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CIK: 0002011333
Total reported value
$952.9M
$952.9M
248 檔
27.7%
According to the latest 13F quarterly dataset, Victory Financial Group, LLC managed an equity portfolio of $952.9M at the end of Q3 2025, spanning 248 distinct U.S. exchange-listed positions.
In Q3 2025, Victory Financial Group, LLC displayed an active expansion posture, initiating 85 new positions and adding to 74 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 248 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 16.62% | -0.32% | -1.30% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.27% | -0.71% | +6.52% | |
| 3 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 4.69% | +0.27% | +6.52% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 4.20% | +1.12% | +1.48% | |
| 5 | FVD | First Trust Value Line Dvd | ETF-Other | 3.56% | -0.31% | +8.02% | |
| 6 | FDVV | Fidelity High Dividend ETF | ETF-Other | 3.51% | +0.33% | +1.56% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.16% | — | +23.99% | |
| 8 | IVLU | Ishares Msci International V | ETF-Other | 2.81% | -0.55% | — | |
| 9 | EVTR | Eaton Vance Total Return | ETF-Other | 2.62% | -1.36% | +10.93% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.19% | +0.06% | +11.72% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.17% | +0.02% | -1.04% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.98% | -0.09% | +16.66% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.88% | -0.07% | +7.04% | |
| 14 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.80% | -0.49% | +14.59% | |
| 15 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.77% | +0.12% | +19.89% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.76% | -0.67% | +14.92% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.60% | -0.37% | -28.38% | |
| 18 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.27% | -0.10% | -2.01% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | -0.09% | +11.07% | |
| 20 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.88% | -0.07% | +4.16% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.84% | +0.02% | +47.37% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.74% | +0.17% | +0.40% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | — | +23.14% | |
| 24 | FLCC | Fed Hermes Large Cap Core | ETF-Large Cap & Growth | 0.67% | -0.04% | +1.35% | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.65% | -0.62% | +12.43% | |
| 26 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.65% | -0.60% | EXIT | |
| 27 | XLF | Ss Financial Select Sector | ETF-Other | 0.60% | +0.01% | +4.61% | |
| 28 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.60% | -0.11% | -3.53% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.59% | -0.07% | +15.19% | |
| 30 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.58% | -0.55% | EXIT | |
| 31 | XLI | Ss Industrial Select Sector | ETF-Other | 0.57% | -0.04% | +2.59% | |
| 32 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.55% | -0.08% | EXIT | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.14% | +45.96% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.53% | -0.03% | -19.10% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.07% | +26.31% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | -0.05% | -8.65% | |
| 37 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.50% | -0.05% | +1.48% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-Other | 0.50% | -0.35% | +34.26% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.50% | — | -23.96% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | +0.07% | +12.29% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.08% | +0.89% | |
| 42 | FPEI | First Trust Institutional Pr | ETF-Other | 0.44% | -0.02% | +11.97% | |
| 43 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.43% | +0.02% | -3.54% | |
| 44 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.42% | -0.01% | +1.20% | |
| 45 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.41% | — | -2.23% | |
