V2 Financial group LLC
Q4 2025 13F Holdings
- Locationnaperville, IL
- Num holdings
98
- Value ($000)
$202,998
- Date Filed01/21/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $94.82M | 47 % | 139,053 | ||
T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 | $7M | 3 % | 183,047 | ||
SSGA ACTIVE ETF TR | STATE STREET DOU | 78467V848 | $6.68M | 3 % | 165,978 | ||
ISHARES TR | 20 YR TR BD ETF | 464287432 | $6.29M | 3 % | 72,125 | ||
APPLE INC | COM | 037833100 | $4.3M | 2 % | 15,832 | ||
AMAZON COM INC | COM | 023135106 | $4.26M | 2 % | 18,438 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $4.06M | 2 % | 123,459 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | $4.01M | 2 % | 12,769 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | $3.56M | 2 % | 24,261 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | $2.87M | 1 % | 8,700 |
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