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Victory Financial Group, Llc

Portfolio Manager
Victory Financial Group, Llc
Performance
-3.14% (2026 Q1)
AUM (13F)
$814.22M
# of Holdings
347
Performance Rank
Allocation (Top 20)
58.86%

Victory Financial Group, Llc Holdings Map

Top 50 Victory Financial Group, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IWY
ISHARES TR
14.14%462.6K$115.1M
+3.14%(+14.06K)
2025-Q1: 415.8K shares2025-Q2: 447.5K shares2025-Q3: 441.7K shares2025-Q4: 448.5K shares2026-Q1: 462.6K shares
$207.30(+40.86%)
2026-03-31
SCHD
SCHWAB STRATEGIC TR
5.76%1.53M$46.8M
-10.13%(-172.20K)
2025-Q1: 1.84M shares2025-Q2: 1.82M shares2025-Q3: 1.93M shares2025-Q4: 1.70M shares2026-Q1: 1.53M shares
$25.91(+22.53%)
2026-03-31
IMCG
ISHARES TR
4.18%432.0K$34.0M
+2.54%(+10.69K)
2025-Q1: 365.6K shares2025-Q2: 387.2K shares2025-Q3: 412.5K shares2025-Q4: 421.3K shares2026-Q1: 432.0K shares
$68.95(+30.68%)
2026-03-31
FDVV
FIDELITY COVINGTON TRUST
3.73%549.0K$30.3M
+12.88%(+62.64K)
2025-Q1: 407.8K shares2025-Q2: 450.3K shares2025-Q3: 457.4K shares2025-Q4: 486.3K shares2026-Q1: 549.0K shares
$51.03(+16.41%)
2026-03-31
VOO
VANGUARD INDEX FDS
3.27%44.5K$26.6M
+7.05%(+2.93K)
2025-Q1: 36.6K shares2025-Q2: 30.3K shares2025-Q3: 37.5K shares2025-Q4: 41.6K shares2026-Q1: 44.5K shares
$526.69(+29.57%)
2026-03-31
IVLU
ISHARES TR
3.05%626.0K$24.8M
+7.82%(+45.42K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 574.4K shares2025-Q4: 580.6K shares2026-Q1: 626.0K shares
$34.50(+23.71%)
2026-03-31
XLK
SELECT SECTOR SPDR TR
2.95%180.4K$24.0M
-10.39%(-20.91K)
2025-Q1: 94.0K shares2025-Q2: 106.8K shares2025-Q3: 108.4K shares2025-Q4: 201.3K shares2026-Q1: 180.4K shares
$104.73(+68.87%)
2026-03-31
PYLD
PIMCO ETF TR
2.6%809.0K$21.2M
+44.74%(+250.07K)
2025-Q1: 417.2K shares2025-Q2: 424.8K shares2025-Q3: 486.8K shares2025-Q4: 559.0K shares2026-Q1: 809.0K shares
$26.36(-0.07%)
2026-03-31
IJR
ISHARES TR
2.39%156.2K$19.4M
+0.96%(+1.48K)
2025-Q1: 126.5K shares2025-Q2: 134.2K shares2025-Q3: 132.8K shares2025-Q4: 154.7K shares2026-Q1: 156.2K shares
$111.07(+21.80%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.3%107.6K$18.8M
+3.35%(+3.49K)
2025-Q1: 66.1K shares2025-Q2: 76.4K shares2025-Q3: 85.4K shares2025-Q4: 104.1K shares2026-Q1: 107.6K shares
$131.11(+72.25%)
2026-03-31

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