Latest Financial Connections Group, Inc. Stock Portfolio
Financial Connections Group, Inc. Performance:
2025 Q4: 1.87%YTD: 13.66%2024: -2.11%
Performance for 2025 Q4 is 1.87%, and YTD is 13.66%, and 2024 is -2.11%.
About Financial Connections Group, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Financial Connections Group, Inc. reported an equity portfolio of $290.9 Millions as of 31 Dec, 2025.
The top stock holdings of Financial Connections Group, Inc. are DFAC, EDV, DFAC. The fund has invested 15.5% of it's portfolio in DIMENSIONAL ETF TRUST and 7.3% of portfolio in VANGUARD WORLD FD.
The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA), CAPITAL GROUP INTL FOCUS EQT (CGXU) and ISHARES TR (IBCE) stocks. They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II (CGW), NUSHARES ETF TR (NDVG) and SCHWAB STRATEGIC TR (FNDA). Financial Connections Group, Inc. opened new stock positions in ISHARES TR (AGT), BLACKROCK ETF TRUST II (HYMU) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), DIMENSIONAL ETF TRUST (DFAC) and SERVICENOW INC (NOW).
The top stock holdings of Financial Connections Group, Inc. are DFAC, EDV, DFAC. The fund has invested 15.5% of it's portfolio in DIMENSIONAL ETF TRUST and 7.3% of portfolio in VANGUARD WORLD FD.
The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA), CAPITAL GROUP INTL FOCUS EQT (CGXU) and ISHARES TR (IBCE) stocks. They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II (CGW), NUSHARES ETF TR (NDVG) and SCHWAB STRATEGIC TR (FNDA). Financial Connections Group, Inc. opened new stock positions in ISHARES TR (AGT), BLACKROCK ETF TRUST II (HYMU) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), DIMENSIONAL ETF TRUST (DFAC) and SERVICENOW INC (NOW).
Financial Connections Group, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Financial Connections Group, Inc. made a return of 1.87% in the last quarter. In trailing 12 months, it's portfolio return was 13.66%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 1,474,000 |
| blackrock etf trust ii | 158,000 |
| select sector spdr tr | 10,000 |
| dell technologies inc | 9,000 |
| exelon corp | 8,000 |
| morgan stanley | 4,000 |
| gannett co inc | 1,000 |
| j p morgan exchange traded f | 1,000 |
New stocks bought by Financial Connections Group, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| j p morgan exchange traded f | 4,986 |
| dimensional etf trust | 607 |
| dimensional etf trust | 499 |
| servicenow inc | 400 |
| dimensional etf trust | 399 |
| fedex corp | 300 |
| geo group inc new | 200 |
| vaneck etf trust | 100 |
Additions to existing portfolio by Financial Connections Group, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| invesco exch traded fd tr ii | -96.1 |
| nushares etf tr | -78.91 |
| schwab strategic tr | -78.81 |
| salesforce inc | -74.9 |
| ziff davis inc | -61.96 |
| janus detroit str tr | -48.79 |
| dimensional etf trust | -37.49 |
| vanguard whitehall fds | -28.76 |
Financial Connections Group, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| schwab strategic tr | -369,000 |
| capital group intl focus eqt | -18,000 |
| schwab strategic tr | -9,000 |
| opendoor technologies inc | -2,000 |
| vanguard scottsdale fds | -7,000 |
| sprinklr inc | 0.00 |
| vanguard scottsdale fds | -7,000 |
| invesco exchange traded fd t | -3,000 |
Financial Connections Group, Inc. got rid off the above stocks
Sector Distribution
Financial Connections Group, Inc. has about 93.8% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 93.8 |
| Technology | 3.4 |
Market Cap. Distribution
Financial Connections Group, Inc. has about 5.9% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 93.8 |
| MEGA-CAP | 4.3 |
| LARGE-CAP | 1.6 |
Stocks belong to which Index?
About 5.5% of the stocks held by Financial Connections Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 94.2 |
| S&P 500 | 5.5 |
Financial Connections Group, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Financial Connections Group, Inc.
Financial Connections Group, Inc. has 235 stocks in it's portfolio. About 56.8% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Financial Connections Group, Inc. last quarter.
Last Reported on: 23 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.28 | 24,439 | 6,644,000 | reduced | -0.07 | ||
| AAXJ | ishares tr | 3.11 | 157,352 | 9,041,000 | reduced | -0.9 | ||
| AAXJ | ishares tr | 0.06 | 1,350 | 188,000 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.08 | 1,046 | 239,000 | unchanged | 0.00 | ||
| ABR | arbor realty trust inc | 0.00 | 1,999 | 15,000 | added | 3.31 | ||
| ABT | abbott labs | 0.05 | 1,065 | 133,000 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.01 | 66.00 | 17,000 | reduced | -22.35 | ||
| ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWV | ishares inc | 1.83 | 44,976 | 5,340,000 | reduced | -1.59 | ||
| ACWV | ishares inc | 0.00 | 300 | 11,000 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.01 | 113 | 39,000 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.05 | 548 | 140,000 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.04 | 1,500 | 128,000 | added | 100 | ||
| AFK | vaneck etf trust | 0.00 | 100 | 7,000 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFLG | first tr exchng traded fd vi | 0.00 | 408 | 13,000 | unchanged | 0.00 | ||
| AGNC | agnc invt corp | 0.01 | 1,764 | 18,000 | added | 3.58 | ||
| AGT | ishares tr | 0.51 | 31,193 | 1,474,000 | new | |||
| AGT | ishares tr | 0.00 | 202 | 10,000 | added | 3.06 | ||
| AGT | ishares tr | 0.00 | 100 | 8,000 | unchanged | 0.00 | ||