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| V2 Financial Group LLC
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|---|---|
| CRD # | 142189 |
| SEC # | 801-113522 |
| CIK # | 0002022843 |
| AUM | 350.5 M (2026-03-23) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 630-364-4529 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.8 | ||
| Alphabet Inc | 4.3 | ||
| Amazon Com Inc | 4.2 | ||
| Alibaba Group Holding Ltd | 3.0 | ||
| Microsoft Corp | 2.4 | ||
| UnitedHealth Group Inc | 2.4 | ||
| Alphabet Inc | 2.4 | ||
| Nvidia Corp | 2.2 | ||
| Facebook Inc | 2.0 | ||
| Leggett & Platt Inc | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 33.1 |
| (b) Individuals (high net worth individuals) | 119 | 316.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,036 | 350.5 |
| By Discretionary | ||
| Discretionary | 1,036 | 350.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,036 | 350.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 349.4 | |
| Total | 1,036 | 350.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002022843] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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