FINANCIAL CONNECTIONS GROUP, INC.

Filed: 5/1/2026ACC: 0001907157-26-000002

📋 What this filing means

FINANCIAL CONNECTIONS GROUP, INC. filed this quarterly 13F‑HR report disclosing 251 equity positions with a total reported market value of $287.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

251

Positions

$287.6K

Total AUM (reported)

5.19M

Total Shares

Allocation by class

US CORE EQT MKT$43.4K15.1%

ESG US STK ETF$18.7K6.5%

INTERNATNAL VAL$16.9K5.9%

CORE PLUS BD ETF$16.3K5.7%

COM$13.9K4.8%

GROWTH ETF$13.9K4.8%

ESG MSCI USA ETF$12.6K4.4%

Portfolio Concentration

Top 3$79.1K27.5%

4–10$83.1K28.9%

11–25$84.0K29.2%

Rest$41.4K14.4%

Top 3 weight

27.5%

Top 10 weight

56.4%

Voting Authority Distribution

Total shares with voting rights: 5.19M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.19M

% of voting shares100.0%

Investment Discretion (by position count)

Sole251

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings251

Rows:

DIMENSIONAL ETF TRUST

SOLE

US CORE EQT MKT

Shares962.98K

TypeSH

Market value$43.4K

15.11%

Sole

0.00

Shared

0.00

None

962.98K

VANGUARD WORLD FD

SOLE

ESG US STK ETF

Shares166.59K

TypeSH

Market value$18.7K

6.50%

Sole

0.00

Shared

0.00

None

166.59K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares320.87K

TypeSH

Market value$16.9K

5.89%

Sole

0.00

Shared

0.00

None

320.87K

J P MORGAN EXCHANGE TRADED F

SOLE

CORE PLUS BD ETF

Shares345.99K

TypeSH

Market value$16.3K

5.66%

Sole

0.00

Shared

0.00

None

345.99K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares31.80K

TypeSH

Market value$13.9K

4.83%

Sole

0.00

Shared

0.00

None

31.80K

ISHARES TR

SOLE

ESG MSCI USA ETF

Shares227.79K

TypeSH

Market value$12.6K

4.37%

Sole

0.00

Shared

0.00

None

227.79K

J P MORGAN EXCHANGE TRADED F

SOLE

INTL BD OPP ETF

Shares242.58K

TypeSH

Market value$11.6K

4.03%

Sole

0.00

Shared

0.00

None

242.58K

PGIM ROCK ETF TR

SOLE

LADDERED S&P 500

Shares351.15K

TypeSH

Market value$10.2K

3.54%

Sole

0.00

Shared

0.00

None

351.15K

VANGUARD WORLD FD

SOLE

ESG INTL STK ETF

Shares133.56K

TypeSH

Market value$9.6K

3.33%

Sole

0.00

Shared

0.00

None

133.56K

DIMENSIONAL ETF TRUST

SOLE

WORLD EX US CORE

Shares263.31K

TypeSH

Market value$8.9K

3.11%

Sole

0.00

Shared

0.00

None

263.31K

ISHARES TR

SOLE

CALIF MUN BD ETF

Shares153.86K

TypeSH

Market value$8.7K

3.04%

Sole

0.00

Shared

0.00

None

153.86K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares152.15K

TypeSH

Market value$7.7K

2.68%

Sole

0.00

Shared

0.00

None

152.15K

VANGUARD WHITEHALL FDS

SOLE

INTL DVD ETF

Shares76.50K

TypeSH

Market value$6.8K

2.35%

Sole

0.00

Shared

0.00

None

76.50K

2023 ETF SERIES TRUST II

SOLE

GMO US QUALITY E

Shares178.03K

TypeSH

Market value$6.4K

2.24%

Sole

0.00

Shared

0.00

None

178.03K

APPLE INC

SOLE

COM

Shares24.26K

TypeSH

Market value$6.2K

2.14%

Sole

0.00

Shared

0.00

None

24.26K

DIMENSIONAL ETF TRUST

SOLE

INTL HIGH PROFIT

Shares177.30K

TypeSH

Market value$5.7K

1.99%

Sole

0.00

Shared

0.00

None

177.30K

ISHARES TR

