V2 Financial group LLC

Q3 2025 13F Holdings

  • Location
    naperville, IL
  • Num holdings

    92

  • Value ($000)

    $180,540

  • Date Filed
    10/16/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$92.54M
51 %

138,919

TLT
TLT

ISHARES TR

20 YR TR BD ETF
464287432
$6.25M
4 %

69,921

TOTL
TOTL

SSGA ACTIVE ETF TR

SPDR TR TACTIC
78467V848
$5.97M
3 %

147,216

TCAF
TCAF

T ROWE PRICE ETF INC

CAP APPRECIATION
87283Q867
$5.76M
3 %

152,690

AAPL
AAPL

APPLE INC

COM
037833100
$3.95M
2 %

15,506

BABA
BABA

ALIBABA GROUP HLDG LTD

SPONSORED ADS
01609W102
$3.58M
2 %

20,014

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$2.88M
2 %

8,342

AMZN
AMZN

AMAZON COM INC

COM
023135106
$2.52M
1 %

11,478

DFSV
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
25434V815
$2.37M
1 %

74,522

INDA
INDA

ISHARES TR

MSCI INDIA ETF
46429B598
$2.07M
1 %

39,724

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