Fund HoldingsV2 Financial group LLC

Total Portfolio Value
$214.70M
Total Bought
$21.36M
Total Sold
$4.39M
Net Transaction
+$16.98M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
046,168+46,16803,2741.52%+3,274
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
9,80748,033+38,2267823,8081.77%+3,026
APPLE INC(AAPL)15,83226,922+11,0904,3046,8333.18%+2,529
DIMENSIONAL ETF TRUST
US CORE EQT MKT
031,369+31,36901,4150.66%+1,415
SPDR SERIES TRUST
ST STR SP500DIV
28,61346,152+17,5391,2372,1010.98%+863
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
017,528+17,52806830.32%+683
ISHARES TR06,339+6,33906380.30%+638
BERKSHIRE HATHAWAY INC DEL01,290+1,29006180.29%+618
NVIDIA CORPORATION(NVDA)8,41712,364+3,9471,5702,1561.00%+587
SCHWAB STRATEGIC TR35,20049,110+13,9109661,5070.70%+541
BLACKROCK ETF TRUST II09,890+9,89004990.23%+499
DIMENSIONAL ETF TRUST
CALIF MUN BD ETF
09,940+9,94004960.23%+496
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
123,459127,767+4,3084,0614,4772.09%+416
DIMENSIONAL ETF TRUST
WORLD EX US CORE
09,299+9,29903160.15%+316
ALPHABET INC(GOOG)12,76914,995+2,2264,0074,3022.00%+295
COSTCO WHOLESALE CORPORATION(COST)1,1381,255+1179811,2510.58%+269
LAM RESEARCH CORP(LRCX)01,253+1,25302680.12%+268
NETFLIX INC.(NFLX)6,1408,623+2,4835768290.39%+253
CATERPILLAR INC(CAT)0353+35302500.12%+250
MERCK & CO INC(MRK)01,815+1,81502180.10%+218
EXXON MOBIL CORP01,246+1,24602110.10%+211
ISHARES TR01,100+1,10002090.10%+209
SPDR SERIES TRUST
ST STR P500ETF
02,705+2,70502070.10%+207
INTEL CORP(INTC)21,69721,128-5698019320.43%+132
JOHNSON & JOHNSON(JNJ)2,4002,532+1324976190.29%+122
VERIZON COMMUNICATIONS INC(VZ)15,39314,896-4976277480.35%+121
CHEVRON CORPORATION(CVX)2,3252,267-583544690.22%+115
TAIWAN SEMICONDUCTOR MANUFAC(TSM)779973+1942373290.15%+92
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
165,978170,341+4,3636,6816,7683.15%+87
AT&T INC(T)21,00220,997-55226090.28%+87
SELECT SECTOR SPDR TR
ST STR STAPL ETF
17,53217,53201,3621,4370.67%+75
VANGUARD INDEX FDS3,4133,614+2018809470.44%+66
VANGUARD WORLD FD
UTILITIES ETF
4,7004,70008709310.43%+62
BROADCOM INC(AVGO)708979+2712453030.14%+58
AMERICAN CENTY ETF TR3,9114,112+2013994540.21%+55
SELECT SECTOR SPDR TR
ST STR UTIL ETF
15,24015,24006516990.33%+49
PHILIP MORRIS INTL INC(PM)1,2771,489+2122052460.11%+41
VANGUARD WORLD FD
CONSUM STP ETF
3,0103,01006366760.31%+40
GOLDMAN SACHS GROUP INC(GS)508567+594474800.22%+33
ALTRIA GROUP INC(MO)4,6694,582-872693020.14%+33
VANGUARD WHITEHALL FDS6,2006,20008909180.43%+28
SELECT SECTOR SPDR TR
ST STR MATER ETF
4,4364,43602012220.10%+20
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
2,2002,20003453650.17%+20
VANGUARD SPECIALIZED FUNDS1,1001,200+1002422580.12%+16
