holdings, Inc.$2910.1%+0%55
60WFC$WFCWELLS FARGO & COMPANY/MN$2880.1%+0%
61MRK$MRKMerck & Co., Inc.$2730.1%+0%70.9
62JNJ$JNJJOHNSON & JOHNSON$2560.1%+1%72.8
63SPY$SPYSPDR S&P 500 ETF TRUST$2320.1%+0%
64PFE$PFEPFIZER INC$2300.1%+0%69
65ABBV$ABBVAbbVie Inc.$2270.1%+0%59.3
66ORCL$ORCLORACLE CORP$2260.1%-44%67.2
67ISHARES TR$2170.1%+1%
68ISHARES TR$2070.1%+0%
69ISHARES TR$2000.1%+0%
70BA$BABOEING CO$1990.1%+0%51.8
71PGIM ROCK ETF TR$1740.1%+127%
72V$VVISA INC.$1740.1%+11%83.5
73META$METAMeta Platforms, Inc.$1690.1%+6%80.9
74BAC$BACBANK OF AMERICA CORP /DE/$1680.1%+0%68.4
75T ROWE PRICE ETF INC$1530.1%+0%
76T ROWE PRICE ETF INC$1440.1%+0%
77VANECK ETF TRUST$1370.1%+0%
78T ROWE PRICE ETF INC$1360.1%-23%
79SPDR SERIES TRUST$1280.0%+0%
80BAH$BAHBooz Allen Hamilton Holding Corp$1240.0%+0%65.5
81QQQ$QQQINVESCO QQQ TRUST, SERIES 1$1210.0%+0%
82HD$HDHOME DEPOT, INC.$1140.0%+0%69.2
83JPM$JPMJPMORGAN CHASE & CO$1130.0%+10%35.6
84GE$GEGENERAL ELECTRIC CO$1130.0%+0%74.8
85PANW$PANWPalo Alto Networks Inc$1110.0%+10%66.5
86ADP$ADPAUTOMATIC DATA PROCESSING INC$1110.0%+0%77.9
87ABT$ABTABBOTT LABORATORIES$1090.0%+0%67
88ISHARES TR$1020.0%-43%
89ISHARES TR$970.0%+0%
90PNC$PNCPNC FINANCIAL SERVICES GROUP, INC.$950.0%+0%70.9
91IVZ$IVZInvesco Ltd.$920.0%+0%
92PEP$PEPPEPSICO INC$900.0%+0%62.7
93GEV$GEVGE Vernova Inc.$890.0%+4%70.1
94WT$WTWisdomTree, Inc.$780.0%+0%62.9
95ISHARES TR$750.0%+0%
96JANUS DETROIT STR TR$750.0%+0%
97ISHARES TR$750.0%+0%
98VANGUARD WHITEHALL FDS$740.0%+0%
99CTVA$CTVACorteva, Inc.$710.0%+0%48.4
100NEE$NEENEXTERA ENERGY INC$670.0%+0%71.7
101CL$CLCOLGATE PALMOLIVE CO$600.0%+0%72.4
102AMD$AMDADVANCED MICRO DEVICES INC$600.0%+2860%78.8
103VANGUARD BD INDEX FDS$590.0%-20%
104ISHARES TR$550.0%+29%
105ISHARES TR$550.0%+0%
106VANGUARD INDEX FDS$540.0%+0%
107XOM$XOMEXXON MOBIL CORP$530.0%NEW61.8
108ISHARES TR$530.0%-98%
109KO$KOCOCA COLA CO$530.0%+0%74
110VANGUARD INDEX FDS$510.0%-16%
111BLACKROCK ETF TRUST II$510.0%+0%
112VLO$VLOVALERO ENERGY CORP/TX$480.0%NEW51.4
113IDXX$IDXXIDEXX LABORATORIES INC /DE$470.0%+0%73.6
114SRE$SRESEMPRA$460.0%+3%47.6
115ORLY$ORLYO REILLY AUTOMOTIVE INC$450.0%+0%72.7
116GILD$GILDGILEAD SCIENCES, INC.$450.0%+30%77.8
117ISHARES TR$440.0%+0%
118CVX$CVXCHEVRON CORP$430.0%+129%54.7
119DIMENSIONAL ETF TRUST$420.0%+0%
120ASTS$ASTSAST SpaceMobile, Inc.$410.0%+0%29.6
121NSC$NSCNORFOLK SOUTHERN CORP$410.0%+0%70.8
122AXP$AXPAMERICAN EXPRESS CO$400.0%-19%73.2
123COST$COSTCOSTCO WHOLESALE CORP /NEW$390.0%+0%67
124IVZ$IVZInvesco Ltd.$370.0%+0%
125LITE$LITELumentum Holdings Inc.$350.0%+0%63.4
126SBUX$SBUXSTARBUCKS CORP$350.0%+0%54.6
127SCHWAB STRATEGIC TR$340.0%+0%
128INTC$INTCINTEL CORP$340.0%+0%41.5
129SO$SOSOUTHERN CO$340.0%+0%65.1
130ISRG$ISRGINTUITIVE SURGICAL INC$330.0%+0%81.4
