Q3 2026 13F · SEC CIK 2011333

Victory Financial Group, LLC

Wealth managerFiled 2026-10-27 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.1B
Reported positions: 433
Top holdings a year, 3 yrs: +15.1%
Assets under management: $1.3B

Victory Financial Group, LLC is a wealth manager that reported 433 positions worth $1.1B in its Q3 2026 13F, filed 2026-10-27. Its largest holdings were Ishares Tr (IWY, 12.8%), Schwab Strategic Tr (SCHD, 4.7%), Ishares Tr (IMCG, 3.9%). A portfolio copying its top holdings returned 15.1% a year over the last 3 years, against 18.8% for the S&P 500.

Victory Financial Group, LLC holdings largest 50 of 433 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Victory Financial Group, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IWYIshares Tr	12.8%	13.8%	467,852	+3.2%	$138.0M
SCHDSchwab Strategic Tr	4.7%	5.0%	1,560,263	+3.0%	$50.8M
IMCGIshares Tr	3.9%	4.5%	444,213	+3.1%	$41.7M
XLKSelect Sector Spdr Tr	3.7%	4.1%	203,267	+0.1%	$39.8M
FDVVFidelity Covington Trust	3.5%	4.1%	618,442	-3.4%	$37.6M
VOOVanguard Index Fds	3.0%	3.3%	45,946	+1.2%	$32.2M
AAPLApple Inc	2.3%	1.7%	73,105	+30.2%	$24.3M
IVLUIshares Tr	2.1%	2.5%	539,712	-5.3%	$23.1M
NVDANvidia Corporation	2.1%	2.4%	100,186	-10.9%	$22.9M
PYLDPimco ETF Tr	1.9%	2.1%	809,781	+6.8%	$20.6M
IJRIshares Tr	1.9%	2.4%	150,727	-2.2%	$20.5M
XONEBondbloxx ETF Trust	1.9%	2.0%	411,789	+5.7%	$20.3M
SLYGSpdr Series Trust	1.7%	2.1%	172,871	+4.8%	$18.5M
QQQInvesco Qqq Tr	1.5%	0.8%	22,486	+125.9%	$16.6M
VBRVanguard Index Fds	1.5%	1.7%	68,839	+4.8%	$15.9M
EMGFIshares Inc	1.4%	—	213,836	—	$15.3M
MSFTMicrosoft Corp	1.2%	0.7%	25,776	+37.0%	$13.2M
CGDVCapital Group Dividend Value	1.2%	0.6%	267,036	+129.9%	$13.0M
GOOGLAlphabet Inc	1.1%	0.8%	35,594	+64.8%	$12.2M
AMZNAmazon Com Inc	0.8%	0.7%	35,849	+22.1%	$8.9M
JBNDJ P Morgan Exchange Traded F	0.8%	0.7%	169,881	+37.5%	$8.7M
BRK-BBerkshire Hathaway Inc Del	0.7%	—	15,402	—	$7.7M
BILSpdr Series Trust	0.7%	1.2%	83,534	-34.3%	$7.7M
ETNEaton Corp PLC	0.7%	—	17,694	—	$7.6M
FVDFirst Tr Exchange-Traded Fd	0.7%	0.9%	159,236	-7.2%	$7.5M
RDVYFirst Tr Exchange Traded Fd	0.7%	—	93,045	—	$7.3M
METAMeta Platforms Inc	0.7%	0.5%	9,906	+25.5%	$7.2M
BILSSpdr Series Trust	0.6%	—	70,087	—	$7.0M
AVGOBroadcom Inc	0.6%	0.7%	19,273	+6.8%	$6.8M
AVDVAmerican Centy ETF Tr	0.6%	0.6%	60,720	+8.5%	$6.6M
FBNDFidelity Merrimack Str Tr	0.6%	0.7%	151,952	+5.1%	$6.6M
EVTRMorgan Stanley ETF Trust	0.6%	0.7%	131,487	+3.2%	$6.3M
MUMicron Technology Inc	0.5%	0.4%	5,216	+41.4%	$5.6M
DIVOAmplify ETF Tr	0.5%	0.5%	115,816	+1.3%	$5.4M
TSLATesla Inc	0.5%	0.7%	14,823	-9.7%	$5.3M
KORPAmerican Centy ETF Tr	0.4%	0.4%	107,624	+30.7%	$4.8M
XLISelect Sector Spdr Tr	0.4%	0.5%	28,226	+1.1%	$4.7M
SCHGSchwab Strategic Tr	0.4%	—	130,404	—	$4.7M
SPYGState Street Spdr Portfolio S&p 500 Grow	0.4%	0.5%	36,785	-9.1%	$4.5M
GOOGAlphabet Inc	0.4%	0.4%	12,633	+14.6%	$4.3M
VYMVanguard Whitehall Fds	0.4%	0.4%	27,198	+2.5%	$4.2M
SOXXIshares Tr	0.4%	0.5%	7,261	+5.5%	$4.1M
LLYEli Lilly & Co	0.4%	0.4%	3,560	+8.5%	$4.1M
XOMExxonmobil Holdings Corp	0.4%	—	24,828	—	$4.0M
FPEIFirst Tr Exch Traded Fd III	0.4%	0.4%	216,817	+6.5%	$4.0M
PVALPutnam Focused Large Capvalue ETF	0.4%	0.4%	73,603	+4.3%	$3.9M
VTIVanguard Index Fds	0.3%	0.4%	9,795	+2.9%	$3.7M
TSMTaiwan Semiconductor Manufac	0.3%	0.3%	8,007	+18.0%	$3.7M
HEQTSimplify Exchange Traded Fun	0.3%	0.4%	106,157	+0.2%	$3.6M
VBVanguard Index Fds	0.3%	—	12,427	—	$3.5M

