V2 Financial group LLC: 13F holdings
CIK 20228432026Q2
| Positions | 123 |
|---|---|
| Reported value | $268.5m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 147,986 | $110.5m | 41.2% |
| DFUS DIMENSIONAL ETF TRUST | 173,035 | $14.2m | 5.3% |
| T ROWE PRICE EXCHANGE-TRADED | 215,949 | $8.9m | 3.3% |
| AAPL APPLE INC | 28,597 | $8.3m | 3.1% |
| SCHD SCHWAB STRATEGIC TR | 254,527 | $8.1m | 3.0% |
| TOTL SSGA ACTIVE ETF TR | 172,117 | $6.8m | 2.5% |
| DIMENSIONAL ETF TRUST | 152,178 | $5.9m | 2.2% |
| GOOG ALPHABET INC | 15,061 | $5.3m | 2.0% |
| AMZN AMAZON COM INC | 20,481 | $4.9m | 1.8% |
| PAVE DIMENSIONAL ETF TRUST | 75,208 | $3.9m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2022843")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.