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CIK: 0002011333
Total reported value
$952.9M
$952.9M
230 檔
25.2%
In Q2 2025, Victory Financial Group, LLC's U.S. equity holdings reached a combined market value of $952.9M, distributed across 230 disclosed stock positions.
During Q2 2025, Victory Financial Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IWY, SCHD, IMCG) accounted for 25.2% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 230 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 17.50% | -0.32% | +7.61% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.64% | -0.71% | -1.22% | |
| 3 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 4.93% | +0.27% | +5.90% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 4.29% | +1.12% | +13.67% | |
| 5 | FDVV | Fidelity High Dividend ETF | ETF-Other | 3.72% | +0.33% | +10.44% | |
| 6 | FVD | First Trust Value Line Dvd | ETF-Other | 3.67% | -0.31% | -5.39% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.73% | — | -17.26% | |
| 8 | EVTR | Eaton Vance Total Return | ETF-Other | 2.69% | -1.36% | -0.47% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.57% | -0.37% | +690.01% | |
| 10 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 2.53% | — | +13.21% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.33% | +0.02% | +6.06% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.92% | +0.06% | +15.52% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.90% | -0.07% | +5.82% | |
| 14 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.79% | -0.49% | +1.82% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.74% | -0.67% | +1.05% | |
| 16 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.60% | +0.12% | +19.86% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.58% | -0.09% | +46.29% | |
| 18 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.41% | -0.10% | +249.09% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | -0.09% | +20.30% | |
| 20 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.93% | -0.07% | +19.88% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.78% | +0.17% | +0.80% | |
| 22 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.72% | -0.60% | EXIT | |
| 23 | FLCC | Fed Hermes Large Cap Core | ETF-Large Cap & Growth | 0.72% | -0.04% | +85.50% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.71% | -0.03% | -16.71% | |
| 25 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.70% | -0.11% | -4.79% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.69% | — | -16.40% | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.66% | -0.62% | -1.58% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 0.64% | +0.01% | -3.01% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | — | +20.21% | |
| 30 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.62% | -0.55% | EXIT | |
| 31 | XLI | Ss Industrial Select Sector | ETF-Other | 0.61% | -0.04% | +0.46% | |
| 32 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.60% | -0.08% | EXIT | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | -0.05% | -14.44% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.56% | -0.07% | +11.70% | |
| 35 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.55% | -0.05% | -3.23% | |
| 36 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.54% | -0.03% | — | |
| 37 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.48% | +0.02% | -3.76% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | +0.02% | +9.13% | |
| 39 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.47% | — | +2.42% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.07% | +12.70% | |
| 41 | FPEI | First Trust Institutional Pr | ETF-Other | 0.44% | -0.02% | +0.32% | |
| 42 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.44% | -0.01% | -18.92% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.07% | +58.99% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | — | +9.59% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-Other | 0.42% | -0.35% | +9.75% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.14% | -0.87% | |
| 47 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.40% | -0.05% | +27.64% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.08% | +23.52% | |
| 49 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.34% | +0.03% | -1.58% | |
| 50 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.30% | -0.04% | -7.50% |
According to official SEC Form 13F filings, Victory Financial Group, LLC reported a total U.S. public equity portfolio value of $952.9M across 230 disclosed positions in Q2 2025.
During Q2 2025, Victory Financial Group, LLC's top holdings by market value included IWY (17.5%)、SCHD (7.6%)、IMCG (4.9%). The largest single position, IWY, represented 17.5% of total portfolio value.
In Q2 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.
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