V2 Financial group LLC

V2 Financial group LLC reported 123 holdings worth US$268M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

V2 Financial group LLC reported 123 holdings worth US$268M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Amazon.com, Inc. Filed Aug 11, 2026 (Form 13F).

Holdings
123
Value as reported
US$268M

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C23,261US$8.31M3.1%
Apple Inc28,597US$8.27M3.1%
Amazon.com, Inc.20,481US$4.88M1.8%
Unitedhealth Group Incorporated8,444US$3.51M1.3%
Nvidia Corporation15,591US$3.12M1.2%
Microsoft Corp.7,438US$2.77M1.0%
Intel Corporation17,359US$2.42M0.90%
Meta Platforms, Inc.3,981US$2.24M0.84%
Abbvie Inc.8,694US$2.19M0.81%
Boeing Company (the)8,539US$1.85M0.69%
Walt Disney Company (the)16,110US$1.55M0.58%
Costco Wholesale Corporation1,284US$1.2M0.45%
Arthur J. Gallagher & Co.3,916US$899K0.33%
Netflix, Inc.10,307US$736K0.27%
Pfizer, Inc.29,665US$714K0.27%
Berkshire Hathaway Inc.1,345US$673K0.25%
Johnson & Johnson2,612US$663K0.25%
Palantir Technologies Inc.5,515US$643K0.24%
Verizon Communications Inc.14,896US$631K0.23%
Goldman Sachs Group, Inc. (the)567US$574K0.21%
Lam Research Corporation1,264US$548K0.20%
Advanced Micro Devices Inc865US$502K0.19%
Taiwan Semiconductor Manufacturing Co., Ltd.1,018US$486K0.18%
Cisco Systems, Inc.4,056US$476K0.18%
Tesla, Inc.1,108US$466K0.17%
Broadcom Inc.1,231US$465K0.17%
At&t Inc.21,009US$435K0.16%
Blackberry Limited33,375US$422K0.16%
Intuitive Surgical, Inc.1,028US$409K0.15%
Ugi Corporation11,162US$386K0.14%
Chevron Corporation2,276US$377K0.14%
Caterpillar, Inc.353US$376K0.14%
Home Depot, Inc. (the)1,024US$361K0.13%
Visa Inc.985US$338K0.13%
Oracle Corporation2,262US$331K0.12%
Altria Group, Inc.4,582US$330K0.12%
Merck & Company, Inc.2,537US$326K0.12%
Qualcomm Incorporated1,763US$326K0.12%
Becton, Dickinson And Company2,130US$322K0.12%
Shopify Inc.2,783US$318K0.12%
International Business Machines Corporation1,086US$305K0.11%
Salesforce, Inc.1,924US$301K0.11%
Unity Software Inc.10,000US$286K0.11%
Philip Morris International Inc1,508US$273K0.10%
Cvs Health Corporation2,613US$270K0.10%
Jp Morgan Chase & Co.802US$263K0.10%
Palo Alto Networks, Inc.700US$239K0.09%
Applied Materials, Inc.322US$233K0.09%
Eli Lilly And Company194US$233K0.09%
3m Company1,393US$226K0.08%
Elevance Health, Inc.533US$206K0.08%
Kimberly-clark Corporation1,866US$205K0.08%
Plug Power, Inc.10,300US$27,9130.01%
Exxon Mobil Corporation0US$00.00%
Leggett & Platt, Incorporated0US$00.00%
Pepsico, Inc.0US$00.00%

Source

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