Financial Connections Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
+$10.1M |
| 2 |
JPMorgan International Bond Opportunities ETF
JPIB
|
+$8.1M |
| 3 |
Dimensional US High Profitability ETF
DUHP
|
+$4.2M |
| 4 |
Dimensional International High Profitability ETF
DIHP
|
+$4.17M |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$4.04M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
DFUS
Dimensional US Equity ETF
DFUS
|
+$3.11M |
| 2 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$3.09M |
| 3 |
Nuveen ESG 1-5 Year US Aggregate Bond ETF
NUSA
|
+$1.55M |
| 4 |
Vanguard ESG US Stock ETF
ESGV
|
+$465K |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$369K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.47% |
| 2 | Financials | 1.41% |
| 3 | Communication Services | 0.65% |
| 4 | Healthcare | 0.44% |
| 5 | Consumer Discretionary | 0.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Warner Bros
WBD
$65.4B
| $0 | ﹤0.01% |
3
| – | – |
|
252
Waste Management
WM
$90.5B
| $0 | ﹤0.01% |
+1
| New | +$213 |
|
Similar funds
Financial Connections Group's Q4 2025 Portfolio in Review
As of Q4 2025, Financial Connections Group held 252 positions worth $291M, up 14% from $256M the previous quarter. Its ten largest holdings account for 57% of the portfolio.
Financial Connections Group deployed $28.9M of net new capital in Q4 2025, opening 11 new positions and adding to 48 existing holdings. Its largest new stake was iShares ESG Advanced High Yield Corporate Bond ETF: 31,193 shares worth $1.47M.
By sector, the portfolio is most concentrated in Technology at 3.5% of assets, down from 3.9% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was Dimensional US Equity ETF, an estimated $3.11M trimmed.
- Financial Connections Group's largest Q4 2025 buy was iShares ESG Advanced High Yield Corporate Bond ETF: 31,193 shares worth $1.47M.
- Financial Connections Group added most to Dimensional US Core Equity Market ETF in Q4 2025, an estimated $10.1M increase.
- Financial Connections Group's biggest Q4 2025 reduction was Dimensional US Equity ETF, cutting an estimated $3.11M.
- Financial Connections Group fully exited Schwab Fundamental International Large Company Index ETF in Q4 2025, selling an estimated $369K.
- Financial Connections Group's ten largest holdings make up 57% of its $291M portfolio in Q4 2025.
- Financial Connections Group opened 11 new positions and closed 17 in Q4 2025.
- Financial Connections Group's portfolio value rose 14% quarter-over-quarter to $291M.
Based on Financial Connections Group's 13F filing for Q4 2025, filed 23 Jan 2026.