account_balance

Investment manager · 13F filer · SEC CIK 1907157

Financial Connections Group, Inc.

Reported value$288Mas of Mar 31, 2026
Positions251
Top 10 weight56.4%DFAU alone is 15%
FiledMay 131 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAU Dimensional ETF Trust 15.1%
ESGV Vanguard World Fd 6.5%
DFIV Dimensional ETF Trust 5.9%
JCPB J P Morgan Exchange Traded F 5.7%
VUG Vanguard Index FDS 4.8%
USXF iShares Tr 4.4%
JPIB J P Morgan Exchange Traded F 4.0%
PBFR Pgim Rock ETF Tr 3.5%
VSGX Vanguard World Fd 3.3%
DFAX Dimensional ETF Trust 3.1%
CMF iShares Tr 3.0%
JPST J P Morgan Exchange Traded F 2.7%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist