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CIK: 0002011333
Total reported value
$952.9M
$952.9M
348 檔
26.5%
According to the latest 13F quarterly dataset, Victory Financial Group, LLC managed an equity portfolio of $952.9M at the end of Q1 2026, spanning 348 distinct U.S. exchange-listed positions.
In Q1 2026, Victory Financial Group, LLC displayed an active expansion posture, initiating 61 new positions and adding to 76 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 348 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 14.14% | -0.32% | +3.14% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.75% | -0.71% | -10.13% | |
| 3 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 4.18% | +0.27% | +2.54% | |
| 4 | FDVV | Fidelity High Dividend ETF | ETF-Other | 3.72% | +0.33% | +12.88% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.27% | — | +7.05% | |
| 6 | IVLU | Ishares Msci International V | ETF-Other | 3.05% | -0.55% | +7.82% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 2.94% | +1.12% | -10.39% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.60% | -0.49% | +44.74% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.38% | +0.02% | +0.96% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.30% | +0.06% | +3.35% | |
| 11 | EVTR | Eaton Vance Total Return | ETF-Other | 2.04% | -1.36% | -10.24% | |
| 12 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.94% | +0.12% | +9.20% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.79% | -0.09% | +0.69% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.75% | -0.07% | +4.77% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.59% | -0.37% | +5.38% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.36% | -0.67% | -12.09% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.27% | +0.17% | +54.20% | |
| 18 | FVD | First Trust Value Line Dvd | ETF-Other | 1.18% | -0.31% | -38.31% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | -0.09% | -5.72% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | — | +9.19% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.08% | +17.34% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.72% | +0.14% | +27.20% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | +0.02% | +10.77% | |
| 24 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.66% | -0.05% | +32.97% | |
| 25 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.66% | +0.03% | — | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | +0.07% | +7.22% | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.65% | -0.62% | +6.58% | |
| 28 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.62% | -0.07% | +9.66% | |
| 29 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.60% | -0.60% | EXIT | |
| 30 | RSPU | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.60% | -0.60% | EXIT | |
| 31 | XLI | Ss Industrial Select Sector | ETF-Other | 0.58% | -0.04% | +2.46% | |
| 32 | CGDV | Cap Group Dividend Value | ETF-Other | 0.55% | +0.05% | +0.63% | |
| 33 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.55% | -0.55% | EXIT | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.07% | +9.66% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.51% | -0.07% | -1.59% | |
| 36 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.46% | -0.11% | -32.85% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-Other | 0.46% | -0.35% | -10.18% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | +0.06% | +30.00% | |
| 39 | FPEI | First Trust Institutional Pr | ETF-Other | 0.43% | -0.02% | +7.26% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | -0.05% | +0.25% | |
| 41 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.42% | -0.05% | -0.55% | |
| 42 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.42% | -0.10% | -20.88% | |
| 43 | KORP | American Century Diversified | ETF-Other | 0.39% | +0.01% | — | |
| 44 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.38% | +0.02% | +0.25% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.05% | +18.15% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | +0.07% | +8.10% | |
| 47 | ARKW | Ark Next Generation Internet | ETF-Other | 0.34% | — | +20.16% | |
