VICTORY FINANCIAL GROUP, LLC

CIK 0002011333 · AUSTIN, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

VICTORY FINANCIAL GROUP, LLC reported 399 positions worth $952.9M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: IWY (13.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$952.9M
2026 Q2
Positions
399
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
44.1%
Est. Net Flow (Q)
2026 Q2
10 / 399 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IWYISHARES TRSH$131.7M13.82%453,284
2SCHDSCHWAB STRATEGIC TRSH$48.0M5.04%1,514,996
3IMCGISHARES TRSH$42.4M4.45%430,919
4XLKSELECT SECTOR SPDR TRSH$38.7M4.06%203,068
5FDVVFIDELITY COVINGTON TRUSTSH$38.6M4.05%640,420
6VOOVANGUARD INDEX FDSSH$31.2M3.27%45,399
7IVLUISHARES TRSH$23.8M2.50%569,773
8IJRISHARES TRSH$22.9M2.40%154,150
9NVDANVIDIA CORPORATIONSH$22.5M2.36%112,391
10PYLDPIMCO ETF TRSH$20.1M2.11%758,272

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does VICTORY FINANCIAL GROUP, LLC hold as of Q2 2026?

VICTORY FINANCIAL GROUP, LLC reported 399 positions worth $952.9M in its Q2 2026 13F filing. Largest positions: IWY (13.8%), SCHD (5.0%), IMCG (4.4%), XLK (4.1%) and FDVV (4.1%).

What did VICTORY FINANCIAL GROUP, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did VICTORY FINANCIAL GROUP, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.