Filed: 10/10/2025ACC: 0001907157-25-000038
📋 What this filing means
FINANCIAL CONNECTIONS GROUP, INC. filed this quarterly 13F‑HR report disclosing 241 equity positions with a total reported market value of $256.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
241
Positions
$256.3K
Total AUM (reported)
4.31M
Total Shares
Allocation by class
US CORE EQT MKT$34.2K13.4%
ESG US STK ETF$21.1K8.3%
GROWTH ETF$15.3K6.0%
COM$14.8K5.8%
INTERNATNAL VAL$14.0K5.5%
ESG MSCI USA ETF$13.6K5.3%
CORE PLUS BD ETF$11.8K4.6%
Portfolio Concentration
Top 3$70.7K27.6%
4–10$76.8K30.0%
11–25$74.1K28.9%
Rest$34.6K13.5%
Top 3 weight
27.6%
Top 10 weight
57.6%
Voting Authority Distribution
Total shares with voting rights: 4.31M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.31M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole241
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings241
Rows:
DIMENSIONAL ETF TRUST
SOLEShares748.18K
TypeSH
Market value$34.2K
13.36%
Sole
0.00
Shared
0.00
None
748.18K
VANGUARD WORLD FD
SOLEShares178.57K
TypeSH
Market value$21.1K
8.25%
Sole
0.00
Shared
0.00
None
178.57K
VANGUARD INDEX FDS
SOLEShares31.92K
TypeSH
Market value$15.3K
5.97%
Sole
0.00
Shared
0.00
None
31.92K
DIMENSIONAL ETF TRUST
SOLEShares303.20K
TypeSH
Market value$14.0K
5.46%
Sole
0.00
Shared
0.00
None
303.20K
ISHARES TR
SOLEShares237.05K
TypeSH
Market value$13.6K
5.30%
Sole
0.00
Shared
0.00
None
237.05K
J P MORGAN EXCHANGE TRADED F
SOLEShares248.60K
TypeSH
Market value$11.8K
4.61%
Sole
0.00
Shared
0.00
None
248.60K
VANGUARD WHITEHALL FDS
SOLEShares118.73K
TypeSH
Market value$10.6K
4.15%
Sole
0.00
Shared
0.00
None
118.73K
ISHARES TR
SOLEShares158.78K
TypeSH
Market value$9.1K
3.53%
Sole
0.00
Shared
0.00
None
158.78K
PGIM ROCK ETF TR
SOLEShares311.97K
TypeSH
Market value$8.9K
3.48%
Sole
0.00
Shared
0.00
None
311.97K
DIMENSIONAL ETF TRUST
SOLEShares281.77K
TypeSH
Market value$8.8K
3.45%
Sole
0.00
Shared
0.00
None
281.77K
DIMENSIONAL ETF TRUST
SOLEShares113.03K
TypeSH
Market value$8.2K
3.19%
Sole
0.00
Shared
0.00
None
113.03K
VANGUARD WORLD FD
SOLEShares117.11K
TypeSH
Market value$8.1K
3.17%
Sole
0.00
Shared
0.00
None
117.11K
J P MORGAN EXCHANGE TRADED F
SOLEShares138.85K
TypeSH
Market value$7.0K
2.75%
Sole
0.00
Shared
0.00
None
138.85K
2023 ETF SERIES TRUST II
SOLEShares190.38K
TypeSH
Market value$6.9K
2.69%
Sole
0.00
Shared
0.00
None
190.38K
APPLE INC
SOLEShares24.46K
TypeSH
Market value$6.2K
2.43%
Sole
0.00
Shared
0.00
None
24.46K
J P MORGAN EXCHANGE TRADED F
SOLEShares78.93K
TypeSH
Market value$5.8K
2.26%
Sole
0.00
Shared
0.00
None
78.93K
ISHARES TR
SOLEShares76.40K
TypeSH
Market value$5.8K
2.26%
Sole
0.00
Shared
0.00
None
76.40K
ISHARES INC
SOLEShares45.70K
TypeSH
Market value$5.5K
2.14%
Sole
0.00
Shared
0.00
None
45.70K
CAPITAL GRP FIXED INCM ETF T
SOLEShares178.94K
TypeSH
Market value$4.7K
1.84%
Sole
0.00
Shared
0.00
None
178.94K
VANGUARD INDEX FDS
SOLEShares13.98K
TypeSH
Market value$4.3K
1.68%
Sole
0.00
Shared
0.00
None
13.98K
J P MORGAN EXCHANGE TRADED F
