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CIK: 0002011333
Total reported value
$952.9M
$952.9M
315 檔
27.4%
During the Q4 2025 filing period, Victory Financial Group, LLC (CIK: 0002011333) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $952.9M across 315 reported positions.
In Q4 2025, Victory Financial Group, LLC displayed an active expansion posture, initiating 72 new positions and adding to 90 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 315 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 15.62% | -0.32% | +1.56% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.86% | -0.71% | -12.18% | |
| 3 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 4.23% | +0.27% | +2.14% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 3.64% | +1.12% | +85.63% | |
| 5 | FDVV | Fidelity High Dividend ETF | ETF-Other | 3.47% | +0.33% | +6.33% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.28% | — | +10.86% | |
| 7 | IVLU | Ishares Msci International V | ETF-Other | 2.78% | -0.55% | +1.08% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.44% | +0.06% | +21.91% | |
| 9 | EVTR | Eaton Vance Total Return | ETF-Other | 2.37% | -1.36% | -1.28% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.34% | +0.02% | +16.51% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.95% | -0.09% | +1.01% | |
| 12 | FVD | First Trust Value Line Dvd | ETF-Other | 1.92% | -0.31% | -40.80% | |
| 13 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.87% | -0.49% | +14.83% | |
| 14 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.77% | +0.12% | +9.67% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.67% | -0.07% | -4.59% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.59% | -0.67% | -0.13% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.54% | -0.37% | +5.76% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.18% | -0.09% | +33.13% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.84% | +0.17% | +23.96% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | +0.02% | -0.38% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | — | +16.06% | |
| 22 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.71% | -0.11% | +33.27% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.07% | +45.93% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.08% | +29.80% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.14% | +19.44% | |
| 26 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.63% | -0.62% | +6.54% | |
| 27 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.58% | -0.60% | EXIT | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.07% | +39.23% | |
| 29 | CGDV | Cap Group Dividend Value | ETF-Other | 0.58% | +0.05% | +80.73% | |
| 30 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.58% | -0.10% | -52.35% | |
| 31 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.57% | -0.07% | -29.24% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-Other | 0.55% | -0.04% | +5.60% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 0.55% | -0.35% | +8.17% | |
| 34 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.55% | -0.55% | EXIT | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.51% | -0.07% | -7.33% | |
| 36 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.48% | -0.05% | +110.81% | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.46% | — | +29.92% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | -0.05% | -4.82% | |
| 39 | XLF | Ss Financial Select Sector | ETF-Other | 0.44% | +0.01% | -20.04% | |
| 40 | FLCC | Fed Hermes Large Cap Core | ETF-Large Cap & Growth | 0.44% | -0.04% | -29.51% | |
| 41 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.44% | -0.05% | -7.55% | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.42% | -0.03% | -13.10% | |
| 43 | FPEI | First Trust Institutional Pr | ETF-Other | 0.42% | -0.02% | +4.92% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.39% | +0.06% | +19.56% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.07% | +38.65% | |
| 46 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.38% | +0.02% | -2.67% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | -0.02% | +54.30% | |
| 48 | ARKW | Ark Next Generation Internet | ETF-Other | 0.35% | — | +14.28% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | — | +4.52% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | +0.05% | +57.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.3% | +21.91% | Add |
| 2 | AVDV | Avantis Intl S/c Value ETF | +0.3% | +110.81% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | +29.80% | Add |
| 4 | CGDV | Cap Group Dividend Value | +0.2% | +80.73% | Add |
| 5 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +422.02% | Add |
| 6 | AVGO | Broadcom Inc | +0.2% | +45.93% | Add |
| 7 | WFC | Wells Fargo & Co | +0.2% | +226.10% | Add |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.2% | +16.51% | Add |
| 9 | LLY | Eli Lilly & Co | +0.2% | +38.65% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +57.97% | Add |
| 11 | MSFT | Microsoft CORP | +0.1% | +33.13% | Add |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +54.30% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +10.86% | Add |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +19.44% | Add |
| 15 | VCLT | Vanguard Long-term CORP Bond | +0.1% | +33.27% | Add |
| 16 | WMT | Walmart Inc | +0.1% | +98.21% | Add |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +350.99% | Add |
| 18 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +23.96% | Add |
| 19 | BND | Vanguard Total Bond Market | +0.1% | +89.64% | Add |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +59.65% | Add |
| 21 | AMZN | Amazon.com Inc | +0.1% | +16.06% | Add |
| 22 | COST | Costco Wholesale CORP | +0.1% | +84.04% | Add |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | +45.86% | Add |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +42.19% | Add |
| 25 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +68.67% | Add |
| 26 | PYLD | Pimco Multisector Bond Actv | +0.1% | +14.83% | Add |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +39.23% | Add |
| 28 | GLD | Spdr Gold Shares | +0.1% | +33.38% | Add |
| 29 | AVUV | Avantis US Small Cap Value | +0.1% | +210.02% | Add |
| 30 | TPR | Tapestry Inc | +0.1% | +41.85% | Add |
| 31 | KDP | Keurig Dr Pepper Inc | +0.1% | +96.39% | Add |
| 32 | XLV | Ss Health Care Select Sector | +0.1% | +8.17% | Add |
| 33 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +29.92% | Add |
| 34 | PM | Philip Morris International | +0.1% | +36.02% | Add |
| 35 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +251.77% | Add |
| 36 | EPD | Enterprise Products Partners | +0.1% | +57.17% | Add |
| 37 | ABBV | Abbvie Inc | 0% | +38.47% | Add |
| 38 | PLTR | Palantir Technologies Inc-a | 0% | +39.42% | Add |
| 39 | MTG | Mgic Investment CORP | 0% | +48.75% | Add |
| 40 | BA | Boeing Co/the | 0% | +72.57% | Add |
| 41 | IWM | Ishares Russell 2000 ETF | 0% | +58.68% | Add |
| 42 | PHYL | Pgim Active High Yield Bond | 0% | +78.71% | Add |
| 43 | EEM | Ishares Msci Emerging Market | 0% | +182.06% | Add |
| 44 | BAC | Bank Of America CORP | 0% | +58.50% | Add |
| 45 | MU | Micron Technology Inc | 0% | +4.28% | Add |
| 46 | TMO | Thermo Fisher Scientific Inc | 0% | +107.19% | Add |
| 47 | TJX | Tjx Companies Inc | 0% | +50.61% | Add |
| 48 | GSK | Gsk Plc-spon Adr | 0% | +80.38% | Add |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +19.56% | Add |
| 50 | SIO | Touchstone Strtg In Etf-iusd | 0% | +23.20% | 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 315 disclosed positions in Q4 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 27.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
MFSI
市值: $2.6M
Top Position Liquidated / Trimmed
PAAA
前期市值: $402.1K
During Q4 2025, Victory Financial Group, LLC's top holdings by market value included IWY (15.6%)、SCHD (5.9%)、IMCG (4.2%). The largest single position, IWY, represented 15.6% of total portfolio value.
In Q4 2025, Victory Financial Group, LLC made 200 total portfolio adjustments, initiating 72 new buys, adding to 90 positions, trimming 29 holdings, and fully liquidating 9 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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