V2 Financial Group LLC Portfolio Holdings

V2 Financial Group LLC

  • $160 Million
  • Q2 2025

V2 Financial Group LLC has filed its 13F form on August 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $160 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $86.2M, Ishares Barclays 20+ Year Trea with a value of $6.41M, Ssga Active ETF Tr Spdr Doblel with a value of $5.13M, Apple Inc. with a value of $3.21M, and Unitedhealth Group Inc with a value of $2.7M.

Examining the 13F form we can see an increase of $10.2M in the current position value, from $150M to 160M.

V2 Financial Group LLC is based out at Naperville, IL

Below you can find more details about V2 Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $160 Million
ETFs: $126 Million
Technology: $8.55 Million
Communication Services: $7.74 Million
Consumer Cyclical: $7.22 Million
Healthcare: $6.01 Million
Industrials: $2.34 Million
Consumer Defensive: $1.32 Million
Financial Services: $809,000
Other: $644,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $160 Million
  • Prior Value $150 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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