StockDriftsStockDriftsTop 50 Financial Connections Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 15.11% | 963.0K | $43.4M | -0.31%(-2.98K) | $35.73(+42.62%) | 2026-03-31 | |
| ESGV | VANGUARD WORLD FD | 6.5% | 166.6K | $18.7M | -4.64%(-8.11K) | $81.59(+60.13%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.89% | 320.9K | $16.9M | -3.46%(-11.51K) | $34.10(+63.21%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 5.66% | 346.0K | $16.3M | +3.76%(+12.54K) | $46.86(-0.19%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.83% | 31.8K | $13.9M | -0.29%(-91) | $50.92(+71.85%) | 2026-03-31 | |
| USXF | ISHARES TR | 4.37% | 227.8K | $12.6M | -5.75%(-13.89K) | $40.06(+65.77%) | 2026-03-31 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 4.03% | 242.6K | $11.6M | +43.72%(+73.80K) | $48.67(-1.60%) | 2026-03-31 | |
| PBFR | PGIM ROCK ETF TR | 3.54% | 351.2K | $10.2M | +5.20%(+17.34K) | $26.68(+13.72%) | 2026-03-31 | |
| VSGX | VANGUARD WORLD FD | 3.33% | 133.6K | $9.6M | +3.60%(+4.64K) | $58.86(+36.56%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.11% | 263.3K | $8.9M | -3.99%(-10.94K) | $22.70(+65.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.65% | +39.19% | — | — | +16.36% |
| Top 20 Holdings Unweighted | +10.52% | +34.99% | — | — | +15.62% |
Financial Connections Group, Inc. reports $287.61M in US-listed equity holdings across 251 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (15.1%), ESGV (6.5%) and DFIV (5.9%). The top 20 holdings account for 78.5% of reported assets. Its disclosed equity book has returned +39.19% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Financial Connections Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1907157). View Financial Connections Group, Inc.’s 13F filings on SEC