Financial Connections Group, Inc.
RIA/Wealth
Financial Connections Group, Inc. is a RIA/Wealth based in Larkspur, CA led by Jill Doryce Hollander, reporting $480.8M in AUM as of Q3 2025 with 92% ETF concentration, 60% concentrated in top 10 holdings, and minimal technology exposure.
PresidentJill Doryce Hollander
- Portfolio Value
- $241.9M
- Positions
- 209
- Top Holding
- DFAU at 14.15%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Financial Connections Group, Inc.'s portfolio (60% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $34.2M | 14.15% | -$891.3K Sold | — 748.2K shares | |
ETF ETF | $21.1M | 8.74% | +$679.0K Bought | — 178.6K shares | |
ETF ETF | $15.3M | 6.33% | -$1.2M Sold | — 31.9K shares | |
ETF ETF | $14.0M | 5.78% | +$86.2K Bought | — 303.2K shares | |
ETF ETF | $13.6M | 5.62% | +$829.3K Bought | — 237.1K shares | |
ETF ETF | $11.8M | 4.89% | +$326.7K Bought | — 248.6K shares | |
ETF ETF | $9.1M | 3.74% | -$437.1K Sold | — 158.8K shares | |
ETF ETF | $8.9M | 3.69% | +$89.9K Bought | — 312.0K shares | |
ETF ETF | $8.8M | 3.65% | -$490.4K Sold | — 281.8K shares | |
ETF ETF | $8.2M | 3.38% | +$53.5K Bought | — 113.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Financial Connections Group, Inc.'s latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Financial Connections Group, Inc.
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