Financial Connections Group, Inc.
Long book
$287.6M
Q1 2026
Positions
251
Top-10 weight
56%
concentration
Last quarter
+10.7%
SPY +14.8%
Turnover
16%
of book per quarter
Strategy in plain words
auto-generated from filingsFinancial Connections Group, Inc. is a wealth-management firm allocating client money, running a $287.6M US long book across 251 positions.
The portfolio is concentrated: the top 10 names carry 56% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL US CORE EQUITY M, VANGUARD ESG US STOCK ETF, DIMENSIONAL INTERNATIONAL VA, JPMORGAN CORE PLUS BOND ETF, VANGUARD GROWTH ETF.
Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.4%
Q2 2024
+5.9%
Q3 2024
-0.3%
Q4 2024
-1.4%
Q1 2025
+9.1%
Q2 2025
+6.6%
Q3 2025
+2.8%
Q4 2025
-2.2%
Q1 2026
+10.7%
Sector allocation
Technology 54%
Financials 20%
Industrials 7%
Healthcare 6%
Utilities 3%
Consumer discretionary 3%
Services media 3%
Consumer staples 1%
Long book by quarter
What does Financial Connections own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 24.3K | $6.2M | 2.1% | -0.7% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 4.9K | $2.3M | 0.8% | +1.1% |
| GOOGL ALPHABET INC-CL A | Technology | 3.0K | $863K | 0.3% | +1.2% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 4.0K | $591K | 0.2% | Held |
| MSFT MICROSOFT CORP | Technology | 1.4K | $528K | 0.2% | +1.3% |
| NVDA NVIDIA CORP | Technology | 3.0K | $516K | 0.2% | -12.0% |
| UNP UNION PACIFIC CORP | Industrials | 1.8K | $444K | 0.2% | Held |
| TSLA TESLA INC | Industrials | 1.2K | $442K | 0.2% | -2.1% |
| LNT ALLIANT ENERGY CORP | Utilities | 5.2K | $373K | 0.1% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.7K | $359K | 0.1% | +5.8% |
| GOOG ALPHABET INC-CL C | Technology | 1.2K | $356K | 0.1% | Held |
| GBCI GLACIER BANCORP INC | Financials | 7.6K | $338K | 0.1% | Held |
| DIS WALT DISNEY CO/THE | Services media | 3.5K | $332K | 0.1% | Held |
| BMRC BANK OF MARIN BANCORP/CA | Financials | 12.0K | $307K | 0.1% | Held |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 746 | $291K | 0.1% | Held |
| WFC WELLS FARGO & CO | Financials | 3.6K | $288K | 0.1% | Held |
| MRK MERCK & CO. INC. | Healthcare | 2.3K | $273K | 0.1% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.1K | $256K | 0.1% | +1.0% |
| PFE PFIZER INC | Healthcare | 8.2K | $230K | 0.1% | Held |
| ABBV ABBVIE INC | Healthcare | 1.0K | $227K | 0.1% | Held |
| ORCL ORACLE CORP | Technology | 1.5K | $226K | 0.1% | -44.3% |
| BA BOEING CO/THE | Industrials | 1.0K | $199K | 0.1% | Held |
| V VISA INC-CLASS A SHARES | Services media | 578 | $174K | 0.1% | +10.5% |
| META META PLATFORMS INC-CLASS A | Technology | 296 | $169K | 0.1% | +5.7% |
| BAC BANK OF AMERICA CORP | Financials | 3.5K | $168K | 0.1% | Held |
| HD HOME DEPOT INC | Consumer discretionary | 346 | $114K | 0.0% | Held |
| GE GENERAL ELECTRIC | Industrials | 400 | $113K | 0.0% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 387 | $113K | 0.0% | +9.6% |
| PANW PALO ALTO NETWORKS INC | Technology | 694 | $111K | 0.0% | +10.2% |
| ADP AUTOMATIC DATA PROCESSING | Technology | 548 | $111K | 0.0% | Held |
| ABT ABBOTT LABORATORIES | Healthcare | 1.1K | $109K | 0.0% | Held |
| PNC PNC FINANCIAL SERVICES GROUP | Financials | 458 | $95K | 0.0% | Held |
| PEP PEPSICO INC | Consumer staples | 580 | $90K | 0.0% | Held |
| GEV GE VERNOVA INC | Industrials | 103 | $89K | 0.0% | +4.0% |
| CTVA CORTEVA INC | Consumer staples | 854 | $71K | 0.0% | Held |
| NEE NEXTERA ENERGY INC | Utilities | 729 | $67K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 1, 2026 | 251 | $287.6M | $K fixed canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 23, 2026 | 235 | $290.9M | $K fixed canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 10, 2025 | 242 | $256.3M | $K fixed canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 24, 2025 | 951 | $242.4M | $K fixed canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 9, 2025 | 255 | $222.8M | $K fixed canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 29, 2025 | 235 | $208.1M | $K fixed canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 18, 2024 | 216 | $203.5M | $K fixed canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 26, 2024 | 345 | $192.7M | $K fixed canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 3, 2024 | 167 | $182.6M | $K fixed canonical | SEC ↗ |