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Victory Financial Group, LLC Top Holdings and 13F Report (2026)

About Victory Financial Group, LLC

Investment Activity

  • Victory Financial Group, LLC has $814.22 million in total holdings as of March 31, 2026.
  • Victory Financial Group, LLC owns shares of 348 different stocks, but just 73 companies or ETFs make up 80% of its holdings.
  • Approximately 10.57% of the portfolio was purchased this quarter.
  • About 5.70% of the portfolio was sold this quarter.
  • This quarter, Victory Financial Group, LLC has purchased 315 new stocks and bought additional shares in 196 stocks.
  • Victory Financial Group, LLC sold shares of 83 stocks and completely divested from 30 stocks this quarter.

Largest New Holdings this Quarter

46654Q716 - J P MORGAN EXCHANGE TRADED F
$5,340,792 Holding
576485205 - Matador Resources
$970,508 Holding
03743Q108 - APA
$865,903 Holding

Largest Purchases this Quarter

PIMCO Multi Sector Bond Active ETF
250,066 shares (about $6.55M)
J P MORGAN EXCHANGE TRADED F
99,327 shares (about $5.34M)
Invesco S&P 500 Equal Weight Utilities ETF
44,907 shares (about $3.64M)
SPDR Portfolio Emerging Markets ETF
77,614 shares (about $3.64M)
iShares Russell Top 200 Growth ETF
14,063 shares (about $3.50M)

