Financial Connections Group, Inc.

CIK

1907157

Location

CORTE MADERA, CA

Portfolio Value

Small $235,777,041

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,130 / 8,807 ▲ 68 · as of Mar 2026

Top Industry

Consumer Electronics 32.2%

Period ended 6 months ago

Filed May 1, 2026 · 5mo

18 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

172 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

39.6%

+0.2 pts

Top 5

78.5%

+0.5 pts

Top 10

90.5%

−0.3 pts

HHI

2,137

Moderately concentrated+34

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	91.9%	$216,662,210	40
Technology	3.7%	$8,802,316	22
Financial Services	1.7%	$3,924,358	17
Communication Services	0.7%	$1,761,419	9
Healthcare	0.6%	$1,350,166	19
Consumer Cyclical	0.4%	$1,013,669	12
Industrials	0.4%	$1,010,085	16
Utilities	0.2%	$580,626	9
Energy	0.1%	$251,659	11
Consumer Defensive	0.1%	$208,864	6
Basic Materials	0.1%	$141,911	7
Real Estate	0.0%	$69,758	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+67,521	873,132	$44,275,283
BCLO	iShares BBB-B CLO Active ETF	+43,965	51,552	$1,260,628
DCOR	Dimensional US Core Equity 1 ETF	+40,180	2,126,975	$93,475,471
APRP	PGIM S&P 500 Buffer 12 ETF - April	+20,634	357,030	$10,358,102
CGCB	Capital Group Core Bond ETF	+13,320	241,382	$6,295,029
BILZ	PIMCO Ultra Short Government Active ETF	+12,124	55,324	$2,588,318
VIG	Vanguard Dividend Appreciation ETF	+396	1,531	$316,999
VEU	Vanguard FTSE All-World Ex-US ETF	+345	599	$37,722
AMD	Advanced Micro Devices Inc	+286	296	$60,215
RIVN	Rivian Automotive, Inc. / DE	+260	360	$5,418
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+229	1,579	$87,456
CVX	Chevron Corp	+119	211	$43,655
AMZN	Amazon Com Inc	+95	1,728	$359,890
ABR	Arbor Realty Trust Inc	+79	2,078	$16,021
GILD	Gilead Sciences, Inc.	+76	328	$45,713
EQT	EQT Corp	+67	146	$9,291
PANW	Palo Alto Networks Inc	+64	694	$111,262
AGNC	AGNC Investment Corp.	+58	1,822	$18,274
V	Visa Inc.	+55	578	$174,694
CRM	Salesforce, Inc.	+55	121	$22,587
BRK-B	Berkshire Hathaway Inc	+51	4,878	$2,337,537
GOOGL	Alphabet Inc.	+35	4,245	$1,219,821
JPM	Jpmorgan Chase & Co	+34	387	$113,839
UWMC	UWM Holdings Corp	+27	1,299	$4
ET	Energy Transfer LP	+26	1,501	$28,969
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−18,174	567,645	$0
VIGI	Vanguard International Dividend Appreciation ETF	−8,080	77,004	$6,841,712
—		−7,914	178,032	$6,441,197
EDV	Vanguard World Funds Extended Duration ETF	−3,339	300,380	$28,302,549
VXUS	Vanguard Total International Stock ETF	−2,977	15,993	$1,233,220
TACN	T. Rowe Price Active Core International Equity ETF	−2,052	55,790	$2,453,019
NCLO	Nuveen AA-BBB CLO ETF	−1,589	16,108	$375,396
ORCL	Oracle Corp	−1,225	1,541	$226,696
GEO	Geo Group Inc	−600	300	$5,043
—		−577	1,488	$102,210
VB	Vanguard Morningstar Small-Cap ETF	−486	59,019	$8,641,530
NVDA	Nvidia Corp	−402	2,959	$516,049
CWI	State Street SPDR MSCI ACWI ex-US ETF	−329	52,840	$2,412,146
HBIO	Harvard Bioscience Inc	−270	30	$146
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−225	295	$32,364
AAPL	Apple Inc.	−175	24,264	$6,157,960
BIV	Vanguard Intermediate-Term Bond ETF	−162	821	$63,371
MRVL	Marvell Technology, Inc.	−50	50	$4
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−33	1,682	$128,740
AXP	American Express Co	−31	134	$40,532
LOW	Lowes Companies Inc	−30	21	$4,961
TSLA	Tesla, Inc.	−26	1,191	$442,754
TMO	Thermo Fisher Scientific Inc.	−16	42	$20,644
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	318	$53,951
VLO	Valero Energy Corp/Tx	197	$48,674
T	At&T Inc.	812	$23,539
VEA	Vanguard FTSE Developed Markets ETF	362	$23,196
IRM	Iron Mountain Inc	177	$18,078
HFXI	NYLI FTSE International Equity Currency Neutral ETF	449	$15,319
NFLX	Netflix Inc	120	$11,538
USB	US Bancorp De	213	$11,078
LNG	Cheniere Energy, Inc.	38	$10,782
ANIK	Anika Therapeutics, Inc.	650	$9,425
LLY	ELI LILLY & Co	10	$9,197
GLD	Spdr Gold Trust	20	$8,605
WMT	Walmart Inc.	33	$4,101
AVGO	Broadcom Inc.	25	$7
WMB	Williams Companies, Inc.	53	$3
ECL	Ecolab Inc.	10	$2
NIO	NIO Inc.	400	$2
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	465	$71,233
PTC	Ptc Inc.	100	$17,421
DLB	Dolby Laboratories, Inc.	227	$14,577
DELL	Dell Technologies Inc.	73	$9,189
IVZ	Invesco Ltd.	200	$3,216
FG	F&G Annuities & Life, Inc.	6	$185
UBER	Uber Technologies, Inc	81	$6
MA	Mastercard Inc	6	$3
PG	PROCTER & GAMBLE Co	16	$2
TDAY	USA TODAY Co., Inc.	250	$1
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

