V
V2 Financial group LLC
RIA/Wealth
V2 Financial group LLC is a RIA/Wealth led by Venkatakrishna Sharma Vedam, reporting $276.8M in AUM as of Q3 2025 with 78% ETF concentration, 71% concentrated in top 10 holdings, and 51% allocation to SPY.
Managing PartnerVenkatakrishna Sharma Vedam
- Portfolio Value
- $180.5M
- Positions
- 92
- Top Holding
- SPY at 51.26%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in V2 Financial group LLC's portfolio (70.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $92.5M | 51.26% | -$424.4K Sold | — 138.9K shares | |
ETF ETF | $6.2M | 3.46% | -$244.8K Sold | — 69.9K shares | |
ETF ETF | $6.0M | 3.31% | +$781.7K Bought | — 147.2K shares | |
ETF ETF | $5.8M | 3.19% | +$50.1K Bought | — 152.7K shares | |
Consumer Electronics Technology | $3.9M | 2.19% | -$40.2K Sold | 0.00% 15.5K shares | |
Unknown Unknown | $3.6M | 1.98% | -$8.9K Sold | — 20.0K shares | |
Medical - Healthcare Plans Healthcare | $2.9M | 1.60% | -$104.6K Sold | 0.00% 8.3K shares | |
Specialty Retail Consumer Cyclical | $2.5M | 1.40% | — | 0.00% 11.5K shares | |
ETF ETF | $2.4M | 1.31% | +$93.9K Bought | — 74.5K shares | |
ETF ETF | $2.1M | 1.15% | -$16.6K Sold | — 39.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in V2 Financial group LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-42.43% | |
-17.75% | |
-15.86% |
Analytics
Portfolio insights and performance metrics for V2 Financial group LLC
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