SOLEShares53.84K
TypeSH
Market value$2.7K
1.06%
Sole
0.00
Shared
0.00
None
53.84K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.83K
TypeSH
Market value$2.4K
0.95%
Sole
0.00
Shared
0.00
None
4.83K
SPDR INDEX SHS FDS
SOLEShares52.93K
TypeSH
Market value$2.3K
0.88%
Sole
0.00
Shared
0.00
None
52.93K
ISHARES TR
SOLEShares4.62K
TypeSH
Market value$2.2K
0.84%
Sole
0.00
Shared
0.00
None
4.62K
VANGUARD INDEX FDS
SOLEShares6.04K
TypeSH
Market value$2.0K
0.77%
Sole
0.00
Shared
0.00
None
6.04K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 748.18K | SH | $34.2K 13.36% | 0.00 | 0.00 | 748.18K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 178.57K | SH | $21.1K 8.25% | 0.00 | 0.00 | 178.57K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 31.92K | SH | $15.3K 5.97% | 0.00 | 0.00 | 31.92K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 303.20K | SH | $14.0K 5.46% | 0.00 | 0.00 | 303.20K |
ISHARES TRSOLE | ESG MSCI USA ETF | 237.05K | SH | $13.6K 5.30% | 0.00 | 0.00 | 237.05K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 248.60K | SH | $11.8K 4.61% | 0.00 | 0.00 | 248.60K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 118.73K | SH | $10.6K 4.15% | 0.00 | 0.00 | 118.73K |
ISHARES TRSOLE | CALIF MUN BD ETF | 158.78K | SH | $9.1K 3.53% | 0.00 | 0.00 | 158.78K |
PGIM ROCK ETF TRSOLE | LADDERED S&P 500 | 311.97K | SH | $8.9K 3.48% | 0.00 | 0.00 | 311.97K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 281.77K | SH | $8.8K 3.45% | 0.00 | 0.00 | 281.77K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 113.03K | SH | $8.2K 3.19% | 0.00 | 0.00 | 113.03K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 117.11K | SH | $8.1K 3.17% | 0.00 | 0.00 | 117.11K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 138.85K | SH | $7.0K 2.75% | 0.00 | 0.00 | 138.85K |
2023 ETF SERIES TRUST IISOLE | GMO US QUALITY E | 190.38K | SH | $6.9K 2.69% | 0.00 | 0.00 | 190.38K |
APPLE INCSOLE | COM | 24.46K | SH | $6.2K 2.43% | 0.00 | 0.00 | 24.46K |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 78.93K | SH | $5.8K 2.26% | 0.00 | 0.00 | 78.93K |
ISHARES TRSOLE | ESG EAFE ETF | 76.40K | SH | $5.8K 2.26% | 0.00 | 0.00 | 76.40K |
ISHARES INCSOLE | MSCI GBL MIN VOL | 45.70K | SH | $5.5K 2.14% | 0.00 | 0.00 | 45.70K |
CAPITAL GRP FIXED INCM ETF TSOLE | SHORT DURATION M | 178.94K | SH | $4.7K 1.84% | 0.00 | 0.00 | 178.94K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 13.98K | SH | $4.3K 1.68% | 0.00 | 0.00 | 13.98K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 53.84K | SH | $2.7K 1.06% | 0.00 | 0.00 | 53.84K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.83K | SH | $2.4K 0.95% | 0.00 | 0.00 | 4.83K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 52.93K | SH | $2.3K 0.88% | 0.00 | 0.00 | 52.93K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 4.62K | SH | $2.2K 0.84% | 0.00 | 0.00 | 4.62K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 6.04K | SH | $2.0K 0.77% | 0.00 | 0.00 | 6.04K |
Page 1 of 10
…