| 46 | ARKW | Ark Next Generation Internet | ETF-Other | 0.40% | — | — | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.36% | +0.06% | +99.74% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | — | -6.04% | |
| 49 | CGDV | Cap Group Dividend Value | ETF-Other | 0.34% | +0.05% | +165.16% | |
| 50 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.33% | -0.05% | -4.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.2% | -28.38% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | +11.72% | Add |
| 3 | MOAT | Vaneck Morningstar Wide Moat | +0.8% | -2.01% | Add |
| 4 | AAPL | Apple Inc | +0.6% | +16.66% | Add |
| 5 | XLK | Ss Technology Select Sector | +0.5% | +1.48% | Add |
| 6 | TSLA | Tesla Inc | +0.4% | +47.37% | Add |
| 7 | AVGO | Broadcom Inc | +0.3% | +12.29% | Add |
| 8 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.3% | +19.89% | Add |
| 9 | MSFT | Microsoft CORP | +0.3% | +11.07% | Add |
| 10 | FLCC | Fed Hermes Large Cap Core | +0.3% | +1.35% | Add |
| 11 | CGDV | Cap Group Dividend Value | +0.3% | +165.16% | Add |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +45.96% | Add |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +8.97% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +26.31% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.89% | Add |
| 16 | PLTR | Palantir Technologies Inc-a | +0.1% | +59.67% | Add |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | +74.45% | Add |
| 18 | AMZN | Amazon.com Inc | +0.1% | +23.14% | Add |
| 19 | HD | Home Depot Inc | +0.1% | +46.90% | Add |
| 20 | SCHF | Schwab Intl Equity ETF | +0.1% | — | Add |
| 21 | AMD | Advanced Micro Devices | +0.1% | +4.86% | Add |
| 22 | ORCL | Oracle CORP | +0.1% | +4.29% | Add |
| 23 | TAXX | Bblx Irm Tax-aware S Dur ETF | +0.1% | +18.43% | Add |
| 24 | COST | Costco Wholesale CORP | +0.1% | +157.60% | Add |
| 25 | CME | Cme Group Inc | +0.1% | -0.72% | Add |
| 26 | VONG | Vanguard Russell 1000 Growth | +0.1% | +26.49% | Add |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +93.35% | Add |
| 28 | PM | Philip Morris International | +0.1% | +2.24% | Add |
| 29 | GOOG | Alphabet Inc-cl C | +0.1% | +17.49% | Add |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | +150.00% | Add |
| 31 | APP | Applovin Corp-class A | +0.1% | -1.44% | Add |
| 32 | MAGS | Roundhill Magnificent Seven | 0% | -17.04% | Add |
| 33 | ABBV | Abbvie Inc | 0% | +3.69% | Add |
| 34 | NFLX | Netflix Inc | 0% | +40.42% | Add |
| 35 | CAT | Caterpillar Inc | 0% | -12.17% | Add |
| 36 | VZ | Verizon Communications Inc | 0% | +0.63% | Add |
| 37 | BA | Boeing Co/the | 0% | +69.59% | Add |
| 38 | WFC | Wells Fargo & Co | 0% | +99.25% | Add |
| 39 | POWL | Powell Industries Inc | 0% | — | Unchanged |
| 40 | AEP | American Electric Power | 0% | -1.03% | Add |
| 41 | TJX | Tjx Companies Inc | 0% | +15.53% | Add |
| 42 | PHYL | Pgim Active High Yield Bond | 0% | +65.44% | Add |
| 43 | JNK | Ss Spdr Bb High Yield Bond | 0% | +77.60% | Add |
| 44 | LRCX | Lam Research CORP | 0% | +0.80% | Add |
| 45 | AXP | American Express Co | 0% | -1.28% | Add |
| 46 | RTX | Rtx CORP | 0% | -12.84% | Add |
| 47 | DIVO | Amplify Cwp Enhan Divid ETF | 0% | +4.16% | Add |
| 48 | LLY | Eli Lilly & Co | 0% | +60.05% | Add |
| 49 | JPM | Jpmorgan Chase & Co | 0% | -12.13% | Add |
| 50 | HYFI | AB High Yield ETF | 0% | +17.23% | Add |
According to official SEC Form 13F filings, Victory Financial Group, LLC reported a total U.S. public equity portfolio value of $952.9M across 248 disclosed positions in Q3 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 27.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
IVLU
市值: $20.4M
Top Position Liquidated / Trimmed
GRPM
前期市值: $3.8M
During Q3 2025, Victory Financial Group, LLC's top holdings by market value included IWY (16.6%)、SCHD (7.3%)、IMCG (4.7%). The largest single position, IWY, represented 16.6% of total portfolio value.
In Q3 2025, Victory Financial Group, LLC made 199 total portfolio adjustments, initiating 85 new buys, adding to 74 positions, trimming 17 holdings, and fully liquidating 23 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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