13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002011333
Total reported value
$952.9M
$952.9M
185 檔
21.9%
As reported in its official Q1 2025 Form 13F filing, Victory Financial Group, LLC's tracked investment portfolio stood at $952.9M with 185 total positions.
During Q1 2025, Victory Financial Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 16.78% | -0.32% | +57.43% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 9.83% | -0.71% | +5.00% | |
| 3 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 5.01% | +0.27% | +14.86% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-Other | 4.66% | -0.31% | +7.62% | |
| 5 | FDVV | Fidelity High Dividend ETF | ETF-Other | 3.84% | +0.33% | +273.95% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 3.73% | +1.12% | +46.64% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.53% | — | -7.61% | |
| 8 | EVTR | Eaton Vance Total Return | ETF-Other | 3.26% | -1.36% | +73.39% | |
| 9 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 2.64% | — | +293.70% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.52% | +0.02% | +152.22% | |
| 11 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.09% | -0.49% | +188.30% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.07% | -0.07% | +11.46% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.06% | -0.67% | +190.27% | |
| 14 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.51% | +0.12% | +1725.36% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.42% | -0.09% | +33.16% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | +0.06% | +17.88% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.96% | -0.03% | -52.51% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.91% | — | +135.55% | |
| 19 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.89% | -0.08% | EXIT | |
| 20 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.88% | -0.11% | -22.76% | |
| 21 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.87% | -0.60% | EXIT | |
| 22 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.87% | -0.07% | +0.62% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.86% | +0.17% | +295.18% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | -0.09% | +23.65% | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.78% | -0.62% | +133.28% | |
| 26 | XLF | Ss Financial Select Sector | ETF-Other | 0.76% | +0.01% | +231.05% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | -0.05% | -16.52% | |
| 28 | GRPM | Invesco S&p Midcap 400 Garp | ETF-Other | 0.72% | — | +1.90% | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.67% | -0.55% | EXIT | |
| 30 | XLI | Ss Industrial Select Sector | ETF-Other | 0.65% | -0.04% | +361.09% | |
| 31 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.65% | -0.05% | +818.58% | |
| 32 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.60% | -0.01% | +0.20% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.59% | -0.07% | -17.32% | |
| 34 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.56% | +0.02% | +8.19% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | — | +20.94% | |
| 36 | FPEI | First Trust Institutional Pr | ETF-Other | 0.53% | -0.02% | +227.45% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | — | +21.88% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-Other | 0.50% | -0.35% | +257.58% | |
| 39 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.48% | — | -15.03% | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.46% | -0.10% | — | |
| 41 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.44% | -0.04% | +56.78% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | +0.02% | +15.27% | |
| 43 | FLCC | Fed Hermes Large Cap Core | ETF-Large Cap & Growth | 0.42% | -0.04% | +147.12% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.14% | +1.99% | |
| 45 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.39% | -0.04% | +36.57% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.39% | -0.37% | +35.49% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | -0.07% | +35.06% | |
| 48 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.38% | -0.05% | +36.68% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.36% | -0.03% | -37.30% | |
| 50 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.35% | +0.03% | -6.45% |
According to official SEC Form 13F filings, Victory Financial Group, LLC reported a total U.S. public equity portfolio value of $952.9M across 185 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWY, SCHD, IMCG) accounted for 21.9% of total reported equity market value during Q1 2025.
During Q1 2025, Victory Financial Group, LLC's top holdings by market value included IWY (16.8%)、SCHD (9.8%)、IMCG (5.0%). The largest single position, IWY, represented 16.8% of total portfolio value.
In Q1 2025, Victory Financial Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.