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venkatram krishnamurthy

V2 Financial Group Llc

Assets Managed
$214.704M
Holdings
108
Last Quarter
2026 - Q1
Filed Date
2mo ago
Growth Rate
5.77%(2Q avg: 9.11%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in V2 Financial Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 108 positions.

Assets under management

The assets under management (AUM) of V2 Financial Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 214.704M in assets, with a quarterly growth rate of 5.77% and a 2-quarter average growth rate of 9.11%. The portfolio is managed by venkatram krishnamurthy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 4.17%
43.88%
$94.2M
144,847 shares@ $650.34 avg price
TCAF
T Rowe Prc Cap Appreciation
Recent Activity
Increased 6.87%
3.25%
$6.962M
195,612 shares@ $35.6 avg price
AAPL
Apple Inc
Recent Activity
Increased 70.05%
3.19%
$6.833M
26,922 shares@ $253.8 avg price
TOTL
Spdr Doubleline Tr Tact Etf
Recent Activity
Increased 2.63%
3.16%
$6.768M
170,341 shares@ $39.73 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Decreased -2.71%
2.84%
$6.083M
70,165 shares@ $86.69 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 3.49%
2.09%
$4.477M
127,767 shares@ $35.05 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 17.44%
2.01%
$4.302M
14,995 shares@ $286.87 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 8.67%
1.95%
$4.173M
20,036 shares@ $208.28 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 389.79%
1.78%
$3.808M
48,033 shares@ $79.28 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
New Position
1.53%
$3.274M
46,168 shares@ $70.92 avg price

1-10 of 108