What Victory Financial Group, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.2% /yr; S&P 500 +20.1%
3 years: +15.1% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.1B	433
Q2 2026	$951.8M	397
Q1 2026	$813.9M	347
Q4 2025	$794.8M	315
Q3 2025	$727.3M	248
Q2 2025	$630.1M	230
Q1 2025	$521.1M	185
Q4 2024	$380.5M	138
Q2 2024	$213.7M	78
Q1 2024	$168.9M	60
Q4 2023	$147.9M	63

Questions about Victory Financial Group, LLC's portfolio

What stocks does Victory Financial Group, LLC own?

Victory Financial Group, LLC's latest 13F, for Q3 2026 and filed Oct 27, 2026, lists 433 positions worth $1.1B. The largest are Ishares Tr (IWY) at 12.8%, Schwab Strategic Tr (SCHD) at 4.7%, Ishares Tr (IMCG) at 3.9%, Select Sector Spdr Tr (XLK) at 3.7% and Fidelity Covington Trust (FDVV) at 3.5%.

What did Victory Financial Group, LLC buy last quarter?

In Q3 2026, Victory Financial Group, LLC added Capital Group Dividend Value (CGDV) (+129.9% shares), Invesco Qqq Tr (QQQ) (+125.9% shares) and Alphabet Inc (GOOGL) (+64.8% shares), compared with its Q2 2026 filing.

What did Victory Financial Group, LLC sell last quarter?

In Q3 2026, Victory Financial Group, LLC cut from its top 50 Spdr Index Shs Fds (SPEM), cut from its top 50 Ishares Tr (IJT), cut from its top 50 Select Sector Spdr Tr (XLB), cut from its top 50 Advanced Micro Devices Inc (AMD), cut from its top 50 Vanguard Long-Term Corporate Bond ETF (VCLT), Spdr Series Trust (BIL) (-34.3% shares), Nvidia Corporation (NVDA) (-10.9% shares) and Tesla Inc (TSLA) (-9.7% shares), compared with its Q2 2026 filing.

How has Victory Financial Group, LLC's portfolio performed?

A portfolio copying Victory Financial Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.1% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +18.2% against +20.1%.

When is Victory Financial Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Victory Financial Group, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Victory Financial Group, LLC manage?

Victory Financial Group, LLC reported $1.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.1B.