Funds › Victory Financial Group, LLC
Victory Financial Group, LLC
13F for Q3 2026, filed Oct 27, 2026. 433 positions worth $1.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 27, 2026
Reported value
$1.1B
+$132.4M (13.9%) vs Q2 2026
Positions
433
397 in Q2 2026
Top 10 share
39.7%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Victory Financial Group, LLC in the latest 13F quarter?
Using 13F.ai, how has Victory Financial Group, LLC's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Victory Financial Group, LLC's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | iShares Tr Rus TP200 Gr Etf | 467,852 | $138.0M | 12.7% | +3.2% | 13F ↗ |
| 2 | Schwab Strategic Tr Us Dividend Eq | 1.56M | $50.8M | 4.7% | +3.0% | 13F ↗ |
| 3 | iShares Tr Mrgstr Md Cp Grw | 444,213 | $41.7M | 3.8% | +3.1% | 13F ↗ |
| 4 | Select Sector Spdr Tr St Str Techn Etf | 203,267 | $39.8M | 3.7% | +0.1% | 13F ↗ |
| 5 | Fidelity Covington Trust High Divid Etf | 618,442 | $37.6M | 3.5% | -3.4% | 13F ↗ |
| 6 | Vanguard Index Fds S&P 500 Etf Shs | 45,946 | $32.2M | 3.0% | +1.2% | 13F ↗ |
| 7 | AAPL Apple Inc. | 73,105 | $24.3M | 2.2% | +30.2% | 13F ↗ |
| 8 | iShares Tr Msci Intl Vlu Ft | 539,712 | $23.1M | 2.1% | -5.3% | 13F ↗ |
| 9 | NVDA NVIDIA Corporation | 100,186 | $22.9M | 2.1% | -10.9% | 13F ↗ |
| 10 | Pimco ETF Tr Multisector Bd | 809,781 | $20.6M | 1.9% | +6.8% | 13F ↗ |
| 11 | iShares Tr Core S&P Scp Etf | 150,727 | $20.5M | 1.9% | -2.2% | 13F ↗ |
| 12 | Bondbloxx ETF Trust Bloomberg One Yr | 411,789 | $20.3M | 1.9% | +5.7% | 13F ↗ |
| 13 | Spdr Series Trust St Str SP600GRWO | 172,871 | $18.5M | 1.7% | +4.8% | 13F ↗ |
| 14 | Invesco Qqq Tr | 22,486 | $16.6M | 1.5% | +126% | 13F ↗ |
| 15 | Vanguard Index Fds Mrngstr Sml Cp V | 68,839 | $15.9M | 1.5% | +4.8% | 13F ↗ |
| 16 | iShares Inc Emng Mkts Eqt | 213,836 | $15.3M | 1.4% | New | 13F ↗ |
| 17 | MSFT Microsoft Corporation | 25,776 | $13.2M | 1.2% | +37.0% | 13F ↗ |
| 18 | Capital Group Dividend Value Units | 267,036 | $13.0M | 1.2% | +130% | 13F ↗ |
| 19 | GOOGL Alphabet Inc. Class A | 35,594 | $12.2M | 1.1% | +64.8% | 13F ↗ |
| 20 | AMZN Amazon.com, Inc. | 35,849 | $8.9M | 0.8% | +22.1% | 13F ↗ |
| 21 | J P Morgan Exchange Traded F Active Bond Etf | 169,881 | $8.7M | 0.8% | +37.5% | 13F ↗ |
| 22 | BRK-B Berkshire Hathaway Inc. Class B | 15,402 | $7.7M | 0.7% | +161% | 13F ↗ |
| 23 | Spdr Series Trust St Str Blo 1 Etf | 83,534 | $7.7M | 0.7% | -34.3% | 13F ↗ |
