V2 Financial group LLC

Q1 2026 13F-HR Detailed Holdings

Location
Naperville, IL
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$214,704
Net value change ($000)
+11,706 (5.8%)
New positions
14
Sold out positions
4
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFUS 3,274 NEW
VCSH 3,026 387.0%
AAPL 2,529 58.8%
DFAU 1,415 NEW
SPYD 864 69.8%
DFAI 683 NEW
SGOV 638 NEW
BRK-B 618 NEW
NVDA 586 37.3%
SCHD 541 56.0%
Top Reduces (Value $000, Stocks/ETFs)
VOO -780 -34.8%
SPY -623 -0.7%
BABA -540 -15.2%
UNH -495 -17.2%
ADBE -394 -100.0%
MSFT -346 -12.6%
INDA -325 -15.6%
DIS -306 -16.4%
LEG -273 -11.9%
QCOM -265 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Venkata K Vedam
2 Aiylam Sankaran
3 Prakhar Bansal