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Portfolio (Quarterly) Guide ↗

V2 Financial group LLC

· CIK 0002022843
13F Portfolio $268M AUM 123 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 50 Added 20 Reduced 4 Exited
Page 1 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 147,986.0 $110.5M 41.17% +3K +2.2% $746.77 +3.1%
2 DFUS DIMENSIONAL ETF TRUST 173,035.0 $14.2M 5.28% +127K +274.8% $81.94 +2.6%
3 TCAF T ROWE PRICE EXCHANGE-TRADED 215,949.0 $8.9M 3.31% +20K +10.4% $41.10 +4.2%
4 AAPL APPLE INC Technology 28,597.0 $8.3M 3.08% +2K +6.2% $289.36 +10.6%
5 SCHD SCHWAB STRATEGIC TR 254,527.0 $8.1M 3.01% +205K +418.3% $31.71 +9.7%
6 TOTL SSGA ACTIVE ETF TR 172,117.0 $6.8M 2.53% +2K +1.0% $39.47 -2.4%
7 DFSV DIMENSIONAL ETF TRUST 152,178.0 $5.9M 2.20% +24K +19.1% $38.79 +4.3%
8 AMZN AMAZON COM INC Consumer Cyclical 20,481.0 $4.9M 1.82% +445.0 +2.2% $238.34 +8.5%
9 DFAU DIMENSIONAL ETF TRUST 75,208.0 $3.9M 1.45% +44K +139.8% $51.69 +3.1%
10 NVDA NVIDIA CORPORATION Technology 15,591.0 $3.1M 1.16% +3K +26.1% $200.09 +15.1%
11 GOOGL ALPHABET INC Communication Services 8,370.0 $3.0M 1.11% +186.0 +2.3% $357.35 -5.3%
12 MSFT MICROSOFT CORP Technology 7,438.0 $2.8M 1.03% +943.0 +14.5% $373.03 +34.0%
13 SPYD SPDR SERIES TRUST 57,963.0 $2.8M 1.03% +12K +25.6% $47.71 +4.0%
14 SGOV ISHARES TR 27,034.0 $2.7M 1.01% +21K +326.5% $100.67 -0.2%
15 META META PLATFORMS INC Communication Services 3,981.0 $2.2M 0.83% +451.0 +12.8% $563.23 +9.5%
16 VTI VANGUARD INDEX FDS 5,197.0 $1.9M 0.72% +985.0 +23.4% $370.02 +2.6%
17 XLV SELECT SECTOR SPDR TR 11,898.0 $1.9M 0.70% +863.0 +7.8% $158.67 +8.1%
18 XLK SELECT SECTOR SPDR TR 9,504.0 $1.8M 0.67% +404.0 +4.4% $190.52 -1.7%
19 VOO VANGUARD INDEX FDS 2,569.0 $1.8M 0.66% +126.0 +5.2% $686.83 +3.1%
20 DFAI DIMENSIONAL ETF TRUST 42,694.0 $1.8M 0.66% +25K +143.6% $41.25 +5.2%
Page 1 of 3  ·  50 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 68.9%
Technology 13.9%
Healthcare 5.4%
Communication Services 5.2%
Consumer Cyclical 3.5%
Industrials 1.5%
Consumer Defensive 1.2%
Energy 0.2%
Utilities 0.2%