Financial Connections Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan International Bond Opportunities ETF
JPIB
|
+$3.6M |
| 2 |
BlackRock Intermediate Muni Income Bond ETF
INMU
|
+$1.07M |
| 3 |
DFAI
Dimensional International Core Equity Market ETF
DFAI
|
+$898K |
| 4 |
PIMCO Ultra Short Government Active ETF
BILZ
|
+$783K |
| 5 |
Dimensional International High Profitability ETF
DIHP
|
+$694K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard ESG US Stock ETF
ESGV
|
+$964K |
| 2 |
iShares ESG Advanced MSCI USA ETF
USXF
|
+$804K |
| 3 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$746K |
| 4 |
Dimensional International Value ETF
DFIV
|
+$610K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$605K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.06% |
| 2 | Financials | 1.37% |
| 3 | Communication Services | 0.61% |
| 4 | Healthcare | 0.47% |
| 5 | Consumer Discretionary | 0.35% |
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Similar funds
Financial Connections Group's Q1 2026 Portfolio in Review
As of Q1 2026, Financial Connections Group held 264 positions worth $288M, down 1.1% from $291M the previous quarter. Its ten largest holdings account for 56% of the portfolio.
Financial Connections Group's Q1 2026 filing shows 29 new, 49 increased, 36 reduced and 13 closed positions. Its largest new stake was iShares iBonds Dec 2030 Term Treasury ETF: 2,715 shares worth $53K. The largest sale was Vanguard ESG US Stock ETF, an estimated $964K.
By sector, the portfolio is most concentrated in Technology at 3.1% of assets, down from 3.5% a quarter earlier, followed by Financials and Communication Services.
- Financial Connections Group's largest Q1 2026 buy was iShares iBonds Dec 2030 Term Treasury ETF: 2,715 shares worth $53K.
- Financial Connections Group added most to JPMorgan International Bond Opportunities ETF in Q1 2026, an estimated $3.6M increase.
- Financial Connections Group's biggest Q1 2026 reduction was Vanguard ESG US Stock ETF, cutting an estimated $964K.
- Financial Connections Group fully exited ServiceNow in Q1 2026, selling an estimated $71K.
- Financial Connections Group's ten largest holdings make up 56% of its $288M portfolio in Q1 2026.
- Financial Connections Group opened 29 new positions and closed 13 in Q1 2026.
- Financial Connections Group's portfolio value fell 1.1% quarter-over-quarter to $288M.
Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.