V2 Financial group LLC

Q2 2025 13F Holdings

  • Location
    naperville, IL
  • Num holdings

    85

  • Value ($000)

    $165,859

  • Date Filed
    08/18/2025
  • Form type
    13F-HR
  • CIK
    0002022843
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$86.22M
52 %

139,556

TLT
TLT

ISHARES TR

20 YR TR BD ETF
$6.41M
4 %

72,660

TCAF
TCAF

T ROWE PRICE ETF INC

CAP APPRECIATION
$5.34M
3 %

151,360

TOTL
TOTL

SSGA ACTIVE ETF TR

SPDR TR TACTIC
$5.13M
3 %

127,948

AAPL
AAPL

APPLE INC

COM
$3.21M
2 %

15,664

UNH
UNH

UNITEDHEALTH GROUP INC

COM
$2.70M
2 %

8,645

AMZN
AMZN

AMAZON COM INC

COM
$2.52M
2 %

11,478

BABA
BABA

ALIBABA GROUP HLDG LTD

SPONSORED ADS
$2.28M
1 %

20,064

INDA
INDA

ISHARES TR

MSCI INDIA ETF
$2.23M
1 %

40,043

DIS
DIS

DISNEY WALT CO

COM
$2.14M
1 %

17,218

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