V2 Financial Group LLC Top Holdings and 13F Report (2026) About V2 Financial Group LLCInvestment ActivityV2 Financial Group LLC has $214.70 million in total holdings as of March 31, 2026.V2 Financial Group LLC owns shares of 108 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 11.25% of the portfolio was purchased this quarter.About 1.08% of the portfolio was sold this quarter.This quarter, V2 Financial Group LLC has purchased 98 new stocks and bought additional shares in 44 stocks.V2 Financial Group LLC sold shares of 19 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $94,199,564T. Rowe Price Capital Appreciation Equity ETF $6,961,848Apple $6,832,635SPDR Doubleline Total Return Tactical ETF $6,767,642iShares 20+ Year Treasury Bond ETF $6,082,566 Largest New Holdings this Quarter 25434V401 - Dimensional U.S. Equity ETF $3,273,790 Holding25434V104 - Dimensional US Core Equity Market ETF $1,415,368 Holding25434V203 - Dimensional International Core Equity Market ETF $682,903 Holding46436E718 - iShares 0-3 Month Treasury Bond ETF $638,064 Holding084670702 - Berkshire Hathaway $618,168 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 5,794 shares (about $3.77M)Dimensional U.S. Equity ETF 46,168 shares (about $3.27M)Vanguard Short-Term Corporate Bond ETF 38,226 shares (about $3.03M)Apple 11,090 shares (about $2.81M)Dimensional US Core Equity Market ETF 31,369 shares (about $1.42M) Largest Sales this Quarter Vanguard S&P 500 ETF 1,129 shares (about $674.66K)iShares 20+ Year Treasury Bond ETF 1,960 shares (about $169.91K)Pfizer 4,177 shares (about $117.29K)iShares MSCI India ETF 1,019 shares (about $47.73K)iShares Dow Jones U.S. ETF 300 shares (about $47.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofV2 Financial Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$94,199,564$3,768,061 â–²4.2%144,84743.9%FinanceTCAFT. Rowe Price Capital Appreciation Equity ETF$6,961,848$447,189 â–²6.9%195,6123.2%ETFAAPLApple$6,832,635$2,814,573 â–²70.0%26,9223.2%Computer and TechnologyTOTLSPDR Doubleline Total Return Tactical ETF$6,767,642$173,342 â–²2.6%170,3413.2%ETFTLTiShares 20+ Year Treasury Bond ETF$6,082,566$169,911 â–¼-2.7%70,1652.8%ETFDFSVDimensional US Small Cap Value ETF$4,476,959$150,952 â–²3.5%127,7672.1%ETFGOOGAlphabet$4,301,529$638,560 â–²17.4%14,9952.0%Computer and TechnologyAMZNAmazon.com$4,172,898$332,815 â–²8.7%20,0361.9%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$3,807,576$3,030,175 â–²389.8%48,0331.8%ETFDFUSDimensional U.S. Equity ETF$3,273,790$3,273,790 â–²New Holding46,1681.5%ETFBABAAlibaba Group$3,015,807$27,978 â–¼-0.9%24,0381.4%Retail/WholesaleMSFTMicrosoft$2,404,304$299,104 â–²14.2%6,4951.1%Computer and TechnologyUNHUnitedHealth Group$2,377,206$23,001 â–²1.0%8,7851.1%MedicalGOOGLAlphabet$2,353,453$150,685 â–²6.8%8,1841.1%Computer and TechnologyNVDANVIDIA$2,156,306$688,365 