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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DUSB DIMENSIONAL ETF TRUST 33,086.0 $1.7M 0.63% NEW $50.78 -0.0%
2 VBIL VANGUARD INSTL INDEX FD 12,284.0 $930K 0.35% NEW $75.68 -0.2%
3 BALI BLACKROCK ETF TRUST 19,943.0 $675K 0.25% NEW $33.83 +2.4%
4 DFAE DIMENSIONAL ETF TRUST 14,374.0 $578K 0.21% NEW $40.21 +0.9%
5 AMD ADVANCED MICRO DEVICES INC Technology 865.0 $502K 0.19% NEW $580.91 -17.8%
6 DFNM DIMENSIONAL ETF TRUST 6,961.0 $336K 0.12% NEW $48.34 -2.2%
7 QCOM QUALCOMM INC Technology 1,763.0 $326K 0.12% NEW $184.79 -8.7%
8 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 301.0 $290K 0.11% NEW $965.00 -12.0%
9 DFAR DIMENSIONAL ETF TRUST 10,496.0 $275K 0.10% NEW $26.16 -1.2%
10 FDN FIRST TR EXCHANGE-TRADED FD 950.0 $251K 0.09% NEW $264.72 +9.9%
11 PANW PALO ALTO NETWORKS INC Technology 700.0 $239K 0.09% NEW $341.02 -2.3%
12 AMAT APPLIED MATLS INC Technology 322.0 $233K 0.09% NEW $723.00 -37.1%
13 LLY ELI LILLY & CO Healthcare 194.0 $233K 0.09% NEW $1199.43 -4.3%
14 IVV ISHARES TR 304.0 $228K 0.09% NEW $749.81 +3.2%
15 QUAL ISHARES TR 1,038.0 $228K 0.09% NEW $219.43 +1.4%
16 IHF ISHARES TR 4,000.0 $221K 0.08% NEW $55.33 +3.8%
17 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 533.0 $206K 0.08% NEW $386.49 +5.4%
18 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,866.0 $205K 0.08% NEW $109.77 -4.4%
19 DVY ISHARES TR 1,300.0 $203K 0.08% NEW $156.30 +5.1%

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%