| 24 | ETN Eaton Corporation, PLC | 17,694 | $7.6M | 0.7% | +1171% | 13F ↗ |
| 25 | First Tr Exchange-Traded Fd | 159,236 | $7.5M | 0.7% | -7.2% | 13F ↗ |
| 26 | First Tr Exchange Traded Fd Risng Divd Achiv | 93,045 | $7.3M | 0.7% | +445% | 13F ↗ |
| 27 | META Meta Platforms, Inc. | 9,906 | $7.2M | 0.7% | +25.5% | 13F ↗ |
| 28 | Spdr Series Trust Etf | 70,087 | $7.0M | 0.6% | +298% | 13F ↗ |
| 29 | AVGO Broadcom Inc. | 19,273 | $6.8M | 0.6% | +6.8% | 13F ↗ |
| 30 | American Centy ETF Tr Intl Smcp Vlu | 60,720 | $6.6M | 0.6% | +8.5% | 13F ↗ |
| 31 | Fidelity Merrimack Str Tr Total Bd Etf | 151,952 | $6.6M | 0.6% | +5.1% | 13F ↗ |
| 32 | Morgan Stanley ETF Trust Eato Vanc Bd Etf | 131,487 | $6.3M | 0.6% | +3.2% | 13F ↗ |
| 33 | MU Micron Technology, Inc. | 5,216 | $5.6M | 0.5% | +41.4% | 13F ↗ |
| 34 | Amplify ETF Tr Cwp Enhanced Div | 115,816 | $5.4M | 0.5% | +1.3% | 13F ↗ |
| 35 | TSLA Tesla, Inc. | 14,823 | $5.3M | 0.5% | -9.7% | 13F ↗ |
| 36 | American Centy ETF Tr Exchange Traded Fund | 107,624 | $4.8M | 0.4% | +30.7% | 13F ↗ |
| 37 | Select Sector Spdr Tr Etf | 28,226 | $4.7M | 0.4% | +1.1% | 13F ↗ |
| 38 | Schwab Strategic Tr Us Lcap Gr Etf | 130,404 | $4.7M | 0.4% | +448% | 13F ↗ |
| 39 | Spdr Series Trust St Str P500GRW | 36,785 | $4.5M | 0.4% | -9.1% | 13F ↗ |
| 40 | GOOG Alphabet Inc. Class C | 12,633 | $4.3M | 0.4% | +14.6% | 13F ↗ |
| 41 | Vanguard Whitehall Fds High Div Yld | 27,198 | $4.2M | 0.4% | +2.5% | 13F ↗ |
| 42 | iShares Tr Ishares Semicdtr | 7,261 | $4.1M | 0.4% | +5.5% | 13F ↗ |
| 43 | LLY Eli Lilly and Company | 3,560 | $4.1M | 0.4% | +8.5% | 13F ↗ |
| 44 | XOM ExxonMobil Holdings Corporation | 24,828 | $4.0M | 0.4% | New | 13F ↗ |
| 45 | First Tr Exch Traded Fd III Instl Pfd Secs | 216,817 | $4.0M | 0.4% | +6.5% | 13F ↗ |
| 46 | Putnam ETF Trust Focused Lar Cap | 73,603 | $3.9M | 0.4% | +4.3% | 13F ↗ |
| 47 | Vanguard Index Fds Mrngstr Ttl Stk | 9,795 | $3.7M | 0.3% | +2.9% | 13F ↗ |
| 48 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 8,007 | $3.7M | 0.3% | +18.0% | 13F ↗ |
| 49 | Simplify Exchange Traded Fun Hedged Equity | 106,157 | $3.6M | 0.3% | +0.2% | 13F ↗ |
| 50 | Vanguard Index Fds Mrngstr Sml Cap | 12,427 | $3.5M | 0.3% | +192% | 13F ↗ |
Showing the top 50 of 433 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
74 new, 239 added to, 116 trimmed, 38 exited, 4 unchanged. By estimated dollars.
