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
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$92.54M
51 %

138,919

T
TLT

ISHARES TR

20 YR TR BD ETF
464287432
$6.25M
4 %

69,921

T
TOTL

SSGA ACTIVE ETF TR

SPDR TR TACTIC
78467V848
$5.97M
3 %

147,216

T
TCAF

T ROWE PRICE ETF INC

CAP APPRECIATION
87283Q867
$5.76M
3 %

152,690

A
AAPL

APPLE INC

COM
037833100
$3.95M
2 %

15,506

B
BABA

ALIBABA GROUP HLDG LTD

SPONSORED ADS
01609W102
$3.58M
2 %

20,014

U
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$2.88M
2 %

8,342

A
AMZN

AMAZON COM INC

COM
023135106
$2.52M
1 %

11,478

D
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
25434V815
$2.37M
1 %

74,522

I
INDA

ISHARES TR

MSCI INDIA ETF
46429B598
$2.07M
1 %

39,724

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