SOLE

ESG EAFE ETF

Shares75.28K

TypeSH

Market value$5.7K

1.97%

Sole

0.00

Shared

0.00

None

75.28K

J P MORGAN EXCHANGE TRADED F

SOLE

INTRNL RES EQT

Shares74.03K

TypeSH

Market value$5.6K

1.95%

Sole

0.00

Shared

0.00

None

74.03K

DIMENSIONAL ETF TRUST

SOLE

US HIGH PROFITAB

Shares150.50K

TypeSH

Market value$5.5K

1.92%

Sole

0.00

Shared

0.00

None

150.50K

ISHARES INC

SOLE

MSCI GBL MIN VOL

Shares44.54K

TypeSH

Market value$5.3K

1.85%

Sole

0.00

Shared

0.00

None

44.54K

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares71.94K

TypeSH

Market value$5.1K

1.77%

Sole

0.00

Shared

0.00

None

71.94K

CAPITAL GRP FIXED INCM ETF T

SOLE

SHORT DURATION M

Shares190.87K

TypeSH

Market value$5.0K

1.74%

Sole

0.00

Shared

0.00

None

190.87K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares13.97K

TypeSH

Market value$4.2K

1.45%

Sole

0.00

Shared

0.00

None

13.97K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares90.19K

TypeSH

Market value$3.5K

1.22%

Sole

0.00

Shared

0.00

None

90.19K

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares51.03K

TypeSH

Market value$2.6K

0.89%

Sole

0.00

Shared

0.00

None

51.03K

Issuer	Class	Shares	Type	Value / Portfolio %	None
DIMENSIONAL ETF TRUSTSOLE	US CORE EQT MKT	962.98K	SH	$43.4K 15.11%	962.98K
VANGUARD WORLD FDSOLE	ESG US STK ETF	166.59K	SH	$18.7K 6.50%	166.59K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	320.87K	SH	$16.9K 5.89%	320.87K
J P MORGAN EXCHANGE TRADED FSOLE	CORE PLUS BD ETF	345.99K	SH	$16.3K 5.66%	345.99K
VANGUARD INDEX FDSSOLE	GROWTH ETF	31.80K	SH	$13.9K 4.83%	31.80K
ISHARES TRSOLE	ESG MSCI USA ETF	227.79K	SH	$12.6K 4.37%	227.79K
J P MORGAN EXCHANGE TRADED FSOLE	INTL BD OPP ETF	242.58K	SH	$11.6K 4.03%	242.58K
PGIM ROCK ETF TRSOLE	LADDERED S&P 500	351.15K	SH	$10.2K 3.54%	351.15K
VANGUARD WORLD FDSOLE	ESG INTL STK ETF	133.56K	SH	$9.6K 3.33%	133.56K
DIMENSIONAL ETF TRUSTSOLE	WORLD EX US CORE	263.31K	SH	$8.9K 3.11%	263.31K
ISHARES TRSOLE	CALIF MUN BD ETF	153.86K	SH	$8.7K 3.04%	153.86K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	152.15K	SH	$7.7K 2.68%	152.15K
VANGUARD WHITEHALL FDSSOLE	INTL DVD ETF	76.50K	SH	$6.8K 2.35%	76.50K
2023 ETF SERIES TRUST IISOLE	GMO US QUALITY E	178.03K	SH	$6.4K 2.24%	178.03K
APPLE INCSOLE	COM	24.26K	SH	$6.2K 2.14%	24.26K
DIMENSIONAL ETF TRUSTSOLE	INTL HIGH PROFIT	177.30K	SH	$5.7K 1.99%	177.30K
ISHARES TRSOLE	ESG EAFE ETF	75.28K	SH	$5.7K 1.97%	75.28K
J P MORGAN EXCHANGE TRADED FSOLE	INTRNL RES EQT	74.03K	SH	$5.6K 1.95%	74.03K
DIMENSIONAL ETF TRUSTSOLE	US HIGH PROFITAB	150.50K	SH	$5.5K 1.92%	150.50K
ISHARES INCSOLE	MSCI GBL MIN VOL	44.54K	SH	$5.3K 1.85%	44.54K
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	71.94K	SH	$5.1K 1.77%	71.94K
CAPITAL GRP FIXED INCM ETF TSOLE	SHORT DURATION M	190.87K	SH	$5.0K 1.74%	190.87K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	13.97K	SH	$4.2K 1.45%	13.97K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	90.19K	SH	$3.5K 1.22%	90.19K
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	51.03K	SH	$2.6K 0.89%	51.03K

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