V2 Financial Group LLC
V2 Financial Group LLC is a registered investment advisor (RIA) headquartered in Naperville, Illinois. Founded in 2011, the firm is a fee-based independent financial advisory group providing sophisticated, comprehensive financial advice and wealth management services. With a team of 4 employees, 75% of whom are investment professionals, V2 Financial Group serves primarily high net worth and other individual clients, helping them achieve financial independence through personalized financial planning and disciplined investment management.
Investment Strategy
V2 Financial Group LLC employs a steady, disciplined investment approach with a fiduciary mindset, prioritizing clients' interests. Their strategy spans diversified portfolio management, including equities such as Apple, Amazon, Microsoft, and other major blue-chip stocks. The firm emphasizes comprehensive financial planning and wealth management, aiming to take emotion out of investing and deliver a clear, process-driven game plan tailored to individual and high net worth clients.
Top Holdings
Equity Positions (92)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 51.26% | $92.5M | 138,919 | $418.81 | $666.18 | +$6.3M |
T TLT | ISHARES TR | 3.46% | $6.2M | 69,921 | $92.64 | $89.37 | -$163.4K |
T TOTL | SSGA ACTIVE ETF TR | 3.31% | $6.0M | 147,216 | $40.16 | $40.57 | +$840.5K |
T TCAF | T ROWE PRICE ETF INC | 3.19% | $5.8M | 152,690 | $33.31 | $37.70 | +$416.4K |
A AAPL | APPLE INC | 2.19% | $3.9M | 15,506 | $136.77 | $254.63 | +$734.5K |