172 tracked positions · $235,777,041 total · filing declares 251 positions · $287,606 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 172 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Added	2,126,975	+40,180	$93,475,471	+0.7%	39.65%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	873,132	+67,521	$44,275,283	+7.0%	18.78%
EDV	Vanguard World Funds Extended Duration ETF	Reduced	300,380	-3,339	$28,302,549	−6.8%	12.00%
APRP	PGIM S&P 500 Buffer 12 ETF - April	Added	357,030	+20,634	$10,358,102	+5.4%	4.39%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	59,019	-486	$8,641,530	−5.9%	3.67%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	77,004	-8,080	$6,841,712	−12.4%	2.90%
		Reduced	178,032	-7,914	$6,441,197	−9.9%	2.73%
CGCB	Capital Group Core Bond ETF	Added	241,382	+13,320	$6,295,029	+5.6%	2.67%
AAPL	Apple Inc. Technology	Reduced	24,264	-175	$6,157,960	−7.3%	2.61%
BILZ	PIMCO Ultra Short Government Active ETF	Added	55,324	+12,124	$2,588,318	+52.8%	1.10%
TACN	T. Rowe Price Active Core International Equity ETF	Reduced	55,790	-2,052	$2,453,019	−4.9%	1.04%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	52,840	-329	$2,412,146	+2.2%	1.02%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,878	+51	$2,337,537	−3.7%	0.99%
BCLO	iShares BBB-B CLO Active ETF	Added	51,552	+43,965	$1,260,628	+497.1%	0.53%
VXUS	Vanguard Total International Stock ETF	Reduced	15,993	-2,977	$1,233,220	−13.8%	0.52%
GOOGL	Alphabet Inc. Communication Services	Added	4,245	+35	$1,219,821	−7.5%	0.52%
PLTR	Palantir Technologies Inc. Technology	Held	4,041	0	$591,117	−17.7%	0.25%
MSFT	Microsoft Corp Technology	Added	1,427	+19	$528,232	−22.4%	0.22%
NVDA	Nvidia Corp Technology	Reduced	2,959	-402	$516,049	−17.7%	0.22%
UNP	Union Pacific Corp Industrials	Held	1,833	0	$444,722	+4.9%	0.19%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,191	-26	$442,754	−19.1%	0.19%
NCLO	Nuveen AA-BBB CLO ETF	Reduced	16,108	-1,589	$375,396	−9.3%	0.16%
LNT	Alliant Energy Corp Utilities	Held	5,200	0	$373,152	+10.4%	0.16%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,728	+95	$359,890	−4.5%	0.15%
GBCI	Glacier Bancorp, Inc. Financial Services	Held	7,575	0	$338,375	+1.4%	0.14%
DIS	Walt Disney Co Communication Services	Held	3,451	0	$332,607	−15.3%	0.14%
VIG	Vanguard Dividend Appreciation ETF	Added	1,531	+396	$316,999	+27.1%	0.13%
BMRC	Bank of Marin Bancorp Financial Services	Held	12,000	0	$307,560	−1.5%	0.13%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	746	0	$291,245	−16.7%	0.12%
WFC	Wells Fargo & Company/Mn Financial Services	Held	3,624	0	$288,506	−14.6%	0.12%
MRK	Merck & Co., Inc. Healthcare	Held	2,271	0	$273,178	+14.3%	0.12%
JNJ	Johnson & Johnson Healthcare	Added	1,050	+10	$256,662	+19.3%	0.11%
SPY	Spdr S&P 500 ETF Trust	Held	357	0	$232,171	−4.6%	0.10%
PFE	Pfizer Inc Healthcare	Held	8,221	0	$230,845	+12.8%	0.10%
ABBV	AbbVie Inc. Healthcare	Held	1,046	0	$227,494	−4.8%	0.10%
ORCL	Oracle Corp Technology	Reduced	1,541	-1,225	$226,696	−58.0%	0.10%
BA	Boeing Co Industrials	Held	1,000	0	$199,030	−8.3%	0.08%
V	Visa Inc. Financial Services	Added	578	+55	$174,694	−4.8%	0.07%
META	Meta Platforms, Inc. Communication Services	Added	296	+16	$169,350	−8.4%	0.07%
BAC	Bank Of America Corp /De/ Financial Services	Held	3,458	0	$168,577	−11.4%	0.07%
AFK	VanEck Africa Index ETF	Held	1,600	0	$146,105	+7.5%	0.06%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Held	1,042	0	$130,196	−1.4%	0.06%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	1,682	-33	$128,740	−5.1%	0.05%
QQQ	Invesco Qqq Trust, Series 1	Held	210	0	$121,207	−6.0%	0.05%
JPM	Jpmorgan Chase & Co Financial Services	Added	387	+34	$113,839	+0.1%	0.05%
HD	Home Depot, Inc. Consumer Cyclical	Held	346	0	$113,795	−4.4%	0.05%
GE	General Electric Co Industrials	Held	400	0	$113,508	−7.9%	0.05%
ADP	Automatic Data Processing Inc Technology	Held	548	0	$111,342	−21.0%	0.05%
PANW	Palo Alto Networks Inc Technology	Added	694	+64	$111,262	−4.1%	0.05%
ABT	Abbott Laboratories Healthcare	Held	1,065	0	$109,343	−18.1%	0.05%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.