New positions (74)
| iShares Inc Emng Mkts Eqt | 213,836 | New | $15.3M |
| XOM ExxonMobil Holdings Corporation | 24,828 | New | $4.0M |
| BRK-A Berkshire Hathaway Inc. Class A | 4 | New | $3.0M |
| Bny Mellon ETF Trust II Dynamic Value | 83,908 | New | $2.8M |
| Fidelity Covington Trust Msci Info Tech I | 9,348 | New | $2.8M |
| Invesco Exchange Traded Fd T Aerospace Defn | 13,723 | New | $2.1M |
| iShares Tr S&P 500 Grwt Etf | 7,637 | New | $1.1M |
| HAS Hasbro, Inc. | 11,953 | New | $1.0M |
| CP Canadian Pacific Kansas City Limited | 12,142 | New | $1.0M |
| First Tr Exchange-Traded Fd Vest Lad Aut Etf | 47,688 | New | $981.4K |
Added to (239)
| Invesco Qqq Tr | 22,486 | +126% | $9.3M |
| Capital Group Dividend Value Units | 267,036 | +130% | $7.4M |
| ETN Eaton Corporation, PLC | 17,694 | +1171% | $7.0M |
| First Tr Exchange Traded Fd Risng Divd Achiv | 93,045 | +445% | $5.9M |
| AAPL Apple Inc. | 73,105 | +30.2% | $5.6M |
| Spdr Series Trust Etf | 70,087 | +298% | $5.2M |
| GOOGL Alphabet Inc. Class A | 35,594 | +64.8% | $4.8M |
| BRK-B Berkshire Hathaway Inc. Class B | 15,402 | +161% | $4.7M |
| iShares Tr Rus TP200 Gr Etf | 467,852 | +3.2% | $4.3M |
| Schwab Strategic Tr Us Lcap Gr Etf | 130,404 | +448% | $3.8M |
Trimmed (116)
| Spdr Index Shs Fds St Port Mark Etf | 14,755 | -94.4% | -$12.9M |
| Spdr Series Trust St Str Blo 1 Etf | 83,534 | -34.3% | -$4.0M |
| NVDA NVIDIA Corporation | 100,186 | -10.9% | -$2.8M |
| Vanguard Scottsdale Fds LG-TERM Cor Bd | 18,013 | -59.8% | -$1.8M |
| Fidelity Covington Trust High Divid Etf | 618,442 | -3.4% | -$1.3M |
| iShares Tr Msci Intl Vlu Ft | 539,712 | -5.3% | -$1.3M |
| TEM Tempus AI, Inc. | 15,000 | -45.2% | -$1.0M |
| CME CME Group Inc. | 1,186 | -75.9% | -$976.4K |
| HALO Halozyme Therapeutics, Inc. | 3,169 | -69.9% | -$811.1K |
| Ark ETF Tr Next Gen Tech | 17,382 | -21.7% | -$769.6K |
Exited (38)
| Exxon Mobil Corp | 10,531 | Exited | -$1.4M |
| EPD Enterprise Products Partners L.P. | 32,654 | Exited | -$1.2M |
| Bondbloxx ETF Trust Ccc Rt Usd Hi Yl | 24,603 | Exited | -$899.6K |
| ACMR ACM Research, Inc. | 5,326 | Exited | -$675.8K |
| FERG Ferguson Enterprises Inc. | 2,653 | Exited | -$629.6K |
| CMCSA Comcast Corporation | 24,827 | Exited | -$609.5K |
| AAP Advance Auto Parts Inc. | 7,587 | Exited | -$472.1K |
| LMND Lemonade, Inc. | 5,365 | Exited | -$349.0K |
| NRG NRG Energy, Inc. | 2,364 | Exited | -$345.3K |
| UNM Unum Group | 3,392 | Exited | -$303.2K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 27, 2026 | 13F-HR | 439 | $1.1B | Current | SEC ↗ |
| Q2 2026 | Jul 29, 2026 | 13F-HR | 399 | $952.9M | Current | SEC ↗ |
| Q1 2026 | Apr 27, 2026 | 13F-HR | 348 | $814.2M | Current | SEC ↗ |
| Q4 2025 | Jan 15, 2026 | 13F-HR | 317 | $795.5M | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 248 | $727.3M | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 230 | $630.1M | Current | SEC ↗ |
| Q1 2025 | May 12, 2025 | 13F-HR | 185 | $521.1M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer