StockDriftsStockDriftsTop 50 V2 Financial group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 41.17% | 148.0K | $110.5M | +2.17%(+3.14K) | $434.09(+78.61%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 5.28% | 173.0K | $14.2M | +274.79%(+126.87K) | $74.65(+13.71%) | 2026-06-30 | |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | 3.31% | 215.9K | $8.9M | +10.40%(+20.34K) | $34.58(+24.16%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.08% | 28.6K | $8.3M | +6.22%(+1.68K) | $190.97(+59.91%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.01% | 254.5K | $8.1M | +418.28%(+205.42K) | $30.47(+12.78%) | 2026-06-30 | |
| TOTL | SSGA ACTIVE ETF TR | 2.53% | 172.1K | $6.8M | +1.04%(+1.78K) | $40.51(-4.13%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 2.2% | 152.2K | $5.9M | +19.11%(+24.41K) | $31.69(+28.29%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.98% | 15.1K | $5.3M | +0.44%(+66) | $232.68(+47.26%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.82% | 20.5K | $4.9M | +2.22%(+445) | $188.51(+39.27%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 1.45% | 75.2K | $3.9M | +139.75%(+43.84K) | $47.02(+14.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.41% | +45.88% | +7.18% | +41.47% |
| Top 20 Holdings Unweighted | +12.35% | +41.82% | +5.46% | +30.46% |
V2 Financial group LLC reports $268.45M in US-listed equity holdings across 123 positions in its most recent 13F filing. Its largest disclosed positions are SPY (41.2%), DFUS (5.3%) and TCAF (3.3%). The top 20 holdings account for 76.3% of reported assets. Its disclosed equity book has returned +45.88% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track V2 Financial group LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from V2 Financial group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2022843). View V2 Financial group LLC’s 13F filings on SEC