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Portfolio (Quarterly) Guide ↗

V2 Financial group LLC

· CIK 0002022843
13F Portfolio $203M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 98 New
Page 4 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UGI UGI CORP NEW Utilities 11,242.0 $421K 0.21% NEW $37.43 -6.0%
62 QQQ INVESCO QQQ TR Financial Services 675.0 $415K 0.20% NEW $614.31 +18.7%
63 AVUV AMERICAN CENTY ETF TR 3,911.0 $399K 0.20% NEW $101.98 +18.7%
64 ADBE ADOBE INC Technology 1,125.0 $394K 0.19% NEW $349.99 -31.9%
65 IYW ISHARES TR 1,900.0 $379K 0.19% NEW $199.68 +23.4%
66 VGT VANGUARD WORLD FD 500.0 $377K 0.19% NEW $753.78 -84.4%
67 CVS CVS HEALTH CORP Healthcare 4,642.0 $368K 0.18% NEW $79.36 +16.0%
68 IWR ISHARES TR 3,800.0 $366K 0.18% NEW $96.27 +10.8%
69 XSW SPDR SERIES TRUST 1,900.0 $356K 0.17% NEW $187.14 -11.7%
70 CVX CHEVRON CORP NEW Energy 2,325.0 $354K 0.17% NEW $152.41 +19.7%
71 HD HOME DEPOT INC Consumer Cyclical 1,006.0 $346K 0.17% NEW $344.17 -7.6%
72 PPA INVESCO EXCHANGE TRADED FD T 2,200.0 $345K 0.17% NEW $156.63 +11.4%
73 RSP INVESCO EXCHANGE TRADED FD T 1,767.0 $338K 0.17% NEW $191.56 +8.3%
74 IBM INTERNATIONAL BUSINESS MACHS Technology 1,080.0 $320K 0.16% NEW $296.21 -13.8%
75 BSV VANGUARD BD INDEX FDS 4,055.0 $320K 0.16% NEW $78.81 -1.0%
76 TSLA TESLA INC Consumer Cyclical 701.0 $315K 0.15% NEW $449.72 -2.1%
77 V VISA INC Financial Services 865.0 $303K 0.15% NEW $350.80 -6.6%
78 CSCO CISCO SYS INC Technology 3,933.0 $303K 0.15% NEW $77.02 +55.4%
79 IYJ ISHARES TR 2,000.0 $296K 0.15% NEW $148.17 +6.9%
80 IHE ISHARES TR 3,300.0 $280K 0.14% NEW $84.83 +8.3%
Page 4 of 5  ·  98 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 66.3%
Technology 9.7%
Communication Services 8.3%
Consumer Cyclical 7.3%
Healthcare 5.3%
Industrials 1.5%
Consumer Defensive 1.1%
Utilities 0.3%
Energy 0.2%