Institutional Fund
Financial Connections Group, Inc.
Corte Madera, CACIK 19071575 filings on record
Portfolio Value
$287.6K
Q1 2026
Holdings
251
Reported positions
New Buys
29
Opened this quarter
QoQ Change
-1.1%
from $290.9K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust15.1%
- Vanguard World Fd6.5%
- Dimensional ETF Trust5.9%
- J P Morgan Exchange Traded F5.7%
- Vanguard Index Fds4.8%
- Ishares Tr4.4%
- Other57.6%
Portfolio Holdings
251 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 963.0K | $43.4K | 15.1% | −3.0K | Reduced |
| 2 | Vanguard World Fd | 166.6K | $18.7K | 6.5% | −8.1K | Reduced |
| 3 | Dimensional ETF Trust | 320.9K | $16.9K | 5.9% | −11.5K | Reduced |
| 4 | J P Morgan Exchange Traded F | 346.0K | $16.3K | 5.7% | +12.5K | Added |
| 5 | Vanguard Index Fds | 31.8K | $13.9K | 4.8% | −91 | Reduced |
| 6 | Ishares Tr | 227.8K | $12.6K | 4.4% | −13.9K | Reduced |
| 7 | J P Morgan Exchange Traded F | 242.6K | $11.6K | 4.0% | +73.8K | Added |
| 8 | Pgim Rock ETF Tr | 351.2K | $10.2K | 3.5% | +17.3K | Added |
| 9 | Vanguard World Fd | 133.6K | $9.6K | 3.3% | +4.6K | Added |
| 10 | Dimensional ETF Trust | 263.3K | $8.9K | 3.1% | −10.9K | Reduced |
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