Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
V2 Financial group LLC (CIK 2022843) reported $268.5M across 123 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($110.5M, 41.17%), DFUS ($14.2M, 5.28%), TCAF ($8.9M, 3.31%), AAPL ($8.3M, 3.08%), SCHD ($8.1M, 3.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $110.5M | 41.17% | 147,986 | Added |
| 2 | DFUS | DIMENSIONAL ETF TRUST | $14.2M | 5.28% | 173,035 | Added |
| 3 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $8.9M | 3.31% | 215,949 | Added |
| 4 | AAPL | APPLE INC | $8.3M | 3.08% | 28,597 | Added |
| 5 | SCHD | SCHWAB STRATEGIC TR | $8.1M | 3.01% | 254,527 | Added |
| 6 | TOTL | SSGA ACTIVE ETF TR | $6.8M | 2.53% | 172,117 | Added |
| 7 | DFSV | DIMENSIONAL ETF TRUST | $5.9M | 2.20% | 152,178 | Added |
| 8 | GOOG | ALPHABET INC | $5.3M | 1.98% | 15,061 | Added |
| 9 | AMZN | AMAZON COM INC | $4.9M | 1.82% | 20,481 | Added |
| 10 | DFAU | DIMENSIONAL ETF TRUST | $3.9M | 1.45% | 75,208 | Added |
| 11 | UNH | UNITEDHEALTH GROUP INC | $3.5M | 1.31% | 8,444 | Trimmed |
| 12 | VCSH | VANGUARD SCOTTSDALE FDS | $3.4M | 1.27% | 42,985 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $3.1M | 1.16% | 15,591 | Added |
| 14 | GOOGL | ALPHABET INC | $3.0M | 1.11% | 8,370 | Added |
| 15 | MSFT | MICROSOFT CORP | $2.8M | 1.03% | 7,438 | Added |
| 16 | SPYD | SPDR SERIES TRUST | $2.8M | 1.03% | 57,963 | Added |
| 17 | SGOV | ISHARES TR | $2.7M | 1.01% | 27,034 | Added |
| 18 | INTC | INTEL CORP | $2.4M | 0.90% | 17,359 | Trimmed |
| 19 | META | META PLATFORMS INC | $2.2M | 0.84% | 3,981 | Added |
| 20 | ABBV | ABBVIE INC | $2.2M | 0.81% | 8,694 | Hold |
| 21 | VTI | VANGUARD INDEX FDS | $1.9M | 0.72% | 5,197 | Added |
| 22 | XLV | SELECT SECTOR SPDR TR | $1.9M | 0.70% | 11,898 | Added |
| 23 | BA | BOEING CO | $1.8M | 0.69% | 8,539 | Trimmed |
| 24 | INDA | ISHARES TR | $1.8M | 0.69% | 37,254 | Trimmed |
| 25 | XLK | SELECT SECTOR SPDR TR | $1.8M | 0.67% | 9,504 | Added |
Source: SEC Form 13F filings · as of 2026-06-30