Largest Sales this Quarter

First Trust Value Line Dividend Index Fund
126,813 shares (about $5.96M)
Schwab US Dividend Equity ETF
172,204 shares (about $5.28M)
Financial Select Sector SPDR Fund
60,037 shares (about $2.96M)
Technology Select Sector SPDR Fund
20,909 shares (about $2.78M)
FEDERATED HERMES ETF TRUST
86,559 shares (about $2.67M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofVictory Financial Group, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$115,112,867$3,499,436 3.1%462,59814.1%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$46,846,832$5,283,219 -10.1%1,526,9505.8%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$34,026,847$842,367 2.5%431,9774.2%ETF
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$30,326,191$3,460,453 12.9%548,9903.7%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$26,608,008$1,753,232 7.1%44,5283.3%ETF
iShares MSCI Intl Value Factor ETF stock logo
IVLU
iShares MSCI Intl Value Factor ETF
$24,840,236$1,802,266 7.8%626,0143.1%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$23,968,745$2,778,802 -10.4%180,3522.9%ETF
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$21,196,975$6,551,728 44.7%809,0452.6%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$19,419,035$184,351 1.0%156,2152.4%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$18,756,843$607,957 3.3%107,5512.3%Computer and Technology
MORGAN STANLEY ETF TRUST
$16,647,667$1,899,572 -10.2%328,0332.0%EATON VANCE TOTA
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$15,800,676$1,331,812 9.2%163,5341.9%ETF
Apple Inc. stock logo
AAPL
Apple
$14,600,695$100,764 0.7%57,5251.8%Computer and Technology
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$14,244,436$648,491 4.8%65,5671.7%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$12,923,692$659,990 5.4%141,0271.6%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$11,048,134$1,518,738 -12.1%242,1771.4%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$10,358,076$3,640,880 54.2%220,8071.3%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$9,601,811$5,964,002 -38.3%204,1641.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$6,784,196$411,635 -5.7%18,3270.8%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,977,016$502,979 9.2%28,6980.7%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,949,757$879,379 17.3%20,6900.7%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$5,845,642$1,250,164 27.2%10,1280.7%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$5,687,775$552,792 10.8%15,3000.7%Auto/Tires/Trucks
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$5,365,093$1,330,339 33.0%53,7260.7%ETF
J P MORGAN EXCHANGE TRADED F
$5,340,792$5,340,792 New Holding99,3270.7%ACTIVE BOND ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$5,301,630$357,177 7.2%17,1290.7%Computer and Technology
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$5,297,053$327,109 6.6%88,9510.7%ETF
Amplify CWP Enhanced Dividend Income ETF stock logo
DIVO
Amplify CWP Enhanced Dividend Income ETF
$5,017,274$442,041 9.7%111,8680.6%ETF
VANGUARD MALVERN FDS
$4,913,398$321,204 7.0%63,4970.6%CORE BD ETF
Invesco S&P 500 Equal Weight Utilities ETF stock logo
RSPU
Invesco S&P 500 Equal Weight Utilities ETF
$4,847,539$3,642,407 302.2%59,7650.6%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$4,685,251$112,562 2.5%28,9700.6%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$4,512,601$28,247 0.6%106,0790.6%ETF
XLC
Communication Services Select Sector SPDR Fund
$4,455,195$335,126 8.1%40,1880.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,377,777$385,601 9.7%7,6520.5%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$4,141,207$66,794 -1.6%27,9620.5%ETF
Vanguard Long-Term Corporate Bond ETF stock logo
VCLT
Vanguard Long-Term Corporate Bond ETF
$3,741,632$1,830,280 -32.8%50,0750.5%Manufacturing
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$3,723,969$422,082 -10.2%25,4010.5%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$3,675,200$848,183 30.0%37,5370.5%ETF
First Trust Institutional Preferred Securities and Income ETF stock logo
FPEI
First Trust Institutional Preferred Securities and Income ETF
$3,532,829$239,153 7.3%185,9380.4%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,430,039$8,662 0.3%10,6920.4%ETF
HEQT
Simplify Hedged Equity ETF
$3,387,857$18,837 -0.6%107,5510.4%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$3,387,645$893,979 -20.9%35,0330.4%ETF
KORP
American Century Diversified Corporate Bond ETF
$3,192,764$3,192,764 New Holding68,4860.4%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$3,099,707$7,814 0.3%21,4200.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,901,937$445,790 18.1%10,1160.4%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,800,092$209,731 8.1%3,0440.3%Medical
ARK ETF TR
$2,751,793$461,688 20.2%22,8160.3%NEXT GNRTN INTER
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$2,711,438$615,219 29.3%58,4360.3%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$2,612,634$832,638 -24.2%4,2360.3%ETF
MFS ACTIVE EXCHANGE TRADED F
$2,550,125$15,425 0.6%85,8050.3%INTERNATINL ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$2,515,802$886,553 -26.1%9,7760.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,512,287$68,042 -2.6%5,2430.3%Finance
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$2,464,448$1,291,748 110.2%23,8270.3%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$2,442,441$179,343 -6.8%28,1910.3%Manufacturing
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$2,393,186$395,747 19.8%32,4980.3%ETF
Vanguard US Multifactor ETF stock logo
VFMF
Vanguard US Multifactor ETF
$2,380,867$41,870 -1.7%15,3530.3%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,376,492$34,853 1.5%5,5230.3%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,354,194$73,586 -3.0%33,7520.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,274,281$67,770 3.1%2,2820.3%Retail/Wholesale
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,226,458$164,365 -6.9%34,7450.3%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$2,144,293$319,363 -13.0%6,3450.3%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$2,136,095$139,118 7.0%6,4950.3%Retail/Wholesale
WALMART INC
$2,114,858$186,543 9.7%17,0170.3%COM
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$2,106,667$437,932 26.2%7,3360.3%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,093,105$64,299 3.2%2,4740.3%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$2,081,490$401,002 -16.2%38,5100.3%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$2,057,061$48,722 -2.3%10,7240.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,043,953$524,808 -20.4%3,1430.3%Finance
Invesco S&P 500 Pure Growth ETF stock logo
RPG
Invesco S&P 500 Pure Growth ETF
$1,967,856$21,220 -1.1%42,1020.2%ETF
PGIM ROCK ETF TR
$1,916,881$284,064 17.4%64,4980.2%LADDERED S&P 500
SPDR Bloomberg 3-12 Month T-Bill ETF stock logo
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
$1,888,146$296,726 -13.6%18,9880.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,866,571$190,529 11.4%8,5820.2%Medical
PALANTIR TECHNOLOGIES INC
$1,822,941$356,631 24.3%12,4620.2%CL A
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$1,818,705$77,400 -4.1%9,8690.2%ETF
SIO
Touchstone Strategic Income Opportunities ETF
$1,795,205$318,069 -15.1%70,0430.2%ETF
Powell Industries, Inc. stock logo
POWL
Powell Industries
$1,787,187$3,788 0.2%3,3030.2%Industrials
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,783,280$326,088 22.4%9,0890.2%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,751,901$86,696 5.2%10,3260.2%Energy
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,703,999$548,269 -24.3%10,3060.2%Consumer Staples
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$1,677,156$164,754 10.9%15,2900.2%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$1,647,611$224,030 15.7%8,4870.2%Computer and Technology
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,645,590$76,804 -4.5%16,3480.2%ETF
PGIM Active High Yield Bond ETF stock logo
PHYL
PGIM Active High Yield Bond ETF
$1,605,977$735,096 84.4%46,3750.2%ETF
BONDBLOXX ETF TRUST
$1,587,118$108,036 7.3%31,3940.2%IR M TAXAWARE
Visa Inc. stock logo
V
Visa
$1,563,148$121,195 8.4%5,1720.2%Business Services
Goldman Sachs Access Treasury 0-1 Year ETF stock logo
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
$1,531,705$42,681 2.9%15,2880.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,472,295$143,978 10.8%6,0230.2%Medical
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,459,062$173,669 13.5%23,8180.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,447,206$444,858 44.4%2,0430.2%Industrials
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$1,372,780$594,822 76.5%5,6220.2%Energy
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$1,364,857$149,717 12.3%29,2450.2%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$1,353,056$618,748 84.3%8,7230.2%Manufacturing
Oracle Corporation stock logo
ORCL
Oracle
$1,352,332$755,382 126.5%9,1930.2%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,350,109$313,967 30.3%5,4440.2%Finance
Chevron Corporation stock logo
CVX
Chevron
$1,346,339$13,035 1.0%6,5070.2%Energy
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$1,342,947$173,128 14.8%54,2600.2%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$1,308,698$36,825 -2.7%13,6110.2%Consumer Discretionary
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,297,891$65,306 -4.8%4,4120.2%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,293,291$12,821 -1.0%13,3150.2%Finance
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$1,292,460$376,691 41.1%11,7000.2%ETF

Showing largest 100 holdings. View all holdings.
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