Portfolio (Quarterly) Guide ↗

V2 Financial group LLC

· CIK 0002022843

13F Portfolio $215M AUM 108 positions Filed May 4, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 14 New 38 Added 15 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ADBE	ADOBE INC	Technology	1,125	$394K	0.19%	SOLD
2	QCOM	QUALCOMM INC	Technology	1,550	$265K	0.13%	SOLD
3	ELV	ELEVANCE HEALTH INC FORMERLY	Healthcare	576	$202K	0.10%	SOLD
4	SHY	ISHARES TR	—	2,418	$200K	0.10%	SOLD

Sector Allocation

Financial Services 65.5%

Technology 10.9%

Communication Services 8.4%

Consumer Cyclical 6.7%

Healthcare 4.8%

Industrials 1.5%

Consumer Defensive 1.4%

Energy 0.5%

Utilities 0.3%