Financial Connections Group, Inc.

Q3 2025 13F-HR Holdings

Location
Corte Madera, CA
Holdings as of
9/30/2025
Date filed
10/10/2025
Form type
13F-HR
Num holdings
241
Total value ($000)
$256,293
Net value change ($000)
+13,851 (5.7%)
New positions
15
Sold out positions
28
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ESGV 2,199 11.6%
DFAU 1,718 5.3%
USXF 1,582 13.2%
VSGX 1,545 23.5%
DFIV 1,077 8.3%
AAPL 986 18.8%
DUHP 839 NEW
DIHP 671 NEW
DFUS 662 8.8%
QLTY 605 9.6%
Top Reduces (Value $000, Stocks/ETFs)
VIGI -2,145 -16.8%
PLTR -709 -49.7%
JMUB -415 -13.3%
CMF -221 -2.4%
JPST -194 -2.7%
FLOT -102 -100.0%
VCIT -92 -100.0%
SCHW -90 -78.3%
CRBN -83 -89.2%
TFLR -81 -76.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type