V2 Financial group LLC

All 13F Filings

Location
Naperville, IL
Most recent 13F
Q2 2026
Holdings value ($000)
268,454
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/10/2026 123 268,454 13F-HR V2 Financial group LLC
Q1 2026 5/4/2026 108 214,704 13F-HR V2 Financial group LLC
Q4 2025 1/21/2026 98 202,998 13F-HR V2 Financial group LLC
Q3 2025 10/16/2025 92 180,540 13F-HR V2 Financial group LLC
Q2 2025 8/18/2025 85 165,859 13F-HR V2 Financial group LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 68.35 K 25.5% 14.87 K 0 14.87 K
ETFs 199.8 K 74.4% 38.85 K 0 38.85 K
Debt 353 0.1% 35 0 35
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Fund Snapshot

Q2 2026
Latest filed
8/10/2026
Total value ($000)
268,454
Holdings
123
QoQ value change ($000)
53,750 (25.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.