BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CALI BLACKROCK ETF TRUST II 10,250.0 $518K 0.19% +360.0 +3.6% $50.53 -0.5%
62 AMD ADVANCED MICRO DEVICES INC Technology 865.0 $502K 0.19% NEW $580.91 -17.8%
63 VCR VANGUARD WORLD FD 1,250.0 $496K 0.18% +50.0 +4.2% $396.61 -2.3%
64 AVUV AMERICAN CENTY ETF TR 3,963.0 $494K 0.18% -149.0 -3.6% $124.76 +1.7%
65 IWB ISHARES TR 1,200.0 $491K 0.18% $409.50 +2.9%
66 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,018.0 $486K 0.18% +45.0 +4.6% $477.74 -10.2%
67 QQQ INVESCO QQQ TR Financial Services 657.0 $484K 0.18% -18.0 -2.7% $736.40 -2.4%
68 IYW ISHARES TR 1,900.0 $479K 0.18% $252.23 +0.4%
69 VGT VANGUARD WORLD FD 4,000.0 $478K 0.18% +4K +700.0% $119.52 +1.5%
70 CSCO CISCO SYS INC Technology 4,056.0 $476K 0.18% $117.46 -7.0%
71 TSLA TESLA INC Consumer Cyclical 1,108.0 $466K 0.17% +339.0 +44.1% $420.60 -15.8%
72 AVGO BROADCOM INC Technology 1,231.0 $465K 0.17% +252.0 +25.7% $377.64 -5.2%
73 T AT&T INC Communication Services 21,009.0 $435K 0.16% $20.70 +24.0%
74 BB BLACKBERRY LTD Technology 33,375.0 $422K 0.16% +1K +4.0% $12.65 -39.1%
75 IWR ISHARES TR 3,800.0 $419K 0.16% $110.32 +1.4%
76 ISRG INTUITIVE SURGICAL INC Healthcare 1,028.0 $409K 0.15% $397.68 -7.8%
77 RSP INVESCO EXCHANGE TRADED FD T 1,837.0 $391K 0.15% +50.0 +2.8% $212.77 +2.9%
78 PPA INVESCO EXCHANGE TRADED FD T 2,200.0 $389K 0.14% $176.65 -6.5%
79 UGI UGI CORP NEW Utilities 11,162.0 $386K 0.14% -90.0 -0.8% $34.54 +9.8%
80 CVX CHEVRON CORPORATION Energy 2,276.0 $377K 0.14% $165.76 +25.8%
Page 4 of 7  ·  123 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%