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V2 Financial group LLC

Q1 2026 13F Holdings

  • Location
    naperville, IL
  • Num holdings

    108

  • Value ($000)

    $214,704

  • Date Filed
    05/04/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$94.2M
44 %

144,847

T
TCAF

T ROWE PRICE ETF INC

CAP APPRECIATION
87283Q867
$6.96M
3 %

195,612

A
AAPL

APPLE INC

COM
037833100
$6.83M
3 %

26,922

T
TOTL

SSGA ACTIVE ETF TR

STATE STREET DOU
78467V848
$6.77M
3 %

170,341

T
TLT

ISHARES TR

20 YR TR BD ETF
464287432
$6.08M
3 %

70,165

D
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
25434V815
$4.48M
2 %

127,767

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$4.3M
2 %

14,995

A
AMZN

AMAZON COM INC

COM
023135106
$4.17M
2 %

20,036

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$3.81M
2 %

48,033

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$3.27M
2 %

46,168

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