EdgeMarket › What Victory Financial Group, Llc reported owning
What Victory Financial Group, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
814.2MPositions
348Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IWY iShares Russell Top 200 Growth ETF | 115.1M | 14.1% | 462.6K | 285.72 | +11.8% |
| SCHD Schwab US Dividend Equity ETF | 46.8M | 5.8% | 1.5M | 35.11 | +27.6% |
| IMCG iShares Morningstar Mid-Cap Growth ETF | 34.0M | 4.2% | 432.0K | 98.10 | +21.4% |
| FDVV Fidelity High Dividend ETF | 30.3M | 3.7% | 549.0K | 63.13 | +15.6% |
| VOO Vanguard S&P 500 ETF | 26.6M | 3.3% | 44.5K | 703.71 | +20.0% |
| IVLU iShares MSCI Intl Value Factor ETF | 24.8M | 3.1% | 626.0K | 44.46 | +26.0% |
| XLK State Street Technology Select Sector SPDR ETF | 24.0M | 2.9% | 180.4K | 183.31 | +41.1% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 21.2M | 2.6% | 809.0K | 26.16 | -1.4% |
| IJR iShares Core S&P Small-Cap ETF | 19.4M | 2.4% | 156.2K | 147.31 | +29.0% |
| NVDA NVIDIA CORP | 18.8M | 2.3% | 107.6K | 214.72 | +22.4% |
| EVTR Eaton Vance Total Return Bond ETF | 16.6M | 2.0% | 328.0K | 50.10 | -2.0% |
| SLYG State Street SPDR S&P 600 Small Cap Growth ETF | 15.8M | 1.9% | 163.5K | 116.01 | +27.1% |
| AAPL Apple Inc. | 14.6M | 1.8% | 57.5K | 309.35 | +36.9% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 14.2M | 1.7% | 65.6K | 249.18 | +22.7% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 12.9M | 1.6% | 141.0K | 91.60 | -0.1% |
| FBND Fidelity Total Bond ETF | 11.0M | 1.4% | 242.2K | 44.90 | -2.1% |
| SPEM State Street SPDR Portfolio Emerging Markets E | 10.4M | 1.3% | 220.8K | 52.38 | +18.1% |
| FVD First Trust VL Dividend | 9.6M | 1.2% | 204.2K | 50.70 | +9.5% |
| MSFT MICROSOFT CORP | 6.8M | 0.8% | 18.3K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 6.0M | 0.7% | 28.7K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 5.9M | 0.7% | 20.7K | 344.82 | +73.0% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 5.8M | 0.7% | 10.1K | 713.44 | +26.1% |
| TSLA Tesla, Inc. | 5.7M | 0.7% | 15.3K | 362.86 | +12.0% |
| AVDV Avantis International Small Cap Value ETF | 5.4M | 0.7% | 53.7K | 111.95 | +32.8% |
| JBND JPMorgan Active Bond ETF | 5.3M | 0.7% | 99.3K | 52.65 | -1.7% |
| AVGO Broadcom Inc. | 5.3M | 0.7% | 17.1K | 368.45 | +26.5% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 5.3M | 0.7% | 89.0K | 58.31 | -2.3% |
| DIVO Amplify CWP Enhanced Dividend Income ETF | 5.0M | 0.6% | 111.9K | 48.57 | +12.2% |
| VCRB Vanguard Core Bond ETF | 4.9M | 0.6% | 63.5K | 75.94 | -2.0% |
| RSPU Invesco S&P 500 Equal Weight Utilities ETF | 4.8M | 0.6% | 59.8K | 76.05 | +0.6% |
| XLI State Street Industrial Select Sector SPDR ETF | 4.7M | 0.6% | 29.0K | 180.25 | +19.2% |
| CGDV Capital Group Dividend Value ETF | 4.5M | 0.6% | 106.1K | 50.21 | +22.5% |
| XLC State Street Communication Services Select Sec | 4.5M | 0.5% | 40.2K | 111.40 | +1.4% |
| META Meta Platforms, Inc. | 4.4M | 0.5% | 7.7K | 549.90 | -26.5% |
| VYM Vanguard High Dividend Yield ETF | 4.1M | 0.5% | 28.0K | 164.97 | +19.9% |
| VCLT Vanguard Long-Term Corporate Bond ETF | 3.7M | 0.5% | 50.1K | 71.72 | -5.4% |
| XLV State Street Health Care Select Sector SPDR ET | 3.7M | 0.5% | 25.4K | 174.62 | +27.0% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 3.7M | 0.5% | 37.5K | 120.21 | +22.2% |
| FPEI First Trust Institutional Preferred Securities | 3.5M | 0.4% | 185.9K | 19.04 | -0.8% |
| VTI Vanguard Morningstar Total Stock Market ETF | 3.4M | 0.4% | 10.7K | 378.24 | +20.5% |
| HEQT Simplify Hedged Equity ETF | 3.4M | 0.4% | 107.6K | 34.30 | +12.0% |
| MOAT VanEck Morningstar Wide Moat ETF | 3.4M | 0.4% | 35.0K | 114.42 | +17.5% |
| KORP American Century Diversified Corporate Bond ET | 3.2M | 0.4% | 68.5K | 45.81 | -2.6% |
| IJT iShares S&P SmallCap 600 Growth ETF | 3.1M | 0.4% | 21.4K | 173.90 | +27.0% |
| GOOG Alphabet Inc. | 2.9M | 0.4% | 10.1K | 341.75 | +70.7% |
| LLY ELI LILLY & Co | 2.8M | 0.3% | 3.0K | 1,255.40 | +78.0% |
| ARKW ARK Next Generation Internet ETF | 2.8M | 0.3% | 22.8K | 155.49 | +1.2% |
| PVAL Putnam Focused Large Cap Value ETF | 2.7M | 0.3% | 58.4K | 54.27 | +31.1% |
| MDY SPDR S&P MIDCAP 400 ETF TRUST | 2.6M | 0.3% | 4.2K | 699.60 | +20.6% |
| MFSI MFS Active International ETF | 2.6M | 0.3% | 85.8K | 33.76 | +16.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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