â–²46.9%12,3641.0%Computer and TechnologySPYDSPDR Portfolio S&P 500 High Dividend ETF$2,100,858$798,382 â–²61.3%46,1521.0%ETFMETAMeta Platforms$2,019,376$124,709 â–²6.6%3,5300.9%Computer and TechnologyLEGLeggett & Platt$2,017,624$39,925 â–¼-1.9%204,2130.9%Consumer DiscretionaryABBVAbbVie$1,890,842$2,827 â–¼-0.1%8,6940.9%MedicalBABoeing$1,779,527$41,995 â–²2.4%8,9410.8%AerospaceINDAiShares MSCI India ETF$1,757,530$47,730 â–¼-2.6%37,5220.8%ETFXLVHealth Care Select Sector SPDR Fund$1,617,851$147 â–²0.0%11,0350.8%ETFDISWalt Disney$1,554,550$22,264 â–¼-1.4%16,1290.7%Consumer DiscretionarySCHDSchwab US Dividend Equity ETF$1,506,701$426,761 â–²39.5%49,1100.7%ETFVOOVanguard S&P 500 ETF$1,459,871$674,660 â–¼-31.6%2,4430.7%ETFXLPConsumer Staples Select Sector SPDR Fund$1,437,2480.0%17,5320.7%ETFDFAUDimensional US Core Equity Market ETF$1,415,368$1,415,368 â–²New Holding31,3690.7%ETFVTIVanguard Total Stock Market ETF$1,351,248$642 â–²0.0%4,2120.6%ETFCOSTCostco Wholesale$1,250,633$116,593 â–²10.3%1,2550.6%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$1,209,3900.0%9,1000.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,100,110$28,987 â–¼-2.6%11,0820.5%FinanceAJGArthur J. Gallagher & Co.$1,058,2100.0%4,8860.5%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$1,002,6160.0%9,2000.5%FinancePFFiShares Preferred and Income Securities ETF$952,624$61 â–¼0.0%31,4190.4%ETFVBVanguard Small-Cap ETF$946,673$52,651 â–²5.9%3,6140.4%ETFINTCIntel$932,375$25,110 â–¼-2.6%21,1280.4%Computer and TechnologyVPUVanguard Utilities ETF$931,2580.0%4,7000.4%ETFVYMVanguard High Dividend Yield ETF$918,2200.0%6,2000.4%Financial ServicesPALANTIR TECHNOLOGIES INC$912,348$72,116 â–²8.6%6,2370.4%CL AITAiShares U.S. Aerospace & Defense ETF$875,0000.0%4,0000.4%ETFIYYiShares Dow Jones U.S. ETF$871,475$47,535 â–¼-5.2%5,5000.4%ETFIHIiShares U.S. Medical Devices ETF$853,6000.0%16,0000.4%ETFNFLXNetflix$829,101$238,740 â–²40.4%8,6230.4%Consumer DiscretionaryPFEPfizer$820,270$117,290 â–¼-12.5%29,2120.4%MedicalXLFFinancial Select Sector SPDR Fund$812,7040.0%16,4610.4%ETFIYHiShares U.S. Healthcare ETF$801,3200.0%13,0000.4%ETFVZVerizon Communications$747,779$24,949 â–¼-3.2%14,8960.3%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$699,3640.0%15,2400.3%ETFDFAIDimensional International Core Equity Market ETF$682,903$682,903 â–²New Holding17,5280.3%ETFVDCVanguard Consumer Staples ETF$676,0160.0%3,0100.3%ETFIWMiShares Russell 2000 ETF$657,706$248 â–²0.0%2,6520.3%FinanceSGOViShares 0-3 Month Treasury Bond ETF$638,064$638,064 â–²New Holding6,3390.3%ETFJNJJohnson & Johnson$618,922$32,266 â–²5.5%2,5320.3%MedicalBRK.BBerkshire Hathaway$618,168$618,168 â–²New Holding1,2900.3%FinanceTAT&T$608,696$145 â–¼0.0%20,9970.3%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$597,359$4,800 â–¼-0.8%2,4890.3%ETFBLACKROCK ETF