account_balance
Investment manager · 13F filer · SEC CIK 2022843
V2 Financial group LLC
Reported value$298Mas of Sep 30, 2026
Positions134 14 new, 3 sold out
Top 10 weight66.0%SPY alone is 39%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
39.4%Added +4%
DFUSDimensional ETF Trust
6.0%Added +24%
AAPLApple Inc.
4.5%Added +40%
TCAFT Rowe Price Exchange-Traded
3.2%+4%
SCHDSchwab Strategic Tr
3.1%+13%
DFSVDfa Invt Dimensions Group In
2.1%Added +12%
TOTLSsga Active ETF Tr
2.1%−5%
DFAUDimensional ETF Trust
2.0%+49%
GOOGAlphabet Inc.
1.9%+8%
AMZNAmazon.com Inc
1.8%+4%
NVDA1.6%MSFT1.4%SPYSPDR S&P 500 ETF Trust
39.4%Added +4%
DFUSDimensional ETF Trust
6.0%+24%
AAPLApple Inc.
4.5%+40%
TCAF3.2%
SCHD3.1%
DFSV2.1%
TOTL2.1%
DFAU
GOOGAMZN1.8%NVDAMSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 39.4% Added +4%
DFUS Dimensional ETF Trust 6.0% Added +24%
AAPL Apple Inc. 4.5% Added +40%TCAF T Rowe Price Exchange-Traded 3.2% Added +4%
SCHD Schwab Strategic Tr 3.1% Added +13%
DFSV Dfa Invt Dimensions Group In 2.1% Added +12%
TOTL Ssga Active ETF Tr 2.1% Trimmed −5%
DFAU Dimensional ETF Trust 2.0% Added +49%
GOOG Alphabet Inc. 1.9% Added +8%AMZN Amazon.com Inc 1.8% Added +4%NVDA NVIDIA Corp 1.6% Added +32%MSFT Microsoft Corp 1.4% Added +12%What changed
Biggest moves since Jun 30, 2026
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