ISHARES TR4,0004,00008598750.41%+16
CISCO SYS INC(CSCO)3,9334,067+1343033160.15%+13
ISHARES TR3,6003,60002412520.12%+11
JPMORGAN CHASE & CO(JPM)700792+922262330.11%+7
ISHARES TR3,3003,30002802860.13%+6
ISHARES TR2,6512,652+16536580.31%+5
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,7671,787+203383430.16%+4
ISHARES TR1,1001,10002312350.11%+4
ISHARES TR3,8003,80003663690.17%+4
PLUG PWR INC(PLUG)10,30010,300020230.01%+3
PEPSICO INC(PEP)1,4051,317-882022050.10%+3
ISHARES TR1,8001,80002372390.11%+2
ISHARES TR2,0002,00002962950.14%-1
VANGUARD BD INDEX FDS4,0554,05503203180.15%-2
3M CO(MMM)1,3921,496+1042232170.10%-6
HOME DEPOT INC(HD)1,0061,033+273463400.16%-7
BLACKBERRY LTD(BB)30,05032,100+2,0501141040.05%-10
UGI CORP NEW(UGI)11,24211,252+104214100.19%-11
PFIZER INC(PFE)33,38929,212-4,1778318200.38%-11
VANGUARD INDEX FDS70070002202090.10%-11
VISA INC(V)865960+953032900.14%-13
ISHARES TR31,42131,419-29739530.44%-20
ISHARES TR1,2001,20004484280.20%-20
INVESCO QQQ TR67567504153900.18%-25
VANGUARD WORLD FD
INF TECH ETF
50050003773490.16%-28
TESLA INC(TSLA)701769+683152860.13%-29
ISHARES TR
MSCI USA MMENTM
2,5092,489-206285970.28%-31
T ROWE PRICE ETF INC
CAP APPRECIATION
183,047195,612+12,5656,9966,9623.24%-34
CVS HEALTH CORP(CVS)4,6424,651+93683340.16%-34
ISHARES TR1,9001,90003793450.16%-35
ISHARES TR11,37411,082-2921,1361,1000.51%-36
VANGUARD WORLD FD
CONSUM DIS ETF
1,2001,20004734310.20%-42
ALPHABET INC(GOOG)7,6608,184+5242,3982,3531.10%-44
ISHARES TR13,00013,00008468010.37%-45
INTERNATIONAL BUSINESS MACHS(IBM)1,0801,086+63202630.12%-57
VANGUARD INDEX FDS4,2104,212+21,4121,3510.63%-60
BECTON DICKINSON & CO(BDX)2,2292,22904333510.16%-82
AMAZON COM INC(AMZN)18,43820,036+1,5984,2564,1731.94%-83
SPDR SERIES TRUST
ST STR SW SERV
1,9001,90003562700.13%-85
SELECT SECTOR SPDR TR
ST STR FINL ETF
16,46116,46109028130.38%-89
SELECT SECTOR SPDR TR
ST STR CARE ETF
11,03411,035+11,7081,6180.75%-90
ISHARES TR5,8005,500-3009628710.41%-90
ORACLE CORP(ORCL)2,3762,533+1574633730.17%-90
SELECT SECTOR SPDR TR
ST STR DISCR ETF
9,2009,20001,0991,0030.47%-96
ABBVIE INC(ABBV)8,7078,694-131,9891,8910.88%-99
SELECT SECTOR SPDR TR
ST STR TECHN ETF
9,1009,10001,3101,2090.56%-101
INTUITIVE SURGICAL INC1,0211,028+75784740.22%-104
PALANTIR TECHNOLOGIES INC(PLTR)5,7446,237+4931,0219120.42%-109
BOEING CO(BA)8,7308,941+2111,8951,7800.83%-116
SHOPIFY INC(SHOP)2,7762,766-104473280.15%-119
ISHARES TR16,00016,00009948540.40%-141
SALESFORCE INC(CRM)1,9421,945+35143630.17%-151
META PLATFORMS INC(META)3,3123,530+2182,1862,0190.94%-167
ISHARES TR2,4180-2,4182000-200
ELEVANCE HEALTH INC FORMERLY(ELV)5760-5762020-202
ISHARES TR72,12570,165-1,9606,2866,0832.83%-204
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