TRUST II$498,753$498,753 â–²New Holding9,8900.2%ISHARES SHORT-TEDFCADimensional California Municipal Bond ETF$495,509$495,509 â–²New Holding9,9400.2%ETFGSThe Goldman Sachs Group$479,953$49,942 â–²11.6%5670.2%FinanceISRGIntuitive Surgical$473,898$3,227 â–²0.7%1,0280.2%MedicalCVXChevron$469,042$12,000 â–¼-2.5%2,2670.2%EnergyAVUVAvantis U.S. Small Cap Value ETF$454,231$22,203 â–²5.1%4,1120.2%ETFVCRVanguard Consumer Discretionary ETF$430,8360.0%1,2000.2%ETFIWBiShares Russell 1000 ETF$427,8720.0%1,2000.2%ETFUGIUGI$409,788$364 â–²0.1%11,2520.2%UtilitiesQQQInvesco QQQ$389,5970.0%6750.2%FinanceORCLOracle$372,677$23,099 â–²6.6%2,5330.2%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$369,4740.0%3,8000.2%ETFPPAInvesco Aerospace & Defense ETF$364,5400.0%2,2000.2%ETFCRMSalesforce$363,003$560 â–²0.2%1,9450.2%Computer and TechnologyBDXBecton, Dickinson and Company$350,5290.0%2,2290.2%MedicalVGTVanguard Information Technology ETF$348,8600.0%5000.2%ETFIYWiShares U.S. Technology ETF$344,6980.0%1,9000.2%ManufacturingRSPInvesco S&P 500 Equal Weight ETF$342,961$3,838 â–²1.1%1,7870.2%ETFHDHome Depot$339,732$8,880 â–²2.7%1,0330.2%Retail/WholesaleCVSCVS Health$334,035$646 â–²0.2%4,6510.2%MedicalTSMTaiwan Semiconductor Manufacturing$328,949$65,587 â–²24.9%9730.2%Computer and TechnologySHOPIFY INC$328,103$1,186 â–¼-0.4%2,7660.2%CL A SUB VTG SHSBSVVanguard Short-Term Bond ETF$317,9530.0%4,0550.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$315,887$315,887 â–²New Holding9,2990.1%ETFCSCOCisco Systems$315,592$10,398 â–²3.4%4,0670.1%Computer and TechnologyAVGOBroadcom$302,898$83,846 â–²38.3%9790.1%Computer and TechnologyMOAltria Group$302,366$5,741 â–¼-1.9%4,5820.1%Consumer StaplesIYJiShares U.S. Industrials ETF$295,0800.0%2,0000.1%ETFVVisa$290,255$28,723 â–²11.0%9600.1%Business ServicesIHEiShares U.S. Pharmaceuticals ETF$286,0440.0%3,3000.1%ETFTSLATesla$285,876$25,279 â–²9.7%7690.1%Auto/Tires/TrucksXSWSPDR S&P Software & Services ETF$270,3510.0%1,9000.1%ETFLAM RESEARCH CORP$267,766$267,766 â–²New Holding1,2530.1%COM NEWIBMInternational Business Machines$263,236$1,454 â–²0.6%1,0860.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$258,072$21,506 â–²9.1%1,2000.1%ETFIYKiShares U.S. Consumer Staples ETF$252,1080.0%3,6000.1%ETFCATCaterpillar$250,214$250,214 â–²New Holding3530.1%IndustrialsPMPhilip Morris International$246,207$35,054 â–²16.6%1,4890.1%Consumer StaplesIJJiShares S&P Mid-Cap 400 Value ETF$238,5000.0%1,8000.1%ETFIWDiShares Russell 1000 Value ETF$235,0370.0%1,1000.1%ETFJPMJPMorgan Chase & Co.$233,047$27,071 â–²13.1%7920.1%FinanceXLBMaterials Select Sector SPDR Fund$221,6730.0%4,4360.1%ETFUUnity Software$219,4000.0%10,0000.1%Computer and TechnologyMRKMerck & Co., Inc.$218,326$218,326 â–²New Holding1,8150.1%MedicalShowing largest 100 holdings. 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