131GSK$GSKGSK plc$320.0%+0%
132T ROWE PRICE ETF INC$320.0%+0%
133DIMENSIONAL ETF TRUST$290.0%-99%
134CAPITAL GROUP DIVIDEND VALUE$290.0%+0%
135ET$ETEnergy Transfer LP$280.0%+2%64.5
136ADBE$ADBEADOBE INC.$270.0%+0%80.4
137CSX$CSXCSX CORP$270.0%+0%66.4
138LUNR$LUNRIntuitive Machines, Inc.$260.0%+0%39.2
139T ROWE PRICE ETF INC$250.0%+0%
140SCHW$SCHWSCHWAB CHARLES CORP$250.0%+0%77.2
141DUK$DUKDuke Energy CORP$240.0%+0%64
142ISHARES TR$240.0%+0%
143VANGUARD TAX-MANAGED FDS$230.0%NEW
144T$TAT&T INC.$230.0%NEW71.9
145CRM$CRMSalesforce, Inc.$220.0%+83%75.2
146ISHARES TR$220.0%+0%
147APD$APDAir Products & Chemicals, Inc.$210.0%+0%41.2
148FDX$FDXFEDEX CORP$210.0%+0%60.3
149DIMENSIONAL ETF TRUST$200.0%-99%
150TMO$TMOTHERMO FISHER SCIENTIFIC INC.$200.0%-28%63.7
151SELECT SECTOR SPDR TR$190.0%+0%
152AWK$AWKAmerican Water Works Company, Inc.$190.0%+0%61.7
153VANGUARD INTL EQUITY INDEX F$190.0%+0%
154VANGUARD INTL EQUITY INDEX F$180.0%+36%
155IONQ$IONQIonQ, Inc.$180.0%+0%32.8
156AGNC$AGNCAGNC Investment Corp.$180.0%+3%
157IRM$IRMIRON MOUNTAIN INC$180.0%NEW50.7
158LEU$LEUCENTRUS ENERGY CORP$170.0%+0%65.1
159SCHWAB STRATEGIC TR$170.0%+0%
160NLY$NLYANNALY CAPITAL MANAGEMENT INC$170.0%+0%
161EPD$EPDENTERPRISE PRODUCTS PARTNERS L.P.$160.0%+1%66.4
162ABR$ABRARBOR REALTY TRUST INC$160.0%+4%
163PIMCO ETF TR$160.0%-98%
164ISHARES TR$160.0%+1%
165NOC$NOCNORTHROP GRUMMAN CORP /DE/$160.0%+0%60.5
166NEW YORK LIFE INVESTMENTS ET$150.0%NEW
167VALE$VALEVale S.A.$150.0%+0%
168ZBH$ZBHZIMMER BIOMET HOLDINGS, INC.$150.0%+0%64.9
169DRD$DRDDRDGOLD LTD$150.0%+0%
170ENB$ENBENBRIDGE INC$140.0%+0%
171MANAGER DIRECTED PORTFOLIOS$140.0%+1%
172INVESCO EXCH TRADED FD TR II$140.0%+0%
173XYL$XYLXylem Inc.$130.0%+0%65.6
174ACN$ACNAccenture plc$130.0%+0%
175ISHARES INC$130.0%+0%
176FIRST TR EXCHNG TRADED FD VI$130.0%+0%
177SCHWAB STRATEGIC TR$130.0%+0%
178ON$ONON SEMICONDUCTOR CORP$120.0%+0%42.4
179PRME$PRMEPrime Medicine, Inc.$120.0%+0%11.2
180SELECT SECTOR SPDR TR$120.0%+0%
181VANGUARD INDEX FDS$120.0%+0%
182CSCO$CSCOCISCO SYSTEMS, INC.$120.0%+0%72.3
183VTRS$VTRSViatris Inc$110.0%+0%47.1
184SMFG$SMFGSUMITOMO MITSUI FINANCIAL GROUP, INC.$110.0%+0%
185USB$USBUS BANCORP DE$110.0%NEW71.4
186NFLX$NFLXNETFLIX INC$110.0%NEW86.7
187HSBC$HSBCHSBC HOLDINGS PLC$110.0%+0%
188ISHARES TR$100.0%+0%
189PPG$PPGPPG INDUSTRIES INC$100.0%+0%57.1
190VANGUARD MALVERN FDS$100.0%+0%
191LNG$LNGCheniere Energy, Inc.$100.0%NEW48.4
192EQT$EQTEQT Corp$90.0%+85%83.3
193LLY$LLYELI LILLY & Co$90.0%NEW89.3
194ANIK$ANIKAnika Therapeutics, Inc.$90.0%NEW25.4
195WT$WTWisdomTree, Inc.$90.0%NEW62.9
196EXC$EXCEXELON CORP$90.0%+0%63.9
197AR$ARANTERO RESOURCES Corp$80.0%+0%80.1
198GLD$GLDSPDR GOLD TRUST$80.0%NEW
199VANGUARD INDEX FDS$80.0%-59%
200VIAV$VIAVVIAVI SOLUTIONS INC.$80.0%+0%42.9
201ISHARES TR$80.0%+0%
