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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 $952.92 million in total holdings as of June 30, 2026.
  • Victory Financial Group, LLC owns shares of 397 different stocks, but just 81 companies or ETFs make up 80% of its holdings.
  • Approximately 11.80% of the portfolio was purchased this quarter.
  • About 7.52% of the portfolio was sold this quarter.
  • This quarter, Victory Financial Group, LLC has purchased 348 new stocks and bought additional shares in 169 stocks.
  • Victory Financial Group, LLC sold shares of 145 stocks and completely divested from 31 stocks this quarter.

Largest New Holdings this Quarter

464287523 - iShares Semiconductor ETF
$4,408,433 Holding
33734X846 - First Trust Nasdaq Cybersecurity ETF
$3,167,392 Holding
78467X109 - SPDR Dow Jones Industrial Average ETF Trust
$2,314,507 Holding
693718108 - PACCAR
$1,655,254 Holding

Largest Purchases this Quarter

Fidelity High Dividend ETF
91,430 shares (about $5.51M)
iShares Semiconductor ETF
6,880 shares (about $4.41M)
Technology Select Sector SPDR Fund
22,716 shares (about $4.33M)
Materials Select Sector SPDR Fund
69,872 shares (about $3.55M)

Largest Sales this Quarter

MORGAN STANLEY ETF TRUST
200,683 shares (about $10.18M)
Vanguard Intermediate-Term Treasury ETF
84,240 shares (about $4.97M)
Fidelity Total Bond ETF
97,597 shares (about $4.44M)
Health Care Select Sector SPDR Fund
18,877 shares (about $2.99M)
iShares Russell Top 200 Growth ETF
9,314 shares (about $2.71M)

