V2 Financial group LLC
Q3 2025 13F Holdings
- Locationnaperville, IL
- Num holdings
92
- Value ($000)
$180,540
- Date Filed10/16/2025
- Form type13F-HR
- CIK0002022843
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $92.54 M | 51 % | 138,919 | ||
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $6.25 M | 4 % | 69,921 | ||
TOTL SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | $5.97 M | 3 % | 147,216 | ||
TCAF T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 | $5.76 M | 3 % | 152,690 | ||
AAPL APPLE INC | COM | 037833100 | $3.95 M | 2 % | 15,506 | ||
BABA ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | $3.58 M | 2 % | 20,014 | ||
UNH UNITEDHEALTH GROUP INC | COM | 91324P102 | $2.88 M | 2 % | 8,342 | ||
AMZN AMAZON COM INC | COM | 023135106 | $2.52 M | 1 % | 11,478 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $2.37 M | 1 % | 74,522 | ||
INDA ISHARES TR | MSCI INDIA ETF | 46429B598 | $2.07 M | 1 % | 39,724 |
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