202VANECK ETF TRUST$80.0%+0%
203VANGUARD WORLD FD$70.0%-43%
204IVZ$IVZInvesco Ltd.$70.0%+0%
205LUV$LUVSOUTHWEST AIRLINES CO$70.0%+0%51.1
206VANGUARD WORLD FD$70.0%-65%
207VANGUARD WORLD FD$70.0%-25%
208AVGO$AVGOBroadcom Inc.$70.0%NEW86.4
209HLN$HLNHaleon plc$70.0%+0%
210PEG$PEGPUBLIC SERVICE ENTERPRISE GROUP INC$60.0%+0%74.6
211UNH$UNHUNITEDHEALTH GROUP INC$60.0%+0%66.8
212SBSW$SBSWSibanye Stillwater Ltd$60.0%+0%
213TCW ETF TRUST$50.0%+0%
214RIVN$RIVNRivian Automotive, Inc. / DE$50.0%+260%36
215TCW ETF TRUST$50.0%+1%
216CCL$CCLCarnival Corp Ltd.$50.0%+0%
217VANGUARD WORLD FD$50.0%+0%
218VANGUARD WORLD FD$50.0%+0%
219LOW$LOWLOWES COMPANIES INC$50.0%-59%63.5
220ISHARES TR$50.0%-100%
221GEO$GEOGEO GROUP INC$50.0%-67%63
222ZD$ZDZIFF DAVIS, INC.$40.0%+0%51.3
223UWMC$UWMCUWM Holdings Corp$40.0%+2%49.4
224VZ$VZVERIZON COMMUNICATIONS INC$40.0%+0%71.6
225WMT$WMTWalmart Inc.$40.0%NEW63.2
226ISHARES INC$40.0%-100%
227MRVL$MRVLMarvell Technology, Inc.$40.0%-50%77.3
228MS$MSMORGAN STANLEY$40.0%+0%
229META$METAMeta Platforms, Inc.$30.0%+486%80.9
230WMB$WMBWILLIAMS COMPANIES, INC.$30.0%NEW72.8
231UPS$UPSUNITED PARCEL SERVICE INC$30.0%+0%58.2
232RF$RFREGIONS FINANCIAL CORP$30.0%+0%
233ECL$ECLECOLAB INC.$20.0%NEW64.3
234NIO$NIONIO Inc.$20.0%NEW
235DKS$DKSDICK'S SPORTING GOODS, INC.$10.0%+0%67.9
236ZIM$ZIMZIM Integrated Shipping Services Ltd.$10.0%+0%
237C$CCITIGROUP INC$10.0%+0%54.8
238PCG$PCGPG&E Corp$10.0%+0%59.3
239KTB$KTBKontoor Brands, Inc.$10.0%+0%58.8
240VANGUARD BD INDEX FDS$00.0%+0%
241GEHC$GEHCGE HealthCare Technologies Inc.$00.0%+0%58.2
242VVX$VVXV2X, Inc.$00.0%+0%52.1
243CRNC$CRNCCerence Inc.$00.0%+0%47.5
244PROSHARES TR II$00.0%+0%
245HBIO$HBIOHARVARD BIOSCIENCE INC$00.0%-90%20.8
246WM$WMWASTE MANAGEMENT INC$00.0%+0%70.7
247WBD$WBDWarner Bros. Discovery, Inc.$00.0%+267%42.1
248LCID$LCIDLucid Group, Inc.$00.0%+0%30.1
249NUS$NUSNU SKIN ENTERPRISES, INC.$00.0%+0%53.4
250KD$KDKyndryl Holdings, Inc.$00.0%+0%46
251SNAP$SNAPSnap Inc$00.0%+0%46.8

New Positions (17)

XOM$XOM EXXON MOBIL CORP$53
VLO$VLO VALERO ENERGY CORP/TX$48
VANGUARD TAX-MANAGED FDS$23
T$T AT&T INC.$23
IRM$IRM IRON MOUNTAIN INC$18
NEW YORK LIFE INVESTMENTS ET$15
USB$USB US BANCORP DE$11
NFLX$NFLX NETFLIX INC$11
LNG$LNG Cheniere Energy, Inc.$10
LLY$LLY ELI LILLY & Co$9
ANIK$ANIK Anika Therapeutics, Inc.$9
GLD$GLD SPDR GOLD TRUST$8
AVGO$AVGO Broadcom Inc.$7
WMT$WMT Walmart Inc.$4
WMB$WMB WILLIAMS COMPANIES, INC.$3

Exited Positions (9)

NOW$NOW ServiceNow, Inc.
PTC$PTC PTC INC.
DLB$DLB Dolby Laboratories, Inc.
DELL$DELL Dell Technologies Inc.
UBER$UBER Uber Technologies, Inc
MA$MA Mastercard Inc
PG$PG PROCTER & GAMBLE Co
TDAY$TDAY USA TODAY Co., Inc.
FG$FG F&G Annuities & Life, Inc.

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