Financial Connections Group, Inc.
- SEC CIK
- 0001907157
- Latest filing
- May 1, 2026
The latest 13F from Financial Connections Group, Inc. covers Q1 2026 (filed May 1, 2026): 251 long positions worth $287.6M. The top 10 holdings make up 56.4% of the portfolio, and the largest is Dimensional ETF Trust at 15.1%. Livermore has 18 filings on Form 13F from this institution, going back to Q4 2021.
What changed in Q1 2026
Share counts compared with Q4 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 29
- Est. +$439.0K
- Added
- 49
- Est. +$10.1M
- Reduced
- 36
- Est. −$6.36M
- Sold out
- 13
- Est. −$137.0K
Top 5 holdings
Share of this quarter's portfolio value
- Dimensional ETF Trust25434V10415.1%$43.4M
- Vanguard World FD9219107336.5%$18.7M
- Dimensional ETF Trust25434V8075.9%$16.9M
- J P Morgan Exchange Traded F46641Q6705.7%$16.3M
- Vanguard Morningstar Growth ETF9229087364.8%$13.9M
Share of portfolio
Top 5 holdings and the other 246 positions, by share of portfolio value
- Dimensional ETF Trust15.1%
- Vanguard World FD6.5%
- Dimensional ETF Trust5.9%
- J P Morgan Exchange Traded F5.7%
- Vanguard Morningstar Growth ETF4.8%
- Other 246 positions62.0%
Biggest buys
New and added positions, by estimated amount bought
- J P Morgan Exchange Traded F46641Q852+$3.53MAdded
- BlackRock ETF Trust II092528207+$1.05MAdded
- Dimensional ETF Trust25434V203+$874.1KAdded
- PIMCO ETF Tr72201R577+$783.3KAdded
- Dimensional ETF Trust25434V765+$673.2KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- J P Morgan Exchange Traded F46641Q852+1.21 pp2.8% → 4.0%
- BlackRock ETF Trust II092528207+0.37 pp0.1% → 0.4%
- Dimensional ETF Trust25434V203+0.33 pp0.9% → 1.2%
- Dimensional ETF Trust25434V765+0.28 pp1.7% → 2.0%
- PIMCO ETF Tr72201R577+0.28 pp0.3% → 0.5%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard World FD921910733−$910.8KReduced
- iShares Tr46436E767−$766.7KReduced
- Vanguard Whitehall FDS921946810−$714.7KReduced
- Dimensional ETF Trust25434V807−$607.4KReduced
- JPMorgan Ultra-Short Income ETF46641Q837−$604.3KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard World FD921910733−0.76 pp7.3% → 6.5%
- Vanguard Morningstar Growth ETF922908736−0.52 pp5.3% → 4.8%
- Dimensional ETF Trust25434V104−0.43 pp15.5% → 15.1%
- iShares Tr46436E767−0.41 pp4.8% → 4.4%
- Vanguard Whitehall FDS921946810−0.31 pp2.7% → 2.4%
Metrics
13F metrics for Q1 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $287.6M
- −$3.33M (−1.1%) vs. prior quarter
- Positions
- 251
- +16 vs. prior quarter
- Top 10 concentration
- 56.4%
- Top 10 as share of value
- Turnover
- 2.2%
- Q1 2026, one quarter
- Average holding period
- 11.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.
13F filings by quarter
18 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $290.9M (Q4 2025)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q1 2026 | May 1, 2026 | 251 | $287.6M | Dimensional ETF TrustVanguard World FDDimensional ETF Trust | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 23, 2026 | 235 | $290.9M | Dimensional ETF TrustVanguard World FDDimensional ETF Trust | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 10, 2025 | 241 | $256.3M | Dimensional ETF TrustVanguard World FDVanguard Morningstar Growth ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 24, 2025 | 255 | $242.4M | Dimensional ETF TrustVanguard World FDVanguard Morningstar Growth ETF | vs. Q1 2025 | SEC |
| Q1 2025 | May 9, 2025 | 222 | $222.7M | Dimensional ETF TrustVanguard World FDVanguard Morningstar Growth ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 29, 2025 | 235 | $208.1M | Dimensional ETF TrustJ P Morgan Exchange Traded FVanguard World FD | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 18, 2024 | 216 | $203.5M | Dimensional ETF TrustJ P Morgan Exchange Traded FVanguard World FD | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 26, 2024 | 343 | $192.7M | Dimensional ETF TrustJ P Morgan Exchange Traded FVanguard World FD | vs. Q1 2024 | SEC |
| Q1 2024 | May 3, 2024 | 165 | $91.3M | Dimensional ETF TrustDimensional World Ex U.S. Core Equity 2 ETFDimensional ETF Trust | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 26, 2024 | 237 | $154.4M | Dimensional ETF TrustiShares TrVanguard World FD | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 6, 2023 | 136 | $81.1M | Dimensional ETF TrustDimensional World Ex U.S. Core Equity 2 ETFDimensional U.S. Small Cap ETF | vs. Q2 2023 | SEC |
| Q2 2023 | Jul 14, 2023 | 251 | $152.5M | J P Morgan Exchange Traded FiShares TrVanguard Morningstar Growth ETF | vs. Q1 2023 | SEC |
| Q1 2023 | May 5, 2023 | 262 | $140.8M | J P Morgan Exchange Traded FiShares TrVanguard Morningstar Growth ETF | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 14, 2023 | 252 | $126.8M | J P Morgan Exchange Traded FiShares TrVanguard Morningstar Growth ETF | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 1, 2022 | 237 | $118.6M | T Rowe Price Exchange-TradediShares TrVanguard Morningstar Growth ETF | vs. Q2 2022 | SEC |
| Q2 2022 | Jul 22, 2022 | 294 | $113.5M | T Rowe Price Exchange-TradedVanguard Morningstar Growth ETFDimensional ETF Trust | vs. Q1 2022 | SEC |
| Q1 2022 | Apr 29, 2022 | 294 | $99.4M | Vanguard Morningstar Growth ETFiShares IncDimensional ETF Trust | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 14, 2022 | 312 | $101.6M | Vanguard Morningstar Growth ETFiShares IncVanguard Index FDS | – | SEC |