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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 6 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DFAR DIMENSIONAL ETF TRUST 10,496.0 $275K 0.10% NEW $26.16 -1.2%
102 PM PHILIP MORRIS INTL INC Consumer Defensive 1,508.0 $273K 0.10% +19.0 +1.3% $180.96 +0.9%
103 CVS CVS HEALTH CORP Healthcare 2,613.0 $270K 0.10% -2K -43.8% $103.45 -6.5%
104 IWD ISHARES TR 1,100.0 $267K 0.10% $242.43 +6.3%
105 IJJ ISHARES TR 1,800.0 $266K 0.10% $147.73 +0.3%
106 JPM JPMORGAN CHASE & CO Financial Services 802.0 $263K 0.10% +10.0 +1.3% $327.43 +9.5%
107 IYK ISHARES TR 3,600.0 $262K 0.10% $72.66 +2.5%
108 FDN FIRST TR EXCHANGE-TRADED FD 950.0 $251K 0.09% NEW $264.72 +9.9%
109 IWN ISHARES TR 1,100.0 $243K 0.09% $221.20 +1.5%
110 VV VANGUARD INDEX FDS 700.0 $241K 0.09% $343.91 +3.2%
111 PANW PALO ALTO NETWORKS INC Technology 700.0 $239K 0.09% NEW $341.02 -2.3%
112 SPYM SPDR SERIES TRUST 2,705.0 $238K 0.09% $87.88 +3.2%
113 AMAT APPLIED MATLS INC Technology 322.0 $233K 0.09% NEW $723.00 -37.1%
114 LLY ELI LILLY & CO Healthcare 194.0 $233K 0.09% NEW $1199.43 -4.3%
115 IVV ISHARES TR 304.0 $228K 0.09% NEW $749.81 +3.2%
116 QUAL ISHARES TR 1,038.0 $228K 0.09% NEW $219.43 +1.4%
117 MMM 3M CO Industrials 1,393.0 $226K 0.08% -103.0 -6.9% $161.90 +4.1%
118 XLB SELECT SECTOR SPDR TR 4,436.0 $225K 0.08% $50.83 +3.2%
119 IHF ISHARES TR 4,000.0 $221K 0.08% NEW $55.33 +3.8%
120 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 533.0 $206K 0.08% NEW $386.49 +5.4%
Page 6 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%