Financial Connections Group, Inc.

Q4 2025 13F-HR Holdings

Location
Corte Madera, CA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
235
Total value ($000)
$290,936
Net value change ($000)
+34,643 (13.5%)
New positions
11
Sold out positions
17
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DFAU 10,971 32.0%
JPIB 8,057 4973.5%
DIHP 4,281 638.0%
DUHP 4,227 503.8%
JCPB 3,968 33.6%
DFIV 2,602 18.6%
DFAI 2,089 424.6%
HYXF 1,474 NEW
JPST 1,258 17.9%
VSGX 1,109 13.7%
Top Reduces (Value $000, Stocks/ETFs)
DFUS -2,947 -36.0%
VIGI -2,899 -27.3%
NUSA -1,554 -79.0%
FNDF -369 -100.0%
ORCL -238 -30.6%
PXF -163 -95.9%
ACWV -140 -2.6%
DFAS -121 -8.7%
FNDX -119 -78.3%
JAAA -73 -49.3%
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