| 48 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.33% | +0.05% | +29.35% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.32% | -0.03% | -24.17% | |
| 50 | MFSI | Mfs Active International | ETF-Other | 0.31% | -0.02% | +0.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | +0.7% | +44.74% | Add |
| 2 | RSPU | Invesco S&p 500 Equal Weight | +0.5% | +302.24% | Add |
| 3 | SPEM | State Street Sp Ptf Em ETF | +0.4% | +54.20% | Add |
| 4 | IVLU | Ishares Msci International V | +0.3% | +7.82% | Add |
| 5 | FDVV | Fidelity High Dividend ETF | +0.3% | +12.88% | Add |
| 6 | AVDV | Avantis Intl S/c Value ETF | +0.2% | +32.97% | Add |
| 7 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.2% | +9.20% | Add |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | +110.15% | Add |
| 9 | MPC | Marathon Petroleum CORP | +0.1% | +76.46% | Add |
| 10 | POWL | Powell Industries Inc | +0.1% | +0.21% | Add |
| 11 | PHYL | Pgim Active High Yield Bond | +0.1% | +84.41% | Add |
| 12 | VBR | Vanguard Small-cap Value ETF | +0.1% | +4.77% | Add |
| 13 | CAT | Caterpillar Inc | +0.1% | +44.38% | Add |
| 14 | PVAL | Putnam Focused Lrg Cap Value | +0.1% | +29.35% | Add |
| 15 | INTU | Intuit Inc | +0.1% | +370.77% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.1% | +5.21% | Add |
| 17 | ORCL | Oracle CORP | +0.1% | +126.54% | Add |
| 18 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +84.26% | Add |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +30.00% | Add |
| 20 | XLE | Ss Energy Select Sector | +0.1% | +13.51% | Add |
| 21 | SECT | Main Sector Rotation ETF | +0.1% | +239.91% | Add |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +5.38% | Add |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +27.20% | Add |
| 24 | DIVO | Amplify Cwp Enhan Divid ETF | +0.1% | +9.66% | Add |
| 25 | AVUV | Avantis US Small Cap Value | +0.1% | +41.13% | Add |
| 26 | VO | Vanguard Mid-cap ETF | +0.1% | +26.24% | Add |
| 27 | CVX | Chevron CORP | +0.1% | +0.98% | Add |
| 28 | IJR | Ishares Core S&p Small-cap E | 0% | +0.96% | Add |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | +17.34% | Add |
| 30 | WMT | Walmart Inc | 0% | +9.67% | Add |
| 31 | BND | Vanguard Total Bond Market | 0% | +19.81% | Add |
| 32 | VB | Vanguard Small-cap ETF | 0% | +101.26% | Add |
| 33 | TXN | Texas Instruments Inc | 0% | +15.74% | Add |
| 34 | GEV | GE Vernova Inc | 0% | +33.75% | Add |
| 35 | VTV | Vanguard Value ETF | 0% | +22.38% | Add |
| 36 | COST | Costco Wholesale CORP | 0% | +3.07% | Add |
| 37 | JNJ | Johnson & Johnson | 0% | +10.84% | Add |
| 38 | VUG | Vanguard Growth ETF | 0% | +86.14% | Add |
| 39 | TLT | Ishares 20+ Year Treasury Bd | 0% | +59.98% | Add |
| 40 | LMND | Lemonade Inc | 0% | +170.44% | Add |
| 41 | IWM | Ishares Russell 2000 ETF | 0% | +30.30% | Add |
| 42 | DAC | Danaos Corporation | 0% | +38.78% | Add |
| 43 | IDV | Ishares International Select | 0% | +22.67% | Add |
| 44 | OXY | Occidental Petroleum CORP | 0% | -16.56% | Trim |
| 45 | XLI | Ss Industrial Select Sector | 0% | +2.46% | Add |
| 46 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +39.49% | Add |
| 47 | BUFP | Pgim Laddered S&p 500 Buffer | 0% | +17.40% | Add |
| 48 | CSCO | Cisco Systems Inc | 0% | +78.05% | Add |
| 49 | TEM | Tempus Ai Inc-cl A | 0% | +74.03% | Add |
| 50 | IWP | Ishares Russell Mid-cap Grow | 0% | +29.65% | 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 348 disclosed positions in Q1 2026.
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 26.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
JBND
市值: $5.3M
Top Position Liquidated / Trimmed
SCZ
前期市值: $953.9K
During Q1 2026, Victory Financial Group, LLC's top holdings by market value included IWY (14.1%)、SCHD (5.8%)、IMCG (4.2%). The largest single position, IWY, represented 14.1% of total portfolio value.
In Q1 2026, Victory Financial Group, LLC made 199 total portfolio adjustments, initiating 61 new buys, adding to 76 positions, trimming 38 holdings, and fully liquidating 24 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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