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
$131,733,453$2,706,836 â–¼-2.0%453,28413.8%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$48,040,525$379,061 â–¼-0.8%1,514,9965.0%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$42,359,353$104,001 â–¼-0.2%430,9194.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$38,688,556$4,327,857 â–²12.6%203,0684.1%ETF
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$38,610,939$5,512,317 â–²16.7%640,4204.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$31,180,672$598,215 â–²2.0%45,3993.3%ETF
iShares MSCI Intl Value Factor ETF stock logo
IVLU
iShares MSCI Intl Value Factor ETF
$23,827,907$2,351,999 â–¼-9.0%569,7732.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$22,862,043$306,261 â–¼-1.3%154,1502.4%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$22,488,312$968,435 â–²4.5%112,3912.4%Computer and Technology
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$20,109,369$1,346,500 â–¼-6.3%758,2722.1%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$19,654,877$173,096 â–²0.9%164,9872.1%ETF
BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock logo
XONE
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
$19,238,452$19,238,452 â–²New Holding389,6792.0%ETF
Apple Inc. stock logo
AAPL
Apple
$16,243,854$398,668 â–¼-2.4%56,1471.7%Computer and Technology
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$15,963,108$31,102 â–²0.2%65,6951.7%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$13,714,581$2,281,215 â–²20.0%264,8631.4%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$11,642,963$1,280,762 â–¼-9.9%127,0511.2%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$8,269,343$1,567,299 â–¼-15.9%171,6340.9%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$8,184,336$113,888 â–¼-1.4%9,9890.9%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$7,716,468$322,353 â–²4.4%21,5920.8%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$7,019,647$183,157 â–²2.7%18,8180.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,999,188$159,213 â–²2.3%29,3660.7%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$6,907,093$471,913 â–²7.3%16,4220.7%Auto/Tires/Trucks
Broadcom Inc. stock logo
AVGO
Broadcom
$6,816,256$345,648 â–²5.3%18,0440.7%Computer and Technology
J P MORGAN EXCHANGE TRADED F
$6,610,952$1,296,949 â–²24.4%123,5690.7%ACTIVE BOND ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$6,576,947$4,439,689 â–¼-40.3%144,5800.7%ETF
MORGAN STANLEY ETF TRUST
$6,457,911$10,176,623 â–¼-61.2%127,3500.7%EATO VANC BD ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$5,767,547$231,040 â–²4.2%55,9680.6%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$5,723,626$496,053 â–²9.5%116,1450.6%ETF
Amplify CWP Enhanced Dividend Income ETF stock logo
DIVO
Amplify CWP Enhanced Dividend Income ETF
$5,223,446$111,096 â–²2.2%114,2990.5%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$5,172,560$193,566 â–¼-3.6%27,9250.5%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$4,813,835$347,330 â–²7.8%40,4560.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,447,238$136,881 â–²3.2%7,8950.5%Computer and Technology
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$4,408,433$4,408,433 â–²New Holding6,8800.5%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$4,259,330$838,015 â–²24.5%3,6900.4%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$4,194,376$224,400 â–¼-5.1%26,5420.4%Financial Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,935,543$284,280 â–²7.8%3,2810.4%Medical
First Trust Institutional Preferred Securities and Income ETF stock logo
FPEI
First Trust Institutional Preferred Securities and Income ETF
$3,926,969$340,218 â–²9.5%203,5750.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$3,894,337$320,112 â–²9.0%11,0220.4%Computer and Technology
KORP
American Century Diversified Corporate Bond ETF
$3,857,255$648,685 â–²20.2%82,3320.4%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$3,843,090$17,503 â–²0.5%21,5180.4%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$3,763,338$3,551,581 â–²1,677.2%74,0380.4%ETF
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$3,596,817$619,501 â–²20.8%70,5950.4%ETF
HEQT
Simplify Hedged Equity ETF
$3,552,959$54,301 â–¼-1.5%105,9320.4%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,536,580$41,245 â–²1.2%6,0880.4%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,523,025$433,301 â–¼-11.0%9,5210.4%ETF
Vanguard Long-Term Corporate Bond ETF stock logo
VCLT
Vanguard Long-Term Corporate Bond ETF
$3,373,202$394,909 â–¼-10.5%44,8270.4%Manufacturing
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$3,239,835$209,653 â–²6.9%6,7840.3%Computer and Technology
ARK ETF TR
$3,214,099$90,971 â–¼-2.8%22,1880.3%NEXT GNRTN INTER
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$3,167,392$3,167,392 â–²New Holding35,2520.3%Manufacturing
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$3,091,083$550,995 â–¼-15.1%29,7330.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$3,034,302$648,645 â–²27.2%41,3340.3%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$2,993,236$302,645 â–²11.2%31,3620.3%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,949,133$325,736 â–²12.4%5,8940.3%Finance
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$2,923,497$70,752 â–¼-2.4%9,5450.3%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$2,913,949$479,750 â–²19.7%28,5230.3%ETF
Powell Industries, Inc. stock logo
POWL
Powell Industries
$2,841,550$1,895,703 â–²200.4%9,9230.3%Industrials
MFS ACTIVE EXCHANGE TRADED F
$2,760,475$26,471 â–¼-0.9%84,9900.3%INTERNATINL ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,731,058$64,946 â–¼-2.3%32,9680.3%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$2,717,911$261,662 â–¼-8.8%3,8640.3%ETF
Vanguard US Multifactor ETF stock logo
VFMF
Vanguard US Multifactor ETF
$2,682,157$34,863 â–¼-1.3%15,1560.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,664,522$188,954 â–²7.6%37,3970.3%ETF
Invesco S&P 500 Pure Growth ETF stock logo
RPG
Invesco S&P 500 Pure Growth ETF
$2,611,940$76,302 â–¼-2.8%40,9070.3%ETF
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$2,597,426$1,340,309 â–²106.6%62,6940.3%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$2,592,387$357,913 â–²16.0%3,3970.3%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,577,566$75,841 â–²3.0%2,5490.3%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$2,548,937$19,078 â–²0.8%8,5510.3%Computer and Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$2,537,793$1,034,790 â–²68.8%91,6170.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$2,478,075$179,427 â–²7.8%41,5160.3%ETF
Main Sector Rotation ETF stock logo
SECT
Main Sector Rotation ETF
$2,463,515$1,558,946 â–²172.3%34,1870.3%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$2,314,507$2,314,507 â–²New Holding3,7830.2%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,295,767$120,325 â–²5.5%2,1560.2%Industrials
AbbVie Inc. stock logo
ABBV
AbbVie
$2,230,278$70,711 â–²3.3%8,8630.2%Medical
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,213,595$179,033 â–²8.8%6,0090.2%Finance
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$2,201,118$282,381 â–²14.7%33,5490.2%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$2,196,737$156,455 â–¼-6.6%10,0110.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,163,909$182,939 â–¼-7.8%2,8980.2%Finance
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$2,161,979$1,570,927 â–²265.8%26,8340.2%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,090,263$44,912 â–¼-2.1%2,2340.2%Retail/Wholesale
JPMorgan Active Growth ETF stock logo
JGRO
JPMorgan Active Growth ETF
$2,005,814$1,683,720 â–²522.7%20,3450.2%ETF
LAM RESEARCH CORP
$2,002,851$71,066 â–²3.7%4,6220.2%COM NEW
The Home Depot, Inc. stock logo
HD
Home Depot
$2,002,654$288,159 â–¼-12.6%5,6780.2%Retail/Wholesale
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,963,362$210,865 â–²12.0%7,7840.2%Manufacturing
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$1,943,501$10,736 â–¼-0.5%15,2060.2%ETF
SIO
Touchstone Strategic Income Opportunities ETF
$1,937,682$138,956 â–²7.7%75,4540.2%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$1,923,365$26,675 â–¼-1.4%9,7340.2%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,912,459$47,943 â–²2.6%10,5710.2%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,869,389$339,797 â–²22.2%7,3610.2%Medical
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,868,080$112,669 â–¼-5.7%8,5720.2%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,844,284$77,755 â–¼-4.0%5,4080.2%Computer and Technology
GE VERNOVA INC
$1,830,499$703,767 â–²62.5%1,5580.2%COM
PGIM ROCK ETF TR
$1,811,658$255,503 â–¼-12.4%56,5260.2%LADDE S&P 12 ETF
PALANTIR TECHNOLOGIES INC
$1,783,418$329,476 â–²22.7%15,2860.2%CL A
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,754,547$118,973 â–²7.3%5,8400.2%Finance
SPDR Bloomberg 3-12 Month T-Bill ETF stock logo
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
$1,750,484$136,548 â–¼-7.2%17,6140.2%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$1,684,353$43,637 â–²2.7%8,9550.2%Manufacturing
WALMART INC
$1,669,498$257,900 â–¼-13.4%14,7400.2%COM
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,661,118$217,009 â–²15.0%5,0750.2%Finance
PACCAR Inc. stock logo
PCAR
PACCAR
$1,655,254$1,655,254 â–²New Holding13,7800.2%Auto/Tires/Trucks
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,631,659$599,798 â–²58.1%2,1790.2%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$1,615,927$156,203 â–²10.7%12,9520.2%ETF

Showing largest 100 holdings. View all holdings.
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